The Contra Costa California Administration Agreement between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc is a legally binding contract that outlines the terms and conditions of their administrative relationship in the Contra Costa County, California. This agreement is crucial in ensuring efficient collaboration and coordination between these entities, protecting the rights and responsibilities of each party involved. Primarily, the administration agreement governs the partnership between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc, establishing the roles, obligations, and expectations of both parties. It covers various aspects essential for effective administration, such as financial management, decision-making processes, reporting mechanisms, and dispute resolution protocols. The Contra Costa California Administration Agreement may encompass specific types or categories depending on the nature of the arrangement. These variations can include the following: 1. Financial Administration Agreement: This type of administration agreement focuses primarily on the financial aspects of the relationship between the two entities. It establishes clear guidelines for managing funds, assets, investments, and accounting procedures. The agreement may encompass detailed clauses regarding financial statements, audits, revenue sharing, and expense allocation. 2. Operational Administration Agreement: This agreement emphasizes the operational aspects of the collaboration between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It outlines the responsibilities, rights, and expectations concerning day-to-day activities, workflow management, personnel coordination, and resource allocation. This agreement ensures smooth operational functioning and effective execution of strategies. 3. Compliance Administration Agreement: This type of administration agreement deals with legal and regulatory compliance requirements. It establishes a framework for adhering to local, state, and federal laws, industry regulations, and ethical standards. It includes provisions for risk management, data protection, confidentiality, and conflict of interest protocols. This agreement aims to ensure both entities operate within the boundaries of law and maintain high professional and ethical standards. Overall, the Contra Costa California Administration Agreement acts as a blueprint for efficient collaboration and coordination between Berger and Berman Advisers Management Trust and Berger and Berman Management Inc. It serves to protect the interests of both parties, define their respective roles and responsibilities, and ensure compliance with relevant laws and regulations. Through the various types mentioned above, this agreement can be tailored to specific aspects of the administrative relationship to ensure clarity and effectiveness in their partnership.
Contra Costa California Administration Agreement between Neuberger and Berman Advisers Management Trust and Neuberger and Berman Management Inc
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Neuberger Berman BD LLC is a registered broker-dealer and member FINRA/SIPC.
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategiesincluding equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge fundson behalf of institutions, advisors and individual investors globally.
Neuberger Berman BD LLC is a registered broker-dealer and member FINRA/SIPC. Tax, trust and estate planning are services offered by Neuberger Berman Trust Company.
Neuberger Berman BD LLC (Neuberger Berman) is a member of FINRA and SIPC and is regulated by the United States Securities and Exchange Commission and Financial Industry Regulatory Authority.
Neuberger Berman is a private, independent, employee-owned investment managera rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions.
Neuberger's 100th birthday, the company announced that it was in merger discussions with Lehman Brothers. These discussions ultimately resulted in the firm's acquisition by Lehman on October 31, 2003, for approximately $2.63 billion in cash and securities, or approximately 26 times earnings.
New York, NY, December 14, 2020 Neuberger Berman, a private, independent, employee-owned investment manager, is honored to be ranked second among companies with 1,000 employees or more in the 2020 Best Places to Work in Money Management survey by Pensions & Investments.
However, Berman is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), and is therefore bound by fiduciary duty. This means the firm must act in clients' best interests at all times.