July 23, 2023

This year’s recommendation for vacation reading is the epic story of the building of the Brooklyn Bridge, resonant with dilemmas we still recognize today.

July 15, 2021

Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.

September 15, 2020

Identifying the winner of the rumble between ‘The Japanifier’ and ‘The Stimulator’ is likely to be the key determinant in successful portfolio construction for years to come.

November 15, 2018

George Walker was a contributor to the Embankment Project for Inclusive Capitalism (EPIC)1, which unites over 30 global business leaders across the entire investment chain to advance long-term value measures.

Eric Zhou, Senior Vice President, joined the firm in 2016. Eric is a Portfolio Manager for the Option Group at the firm, where he is focused on the implementation of investment strategy, quantitative research, and derivative strategy modeling related to the firm’s option and volatility-based strategies. Before joining Neuberger Berman, Eric was a research analyst at Horizon Kinetics, where he worked primarily on derivatives- related research, and also supported the firm’s broader research efforts. Previously, Eric worked for UBS Wealth Management. Eric received a BS from the Carroll School of Management at Boston College and an MA in the Mathematics of Finance from Columbia University.

Eric Winkler, CFA, joined Neuberger Berman in 2017 and is a member of the firm's Private Investment Portfolios group, where he specializes on Infrastructure and Real Asset investments. Prior to joining Neuberger Berman, Mr. Winkler interned at the University of Kentucky Endowment. He graduated summa cum laude with departmental honors, receiving a BS in Finance and Accounting, and a BSBE in Economics from the University of Kentucky, where he attended school under the Otis A. Singletary scholarship, the highest honorary scholarship awarded at the University. He holds the Chartered Financial Analyst designation.

Eric J. Pelio, Senior Vice President, joined the firm in 2008. Eric is a Portfolio Manager for the Municipal Fixed Income team. Additionally, he co-manages the Neuberger Berman Municipal High Income Fund. Prior to this, he was an associate portfolio manager in Municipal Securities at Weiss, Peck & Greer, where he worked since 2004. Earlier to this, he spent two years as an account administrator handling institutional escrow portfolios with Deutsche Bank. He holds a BS degree in finance from Roger Williams University.

September 08, 2024

Rising inflation may be behind us, but now a nervous market parses every data release for signs of recession.

July 18, 2024

When equities sputter, market volatility simmers and interest rates remain elevated, we believe underwriting market risk—by writing puts on the S&P 500 Index—can be a capital-efficient strategy for investors seeking to generate a diversified source of income in an uncertain economic environment.

March 14, 2023

PutWrite strategies can improve the risk-return efficiency, liquidity, flexibility and cost-effectiveness of investor portfolios.

February 21, 2023

Monetizing Low-Cost Basis Stock Positions while Preserving Long-Term Stock Alpha

September 27, 2022

May 31, 2022

The world faces a $15 trillion infrastructure financing gap by 2040, and cash-strapped governments are increasingly calling on private capital to achieve their digitalization, decarbonization, supply-chain enhancement and social-infrastructure goals.

January 28, 2022

Could Bitcoin options be the “picks and shovels” of the cryptocurrency Gold Rush, a way to convert Bitcoin from a “get rich” to a “stay rich” asset?

December 21, 2021

Our Option Group believes that Bitcoin is the most likely of all the cryptocurrencies to emerge as a durable new asset—and the difficulty of pinning down exactly what kind of asset it is could be a big reason why.

November 30, 2021

Beyond price volatility, the threat of regulation is probably the next biggest source of risk for Bitcoin and other digital assets—with financial-system risk and high energy demands topping the agenda.

November 08, 2021

In this paper, we share our proposal on how to gain Bitcoin exposure in what we view as a more risk-efficient, hedged format that seeks to benefit from one of its most notable qualities—its volatility.

October 27, 2021

Several competitors have emerged to challenge Bitcoin and its blockchain over the past decade, but here’s why our options team believes the original digital asset is the only genuine digital asset.

April 29, 2019

How the continued success of option strategies arguably depends on the investment industry’s ability to consistently benchmark the strategies.

September 20, 2016

January 11, 2016

June 24, 2015