The Infrastructure Super Cycle: ‘The Three Ds’ – Brookfield Oaktree Wealth Solutions – 9.25.23

Overview:
Title: The Infrastructure Super Cycle: ‘The Three Ds’
Date: Monday, September 25, 2023
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

We believe infrastructure is a booming asset class in the midst of a super cycle, and opportunities are opening up for individual investors— but what really is infrastructure and how can advisors use it to help their clients?

Join Chloe Berry, Head of the Brookfield Infrastructure Income Strategy, and Sam Garetano, Portfolio Manager, Brookfield Infrastructure Income Strategy, to discover the three main themes that we believe will continue to drive significant investment opportunity for decades to come: Digitalization, Decarbonization and Deglobalization.

They will share their thoughts on:

  • The potential benefits of private infrastructure
  • Key market trends
  • Why advisors should be allocating to it this year

Speakers:
Chloe Berry Chloe Berry Head of Brookfield Infrastructure Income Strategy Brookfield Asset Management

Chloe Berry is a Managing Director at Brookfield Asset Management. In this role, Ms. Berry is the Head of Brookfield Infrastructure Income and is also responsible for the global capital markets and treasury function.

She has held a number of roles within Brookfield, including recently leading the finance and operations of Brookfield’s private infrastructure funds. Prior to joining Brookfield, Ms. Berry worked in corporate finance and M&A at large multinational corporations and a global investment bank.

Ms. Berry holds a Bachelor of Science degree from McGill University. 
SpeakerName Sam Garetano Portfolio Manager, Brookfield Infrastructure Income Strategy Brookfield Asset Management

Sam Garetano is a Senior Vice President at Brookfield Asset Management. In this role, he is involved in Brookfield Infrastructure Income and strategic initiatives for Brookfield’s infrastructure platform.

Prior to joining Brookfield, Mr. Garetano was a member of the investor relations and business development teams at Waud Capital Partners and Adams Street Partners. Previously, he worked in BlackRock’s institutional client and alternative strategies group, where he was responsible for distribution of alternative investment solutions to clients globally.

Mr. Garetano holds a Bachelor of Science degree from Syracuse University. 
David Vincent David Vincent Senior Vice President, Investment Specialist for Real Assets Brookfield Oaktree Wealth Solutions

David Vincent is a Senior Vice President, Investment Specialist for Real Assets at Brookfield. In this role, Mr. Vincent collaborates with financial advisors around the globe, helping them navigate alternative investments and their role in client portfolios.

Before joining Brookfield, Mr. Vincent was the Director of Investments at Cadre. He managed an investment specialist team, working closely with the private clients, institutional, and sovereign wealth channels. Previously he’s held several alternative investment roles at UBS Asset Management, Alger, Dahab Associates and Morgan Stanley.

Mr. Vincent holds a B.S.B.A. from the University of Pittsburgh. He is a CFA Charterholder and a CAIA designee.
IMPORTANT DISCLOSURES

This communication is for financial professionals only. Not for use with the retail public.

All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results. Alternative investments often are speculative and include a high degree of risk. Infrastructure companies may be subject to a variety of factors that may adversely affect their business, including high interest costs, high leverage, regulation costs, economic slowdown, surplus capacity, increased competition, lack of fuel availability and energy conservation policies.

©2023 Brookfield Corporation.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”), on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC is a wholly owned subsidiary of Brookfield.

Brookfield Oaktree Wealth Solutions LLC is registered as a broker-dealer with the U.S. Securities & Exchange Commission (“SEC”) and is a member of FINRA and the Securities Investor Protection Corporation (“SIPC”).