Building Better Tax Managed Accounts – Neuberger Berman – 5.5.21

Summary:

Now On Demand. Maximizing after-tax returns can be important for managed account portfolios, and improved technology has helped to make it a mainstream feature of most platforms. Incorporating both active and passive strategies, coupled with customized, optimal and automated portfolio tax overlays now empowers advisors with a more complete solution. Potential tax law changes make now a critical time to prepare transitioning clients to tax aware portfolios. Join us for an in-depth presentation that will cover:

• Customizing tax-efficient portfolios across various types of asset classes and risk tolerance
• Understanding the differences and benefits of various tax overlays
• Reviewing after-tax returns calculations and transparent reporting

Speakers:

Ram Ramaswamy, Managing Director, joined the firm in 2017 as the Head of Investment Solutions for Neuberger Berman Breton Hill, where he leads the effort to develop asset allocation and risk management solutions to help clients meet their investment objectives. Prior to joining the firm, Ram was a member of Goldman Sachs Asset Management’s Alternative Investment and Manager Selection (AIMS) Group where he was responsible for selecting, monitoring and allocating funds in various asset classes, including credit, macro, commodity, real assets and quantitative strategies for institutional, high net worth, third-party clients and advisory mandates. In over his 16 years at GSAM, Ram helped build the AIMS platform to over $100 billion, creating innovative investment solutions, managing portfolio construction for multi-manager portfolios, implementing factor driven asset allocation models and leading the risk management efforts. Ram has advised institutional and high net worth clients on various topics ranging from asset allocation, investment strategy, manager selection and risk management. Ram received his BE in Engineering from University of Madras, an MS in Engineering from Rutgers University School of Engineering and an MBA from The Wharton School at the University of Pennsylvania.

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.