Institutional Client Resources

Our Commitment to Canadian Investors

A team dedicated to serving the needs of the Canadian marketplace

$30.3bn CAD AUM

on behalf of Canadian investors

22 employees

based in Toronto, including investment and client-facing professionals

13 years

of local presence in Canada

189 mandates

in Canada, spanning 87 distinct client relationships

AUM Breakdown chart

Your Dedicated Team

Eashan Jhamb

Client Associate

Clay Khan, CFA, Head of Canada

Clay Khan, CFA, Managing Director, joined the firm in 2012. Clay is the Head of Canada, overseeing business development and strategy for the firm's Canadian presence. Prior to joining the firm, Clay worked for J.P. Morgan Asset Management as a Client Advisor. He was responsible for business development for institutional investors throughout the country. Prior to this role, Clay worked at Xerox Canada Ltd., focusing on business development for large corporations and public entities. Clay earned an HBA from the Richard Ivey School of Business at Western University and has been awarded the Chartered Financial Analyst designation.

Angelina Li, Client Advisor

Angelina Li, Senior Vice President, joined the firm in 2012. Angelina is a Client Advisor and a member of the Institutional Client Group, responsible for business development for public and private pensions, endowments and foundations, and family office investors. Prior to joining the firm, Angelina worked at American Express as a Financial Analyst. Angelina received an HBA from the Richard Ivey School of Business at Western University.

Joyce Hum, Relationship Manager

Joyce Hum, CFA, MBA, Managing Director, Relationship Manager - Consultant Relations joined Neuberger Berman in 2023. Joyce is the lead coverage of Canadian-based global and local consulting firms. She has over 25 years of financial industry experience, most recently serving in a senior consultant relations role at Fiera Capital in Toronto. Prior to that, she worked in a similar capacity at BMO Global Asset Management, Guardian Capital, and State Street Global Advisors servicing the Canadian investment consulting community, and for several years also covered US and UK based consultants. She spent 10 years in investment consulting at Towers Perrin. Joyce graduated from the University of Toronto with a Bachelor of Commerce (B. Com) and received her Master of Business Administration (MBA) from York University. She has also been awarded the Chartered Financial Analyst (CFA) designation and is a long-standing member of the Canadian Board of the Association of Investment Management Sales Executives (AIMSE).

Eashan Jhamb, Client Associate

Eashan Jhamb, Client Associate, joined the firm in 2022. Eashan is a member of the Institutional Client Group, supporting the business development effort for public and private pensions, endowments and foundations, and family office investors. He previously worked as a sales analyst on the Capital Markets & New Listings team at NASDAQ Stock Exchange. Eashan has a BBA from Wilfrid Laurier University.

Platform at a Glance¹

100% independent, employee-owned

760 investment professionals worldwide

offices in 39 cities across 26 countries

99% of client assets managed by lead PMs who have 20+ years of industry experience

~$6 bn invested by Neuberger Berman employees alongside clients²

A+ Awarded score in the U.N.-Backed Principles for Responsible Investment (PRI)³

AUM of $508 billion

We offer clients strategies and solutions across asset classes and geographies in public and private markets, including multi-asset class capabilities. Given that we serve a broad base of institutions globally, we provide access through a variety of investment vehicles.

Consultant Relations Client Segment Pie Chart

Senior Leaders

Hear from our senior leaders, who discuss trends across public and private markets and stewardship & sustainable investing.

Public Market / Private Market

Anthony D. Tutrone, Global Head of Alternatives

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Our Stewardship & Sustainable Investing Evolution

Joseph V. Amato, President and Chief Investment Officer – Equities, Jonathan Bailey, Global Head of Stewardship and Sustainable Investing

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Key Firm Updates

This Proxy Season: NB Votes Preannounces Proxy Vote Decisions and Rationales

In its second year, the NB Votes initiative will publish our vote intentions in advance of select shareholder meetings, with a focus on companies where our clients have significant economic exposure. As part of an expanded global effort, NB Votes will address a broad range of topics across our nine key governance and engagement principles with a balance of votes in support of and against management recommendations, enabling us to share our broad analysis and insights. In the 2021 proxy season, we expect corporate response to the COVID-19 crisis and social justice advocacy to play a key role in our vote decisions.

We are the only large U.S. asset manager (AUM >$100 billion) to pre-announce our voting intentions in this way. We are not a traditional activist manager—we look to invest in companies with management teams we admire, and we seek to be a supportive shareholder generally with longer holding periods than most. We think this approach shows our commitment to being engaged owners, to leadership and to working to improve the companies in which our clients invest.

For additional details visit the NB Votes webpage.

Contact Us

For questions about Neuberger Berman and our offerings, contact us.

TEAM.CANADA@NB.COM

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