Complete Your Portfolio with Options – Neuberger Berman – 2.15.24

January 12, 2021

Overview:

Title: Complete Your Portfolio with Options

Date: Thursday, February 15, 2024

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

Now On Demand

A growing number of allocators are utilizing innovative option strategies to complete traditional portfolios dominated by stocks and bonds. On February 15th, join Derek Devens, Portfolio Manager, NB Option Strategy ETF (NBOS) and Neuberger Berman ETF Specialist Fred Edwards as they delve into their views on the use of options and their approach to redefining investor portfolio potential.

Speakers:

Derek Devens Portfolio Manager Neuberger Berman Option Strategy ETF (NBOS)

Derek Devens, CFA, joined the firm in 2016. Derek is a Managing Director and Senior Portfolio Manager of the Option Group. Prior to Neuberger Berman, Derek was responsible for both Research and Portfolio Management at Horizon Kinetics. Derek was a member of the Investment Committee and responsible for co-managing the Kinetics Alternative Income Fund and various separate account strategies. Prior to that, Derek was a vice president with Goldman Sachs’ Global Manager Strategies Group, where he was responsible for conducting investment manager research. He also served as a fixed income portfolio manager at both Fischer Francis Trees & Watts as well as Bond Logistix. He received a BS in Civil Engineering from Princeton University and an MBA from New York University. He has been awarded the Chartered Financial Analyst designation.

Fred Edwards ETF Specialist Neuberger Berman

Fred Edwards serves as an ETF Specialist at Neuberger Berman, where he is augmenting the firm’s ETF distribution efforts in its North American Intermediary business. Prior to joining Neuberger Berman, Fred spent six years in Institutional Sales and Capital Markets at ProShares and one year in RIA sales at New York Life Investment Management. Prior to that, Fred spent nine years as a Designated Market Maker on the floor of the NYSE, serving as both floor trader and listed company liaison for LaBranche LLC, Barclays Capital, GETCO and KCG. Fred is a CFA Charterholder and holds a BA from Middlebury College.

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