Keep pulling the thread on Connor Teskey.
Brookfield Asset Management manages approximately $1 trillion in assets.
Brookfield Asset Management has expanded its product offerings from 4 products 10 years ago to 60 products today.
For its renewable power projects, Brookfield Asset Management's strategy is to de-risk investments by locking in construction costs, power purchase agreements, EPC contracts, and financing before committing capital.
Brookfield Asset Management applies its de-risking model to data center construction by building against long-term contracts with hyperscalers or sovereign entities.
Brookfield Asset Management's financing strategy focuses on using asset-level, non-recourse, long-term, fixed-rate debt.
Connor Teskey identifies building AI infrastructure, specifically data centers and their power supply, as the largest and fastest-growing investment theme at Brookfield Asset Management.
Brookfield Asset Management has a publicly stated goal of reaching $2 trillion in assets under management by 2030.
Connor Teskey predicts that institutional allocations to alternative assets will double over the next 10 years.
Connor Teskey asserts that the individual investor market is larger than the institutional market and has almost zero penetration from alternative investments.
Brookfield Asset Management pursued a strategic partnership with Oaktree in 2018-2019 because it viewed Oaktree as an undervalued, market-leading credit manager with a counter-cyclical business model.
Brookfield Asset Management deploys capital into 60 of the world's largest countries and markets.
Brookfield Asset Management's largest investment markets are the United States and Western Europe.