Webinars and Events

The arrival of coronavirus vaccines should eventually revive the economy, but the ongoing pandemic and political risks pose short-term threats, and even as it gains pace, the recovery is likely to be uneven and bring its own risks. On January 14, Erik Knutzen, CIO of Multi-Asset Class, Conrad Saldanha, Senior Portfolio Manager, Emerging Markets Equities and Gorky Urquieta, Co-Head of Emerging Markets Debt team, discussed some of the elements of the recovery in further detail.

View our Asset Allocation Committee Outlook >

On Tuesday, December 8, 2020, we hosted our final Research Sector Spotlight Series webinar, where Terri Towers, PhD, Senior Healthcare Research Analyst at Neuberger Berman was joined by Leonard S. Schleifer, MD, PhD, Co-Founder, President and Chief Executive Officer of Regeneron Pharmaceuticals to discuss the biopharmaceutical industry’s progress on developing effective COVID-19 treatments. He also discussed Regeneron’s recent clinical trials of the antibody cocktail treatment and insights related to a vaccine that could potentially curb the global pandemic from manifesting further.

On November 17, Joe Amato, Erik Knutzen, Brad Tank and Tony Tutrone discussed the key themes they anticipate will guide investment decisions in 2021, as shared in our annual “Ten for 2021”.

On November 4, our CIOs, Joe Amato, Erik Knutzen and Brad Tank, addressed the 2020 U.S. Election results, assessing early market reactions, and discussed medium-term economic scenarios from both the U.S. and global perspectives.

On Thursday, October 15, we hosted a conversation with Jill Woodworth, Chief Financial Officer, Peloton and Kevin McCarthy, Senior Research Analyst at Neuberger Berman for a discussion on how Peloton handled the crisis, their views on how it’s changed the fitness industry globally, and their vision for staying competitive and innovative in a crowded market.

On October 13, Erik Knutzen, CIO of Multi-Asset Class and Robert Surgent, Senior Portfolio Manager, Multi-Asset Class, discussed topics covering the Asset Allocation Committee’s recent views on navigating the current market environment, the upcoming U.S. election and what will likely drive global markets over the next 12 months and beyond along with key updates to our views and 12-month positioning.

The COVID-19 crisis has strongly reiterated the importance of ESG matters: how companies treat their employees, manage their supply chains, plan for business continuity, secure their data and manage their governance have been critical and at the forefront for many investors. On Wednesday, September 30, Jonathan Bailey, Head of ESG Investing, moderated a panel featuring senior investors across public and private markets, covering:

• The impact ESG integration has had on recent performance across both public and private markets
• Recent trends and innovations within ESG and Impact Investing
• Implementation of ESG Integration and how it seeks to drive value creation
• Examples of Neuberger Berman engagement with certain portfolio companies and our new NB25+ Advance Disclosure proxy voting initiative

On Tuesday, September 22 we hosted our inaugural Research Sector Spotlight Series webinar, providing investors with an opportunity to hear directly from companies that are changing the world we live in.

Our first conversation featured a fireside chat between Ed Bastian, Chief Executive Officer of Delta Air Lines and Michael Barr, Senior Research Analyst, Neuberger Berman. Having led Delta through multiple periods of volatility, including out of bankruptcy post 9/11, Ed provided his unique perspective on the impact of the COVID-19 pandemic, the evolution of the airline industry, and expectations for the future of global travel.

As nations around the world continue to cautiously reopen their economies, our Asset Allocation Committee has taken a similar approach with regard to investing – venturing out with caution. On July 22, Joe Amato, Erik Knutzen, Brad Tank and Tony Tutrone discussed these dynamics in more detail, as well as their short-term and long-term views of the bear, base and bull case scenarios for the COVID-19 crisis initially outlined in the 2Q2020 Outlook and Investment Playbook.

Even before the coronavirus outbreak, 2020 was shaping up as a heated year for U.S. politics, with a sharply contested presidential race and deeply divided electorate. Now, the landscape is even more complex, given ongoing health concerns, economic weakness and unrest tied to social justice.

On July 14, Neuberger Berman’s Joseph V. Amato, President and Chief Investment Officer, Equities, spoke with political scientist Sam Potolicchio, PhD, President, Preparing Global Leaders Forum, about factors that could influence the 2020 election and the political landscape going forward.