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Alts Intermediary

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OVERVIEW
At Neuberger Berman, non-traditional investment strategies have helped define our client offering for decades. Our capabilities in the alternative investments space are extensive, ranging from private markets, to liquid alternatives and real asset strategies.
An Introduction to Alternative Investing at Neuberger Berman (1:25)
“Alternative investing is more central to the modern portfolio than ever. Our broad range of Alternative portfolios see to address a range of investor needs – from risk management to income and growth.”

~ Anthony D. Tutrone, Global Head – Alternatives

INSIGHTS
Private Markets—From Alternative to Mainstream
In the June 2022 30th Anniversary Issue of Journal of Investing, Erik Knutzen, CIO—Multi-Asset, details the evolution of private markets over the last three decades and highlights the key trends and challenges anticipated for the future.
READ MORE
State of the Private Equity Markets
Doug Manor, Senior Principal, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
WATCH HERE
PLATFORM
Diversified Private Equity
Listed & Evergreen
Secondaries
Co-Investments
Venture Capital
European Buyouts
Emerging Managers
Brand Licensing
Impact
Private Debt
Capital Solutions
Special Situations
CLO Strategies
European Private Loans
Private Placement Debt
Co-Investments
Specialty Finance
Residential Real Estate Credit
Insurance-Linked Strategies
Healthcare Investing
Commodities
Private Real Estate
Private Residential Mortgages
Real Estate Secondaries
Listed REIT Securities
Hedge Funds
Liquid Alternatives
Options
Insurance Linked Strategies
Late Stage Pre-IPO
SPACs
STRATEGY SPOTLIGHT
CONTACT US
For general questions about NB Alternatives, contact your Neuberger Berman representative.
Jaques Clough
Alternatives Client Advisor
Avery Kiser
Alternatives Client Advisor
Noah Shulman
Alternatives Investor Relations Specialist
Jaques Clough, Alternatives Client Advisor

Jaques Clough, CFA, joined the firm in 2018. Jaques is a Senior Vice President at Neuberger Berman and is a senior member of the North American Intermediary Team. He serves as a Client Advisor for Neuberger Berman’s Alternatives Platform. Prior to joining Neuberger Berman, Jaques was a Director of Credit Suisse, where he ran Alternatives Research and Due Diligence for Credit Suisse’s Private Bank Americas. In this capacity, he was responsible for sourcing, evaluating and structuring fund offerings across Private Equity, Real Estate, Private Credit and Hedge Funds. Jaques received an MBA from Columbia Business School and a BA in Economics from Middlebury College. He has been awarded the Chartered Financial Analyst designation.

Avery Kiser, Alternatives Client Advisor
Avery Kiser is a Senior Vice President and Alternatives Client Advisor. Avery joined Neuberger Berman in 2005 as a generalist on the NB Alternatives Investment Management (the Firm’s Fund of Hedge Fund business) team. Avery moved to London in 2007 to support NBAIM’s international research efforts. While in London, Avery covered European based hedge fund managers as well as focusing on event-driven and credit research globally. In 2012, Avery moved to the Firm’s Los Angeles office where she continued to maintain responsibility for event-driven and credit strategies globally. In 2021, Avery joined the North American Intermediary team as an Alternatives Client Advisor. Prior to Neuberger Berman, Avery worked at Merrill Lynch during the summer of 2004 as an Alternatives Investment Analyst. Avery graduated from Princeton University with a BSE in Operations Research and Financial Engineering and certificates in Finance and Engineering & Management Systems.
Jake Rothbard, CAIA, CPA, Alternatives Client Advisor
Jake Rothbard, Vice President, joined the firm in 2021. Jake is an Alternatives Client Advisor for the North American Intermediary Business, responsible for delivering the firm’s alternative investment solutions to financial advisors. Prior to joining the firm, Jake worked for eight years at Blackstone as a Director and Alternatives Investment Specialist. He was responsible for business development and relationship management of Financial Advisors within the US. Jake earned a BS in Finance from the University of Maryland-College Park. He has earned the CAIA and CPA designations.
Noah Shulman, Alternatives Investor Relations Specialist
Noah Shulman, Alternatives Investor Relations Specialist – North American Intermediary, joined Neuberger Berman in 2019. As a member of the Alternatives Specialist Team, he works closely with Intermediary Sales, focusing on maintaining relationships with prospective and existing clients in the firm's NB Private Markets business. Prior to his current role, Noah was a member of the National Accounts Team, working with Senior Relationship Managers in the Broker Dealer channel. Noah began his career at Barclays as an analyst, advising the bank’s trading businesses. He earned a BA in Economics from Brown University.
Caroline Collins
Alternatives Investor Relations Specialist
Michael Mayne
Alternatives Investor Relations Specialist
Annika Jaques, CFP®
Alternatives Investor Relations Specialist
Caroline Collins, Alternatives Investor Relations Specialist

Caroline Collins, Alternatives Investor Relations Specialist, joined Neuberger Berman in 2018. As a member of the Alternatives Specialist Team, she works closely with Intermediary Sales, focusing on maintaining relationships with prospective and existing clients in the firm’s NB Private Markets buisness. Prior to her current role, Caroline was an Associate on the Private Funds Client Services Team. Previously, she worked at Third Bridge Group where she supported management consulting firms in their due diligence and value-creation efforts. She earned a BA in History from Trinity College in Connecticut.

Michael Mayne, Alternatives Investor Relations Specialist

Michael Mayne, Alternatives Investor Relations Specialist, joined Neuberger Berman in 2019. As a member of the Alternatives Specialist Team, he works closely with Intermediary Sales, focusing on maintaining relationships with prospective and existing clients in the firm's NB Private Markets business. Prior to his current role, Michael was a Client Service Analyst on the Alternatives Fund Services Team. Michael began his career at Goldman Sachs as an analyst on the Residential Loan Asset Management team. He earned a BA in Economics from University of Texas at Dallas.

Annika Jaques, CFP®, Alternatives Investor Relations Specialist
Annika Jaques, Alternatives Investor Relations Specialist, joined Neuberger Berman in 2021. As a member of the Alternatives Specialist Team, she works closely with Intermediary Sales, focusing on maintaining relationships with prospective and existing clients in the firm's NB Private Markets business. Prior to her current role, Annika was an Advisor Consultant Associate on Neuberger’s Intermediary Sales team. She earned a BA in Economics and International Relations from Connecticut College. She is a CFP® professional.
AltsSpecialist@nb.com