Brookfield’s Real Assets Quarterly Update – Brookfield – 4.16.18

Summary:

Now On Demand.

Please join Brookfield’s Public Securities Group for an insightful quarterly update and discussion on listed Real Assets. With volatility in Master Limited Partnerships (“MLPs”) potential inflation on the horizon, and the expectation of higher rates, Real Assets are becoming an even more critical discussion relative to portfolio diversification. The webcast will comprehensively address the following topics:

  • Energy Infrastructure & MLPs
  • Global and U.S. Real Estate (REITs)
  • Global and U.S. Infrastructure Equities
  • Real Asset Debt
  • Brookfield Investment Positioning

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Leonardo Anguiano
Managing Director, Portfolio Manager (Infrastructure Equities)
Brookfield’s Public Securities Group

Leo 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
Managing Director, Portfolio Manager (Real Asset Solutions)
Brookfield’s Public Securities Group

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, CFA
Managing Director, Portfolio Manager (Global Credit)
Brookfield’s Public Securities Group

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
Managing Director, Portfolio Manager & Director of Research (Energy Infrastructure Equities)

Jeff Jorgensen is a Portfolio Manager on the global infrastructure team. Prior to joining Brookfield, he served as Center Coast’s Director of Research since March 2014. As Director of Research, Mr. Jorgensen was responsible for leading Center Coast’s research efforts across all of its investment products and provided macro and micro investable analytics on energy infrastructure investments. Prior to that, Mr. Jorgensen served as an Executive Director in UBS’ Global Natural Resources Group focusing on MLPs and other oil and gas sub-sectors. During his tenure at UBS, he worked on over $20 billion of MLP and energy equity offerings, $10 billion of mergers and acquisitions transactions, and in excess of $20 billion of debt deals. Mr. Jorgensen’s previous experience includes working as an attorney for Bracewell & Guiliani and as an associate with Morgan Stanley’s Global Energy Group. He received a Juris Doctor from the University of Texas School of Law and a Bachelor of Arts in Economics from Rice University.

Bernhard Krieg, CFA
Managing Director, Portfolio Manager (Real Estate Equities)
Brookfield’s Public Securities Group

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.

Parker Roy
Managing Director, Wealth Management
Brookfield’s Public Securities Group

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.

Overview:

Title: Brookfield’s Real Assets Quarterly Update
Date: Monday, April 16, 2018
Time: 12:00 PM Eastern Daylight Time
Duration: 1 hour, 30 minutes

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