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Through our NB Votes initiative, we publish our vote intentions in advance of select shareholder meetings, with a focus on companies where our clients have significant economic exposure. NB Votes addresses a broad range of topics across our nine key governance and engagement principles with a balance of votes in support of and against management recommendations, enabling us to share our broad analysis and insights. In the current proxy season we have provided advanced vote disclosure at 40 meetings.
For additional details visit the NB Votes webpage.
Lesley D. Nurse
Peter Andjelkovich
Jon Freedman
Bonnie Stanfield
Joseph McKenna
Bonnie G. Stanfield, CFA, Managing Director, joined Neuberger Berman in 2022. Bonnie is a Relationship Manager on the Institutional Sales and Consultant Relations team, based in Chicago. Prior to joining the firm, Bonnie was a director of consultant relations at Putnam Investments, where she was responsible for managing relationships with institutional investment consultants in the U.S. Midwest and West Coast. Bonnie also served as director of research and portfolio manager at Marco Consulting Group, and as investment analyst at UBS Global Asset Management and JL Kaplan Associates. She has been in the investment industry since 2003. Bonnie earned an MBA from the University of Pennsylvania Wharton School of Business, an MA from Columbia University School of International and Public Affairs and a BA from Beloit College.
Joseph M. McKenna, CAIA, Associate, joined the firm in 2017. Joe is a member of the NA Institutional Client Coverage Group focused on Consultant Relations. Previously, he served as a Rotational Analyst working on various business development and client reporting initiatives. Joe received a BA in Economics and Communication from Boston College and is based in New York. He holds FINRA Series 7, 66, and 31 licenses and has been awarded the Chartered Alternative Investment Analyst designation.
A New Energy Investment Paradigm
Using today’s fossil-fuel profits to invest in the long-term growth and emissions reduction of clean and renewable power.
Long the Strong
The prolonged adjustment to higher rates is just beginning, and we think it will likely be more painful for some than others.
2023 Global Corporate Credit ESG Engagement Report
During the past year our established relationships with issuers in developed and emerging markets enabled us to have meaningful engagements with a number of management teams. We engaged on key ESG issues such as climate transition, equity, inclusion and diversity (EID), and executive compensation structure.