Integrating Private Equity Into Your Practice – Neuberger Berman – 9.29.21

Summary:

Now On Demand.

At a time when investors are cautious about the return outlook for traditional public markets, private equity can offer important long-term advantages, including strong historical returns, decreased volatility and a source of diversification. In their quest to further diversify client portfolios, we’ve seen growing demand from advisors for quality registered private equity fund offerings. Join us as Maura Reilly Kennedy, Managing Director, NB Private Equity, and David Robbins, Manager, RIA/Family Office Team, lead a discussion covering:

• An overview of the private equity landscape
• The advantages of allocating to private equity
• Strategies for implementing private equity solutions in client portfolios

Speakers:

Maura Reilly Kennedy is a Managing Director of Neuberger Berman and a senior member of the private equity investment team. Ms. Kennedy focuses on designing and implementing both customized private equity solutions and registered private equity solutions for clients. Additionally, she leads the development, implementation and investment management of ESG and impact investing strategies within private equity. Prior to joining Neuberger Berman in 2008, she worked at Landmark Partners, focusing on secondary private equity transactions. Ms. Kennedy serves on limited partner advisory boards and is a member of Neuberger Berman’s ESG Advisory Committee. She is a member of the Board of Directors of the National Associate of Investment Companies, the largest network of diverse-owned private equity firms and hedge funds. Ms. Kennedy received an MBA from Harvard Business School and a BA in Economics from Hobart and William Smith Colleges.

David Robbins, Vice President, joined the firm in 2018 as a Client Advisor on the North American Intermediary Client Coverage team, overseeing Registered Investment Advisor, Multi-Family Office and bank trust relationships in the US. Prior to joining the firm, David worked at Lord, Abbett & Co. in various capacities, most recently as a director working with Register Investment Advisors across the country. Before that, David worked at John Hancock as a regional vice president distributing wealth management products throughout Texas. David is a graduate of Babson College and maintains the FINRA Series 6, 7, 63, 66 and 31 licenses.