Neuberger Berman, established in 1939, is a privately owned, employee-controlled global investment management firm. Headquartered in New York, it operates through subsidiaries offering a wide range of investment solutions, including equity, fixed income, and alternative investments. The firm serves both institutional and individual clients, managing assets through customized separately managed accounts, mutual funds, and alternative investment products. Neuberger Berman's investment strategies span public equity and fixed income markets, as well as private equity and real estate. The firm employs a combination of fundamental and quantitative analysis, utilizing both in-house and external research. With a global presence across multiple continents, Neuberger Berman provides services to a diverse range of clients, including investment companies, financial institutions, pension funds, and charitable organizations.
1290 Avenue of the Americas, New York, NY 10104, US
Giovanni Camisassi
Senior Vice President, Senior Associate and Principal
Lorenzo Caru
Managing Director
Giacinto D'Onofrio
Managing Director and Senior Partner
Paul Daggett
Managing Director
Rory Ewing
Senior Vice President and Associate Portfolio Manager
Lydia Hao
Senior Vice President and Private Equity
Fred Ingham
Head of International Hedge Fund Investments, Managing Director and Member of the Investment Committee
Charles Kantor
Managing Director, Senior Portfolio Manager and Partnership Committee Member
Susan Kasser
Managing Director and Head of Private Debt
Kevin Ke
Associate
Clay Khan
Managing Director and Head of Canadian Business
Scott Kilgallen
Managing Director
Doug Kramer
Head of Institutional Equity and Multi-Asset Class
Joshua Miller
Managing Director, Principal and Senior Member of the Private Investment Portfolios group
Jack L. Rivkin
Chief Investment Officer
J.T. Munch
Managing Director
Past deals in Credit Bureau
Tala
Debt Financing in 2025
Tala is a global financial technology company focused on delivering accessible financial services to underserved populations in emerging markets, including Kenya, the Philippines, Mexico, and India. The company operates a mobile application that provides users with instant access to a range of financial services, such as credit, payments, savings, and transfers, effectively integrating digital and cash economies. Tala employs advanced data science and machine learning techniques to evaluate creditworthiness in real-time, allowing individuals without formal credit histories to receive personalized credit lines. This innovative approach helps bridge the financial inclusion gap for those in need of essential financial resources.
Oportun
Post in 2024
Oportun, Inc. is a financial services company based in San Carlos, California, founded in 2005. It specializes in providing personal loans to individuals who may lack a credit score or have limited credit history. Oportun offers a range of financial products, including small-dollar, unsecured installment loans, auto loans, and secured personal loans. In addition to lending, the company provides deposit accounts, debit card services, and budgeting tools, aiming to empower its members to achieve their financial goals. Since its inception, Oportun has disbursed over $15.5 billion in responsible credit and has helped its members save more than $2.3 billion in interest and fees, averaging annual savings of over $1,800 per member.
Prosper Marketplace
Debt Financing in 2022
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
Oportun
Post in 2022
Oportun, Inc. is a financial services company based in San Carlos, California, founded in 2005. It specializes in providing personal loans to individuals who may lack a credit score or have limited credit history. Oportun offers a range of financial products, including small-dollar, unsecured installment loans, auto loans, and secured personal loans. In addition to lending, the company provides deposit accounts, debit card services, and budgeting tools, aiming to empower its members to achieve their financial goals. Since its inception, Oportun has disbursed over $15.5 billion in responsible credit and has helped its members save more than $2.3 billion in interest and fees, averaging annual savings of over $1,800 per member.
Prosper Marketplace
Series D in 2015
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
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