Brookfield Public Securities Group – 2nd Quarter – Special CIO Roundtable – Brookfield’s Public Securities Group – 7.23.18

Summary:

Now On Demand.

Chief Investment Officer of Brookfield’s Public Securities Group, Craig Noble, will lead an in-depth discussion with the senior portfolio managers of our investment team. They will discuss the current landscape affecting Real Assets and provide meaningful perspectives on their portfolio construction. Advisors are encouraged to submit questions prior to the event, as a significant portion will be dedicated specifically to an advisor dialogue.

Please join us for this mid-year market review that will address:

• Global macro themes and key market drivers for Real Assets
• MLPs and the recent FERC announcement
• Real Assets Outlook: real estate, infrastructure, energy and credit
• Portfolio positioning considerations

Speakers:

Craig Noble has 20 years of industry experience and is Chief Executive Officer and Chief Investment Officer for the Public Securities Group as well as a Portfolio Manager on the Infrastructure Equities team and a Senior Managing Partner of Brookfield Asset Management. Over the last 13 years, he has held multiple positions within Brookfield, including significant roles within capital markets and direct infrastructure investment. He transitioned to the Public Securities Group in 2008 to help launch the firm’s listed infrastructure business and became the CEO in 2013. Prior to Brookfield, he spent five years with the Bank of Montreal, focused on credit analysis, corporate lending and corporate finance. Craig holds the Chartered Financial Analyst designation. He earned a Master of Business Administration degree from York University and a Bachelor of Commerce degree from Mount Allison University.

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.

Rob Chisholm has 18 years of industry experience and is a Portfolio Manager on the Public Securities Group’s Energy Infrastructure Equities team, responsible for research and analysis of individual MLP holdings, and provides recommendations on buy and sell activity. Prior to joining the firm in 2007, Rob worked in the Energy Investment Banking Division of Morgan Keegan and was Senior Project Analyst at Enbridge Energy Partners, LP where he analyzed midstream MLP mergers and asset acquisitions. He also worked at Koch Industries in the Capital Markets, Hydrocarbon and Midstream Groups. Rob earned a Master in Business Administration degree from The University of Texas at Austin and a Bachelor of Business Administration degree from Texas Christian University.

Bernhard Krieg has 19 years of industry experience and is a Portfolio Manager on the Real Estate Equities team. He oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Prior to joining the firm in 2006, Bernhard was a Senior Vice President at Haven Funds and a Vice President at Security Capital. He holds the Chartered Financial Analyst® designation. Bernhard earned a Master of Business Administration degree from Texas A&M University and his undergraduate equivalent in Business Administration and Civil Engineering from the Technical University in Dresden, Germany.

Tom Miller has 8 years of industry experience and is a Director on the Public Securities Group’s Infrastructure Equities team. In addition to his portfolio manager duties, he is also responsible for covering North American infrastructure securities focusing on MLPs and the Energy Infrastructure sector. Prior to joining the firm in 2013, he worked at FactSet. Tom holds the Chartered Financial Analyst designation and earned a Bachelor of Science degree from Indiana University.

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.