Neuberger Berman Private Equity

NBPE seeks prudent diversification in its equity portfolio across geography, industry, enterprise value, sponsor and vintage.

PLATFORM AT A GLANCE
The private equity platform of NB Alternatives manages over $84 billion of commitments.
30+ years’ experience managing private equity assets
Over $84 billion of commitments managed since inception
200+ private equity professionals across 11 offices globally
Awarded top scores in the most recent UN-backed Principles for Responsible Investment (PRI) for ESG approach
20 years average experience among senior investment professionals
$10 billion invested per annum on average over last 3 years
Conversation with Anthony D. Tutrone, Global Head of Alternatives
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GLOBAL REACH
The NB Alternatives team maintains portfolio management and client-relations offices in 11 locations worldwide.
NEUBERGER BERMAN
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 23 countries, Neuberger Berman’s team is more than 2,100 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. That commitment includes active consideration of environmental, social and governance factors.
ESG AT A GLANCE
A+
Awarded top scores in the most recent UN-backed Principles for Responsible Investment (PRI) assessment report for its overarching approach to ESG strategy and governance and integration across asset classes*
1989: First dedicated ESG-integrated strategy
941 Proprietary ESG credit ratings and 2,200 Proprietary equity ratings
32% Institutional RFPs and DDQs asking about ESG in 2018
2,265 Engagement meetings with corporate management teams across equities and credit
150 Colleagues in ESG across committee and working groups
100% Firm assets that are ESG aware
ESG in Private Equity
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Maura Reilly Kennedy, Managing Director
Jennifer Signori, Senior Vice President & Principal

CONTACT US
For general questions contact the following:
    US: +1 214 647 9593    UK: +44 (0) 20 3214 9087

IR_NBPE@nb.com
Manager Expertise

The 12 members of the Investment Manager’s Investment Committee average 16 years with the firm and all of the Investment Committee members have been with the private equity team for at least 10 years. The sourcing and evaluation of the Company’s investments are conducted by the Investment Manager’s team of private equity professionals who specialise in direct equity investments, income investments and fund investments. The Investment Manager currently maintains offices in New York, London, Boston, Dallas, San Francisco, Hong Kong, Milan, Zurich, Bogotá, Tokyo and Luxembourg.

Access to Leading Private Equity Sponsors

Our Investment Manager has built strong industry relationships with leading private equity sponsors through its long track record of private equity investing. The Manager has developed a strong reputation in the private equity industry to execute co-investments and has become a preferred strategic partner to numerous private equity sponsors, allowing access to a broad flow of investment opportunities.

Senior Leadership Team
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James Bowden
Managing Director
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Kent Chen
Managing Director
Head of Asia Private Equity
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Paul Daggett
Managing Director
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Maura Reilly
Managing Director
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Michael Kramer
Managing Director
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David Morse
Global Co-Head of Private Equity Co-Investments
Managing Director
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Philipp Patschkowski
Managing Director
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Joana Rocha Scaff
Head of Europe Private Equity
Managing Director
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Jonathan Shofet
Global Head of Private Investment Portfolios
Managing Director
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David Stonberg
Global Co-Head of Private Equity Co-Investments
Managing Director
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Elizabeth Traxler
Managing Director
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Peter von Lehe
Head of Investment Solutions and Strategy
Managing Director
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Jacquelyn Wang
Managing Director
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Patricia Miller Zollar
Head of NorthBound Equity Partners
Managing Director
Private Investment Portfolios / Co-investment Team Key Facts
140+ private equity professionals work across investment, legal, business development and client solutions functions
Includes 35+ senior investment professionals
24 years of average experience of senior leadership team members
30+ years of average experience for 12-member investment committee
98% retention level of senior investment professionals over the past ten years
Senior leadership team has worked at the firm for 13 years on average
Investment Committee
The Private Investment Portfolios/Co-investment Investment Committee is comprised of 12 members, with an average of over 30 years of experience. The 12 members of the Investment Committee average 16 years with the firm and all of the Investment Committee members have been with the private equity team for at least 10 years.
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Brien Smith
Chief Operating Officer of Neuberger Berman Private Equity Division
Managing Director
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David Morse
Global Co-Head of Private Equity Co-Investments
Managing Director
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David Stonberg
Global Co-Head of Private Equity Co-Investments
Managing Director
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Joana Rocha Scaff
Head of Europe Private Equity
Managing Director
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John Massey
Senior Consultant and Chairman of the Investment Committee
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Jonathan Shofet
Global Head of Private Investment Portfolios
Managing Director
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Michael Kramer
Managing Director
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Peter von Lehe
Head of Investment Solutions and Strategy
Managing Director
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Kent Chen
Managing Director
Head of Asia Private Equity
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Patricia Miller Zollar
Head of NorthBound Equity Partners
Managing Director
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John Buser
Executive Vice Chairman of NB Alternatives
Managing Director
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Anthony Tutrone
Global Head of Alternatives
Managing Director
CORPORATE GOVERNANCE
The Board of Directors is responsible for the overall strategic direction of NBPE. The Board has appointed Neuberger Berman Private Equity as the investment manager responsible for the day-to-day management and investment decisions.
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