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Playbook for Recovery Wellness

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Playbook for Recovery

Financial and personal wellness
ideas for you and your clients


The COVID-19 pandemic has created an environment characterized by heightened uncertainty and risk that extends beyond the markets and investments. Now, perhaps more than ever, wellness – both financial and personal – is top of mind for so many. In this series, we will offer ideas from our investment leaders, joined by wellness experts, to provide insights and resources for you to share with your clients.

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Financial Wellness: Emerging Markets Equities - Positioned to Outperform U.S. Equities?
Personal Wellness: Principles for Healthy Eating

AUGUST 12, 2020
financial wellness
Keith Skinner, Portfolio Specialist, Emerging Markets Equity, discusses why he believes emerging markets equites may be positioned to outperform U.S. equities coming out of the market’s recent downturn.
personal wellness
Lara Metz, MS, RDN, CDN, Registered Dietician, shares her principles for healthy eating along with food recommendations to increase energy and focus.
Share with your clients
Begin the wellness conversation with your clients today using the links below.
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Financial Wellness: Opportunity in Higher-Quality High Yield
Personal Wellness: Fitness Workouts From Anywhere

AUGUST 6, 2020
financial wellness
Adam Grotzinger, Senior Portfolio Manager, Fixed Income, discusses why he believes the higher-quality end of the high yield universe may present an attractive opportunity for investors.
personal wellness
Shannon Brown, Fitness Expert, shares some of the health benefits of regular exercise and walks through a brief strength and conditioning routine that can help boost energy and metabolism.
Share with your clients
Begin the wellness conversation with your clients today using the links below.
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Financial Wellness: Diversification and Avoiding Overexposure to Growth Stocks
Personal Wellness: Secrets of Restful Sleep

JULY 29, 2020
financial wellness
David Levine, Portfolio Manager, Large Cap Value Equity, discusses the importance of staying diversified and avoiding overexposure to the growth stocks that are currently highly concentrated in both the S&P 500 and Russell 1000 Growth indexes.
personal wellness
Molly Lukins Burke from Food + Mood NYC shares techniques from the latest in sleep research, to help you get a good night’s rest.
Share with your clients
Begin the wellness conversation with your clients today using the links below.
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Financial Wellness: Real Estate Investing in the Digital Age
Personal Wellness: Food for Energy and Focus

JULY 22, 2020
financial wellness
Brian Jones, Portfolio Manager, Real Estate Securities, discusses how the REIT landscape has evolved over the past 20 years, and what he believes are potential opportunities for investors.
personal wellness
Lara Metz, MS, RDN, CDN, Registered Dietician, addresses proper nutrition to start your day, including foods to eat to maintain energy and increase focus.
Share with your clients
Begin the wellness conversation with your clients today using the links below.
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Financial Wellness: As Volatility Persists, Mitigating Risk Matters
Personal Wellness: Managing Stress and Anxiety During Uncertain Times

JULY 16, 2020
financial wellness
Marc Regenbaum, Associate Portfolio Manager, Long Short Equity, discusses the valuable role that downside mitigation can play in achieving attractive long-term returns.
personal wellness
Elaine Chugranis, Ph.D, President and Founder of ARISTA, addresses the science behind how the brain works under these new and evolving circumstances and teaches us how to thrive during change, manage stress and energy, expand resilience and growth mindset and develop our strengths.
Share with your clients
Begin the wellness conversation with your clients today using the links below.
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Financial Wellness: Small Cap Equities – Too Big to Ignore
Personal Wellness: Mindfresh – A Modern Mindfulness Experience

JULY 9, 2020
financial wellness
Haik Kevorkian, Client Portfolio Manager, Small Cap Equities, discusses how in the past, bear market bottoms have provided compelling entry points for small cap investors.
personal wellness
Tamara Martucci and Molly Lukins Burke from Food + Mood NYC introduce Mindfresh, a modern mindfulness experience at work designed to improve body posture, relieve tight muscles, release stress and enhance your attention.
Share with your clients
Begin the wellness conversation with your clients today using the links below.
Financial Professionals
Haik Aram Kevorkian
Portfolio Specialist
Senior Vice President
Marc Regenbaum
Associate Portfolio Manager
Managing Director
Brian Jones, CFA
Portfolio Manager
Managing Director
David Levine
Portfolio Manager
Senior Vice President
Adam Grotzinger, CFA
Senior Portfolio Manager
Managing Director
Keith Skinner
Portfolio Specialist
Senior Vice President
Wellness Professionals
CONTACT US
For more information, please contact your Neuberger Berman Representative.
Broker Dealer | 877.628.2583 | advisor@nb.com
RIA | 888.556.9030 | riadesk@nb.com