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NB Direct Private Equity Fund A ELTIF

Der Inhalt, auf den Sie zugreifen möchten, ist für die globale Zielgruppe nicht verfügbar. Sie ist unter Germany verfügbar.

NB Direct Private Equity Fund 2022 ELTIF

Ein Teilfonds des NB Alternative Funds SICAV S.A.,
der in Private-Equity-Co-Investments anlegt
Werbematerial. Vor einer Anlageentscheidung sollten Sie den Verkaufsprospekt/das Informationsdokument des Alternative Investment Fund (AIF) und die Wesentlichen Anlegerinformationen (KIID) lesen.
Marktzugang
Bislang konnten meist nur große institutionelle Investoren in Private Equity investieren.
Direktanlagen in nicht börsennotierte Unternehmen
Schwerpunkt auf Co-Investments, sodass das Kapital schneller und potenziell kostengünstiger angelegt werden kann als bei klassischen Private-Equity-Fonds
Einfacher Regulierungsrahmen
Effiziente Umsetzung und Verwaltung mit niedrigeren finanziellen und rechtlichen Anforderungen an die Anleger

Erhältlich für Privatanleger (mit Beratung) in der EU und Qualifizierte Investoren in der Schweiz.
Langfristanlage: Laufzeit von zunächst acht Jahren nach dem Final Closing, die vom Board bis zu dreimal um jeweils ein Jahr verlängert werden kann. Die Laufzeit beträgt also höchstens elf Jahre ab dem Final Closing.
Mindestlaufzeit: acht Jahre, keine vorzeitige Rückgabemöglichkeit; die Anlage endet erst mit der Auflösung des Fonds
Langfristig und illiquide: für Investoren mit einem langfristigen Anlagehorizont, da auch der Fonds selbst langfristig anlegt
Ausschüttungen: Der Fonds wird während seiner Laufzeit keine Ausschüttungen an die Anleger vornehmen; das dafür zur Verfügung stehende Kapital kann also wieder angelegt werden. Der Rückzahlungsbetrag hängt dann nur davon ab, wie viel Kapital bei Fälligkeit zur Verfügung steht.
Keine Risikoabsicherung: Der Fonds verzichtet auf den Einsatz von Derivaten zur Risikoabsicherung.
Laufzeitende: Der Fonds wird am 31. August 2030 aufgelöst, acht Jahre nach dem Final Closing am 31. August 2022 – es sei denn, die Laufzeit wird bis zu dreimal um jeweils ein Jahr verlängert. Dies liegt im Ermessen des Boards.

Anlegern wird empfohlen, nur einen kleinen Teil ihres Gesamtportfolios in einen ELTIF zu investieren.

Im Überblick
In diesem kurzen Video fasst José Luis González Pastor, Managing Director Neuberger Berman Private Equity, die wichtigsten Eigenschaften des Fonds zusammen.
Fondsunterlagen
Lesen Sie hier aktuelle Informationen zum Fonds
Broschüre
EINFACHE FONDSSTRUKTUR
Ein Fonds ohne die bei Private Equity oft hohen Einstiegshürden
ELTIF
KLASSISCHER PRIVATE-EQUITY-FONDS1
Niedrig
Ab 25.000 Euro, je nach Anteilsklasse und Land. Für professionelle Investoren und Privatanleger mit Beratung.
MINDESTANLAGE
UND EINSTIEGSHÜRDEN
Hoch
Meist ab 500.000 US-Dollar. Nur für zertifizierte, institutionelle/professionelle Investoren.
Keine
Zu Beginn wird ein Einmalbetrag investiert
KAPITALABRUFE
Mehrere
Unklarer Zeitpunkt, schwierige Cashflow-Planung
Kürzere Laufzeit
Acht Jahre ab dem Final Closing, mit bis zu drei Verlängerungen um jeweils ein Jahr im Ermessen des Boards.
LAUFZEITBEGRENZUNG
Keine
Zehn bis 14 Jahre mit möglichen Verlängerungen, keine Handelbarkeit
Umfassend
Diversifikation nach Ländern, Branchen und Lead Managern
DIVERSIFIKATION
Begrenzt
Nur ein Lead Manager
Mit dem Fonds können professionelle und andere Anleger in Private Equity oder andere alternative Assetklassen investieren, auch über ausgewählte Intermediäre. Der Fonds soll gut 20 Unternehmensbeteiligungen eingehen, überwiegend in Europa und Nordamerika, aber auch in anderen Regionen. Es gibt keine Branchen-, Sektor-, Unternehmens- und Länderrestriktionen und auch keine Beschränkungen der zulässigen Transaktionen. Die Anlagen gehören dem Fonds. Investoren erwerben Beteiligungen am Fonds und nicht an den Portfoliounternehmen selbst.
ATTRAKTIVE ANLAGESTRATEGIE
Ausschließlich Private Equity: nur Direktanlagen, meist Co-Investments

Mit dem Fonds können professionelle und andere Anleger in Private Equity oder andere alternative Assetklassen investieren, auch über ausgewählte Intermediäre. Der Fonds soll mehr als 20 Unternehmensbeteiligungen eingehen, überwiegend in Europa und Nordamerika, aber auch in anderen Regionen.

RISIKOÜBERLEGUNGEN

Eine Anlage in den Fonds ist mit einem hohen Risiko verbunden und eignet sich nur für Anleger, die über die finanziellen Kenntnisse und Erfahrungen verfügen, um die Vorteile und Risiken einer solchen Anlage zu bewerten. Es kann nicht zugesichert oder garantiert werden, dass die Ziele des Fonds erreicht werden oder dass die Anleger eine Rendite auf ihre Anlagen in den Fonds erhalten.

AUSGEZEICHNETER PRIVATE-EQUITY-MANAGER*

TheAssetManagementAwards2020_Private Equity Manager of the Year 400x200

TheAssetManagementAwards2021_Private Equity Manager of the Year 400x200
European_Private_Equity_Manager_of_the_Year_2020_600x300_2
Private Equity Wire award 600x300 2
WARUM NEUBERGER BERMAN?
Unsere einzigartige Position am Private-Equity-Markt
Anthony Tutrone, Global Head of NB Alternatives, spricht über die Strategie- und Kompetenzvielfalt von NB Private Markets – und erklärt, wie sie Investoren bei Private-Equity-Anlagen nützen kann.
VORTEIL VON NB PRIVATE MARKETS
Eine integrierte Plattform mit Zugang zu führenden Private-Equity-Managern
86
Mrd. US-Dollar Kapitalzusagen2
UNSERE PLATTFORM
34
Jahre Private-Equity-Anlagen
A+
Rating von IN PRO für die ESG-Integration3
25+
Jahre durchschnittliche Erfahrung der leitenden Teammitglieder4
PERSONEN
99%
Bleibequote5
200+
Private-Capital-Experten
5.870+
Fondsunternehmen6
PARTNERSCHAFTEN MIT GENERAL PARTNERNGENERAL PARTNERN
575+
Private-Equity-Fonds7
240+
Sitze in Beratungsgremien für Private-Equity-Fonds8
Über Private Equity
Was ist Private Equity?
(2:54)
Was ist ein Co-Investment?
(2:54)
Unsere leitenden Investmentexperten
Diese Experten steuern den Fonds, unterstützt von über 200 Kollegen
Anthony Tutrone, Managing Director
Anthony Tutrone is the Global Head of NB Alternatives and a Managing Director of Neuberger Berman. He is a member of all Neuberger Berman Private Equity’s Investment Committees. Anthony is also a member of Neuberger Berman's Partnership, Operating, and Asset Allocation Committees. Prior to Neuberger Berman, from 1994 to 2001, Anthony was a Managing Director and founding member of The Cypress Group, a private equity firm focused on middle market buyouts that managed approximately $3.5 billion of commitments. Anthony began his career at Lehman Brothers in 1986, starting in Investment Banking and in 1987 becoming one of the original members of the firm’s Merchant Banking Group. This group managed a $1.2 billion private equity fund focused on middle market buyouts. He has been a member of the board of directors of several public and private companies and has sat on the advisory boards of several private equity funds. Anthony earned an MBA from Harvard Business School and a BA in Economics from Columbia University.
Kent Chen, CFA, Managing Director
Kent Chen, CFA is a Managing Director of Neuberger Berman and leader of the firm’s private equity efforts in the Asia Pacific region. Kent joined Neuberger Berman in May 2015 from the Hong Kong Monetary Authority (HKMA) after 17 years of central banking career in various positions including Deputy Chief Representative of the HKMA’s New York Office and Advisor to the Executive Director for China at the International Monetary Fund in Washington D.C. From 2008, Kent helped to establish the HKMA’s private equity program, comprising of global buyout, Asia private equity and global energy investments. Before joining the HKMA in 1998, he was Head of China Research at Daiwa Securities in Hong Kong covering the Chinese stocks market with a focus on infrastructure, energy and power equipment stocks. Kent has been awarded the Chartered Financial Analyst designation and earned an MPA from Columbia University, MBA from University of Hull and BS in Economics from University of London.
José Luis González Pastor, Managing Director
José Luis González Pastor is a Managing Director of Neuberger Berman in the Private Equity team and a senior member of the Firm's Private Investment Portfolios group where he leads fund investments and direct co-investments. Prior to joining the firm, Mr. González worked at Barclays Capital as a Summer Associate in the Distressed Debt Team based in London. Before Barclays, Mr. González worked at Qualitas Equity Partners, a Spanish Private Equity Fund focused on the Iberia middle-market. Previously, Mr. González worked as Investment Banking Analyst at DC Advisory Partners (formerly known as Atlas Capital Close Brothers and currently Daiwa Securities). Mr. González received an MBA with honors from The Wharton School of the University of Pennsylvania and a MA with honors in International Studies at the Lauder Institute of the University of Pennsylvania. Mr. González graduated with a BA in Business Administration and a LLB in Law from Universidad Pontificia Comillas (ICADE).
Michael Kramer, Managing Director
Michael Kramer is a Managing Director of Neuberger Berman. He is a member of the Co-Investment, Credit Opportunities, Marquee Brands and Private Investment Portfolios investment committees, as well as a member of the Board of Directors for Marquee Brands. Michael is currently a board observer for By Light Professional IT Services, which is a portfolio company of our dedicated co-investment funds. Before joining Neuberger Berman in 2006, Michael was a vice president at The Cypress Group, a private equity firm with $3.5 billion under management. Prior thereto, he worked as an analyst at PaineWebber Inc. He holds an MBA from Harvard Business School and a BA, cum laude, from Harvard College.
John Massey
John Massey is the Chairman of the Neuberger Berman Private Investment Portfolios Investment Committee. He is also a member of the Co-Investment Investment Committee. In 1996, Mr. Massey was elected as one of the original members of the board of directors of the PineBridge Fund Group. Mr. Massey is active as a private investor and corporate director. Previously, he was Chairman and CEO of Life Partners Group, Inc., a NYSE listed company. Over the last 35 years, Mr. Massey has also served in numerous executive leadership positions with other publicly held companies including Gulf Broadcast Corporation, Anderson Clayton & Co., and Gulf United Corporation. He began his career in 1966 with Republic National Bank of Dallas as an investment analyst. Mr. Massey currently serves on the boards of several financial institutions, including Central Texas Bankshare Holdings, and Hill Bancshares Holdings, Inc., among others. He is also the principal shareholder of Columbus State Bank in Columbus, Texas and Hill Bank and Trust Company in Weimar, Texas. Mr. Massey received the Most Distinguished Alumnus award from SMU’s Cox School of Business in 1993. In 2009, he and Mrs. Massey were jointly named Most Distinguished Alumnus by The University of Texas from the Dallas/Fort Worth area. He currently serves as Chairman of the Development Board for the University of Texas School of Law and is President-Elect of Texas Exes at The University of Texas. He is also active in oil and gas, agricultural and wildlife conservation activities in Colorado County and Matagorda County, Texas. Mr. Massey received a B.B.A. from Southern Methodist University and an M.B.A. from Cornell University. He also earned an L.L.B. from The University of Texas at Austin. He received his Chartered Financial Analyst designation and has been a member of the State Bar of Texas since 1966.
David Morse, Managing Director
David Morse is a Managing Director of Neuberger Berman, and is the Global Co-Head of Private Equity Co-Investments. He is also a member of Co-Investment, Private Debt and Private Investment Portfolios Investment Committees. Mr. Morse is currently a Board Observer of Behavioral Health Group, C.H. Guenther, CSC, and ProAmpac, all of which are portfolio companies of our dedicated co-investment funds. Mr. Morse joined Lehman Brothers in 2003 as a Managing Director and principal in the Merchant Banking Group where he helped raise and invest Lehman Brothers Merchant Banking Partners III L.P. Prior to joining Lehman Brothers, Mr. Morse was a founding Partner of Hampshire Equity Partners (and its predecessor entities). Founded in 1993, Hampshire is a middle-market private equity and corporate restructuring firm with $825 million of committed capital over three private equity funds. Prior to Hampshire, Mr. Morse worked in GE Capital’s Corporate Finance Group providing one-stop financings to middle-market buyouts. Mr. Morse began his career in 1984 in Chemical Bank’s middle-market lending group. Mr. Morse holds an MBA from the Tuck School of Business at Dartmouth College and a BA in Economics from Hamilton College. Mr. Morse is a member of the M.B.A. Advisory Board of the Tuck School, a member of the Alumni Council of Hamilton College, and a member of the Board of Trustees of the Berkshire School.
Joana Rocha Scaff, Managing Director

Joana Rocha Scaff is a Managing Director of Neuberger Berman, Head of Europe Private Equity and a member of the Private Investment Portfolios, Co-Investment, and Secondary Investment Committees. She is also a member of Neuberger Berman’s ESG Advisory Committee. Ms. Rocha Scaff has over 20 years of experience in financial markets, the majority of which in private equity investing and prior to that in investment banking. She has been with the firm since 2005. Prior to NB Private Equity, Ms. Rocha Scaff worked in the investment banking division of Lehman Brothers, and prior to that at Citigroup Global Markets and Espirito Santo Investment Bank. She advised on corporate transactions including M&A, financial restructurings and public equity and debt offerings in the United States, Europe and Brazil. Ms. Rocha Scaff received her M.B.A. from Columbia Business School and her B.A. in Business Management and Administration from the Universidade Catolica of Lisbon. Ms. Rocha Scaff is the current Chair of the LP Committee of the BVCA – British Private Equity Association and a member of the Limited Partner Advisory Committee of multiple European private equity funds.

Jonathan Shofet, Managing Director
Jonathan D. Shofet is the Global Head of the Firm’s Private Investment Portfolios group and is a Managing Director of Neuberger Berman. He is also a member of the Private Investment Portfolios/Co-Investment Investment Committee. Prior to joining Neuberger Berman in 2005, Mr. Shofet was a member of the Lehman Brothers Private Equity division, focusing on mid-through late-stage equity investments primarily in the technology, communications and media sectors. Prior to that, Mr. Shofet was a member of the Lehman Brothers Investment Banking division, where he focused on public and private financings, as well as strategic advisory in the real estate, technology and utility sectors. Mr. Shofet has been, or currently sits, on the Limited Partner Advisory Boards of a number of funds including those managed by Amulet Capital, Beacon Capital Partners, Castlelake, Cerberus Institutional Partners, Clearlake Capital, ComVest Investment Partners, DFW Capital, Oak Hill Capital Partners, Platinum Equity, Thomas H. Lee Partners and Vector Capital Partners. He has also been a Board Observer for several private companies. Mr. Shofet holds a B.A. from Binghamton University, where he graduated summa cum laude, Phi Beta Kappa.
Brien Smith, Managing Director
Brien Smith is a Managing Director of Neuberger Berman and the Chief Operating Officer of the Neuberger Berman Private Equity Division. He is a member of the investment committees for the Private Investment Portfolios, CoInvestment and Private Debt programs. Mr. Smith is a member of Neuberger Berman’s Operating Committee. Mr. Smith is also a member of the firm’s Investment Risk and Operational Risk Committees. Prior to joining Neuberger Berman in 2001, Mr. Smith worked in the middle market private equity firm Mason Best Company, L.P., and its affiliates. Mr. Smith began his career at Arthur Andersen & Co. Mr. Smith is a life member of the Red McCombs School of Business Advisory Council at the University of Texas at Austin. Mr. Smith also currently serves on the board of the Texas Exes Alumni Association and chairs its Investment Committee. He serves and has served on a number of other boards of directors. Mr. Smith received a Master’s in Professional Accounting and a B.B.A. from the University of Texas at Austin.
David Stonberg, Managing Director
David Stonberg is a Managing Director of Neuberger Berman and is the Global Co-Head of Private Equity CoInvestments. He is also a member of the Co-Investment, Private Investment Portfolios, Renaissance, Secondary and Real Estate Secondary Investment Committees. Before joining Neuberger Berman in 2002, Mr. Stonberg held several positions within Lehman Brothers’ Investment Banking Division including providing traditional corporate and advisory services to clients as well as leading internal strategic and organizational initiatives for Lehman Brothers. Mr. Stonberg began his career in the Mergers and Acquisitions Group at Lazard Frères. Mr. Stonberg holds an MBA from the Stern School of New York University and a BSE. from the Wharton School of the University of Pennsylvania.
Peter von Lehe, Managing Director
Peter von Lehe, JD, is the Head of Investment Solutions and Strategy and is a Managing Director of Neuberger Berman. He is also a member of the Athyrium, Co-Investment, Private Investment Portfolios, Marquee Brands and Renaissance Investment Committees, as well as a member of the NB Insurance-Linked Strategies Underwriting Committee and a Chairman of NB Reinsurance Ltd. Mr. von Lehe sits on the Limited Partner Advisory Boards of a number of investment relationships globally on behalf of Neuberger Berman funds. Previously, Mr. von Lehe was a Managing Director and Deputy Head of the Private Equity Fund of Funds unit of Swiss Reinsurance Company. At Swiss Re, Mr. von Lehe was responsible for investment analysis and product structuring and worked in both New York and Zurich. Before that, he was an attorney with the law firm of Willkie Farr & Gallagher LLP in New York focusing on corporate finance and private equity transactions. He began his career as a financial analyst for a utility company, where he was responsible for econometric modeling. Mr. von Lehe received a BS with Honors in Economics from the University of Iowa and a JD with High Distinction, from the University of Iowa College of Law. He is a member of the New York Bar.
Jacquelyn Wang, Managing Director
Jacquelyn Wang is a Managing Director of Neuberger Berman and a senior member of the private equity investment team. She is also a member of the Private Investment Portfolios and Co-Investment Investment Committee. Jacquelyn joined Neuberger Berman in 2007, focusing on direct co-investments, primary fund investments and secondary investments. Prior to joining Neuberger Berman, she worked in Corporate Development at Verizon Communications focused on corporate M&A. Previously, Jacquelyn worked at Spectrum Equity Investors, where she was responsible for sourcing, executing and evaluating buyout and growth equity investments in media, technology and telecom. She began her career in the investment banking division of Lehman Brothers advising on corporate transactions in the communications and media industries. Jacquelyn received an MBA from The Wharton School of the University of Pennsylvania and a BA with honors from The Johns Hopkins University.
Patricia Miller Zollar, Managing Director
Patricia Miller Zollar is a Managing Director of Neuberger Berman and a leader of the Firm’s Private Investment Portfolios practice. She is a member of the Co-Investment and Private Investment Portfolios Investment Committees. Additionally, Ms. Zollar sits on the Limited Partner Advisory Boards of a number of funds. Before rejoining Neuberger Berman in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs. Ms. Zollar began her career as a Certified Public Accountant in the Audit Division of Deloitte & Touche. She received her MBA from Harvard Business School and her BS, with highest distinction, from North Carolina A&T State University, where she is Chairperson Emeritus of the Board of Trustees and the recipient of an honorary Doctorate degree. Ms. Zollar is a member of the Executive Leadership Council, the Harvard Business School Alumni Board and was a former member of the executive board of the National Association of Investment Companies. She serves as Vice Chairman of The Apollo Theater and a member of the Investment Committee of the Robert Wood Johnson Foundation’s Board of Trustees and the Neuberger Berman Foundation Board of Trustees.
Elizabeth Traxler, Managing Director
Elizabeth Traxler is a Managing Director of Neuberger Berman and a senior member of the Private Investment Portfolios & Co-Investments team. She is also a member of the Private Investment Portfolios and Co-investments Investment Committee and the Secondary Investment Committees. Prior to joining Neuberger Berman in 2008, Ms. Traxler was at Wachovia Capital Partners (now known as Pamlico Capital), where she focused on making direct growth equity and buyout investments across a broad range of industries. Ms. Traxler also worked at Wachovia Securities in the Leveraged Capital Group, which provided senior and mezzanine debt for private equity-backed transactions. She is currently a Board Observer for several private companies and Advisory Board member for a number of private equity funds. Ms. Traxler received an MBA from the Kellogg School of Management at Northwestern University and a BA, cum laude, in Economics from Vanderbilt University.
WEITERE FRAGEN?
Für weitere Informationen wenden Sie sich an Ihren Vertreter von Neuberger Berman oder schreiben Sie an:
ELTIF@nb.com
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