Real Asset Investing in the Mature Stages of the Economic Cycle – Brookfield’s Public Securities Group – 10.29.18

Summary:

Now On Demand.

Please join senior investment team members of Brookfield’s Public Securities Group for their insights on real asset investing in today’s market and macroeconomic backdrop. With regional economies at different stages of the post-financial-crisis expansion, there are both opportunities and challenges for real asset investors. Our managers will reflect on these trends, as well as how they are positioning their portfolios.

Speakers:

Leonardo Anguiano has 19 years of industry experience and is a Managing Director on the Infrastructure Equities team. He also is responsible for covering European securities focusing on the water, transportation and energy infrastructure sectors. His past experience includes both direct and listed infrastructure investing and he has spent the majority of his career in London. Prior to joining the firm in 2015, Leonardo worked for Santander in Madrid where he was in specialty sales covering infrastructure and utilities. Prior to Santander, Leonardo worked at Arcus Infrastructure Partners and Babcock & Brown focusing on direct infrastructure investing. Leonardo started his career at JP Morgan Cazenove on the sell side. He earned a Master of Philosophy degree from Cambridge University and a Bachelor of Science degree from the London School of Economics.

Larry Antonatos has 26 years of industry experience and is a Portfolio Manager for the Public Securities Group’s Real Assets Solutions team. He oversees the portfolio construction process, including execution of asset allocation. Larry joined Brookfield in 2011 as Product Manager for the firm’s equity investment strategies. Prior to joining Brookfield, he was a portfolio manager for a U.S. REIT strategy for 10 years. He also has investment experience with direct property, CMBS, and mortgage loans. Larry earned a Master of Business Administration degree from the University of Pennsylvania and a Bachelor of Engineering degree from Vanderbilt University.

Dana Erikson is a Portfolio Manager and Head of the Public Securities Group’s Global Credit team and has 28 years of investment experience. He oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Prior to joining the firm in 2006, he was with Evergreen Investments or one of its predecessor firms since 1996 where he held a number of positions, including Senior Portfolio Manager, Head of the High Yield team and Head of High Yield Research. Dana holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston, Inc. He earned a Master of Business Administration degree, with honors, from Northeastern University and a Bachelor of Arts degree in Economics from Brown University.

Jeff Jorgensen has 9 years of industry experience and is a Portfolio Manager and the Director of Research on the Public Securities Group’s Energy Infrastructure Equities team. He leads the research efforts across the firm’s energy infrastructure investment products and provides recommendations on buy and sell activity. Prior to joining the firm in 2014, Jeff was an Executive Director at UBS Investment Bank in the Global Natural Resources group after working in Energy Investment Banking at Morgan Stanley and as a finance attorney at Bracewell & Giuliani LLP. As a banker and an attorney, Jeff worked with more than 50 management teams on over $40 billion of MLP and energy equity and debt offerings and $10 billion of M&A transactions. Jeff earned a Juris Doctor degree (with Honors) from The University of Texas School of Law, and a Bachelor of Arts in Economics, Managerial Studies and Sports Management from Rice University.

Matthew Wenman has 11 years of industry experience and is a Director on the Public Securities Group’s Real Estate Equities team. His responsibilities include performing individual securities analysis as well as fundamental industry- and property-related research. He focuses on the U.S. Triple Net Lease sector and global portfolio analytics/currency hedging. Matthew is also a Product Specialist for the firm’s real estate investment strategies. Working in partnership with the real estate portfolio management team, he is involved in the marketing and positioning of the firm’s real estate products to the global investment community. He joined the firm in 2006 and holds the Chartered Financial Analyst designation. Matthew earned a Bachelor of Science degree in Business Administration and a Bachelor of Arts in Economics, both from the University of Colorado.

Parker Roy is Managing Director and Head of Distribution for the Public Securities Group’s Wealth Management Division. He has 23 years of industry experience and oversees all areas of distribution associated with intermediaries in wealth management including business development, investor relations, relationship management, and platform development. Prior to joining the firm in 2017, Parker was Managing Director and Head of Distribution for Cushing Asset Management, an energy related asset manager, and was with Morgan Stanley or one of its predecessor firms since 1995 where he held a number of positions, including National Business Development Director for their Consulting Group. Parker earned a Master of Business Administration degree from Tulane University’s AB Freeman School of Business in New Orleans, LA and a Bachelor of Arts degree in Economics from Rollins College.