Allocating to Public and Private Real Assets: Perspectives from a Leading Alts Manager – Brookfield – 9.27.21

Overview:
Title: Allocating to Public and Private Real Assets: Perspectives from a Leading Alts Manager
Date: Monday, September 27, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

Sophisticated institutional investors use public and private real assets in concert with each other to solve investment dilemmas and help build efficient portfolios.

Brookfield is one of the world’s leading alternative asset managers, distinguished by a 120-year history as an investor in real assets.

We will discuss themes driving increasing allocations and how institutions are utilizing real assets in their portfolios across the liquidity spectrum and among the various real asset sectors, while answering these key questions:

  • How do we define the real asset universe?
  • What are the primary objectives that investors are trying to achieve by allocating to real assets?
  • What market environments are optimal for allocating to public and private real assets?
  • How much are institutional clients allocating to real assets?
  • What are the benefits, if any, to including debt in a real assets portfolio when yields are especially low?
  • How can investors beyond institutions gain access to both public and private real assets?

Speakers:
Gaal Surugeon Gaal Surugeon Director, Portfolio Manager Brookfield’s Real Asset Solutions

Gaal Surugeon has 11 years of industry experience and is a Director for Brookfield’s Real Asset Solutions team. He is responsible for portfolio construction and asset allocation for the firm’s diversified real asset portfolios. Prior to joining the firm in 2019, Gaal was an Executive Director at Oppenheimer Asset Management where he served as manager of the firm’s multi-asset portfolios and director of asset allocation and research. Prior to that, he was an Associate Economist at Decision Economics, Inc. Gaal holds the Chartered Financial Analyst designation and is a member of the CFA Society Chicago. He earned a Bachelor of Arts in Economics from the University of Michigan – Ann Arbor.
Tyler Johnson Tyler Johnson Regional Sales Director Brookfield Oaktree Wealth Solutions

Tyler Johnson is a Regional Sales Director in the Central region. He is responsible for managing RIA relationships and distributing both private and public strategies for Brookfield Oaktree Wealth Solutions. Mr. Johnson joined Brookfield in 2018, where he was initially brought on in a business development capacity to build out Brookfield’s Private Fund business in the wirehouse channel. In this role he covered relationships across the Midwest and Texas. Prior to joining Brookfield, Mr. Johnson was an Investment Consultant at Calamos Investments working with financial intermediaries in New York City. Mr. Johnson holds a degree from Miami University, Farmer School of Business and holds both the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA®) designations.

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