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Alts Intermediary

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Alternatives

30+ years experience managing alternative investments
OVERVIEW
At Neuberger Berman, nontraditional investment strategies have helped define our client offerings for decades. Our capabilities in the alternative investments space are extensive ranging from private equity to risk premia strategies and insurance-linked strategies.
PLATFORM AT A GLANCE
30+ years experience managing alternative investments
$130+ bn in AUM1
200+ dedicated professionals
Senior Investment Professionals have an average of over 20 years of industry experience
Conversation with Anthony D. Tutrone
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“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
Public/Private Investing: Broadening Opportunity Within Equities
We believe private equity can serve as a core holding alongside traditional stocks to help improve investment outcomes.
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The Blurred Lines of Public and Private Equity
As capital markets continue to expand over time, corporations and investors alike have had to get creative in their approaches.
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EDUCATION
Private Equity Overview
In this series of educational videos we provide investors with an overview of private equity investing and address some commonly asked questions.
WATCH VIDEO SERIES
An Introduction to Option Investing
In this video series, Derek Devens and Rory Ewing, Portfolio Manager and Research Analyst in the Options Team, introduce the viewers to PutWrite Option investing, how the team manages the strategy and how PutWrite options are being used in investors' portfolios.
WATCH VIDEO SERIES
$130+ bn AUM1
Primaries
Co-Investments
Secondaries
Specialty Strategies
Specialty Alternatives
Late Stage Pre-IPO
SPACs
Hedge Funds & Liquid Alts
Fundamental
Hedge Funds
Liquid Alternatives
Quantitative
Commodities
Options
Global Macro
Risk Parity
Risk Premia
Private Credit
Private Debt
Credit Opportunities
Special Situations
Residential Loans
Specialty Finance
European Private Loans

Private Real Estate – Almanac
Real Estate Secondaries
CONTACT US
For general questions about NB Alternatives, contact your Neuberger Berman representative.
AltsSpecialist@nb.com
Jaques Clough
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, Research Analyst
Avery Kiser, Senior Vice President, joined the Firm in 2005. Avery is a Research Analyst on the NB Alternative Investment Management Team. Previously, she 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 minors in Finance and Engineering and 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, Client Analyst – North American Intermediary, joined the firm in 2019. As a member of the National Accounts team, he works closely with our Senior Relationship Managers, focusing on the firm’s Broker Dealer Home Office partners. Prior to his current role, Noah worked at Barclays as an Analyst advising the bank’s trading businesses. Noah earned a BA in Economics from Brown University where he was also a member of the baseball team.