Taking Advantage of the Inflationary Environment – Neuberger Berman – 4.5.22

Summary:

Now On Demand.

Inflation is at a 40-year high, volatility is elevated and uncertainty rules the markets. Needless to say, many investors have never faced this type of environment. Despite the challenges, we believe there may be significant opportunities imbedded in current turbulence, particularly when it comes to “real” asset classes. Please join Brian Jones, Portfolio Manager, Real Estate Securities group, and Hakan Kaya, Senior Portfolio Manager, Commodities, in a discussion moderated by David Robbins, RIA National Sales Manager. The group will outline what they are seeing and offer ideas for advisors seeking to mitigate risk and enhance return potential in this market environment.

Speakers:

Hakan Kaya, PhD, Senior Portfolio Manager, joined the firm in 2008. Hakan is a Senior Portfolio Manager on the Quantitative and Multi-Asset Strategies team responsible for Global Risk Balanced Portfolios and Commodities. He contributes to asset allocation research with a focus on risk management and has a record of publishing research in both refereed journals and white papers on timely investment issues. Prior to joining the firm, he was a consultant with Mount Lucas Management Corporation where he developed weather risk and statistical relative value models for commodities investment. Dr. Kaya received BS degrees summa cum laude in Mathematics and Industrial Engineering from Koc University in Istanbul, Turkey and holds a PhD in Operations Research & Financial Engineering from Princeton University.

Brian C. Jones, CFA, Portfolio Manager, joined the firm in 1999. Brian is a Co-Portfolio Manager for the Real Estate Securities group. Previously, he was a research associate at UBS Warburg, Thornton Investment Management and The Dreyfus Corporation, where he began his career in 1993. Brian received a BA from Harvard University. He has also been awarded the Chartered Financial Analyst designation.

David Robbins, National Sales Manager, 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.