Brookfield’s Real Assets Quarterly Update – The Investment Case for Global Listed Infrastructure – Brookfield’s Public Securities Group – 4.24.19

Summary:

Now On Demand.

We believe an allocation to global listed infrastructure represents a compelling investment in the current market environment, particularly from a risk/return perspective. Senior members of our infrastructure securities investment team will give their insights on what they see as the benefits of the asset class in a portfolio as well as where they see investment opportunities. Our team will discuss the following:

• The investment characteristics of listed infrastructure
• The opportunities for growth within the asset class
• …With a particular focus on “next generation” infrastructure assets

We will begin the event with a review of the current macroeconomic environment and our view of the implications for Real Assets as a whole.

Advisors are encouraged to submit questions prior to the event, as a significant portion will be dedicated specifically to an advisor dialogue.

Speakers:

Larry Antonatos has 28 years of industry experience and is a Portfolio Manager for the Public Securities Group’s Real Asset Solutions team. In this role he oversees the portfolio construction process, including execution of asset allocation. Larry joined the firm 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 Wharton School of the University of Pennsylvania and a Bachelor of Engineering degree from Vanderbilt University.

Rob Bellinski has 12 years of industry experience and is a Vice President on the Public Securities Group’s Infrastructure Securities team. He is responsible for covering North American infrastructure securities focusing on MLPs and the Energy Infrastructure sector. Rob is also the Investment Specialist for the firm’s infrastructure investment strategies. Working in partnership with the infrastructure portfolio management team, he is involved in the marketing and positioning of the firm’s infrastructure products to the global investment community. Prior to joining the firm in 2014, Rob worked for Morningstar where he was a sell-side equity analyst for four years. Prior to Morningstar, he worked in management consulting on corporate transaction and complex security valuations for a variety of industries. Rob holds the Chartered Financial Analyst designation and earned a Master of Business Administration degree from DePaul University and a Bachelor of Business Administration degree from the University of North Texas.

Tom Miller has 9 years of industry experience and is a Portfolio Manager on the Public Securities Group’s Infrastructure Securities team. In this role he oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Before focusing on his portfolio manager duties, he was 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.