Neuberger Berman Wealth Management is opening up greater investment opportunities in China. China's equity market is the second largest in the world at nearly $6 trillion and represents only 20% of the MSCI EM index, despite accounting for 37% of global GDP. The MSCI is expected to include China A-shares, allowing over $100 billion to flow into the Chinese market. Additionally, Chinese equities currently trade at 10 times forward earnings, representing a compelling valuation opportunity. Neuberger Berman's local presence in Hong Kong and Shanghai allows them unique insights into the Chinese market.
The State of the Venture Capital Industry is an annual report produced by TrueBridge Capital Partners highlighting the trends in venture fundraising, investing, valuations, exits, and performance.
All data sourced from Dow Jones VentureSource, Dow Jones LP Source, CB Insights, PitchBook, and Cambridge Associates.
The State of the Venture Capital Industry is an annual report produced by TrueBridge Capital Partners highlighting the trends in venture fundraising, investing, valuations, exits, and performance.
All data sourced from Dow Jones VentureSource, Dow Jones LP Source, CB Insights, PitchBook, and Cambridge Associates.
The State of the Venture Capital Industry is an annual report produced by TrueBridge Capital Partners highlighting the trends in venture fundraising, investing, valuations, exits, and performance.
All data sourced from Thomson Reuters, VentureSource, CB Insights, PitchBook, and Cambridge Associates.
Jeff Pesta • LPL Financial
- Is it time to retire your strategy, manager, fund, or ETF? by Dave Moenning
- Dollar strength has uncertain implications
- The Anchored Momentum Indicator by Ron Rowland
- Converting positive feedback into new business (Steve Molesky, Kalos Capital Inc.)
Are the good times here to stay or are we hearing the Sirens’ call? Since 2008, investors have been on an odyssey. Gradually, stock markets have managed to recover from the disastrous carnage precipitated by the financial crisis of 2007 and 2008. It has been an uneven path back to current market levels as there have been many occasions when it appeared that the fragile recovery would be stymied by bickering politicians, slowing emerging economies, deflationary pressures, regulatory zeal, civil unrest in the Middle East, over spent consumers, etc
BoyarMiller Breakfast Forum: The Current State of the Capital Markets 2017BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a moderated discussion on the Current State of the Capital Markets. Speakers included Matt Anstead with EV Private Equity, Ali Nasser with AltruVista and Bill Pyle with Texas Capital Bank.
BoyarMiller Breakfast Forum: The Current State of the Capital Markets 2018BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a moderated discussion on the Current State of the Capital Markets. Speakers included Mark Montgomery with BBVA Compass, Ali Nasser with AltruVista, and Scott Winship of GulfStar Group.
Economies are the cumulative reflection of the myriad of transactions taking place every day. In order for a transaction to take place, there must be a buyer and a seller. Both parties to the transaction believe that they are receiving adequate compensation, no matter on which side of the trade they reside. In financial markets, buyers and sellers are expressing differing expectations for the object being sold. Markets have continued to rise for a long period of time, indicative of there being more optimism that economic conditions will continue to improve. The question is: Will these expectations continue to be validated or will those positive expectations be overwhelmed by economic and geopolitical factors that have underpinned the rising markets to date? Are we at the dawn of a new era or the dusk of an era that has run its course?
The State of the Venture Capital Industry is an annual report produced by TrueBridge Capital Partners highlighting the trends in venture fundraising, investing, valuations, exits, and performance.
All data sourced from Thomson Reuters, VentureSource, CB Insights, PitchBook, and Cambridge Associates.
Jeff Pesta • LPL Financial
- Is it time to retire your strategy, manager, fund, or ETF? by Dave Moenning
- Dollar strength has uncertain implications
- The Anchored Momentum Indicator by Ron Rowland
- Converting positive feedback into new business (Steve Molesky, Kalos Capital Inc.)
Are the good times here to stay or are we hearing the Sirens’ call? Since 2008, investors have been on an odyssey. Gradually, stock markets have managed to recover from the disastrous carnage precipitated by the financial crisis of 2007 and 2008. It has been an uneven path back to current market levels as there have been many occasions when it appeared that the fragile recovery would be stymied by bickering politicians, slowing emerging economies, deflationary pressures, regulatory zeal, civil unrest in the Middle East, over spent consumers, etc
BoyarMiller Breakfast Forum: The Current State of the Capital Markets 2017BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a moderated discussion on the Current State of the Capital Markets. Speakers included Matt Anstead with EV Private Equity, Ali Nasser with AltruVista and Bill Pyle with Texas Capital Bank.
BoyarMiller Breakfast Forum: The Current State of the Capital Markets 2018BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a moderated discussion on the Current State of the Capital Markets. Speakers included Mark Montgomery with BBVA Compass, Ali Nasser with AltruVista, and Scott Winship of GulfStar Group.
Economies are the cumulative reflection of the myriad of transactions taking place every day. In order for a transaction to take place, there must be a buyer and a seller. Both parties to the transaction believe that they are receiving adequate compensation, no matter on which side of the trade they reside. In financial markets, buyers and sellers are expressing differing expectations for the object being sold. Markets have continued to rise for a long period of time, indicative of there being more optimism that economic conditions will continue to improve. The question is: Will these expectations continue to be validated or will those positive expectations be overwhelmed by economic and geopolitical factors that have underpinned the rising markets to date? Are we at the dawn of a new era or the dusk of an era that has run its course?
La Corporación PROCASUR con el apoyo de la Fundación Ford ha implementado el proyecto Talentos Rurales del Sur, durante el cual se buscó caracterizar a los “talentos rurales”, sus activos de conocimiento y sus potencialidades, en el marco de los sistemas de capacitación e innovación rural, en tres países: Chile, Colombia y Perú.
What Are the Tax Benefits of Charitable Giving? - Worth MagazineCBIZ, Inc.
John Sheridan, (CPA, Senior Manager at CBIZ) wrote a piece published to Worth Magazine on how charitable giving will affect your taxes. Be sure contact John should you have any further questions.
A webinar presented by Santi Burridge, Managing Director of Implemented Portfolios.
Santi covers the following during his presentation:
• What can Australian advisers learn from global trends in financial advice?
• How technology and robo-advice is changing the US market
• Understanding the growth in ETFs and Managed Accounts
• What successful advisers focus on
• What do clients really value?
1. M a k i n g S M a r t C h o i C e S i n i n v e S t i n g a n d L i f e i n 2 0 1 5
T h e W a y F o r W a r d
W
Grow
Emerging Market Hot Spots
for 2015; Ten Financial
Leaders’ Best Bets;
Investing in Ebola Care
Live
Tony Robbins on Personal
Finance; Eight Ways to
Look and Do Better; Three
Lifesaving Heart Tests
Make
Luxury Philanthropy Making
a Difference; A Hedge
Fund Rebel’s Experiment;
Why China is Over Bling
Curator
Worth’s Holiday Gift Picks
Include a New Cessna Jet,
Patek Philippe’s $2.6 Million
Watch and Winter Fashion
t h e e v o l u t i o n o f f i n a n c i a l i n t e l l i g e n c e
®
v o l u m e 2 3 | e d i t i o n 0 6
33
w o r t h . c o m
3. 091
Richard P. Slaughter Associates Inc. 13809 Research Blvd., Suite 905, Austin, TX 78750 512.918.0000
w o r t h . c o m d e c e m b e r 2 0 1 4 - j a n u a r y 2 0 1 5
NeubergerBermanWealthManagementlivegrowmake
Minimum Net Worth Requirement
$5 million
Financial Services Experience
Hahn, 24 years;Yao, 20+ years
Primary Custodian for Managed
Account Assets J.P. Morgan
Website www.nb.com
Primary Method of Compensation
Asset-based fees
Available Professional Services
Investment advisory, wealth planning, trust and fiduciary services
Email bhahn@nb.com
frank.yao@nb.com
illustrationbykevinsprouls
How to reach the Hahn Team
We can be reached at 312.325.2223 and
look forward to hearing from you.
Neuberger Berman Wealth Management 190 South LaSalle Street, 24th Floor, Chicago, IL 60603 312.325.2223
Frank Yao
About Neuberger Berman Wealth Management, the Hahn Team
Wealth management is part of Neuberger Berman’s DNA. The firm was founded to manage assets on
behalf of individuals, families and their charitable organizations. Now, 75 years later, as a global investment
management organization overseeing more than $250 billion across equities, fixed income and alternatives,
Neuberger Berman’s wealth management business still remains a central focus. For nearly 20 years, the Hahn
Team has been a leading advisory group within Neuberger Berman’s wealth management business, creating
customized investment solutions for individuals and their families. Currently overseeing approximately $1.4
billion in private client assets, the team leverages the expertise of Frank Yao and other investment professionals
in designing and implementing customized investment solutions for sophisticated clients. Frank Yao is Vice
Chairman of Asia and Senior Portfolio Manager for Neuberger Berman’s Greater China Investment Team.
Based in Shanghai and Hong Kong, Frank and his 13-person investment team manage more than $2 billion in
assets across multiple Greater China-focused strategies, including both hedge fund and mutual fund vehicles.
“In the next three to five years, China
is expected to be the only major
global economy to sustain real GDP
growth of over 7 percent.”
—Brian E. Hahn
Brian E. Hahn
4. the evolution of financial intelligence
R E P R I N T E D F R O M
®
Neuberger Berman Wealth Management is featured in Worth®
2015 Leading Wealth Advisors™
, a special section in every edition of Worth®
magazine. All persons and firms appearing in this
section have completed questionnaires, have been vetted by an advisory group following submission by Worth®
, and thereafter paid the standard fees to Worth®
to be featured in this section.
The information contained herein is for informational purposes, and although the list of advisors presented in this section is drawn from sources believed to be reliable and independently
reviewed, the accuracy or completeness of this information is not guaranteed. No person or firm listed in this section should be construed as an endorsement by Worth®
, and Worth®
will not be
responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an
indicator of future performance. Worth®
, a Sandow Media publication, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or
particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. Worth®
is a registered trademark of Sandow Media LLC.
See “About Us” for additional program details at http://www.worth.com/index.php/about-worth.
Brian E. Hahn
Managing Director
Frank Yao
Senior Portfolio Manager and Managing Director, Greater China Investment Team
Neuberger Berman Wealth Management
190 S LaSalle Street, 24th Floor
Chicago, IL 60603
Tel. 312.325.2223
bhahn@nb.com
frank.yao@nb.com
www.nb.com