Brookfield’s Real Assets Outlook Heading Into 2019 – Brookfield’s Public Securities Group – 1.23.19

Summary:

Now On Demand.

We believe our core real asset classes opened the year on strong fundamental footing. However, we remain mindful of the potential market volatility that lurks as concerns have mounted over rising interest rates, slowing global growth, and geopolitical issues.

Please join senior investment team members of Brookfield’s Public Securities Group for our insights on the opportunities and challenges we see for real asset investing as we head into 2019. Our team will address:

• Headwinds and tailwinds across the global economic landscape
• Significant investment opportunities in Real Assets
• Investment themes and current portfolio positioning

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.

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.

Daniel Parker, CFA
Portfolio Manager
Brookfield’s Public Securities Group

Daniel Parker has 22 years of industry experience and is a Portfolio Manager on the Public Securities Group’s Global Credit team. He is responsible for the portfolio construction process, including execution of buy/sell decisions for the Global Credit team, as well as continuing to support the Global Infrastructure Equities team. Daniel joined Brookfield Asset Management in 2006, initially focusing on high yield and stressed credit opportunities, before transitioning to the Public Securities Group in 2010. Prior to 2006, Daniel spent four years at Standard & Poor’s where he covered the utilities and natural resource sectors. He started his career in international trade finance as a credit analyst at Canada’s Export Credit Agency, EDC. Daniel holds the Chartered Financial Analyst designation and is a member of the CFA Society Chicago, Inc. He earned an Honors Bachelor of Commerce degree from Lakehead University.

Richard Sweigard
Analyst
Brookfield’s Public Securities Group

Richard Sweigard has 18 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. Richard assists in construction, execution and daily oversight of several portfolio strategies. In addition, he focuses on the U.S. Office, Diversified and Regional Malls, as well as Singapore. Prior to joining the firm in 2005, he was an analyst at KeyBanc Capital Markets, a division of McDonald Investments. Richard earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison.

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.