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NB Direct Private Equity Fund A ELTIF

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NB Direct Private Equity Fund 2022 ELTIF

Un comparto di NB Alternative Funds SICAV S.A.
Un portafoglio diversificato di investimenti diretti di Private Equity
Questa è una comunicazione di marketing. Si prega di consultare il prospetto del FIA/documento informativo del FIA e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento.
Accesso al
Private Equity
Offre un’esposizione agli stessi investimenti di Private Equity tipicamente disponibili ai grandi investitori
Investimenti diretti in
società non quotate
Focus sugli investimenti diretti di Private Equity (co-investimenti) che offrono velocità di impiego del capitale ed efficienza commissionale
Struttura semplice
e regolamentata
Investimento minimo iniziale e requisiti di idoneità ridotti, processi di sottoscrizione più semplici e maggiore trasparenza

Disponibile a investitori retail e professionali
Orizzonte di investimento di lungo-termine: la durata legale prevista del fondo è di 8 anni dal closing finale, prorogabile dal gestore del fondo di un (1) anno, per un massimo di tre volte. La durata massima del fondo è quindi di 11 anni a partire dal closing finale.
Periodo di detenzione minimo: 8 anni. Non è prevista alcuna finestra d’uscita prima del raggiungimento della durata legale attesa del fondo.
Investimento di lungo termine e illiquido: il fondo è destinato ad investitori che hanno un orizzonte di investimento di lungo termine. Gli investimenti effettuati dal fondo sono per loro natura di lungo termine.
Distribuzioni: il fondo non è obbligato a distribuire utili agli investitori nel corso della sua durata. Gli importi distribuibili possono essere reinvestiti. Nessun utile sarà distribuito dal fondo durante la sua durata. L’ammontare finale del capitale restituito può dipendere solo dal capitale finale alla scadenza.
Nessuna copertura: il fondo non utilizzerà strumenti finanziari derivati per la copertura dei rischi
Termine della durata legale: il termine del fondo sarà il 31 agosto 2030, che è l'ottavo anniversario dal closing finale (31 agosto 2022). Il termine può essere prorogato dal consiglio di amministrazione del fondo fino a tre (3) volte per periodi di un (1) anno ciascuno.

Si informano gli investitori che solo una piccola parte del loro portafoglio di investimenti complessivo dovrebbe essere investita in un ELTIF.

Il fondo in breve
In questo breve video introduttivo, Marco Avanzo-Barbieri, Head of Client Group Italy, presenta le principali caratteristiche dell’ELTIF di Neuberger Berman.
STRUTTURA SEMPLIFICATA E REGOLAMENTATA
I vantaggi strutturali dell’ELTIF di Neuberger Berman consentono di rendere il private equity accessibile agli investitori retail.
ELTIF
FONDO DI PRIVATE EQUITY TRADIZIONALE1
Ridotti
A partire da €25.000, in base alla classe di azioni, e disponibile a investitori retail e professionali
INVESTIMENTO MINIMO INIZIALE E REQUISITI DI IDONEITÀ
Elevati
A partire, tipicamente, da $500.000 e disponibile esclusivamente agli investitori istituzionali
Unico
L’importo sottoscritto viene versato in soluzione unica dopo la sottoscrizione
RICHIAMI DI CAPITALE
Multipli
Richiami multipli di capitale con tempistiche incerte
Durata più corta
Target di rientro dall’investimento dopo 5-6 anni dal closing finale e 8 anni di durata legale attesa (possibilità di estensione fino a tre singoli anni consecutivi)
LIQUIDITÀ
Illiquido
Durata legale di 10-14 anni con possibilità di estensione
Elevata
20-40 investimenti diversificati per area geografica, settore e per gestore con cui il fondo entrerà in partnership nell’investimento
DIVERSIFICAZIONE
Limitata
Tipicamente 10-15 investimenti target e singolo gestore/Lead manager degli investimenti
Ai sensi del Regolamento sull'informativa di sostenibilità dei servizi finanziari ("SFDR"), il fondo non mira a classificarsi come un prodotto finanziario che promuove i criteri di carattere ambientale o sociale o come un prodotto che abbia un obiettivo di investimento sostenibile.
STRATEGIA DI INVESTIMENTO UNICA
Un ELTIF di co-investimenti puro, destinato agli investitori non professionali, che offre l’accesso ad un portafoglio di elevata qualità composto da investimenti diretti di Private Equity in aziende non quotate, senza l'obbligo di grandi impegni di capitale.

Il fondo mira ad offrire un’esposizione agli stessi investimenti di private equity disponibili ai grandi investitori istituzionali, in modo diversificato, attraverso un portafoglio costituito da 20-40 posizioni dirette in aziende non quotate, con un maggior focus su Europa e Nord America, in partnership con noti gestori di Private Equity, a un costo simile a quello offerto agli investitori istituzionali.

CONSIDERAZIONI SUI RISCHI

Un investimento nel fondo comporta un elevato grado di rischio che è adatto solo per quegli investitori che hanno le competenze finanziarie e l'esperienza necessarie per valutare i meriti e i rischi di questo tipo di investimento. Non vi può essere alcuna garanzia che gli obiettivi del fondo saranno raggiunti o che gli investitori riceveranno un rendimento dai loro investimenti nel fondo.

SOCIETÀ DI PRIVATE EQUITY LEADER NEGLI INVESTIMENTI DI PRIVATE EQUITY*

TheAssetManagementAwards2020_Private Equity Manager of the Year 400x200

TheAssetManagementAwards2021_Private Equity Manager of the Year 400x200
European_Private_Equity_Manager_of_the_Year_2020_600x300_2
Private Equity Wire award 600x300 2
PERCHÈ NEUBERGER BERMAN PER GLI INVESTIMENTI DI PRIVATE EQUITY?
Neuberger Berman: una posizione unica nell’ecosistema dei Private Market
Anthony Tutrone, Global Head of NB Alternatives, presenta la piattaforma dedicata agli investimenti di Private Markets di Neuberger Berman e di come le nostre strategie e competenze riescono ad incontrare le esigenze degli investitori internazionali, in ambito Private Equity.
I vantaggi della piattaforma di Private Markets di Neuberger Berman
Relazioni consolidate con noti gestori di Private Equity e risorse dedicate garantiscono l’accesso e la selezione delle migliori opportunità di investimento di Private Markets
$95mld
Di capitale impegnato (committed)2
PIATTAFORMA
35
Anni di esperienza di investimento nei mercati privati
A+
Rating massimo PRI per l’integrazione dei criteri ESG negli investimenti di Private Equity3
21+
Anni di esperienza, in media, dei membri senior del team di investimento4
TEAM DEDICATO
99%
Tasso annualizzato di fidelizzazione dei professionisti di investimento senior5
200+
Professionisti dedicati agli investimenti di Private Markets
5870+
Società non quotate possedute6
PARTNERSHIP CON NOTI GESTORI DI PRIVATE EQUITYPARTNERSHIP
575+
Posizioni attive in fondi di Private Equity Fund7
225+
Limited Partnership con un ruolo nei consigli di amministrazione8
INTRODUZIONE AGLI INVESTIMENTI DI PRIVATE EQUITY
Che cosa sono gli investimenti
di Private Equity?
(2:54)
Che cosa sono i co-investimenti?
(2:54)
MEMBRI SENIOR DEL TEAM DI INVESTIMENTO
Supportati da oltre 200+ professionisti dedicati agli investimenti di Private Markets e che contribuiscono in maniera attiva alla gestione delle operazioni del fondo.
Anthony D. Tutrone, Managing Director

Anthony Tutrone, Managing Director di Neuberger Berman e Responsabile globale degli investimenti alternativi, è anche membro dei Comitati per gli investimenti di Neuberger Berman Private Equity. Prima di approdare in Neuberger Berman, dal 1994 al 2011 è stato Managing Director e socio fondatore di The Cypress Group, una società di private equity con un patrimonio in gestione pari a circa $ 3,5 miliardi, specializzata in buyout di media entità. Ha iniziato la propria carriera in Lehman Brothers nel 1986, lavorando prima nella divisione Investment banking per poi, nel 1987, diventare uno dei membri iniziali del Gruppo di Merchant Banking della società. Questo gruppo ha gestito un fondo di private equity da $ 1,2 miliardi, specializzato in buyout di media entità. È membro dei Comitati Esecutivi, di Partnership e Operativi di Neuberger Berman. Presiede diversi comitati consultivi di fondi di private equity ed è stato anche membro del consiglio di amministrazione di alcune società pubbliche e private. Ha conseguito un MBA presso la Harvard Business School e una laurea in economia presso la Columbia University.

Kent Chen, CFA, Managing Director
Kent Chen, CFA is a Managing Director of Neuberger Berman and leader of the firm’s private equity efforts in the Asia Pacific region. Kent joined Neuberger Berman in May 2015 from the Hong Kong Monetary Authority (HKMA) after 17 years of central banking career in various positions including Deputy Chief Representative of the HKMA’s New York Office and Advisor to the Executive Director for China at the International Monetary Fund in Washington D.C. From 2008, Kent helped to establish the HKMA’s private equity program, comprising of global buyout, Asia private equity and global energy investments. Before joining the HKMA in 1998, he was Head of China Research at Daiwa Securities in Hong Kong covering the Chinese stocks market with a focus on infrastructure, energy and power equipment stocks. Kent has been awarded the Chartered Financial Analyst designation and earned an MPA from Columbia University, MBA from University of Hull and BS in Economics from University of London.
José Luis González Pastor, Managing Director
José Luis González Pastor is a Managing Director of Neuberger Berman in the Private Equity team and a senior member of the Firm's Private Investment Portfolios group where he leads fund investments and direct co-investments. Prior to joining the firm, Mr. González worked at Barclays Capital as a Summer Associate in the Distressed Debt Team based in London. Before Barclays, Mr. González worked at Qualitas Equity Partners, a Spanish Private Equity Fund focused on the Iberia middle-market. Previously, Mr. González worked as Investment Banking Analyst at DC Advisory Partners (formerly known as Atlas Capital Close Brothers and currently Daiwa Securities). Mr. González received an MBA with honors from The Wharton School of the University of Pennsylvania and a MA with honors in International Studies at the Lauder Institute of the University of Pennsylvania. Mr. González graduated with a BA in Business Administration and a LLB in Law from Universidad Pontificia Comillas (ICADE).
Michael Kramer, Managing Director
Michael Kramer is a Managing Director of Neuberger Berman. He is a member of the Co-Investment, Credit Opportunities, Marquee Brands and Private Investment Portfolios investment committees, as well as a member of the Board of Directors for Marquee Brands. Michael is currently a board observer for By Light Professional IT Services, which is a portfolio company of our dedicated co-investment funds. Before joining Neuberger Berman in 2006, Michael was a vice president at The Cypress Group, a private equity firm with $3.5 billion under management. Prior thereto, he worked as an analyst at PaineWebber Inc. He holds an MBA from Harvard Business School and a BA, cum laude, from Harvard College.
John Massey
John Massey is the Chairman of the Neuberger Berman Private Investment Portfolios Investment Committee. He is also a member of the Co-Investment Investment Committee. In 1996, Mr. Massey was elected as one of the original members of the board of directors of the PineBridge Fund Group. Mr. Massey is active as a private investor and corporate director. Previously, he was Chairman and CEO of Life Partners Group, Inc., a NYSE listed company. Over the last 35 years, Mr. Massey has also served in numerous executive leadership positions with other publicly held companies including Gulf Broadcast Corporation, Anderson Clayton & Co., and Gulf United Corporation. He began his career in 1966 with Republic National Bank of Dallas as an investment analyst. Mr. Massey currently serves on the boards of several financial institutions, including Central Texas Bankshare Holdings, and Hill Bancshares Holdings, Inc., among others. He is also the principal shareholder of Columbus State Bank in Columbus, Texas and Hill Bank and Trust Company in Weimar, Texas. Mr. Massey received the Most Distinguished Alumnus award from SMU’s Cox School of Business in 1993. In 2009, he and Mrs. Massey were jointly named Most Distinguished Alumnus by The University of Texas from the Dallas/Fort Worth area. He currently serves as Chairman of the Development Board for the University of Texas School of Law and is President-Elect of Texas Exes at The University of Texas. He is also active in oil and gas, agricultural and wildlife conservation activities in Colorado County and Matagorda County, Texas. Mr. Massey received a B.B.A. from Southern Methodist University and an M.B.A. from Cornell University. He also earned an L.L.B. from The University of Texas at Austin. He received his Chartered Financial Analyst designation and has been a member of the State Bar of Texas since 1966.
David Morse, Managing Director
David Morse is a Managing Director of Neuberger Berman, and is the Global Co-Head of Private Equity Co-Investments. He is also a member of Co-Investment, Private Debt and Private Investment Portfolios Investment Committees. Mr. Morse is currently a Board Observer of Behavioral Health Group, C.H. Guenther, CSC, and ProAmpac, all of which are portfolio companies of our dedicated co-investment funds. Mr. Morse joined Lehman Brothers in 2003 as a Managing Director and principal in the Merchant Banking Group where he helped raise and invest Lehman Brothers Merchant Banking Partners III L.P. Prior to joining Lehman Brothers, Mr. Morse was a founding Partner of Hampshire Equity Partners (and its predecessor entities). Founded in 1993, Hampshire is a middle-market private equity and corporate restructuring firm with $825 million of committed capital over three private equity funds. Prior to Hampshire, Mr. Morse worked in GE Capital’s Corporate Finance Group providing one-stop financings to middle-market buyouts. Mr. Morse began his career in 1984 in Chemical Bank’s middle-market lending group. Mr. Morse holds an MBA from the Tuck School of Business at Dartmouth College and a BA in Economics from Hamilton College. Mr. Morse is a member of the M.B.A. Advisory Board of the Tuck School, a member of the Alumni Council of Hamilton College, and a member of the Board of Trustees of the Berkshire School.
Joana Rocha Scaff, Managing Director

Joana Rocha Scaff is a Managing Director of Neuberger Berman, Head of Europe Private Equity and a member of the Private Investment Portfolios, Co-Investment, and Secondary Investment Committees. She is also a member of Neuberger Berman’s ESG Advisory Committee. Ms. Rocha Scaff has over 20 years of experience in financial markets, the majority of which in private equity investing and prior to that in investment banking. She has been with the firm since 2005. Prior to NB Private Equity, Ms. Rocha Scaff worked in the investment banking division of Lehman Brothers, and prior to that at Citigroup Global Markets and Espirito Santo Investment Bank. She advised on corporate transactions including M&A, financial restructurings and public equity and debt offerings in the United States, Europe and Brazil. Ms. Rocha Scaff received her M.B.A. from Columbia Business School and her B.A. in Business Management and Administration from the Universidade Catolica of Lisbon. Ms. Rocha Scaff is the current Chair of the LP Committee of the BVCA – British Private Equity Association and a member of the Limited Partner Advisory Committee of multiple European private equity funds.

Jonathan Shofet, Managing Director
Jonathan D. Shofet is the Global Head of the Firm’s Private Investment Portfolios group and is a Managing Director of Neuberger Berman. He is also a member of the Private Investment Portfolios/Co-Investment Investment Committee. Prior to joining Neuberger Berman in 2005, Mr. Shofet was a member of the Lehman Brothers Private Equity division, focusing on mid-through late-stage equity investments primarily in the technology, communications and media sectors. Prior to that, Mr. Shofet was a member of the Lehman Brothers Investment Banking division, where he focused on public and private financings, as well as strategic advisory in the real estate, technology and utility sectors. Mr. Shofet has been, or currently sits, on the Limited Partner Advisory Boards of a number of funds including those managed by Amulet Capital, Beacon Capital Partners, Castlelake, Cerberus Institutional Partners, Clearlake Capital, ComVest Investment Partners, DFW Capital, Oak Hill Capital Partners, Platinum Equity, Thomas H. Lee Partners and Vector Capital Partners. He has also been a Board Observer for several private companies. Mr. Shofet holds a B.A. from Binghamton University, where he graduated summa cum laude, Phi Beta Kappa.
Brien Smith, Managing Director
Brien Smith is a Managing Director of Neuberger Berman and the Chief Operating Officer of the Neuberger Berman Private Equity Division. He is a member of the investment committees for the Private Investment Portfolios, CoInvestment and Private Debt programs. Mr. Smith is a member of Neuberger Berman’s Operating Committee. Mr. Smith is also a member of the firm’s Investment Risk and Operational Risk Committees. Prior to joining Neuberger Berman in 2001, Mr. Smith worked in the middle market private equity firm Mason Best Company, L.P., and its affiliates. Mr. Smith began his career at Arthur Andersen & Co. Mr. Smith is a life member of the Red McCombs School of Business Advisory Council at the University of Texas at Austin. Mr. Smith also currently serves on the board of the Texas Exes Alumni Association and chairs its Investment Committee. He serves and has served on a number of other boards of directors. Mr. Smith received a Master’s in Professional Accounting and a B.B.A. from the University of Texas at Austin.
David Stonberg, Managing Director
David Stonberg is a Managing Director of Neuberger Berman and is the Global Co-Head of Private Equity CoInvestments. He is also a member of the Co-Investment, Private Investment Portfolios, Renaissance, Secondary and Real Estate Secondary Investment Committees. Before joining Neuberger Berman in 2002, Mr. Stonberg held several positions within Lehman Brothers’ Investment Banking Division including providing traditional corporate and advisory services to clients as well as leading internal strategic and organizational initiatives for Lehman Brothers. Mr. Stonberg began his career in the Mergers and Acquisitions Group at Lazard Frères. Mr. Stonberg holds an MBA from the Stern School of New York University and a BSE. from the Wharton School of the University of Pennsylvania.
Peter von Lehe, Managing Director
Peter von Lehe, JD, is the Head of Investment Solutions and Strategy and is a Managing Director of Neuberger Berman. He is also a member of the Athyrium, Co-Investment, Private Investment Portfolios, Marquee Brands and Renaissance Investment Committees, as well as a member of the NB Insurance-Linked Strategies Underwriting Committee and a Chairman of NB Reinsurance Ltd. Mr. von Lehe sits on the Limited Partner Advisory Boards of a number of investment relationships globally on behalf of Neuberger Berman funds. Previously, Mr. von Lehe was a Managing Director and Deputy Head of the Private Equity Fund of Funds unit of Swiss Reinsurance Company. At Swiss Re, Mr. von Lehe was responsible for investment analysis and product structuring and worked in both New York and Zurich. Before that, he was an attorney with the law firm of Willkie Farr & Gallagher LLP in New York focusing on corporate finance and private equity transactions. He began his career as a financial analyst for a utility company, where he was responsible for econometric modeling. Mr. von Lehe received a BS with Honors in Economics from the University of Iowa and a JD with High Distinction, from the University of Iowa College of Law. He is a member of the New York Bar.
Jacquelyn Wang, Managing Director
Jacquelyn Wang is a Managing Director of Neuberger Berman and a senior member of the private equity investment team. She is also a member of the Private Investment Portfolios and Co-Investment Investment Committee. Jacquelyn joined Neuberger Berman in 2007, focusing on direct co-investments, primary fund investments and secondary investments. Prior to joining Neuberger Berman, she worked in Corporate Development at Verizon Communications focused on corporate M&A. Previously, Jacquelyn worked at Spectrum Equity Investors, where she was responsible for sourcing, executing and evaluating buyout and growth equity investments in media, technology and telecom. She began her career in the investment banking division of Lehman Brothers advising on corporate transactions in the communications and media industries. Jacquelyn received an MBA from The Wharton School of the University of Pennsylvania and a BA with honors from The Johns Hopkins University.
Patricia Miller Zollar, Managing Director
Patricia Miller Zollar is a Managing Director of Neuberger Berman and a leader of the Firm’s Private Investment Portfolios practice. She is a member of the Co-Investment and Private Investment Portfolios Investment Committees. Additionally, Ms. Zollar sits on the Limited Partner Advisory Boards of a number of funds. Before rejoining Neuberger Berman in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs. Ms. Zollar began her career as a Certified Public Accountant in the Audit Division of Deloitte & Touche. She received her MBA from Harvard Business School and her BS, with highest distinction, from North Carolina A&T State University, where she is Chairperson Emeritus of the Board of Trustees and the recipient of an honorary Doctorate degree. Ms. Zollar is a member of the Executive Leadership Council, the Harvard Business School Alumni Board and was a former member of the executive board of the National Association of Investment Companies. She serves as Vice Chairman of The Apollo Theater and a member of the Investment Committee of the Robert Wood Johnson Foundation’s Board of Trustees and the Neuberger Berman Foundation Board of Trustees.
Elizabeth Traxler, Managing Director
Elizabeth Traxler is a Managing Director of Neuberger Berman and a senior member of the Private Investment Portfolios & Co-Investments team. She is also a member of the Private Investment Portfolios and Co-investments Investment Committee and the Secondary Investment Committees. Prior to joining Neuberger Berman in 2008, Ms. Traxler was at Wachovia Capital Partners (now known as Pamlico Capital), where she focused on making direct growth equity and buyout investments across a broad range of industries. Ms. Traxler also worked at Wachovia Securities in the Leveraged Capital Group, which provided senior and mezzanine debt for private equity-backed transactions. She is currently a Board Observer for several private companies and Advisory Board member for a number of private equity funds. Ms. Traxler received an MBA from the Kellogg School of Management at Northwestern University and a BA, cum laude, in Economics from Vanderbilt University.
MAGGIORI INFORMAZIONI
Per maggiori informazioni vi invitiamo a contattarci all’indirizzo email o a consultare il vostro consulente finanziario
info-italy@nb.com
RESPONSIBLE AVOIDANCE POLICY
For more information, please download our Private Markets Responsible Avoidance Policy
RESPONSIBLE AVOIDANCE POLICY
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