NB Private Equity Partners

Name
NB Private Equity Partners
Manager
Neuberger Berman
Type
Closed Ended Investment Company
ISIN
GG00B1ZBD492
Sector
Private Equity
Launched
30/06/2009
OCF
2.8 %
3 Year Sharpe
1.14
Yield
3.3 %
Fund Size
£ 532.64 million
NAV
1,314
Gearing
94
Discount Premium
-19
The investment objective is to produce attractive returns by investing in the debt and equity of private equity-backed companies while managing investment risk through diversification across asset class, vintage year, geography, industry and sponsor.
Holding %
Total Credit Opportunities Investments 5.54 %
Business Serve 2.73 %
Pro Ampac 2.71 %
Engineering Ingegneria Informatica SpA 2.45 %
Material Handling Systems 2.43 %
Extraction Oil & Gas Inc 2.33 %
Qpark 2.21 %
Usi Corp 2.13 %
Staples Inc 2.10 %
Telxius 1.93 %
Name
Neuberger Berman
Address
10104, New York, United States
Legal Structure
Closed Ended Investment Company

Managers

David Morse
Joined 12/31/2017

David is a Portfolio Manager responsible for managing corporate bond portfolios. In previous roles at Standish, David traded Investment Grade Credit and Structured Products, including ABS, CMBS and RMBS securities, and was a Portfolio Manager of Active Fixed Income responsible for overseeing portfolio implementation for all multi-sector taxable portfolios. Before being promoted to Portfolio Manager in 2008, he was an Associate Portfolio Manager of Active Fixed Income. He joined the company in 2006 from Merrill Lynch. He has an M.B.A. and M.S.F. from Boston College, and a B.A. from Lafayette College. David holds the CFA® designation, and has 13 years of investment experience.

Patricia Zollar
Joined 12/31/2017

Patricia Miller Zollar is a Managing Director of Neuberger Berman and a leader of the Firm’s Private Investment Portfolios practice. Within the alternatives business, she is responsible for managing a bespoke Co-Investment Separate Account and leading the NorthBound Emerging Managers Private Equity Fund, a private equity fund which invests in private equity partnership interests and co-investments. She is also a member of the Co-Investment, Private Investment Portfolios, and NorthBound Investment Committees. Before the management buyout of Neuberger, Ms. Zollar co-headed and co-founded the Lehman Brothers Partnership Solutions Group (“PSG”), a Wall Street business focused on developing strategic opportunities with women- and minority-owned financial services firms. The innovation of the Partnership Solutions Group was chronicled in a case study for the Harvard Business School. Before rejoining Lehman Brothers 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 B.S., with highest distinction, from North Carolina A&T State University, where she formerly served as Chairperson of the Board of Trustees and conferred her an honorary Doctorate degree. Ms. Zollar is a member of the Executive Leadership Council and serves on the executive board of the National Association of Investment Companies and The Apollo Theater.

Kent Chen
Joined 12/31/2017

Kent Chen, CFA is a Managing Director of Neuberger Berman and leader of the firm’s private equity efforts in the Asia Pacific region. He is also a member of the Private Investment Portfolios and Co-Investment Investment Committees. Mr. Chen 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, Mr. Chen 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, Mr. Chen 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. Mr. Chen has been awarded the Chartered Financial Analyst designation and earned a Master of Public Administration from Columbia University, Master of Business Administration from University of Hull and Bachelor of Science in Economics from University of London.

Michael Kramer
Joined 12/31/2017

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. Mr. Kramer 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, Mr. Kramer 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 Incorporated. Mr. Kramer holds an M.B.A. from Harvard Business School and a B.A., cum laude, from Harvard College

Anthony Tutrone
Joined 03/13/2009
John Buser
Joined 03/13/2009
Brien Smith
Joined 03/13/2009
Peter Von Lehe
Joined 03/13/2009
David Stonberg
Joined 03/13/2009
Jonathan Shofet
Joined 03/13/2009
John Massey
Joined 03/13/2009
Joana Scaff
Joined 03/13/2009

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