Alts Intermediary

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

Opportunity in the Undercapitalized World of Private Equity Secondaries

While an increasing volume of GP-led transactions is being brought to the market, there is an acute shortage of capital—providing an attractive and likely lasting opportunity for experienced investors.

Flows and Fundamentals

With cash rates priced to decline substantially, we think it is time to deploy liquidity, locking in bond yields and seeking out value in the equity market.

Asset Allocation Committee Outlook | October 2023

Higher for Longer, Longer the Stronger

“Savings depletion and weakness among small-cap and regional bank stocks suggest that the U.S. economy may not be as strong as it seems.”

Asset Allocation Committee Outlook | July 2023

Engine Running, Shifting to Neutral

In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.

Asset Allocation Committee Outlook | April 2023

Paid to Be Patient

It may be time to plan the journey back to risk, but not yet time to act—peak rates could still be disruptive, and they pay investors for proceeding carefully.

Platform

PRIVATE EQUITY

Diversified Private Equity

REAL ASSETS

Private Residential Mortgages

Real Estate Secondaries

Listed REIT Securities

Contact Us

For general questions about NB Alternatives, contact your Neuberger Berman representative.

Jaques Clough

Head of Alternative Specialists/Investor Relations - North American Intermediary

Noah Shulman

Alternatives Specialist

Sofia Rivas

Alternatives Specialist

Chad Adonizio

Alternatives Client Advisor

Jaques Clough, Head of Alternative Specialists/Investor Relations - North American Intermediary

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.

Noah Shulman, Alternatives Specialist

Noah Shulman, Vice President, joined Neuberger Berman in 2019. Noah is a member of the Alternatives Specialist Team within the North American Intermediary Business. He is focused on building relationships with prospective and existing clients for the firm's 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.

Sofia Rivas, Alternatives Specialist

Sofia Rivas, Alternatives Specialist, joined Neuberger Berman in 2022. As a member of the Alternatives Specialist Team within the North American Intermediary Business, she is focused on building relationships with prospective and existing clients for the firm's Private Markets business. Prior to her current role, Sofia was a member of Neuberger Berman's Corporate Development & Strategy Team. Sofia began her career at PIMCO. She earned a BS in Business Administration from the Haas School of Business – University of California, Berkeley.

Chad Adonizio, Alternatives Client Advisor

Chad Adonizio, Vice President, joined Neuberger Berman in 2024. Chad is a member of the Alternatives Specialist Team within the North American Intermediary Business, and serves as a Client Advisor for Neuberger Berman’s Alternatives Platform. Prior to joining the firm, Chad was a Vice President and Relationship Manager for Endowment and Foundation clients at Glenmede. He earned a BS in Business Administration from the LeBow College of Business - Drexel University.

Caroline Collins

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.

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

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