The Real Assets Essentials from Brookfield’s Portfolio Managers – Brookfield – 7.26.17

Summary:

Now On Demand.

Appetite for listed real assets investments is set to keep its momentum amid the macro-economic environment. The ability to diversify across this asset class to optimize risk-adjusted performance is also driving demand. Join us for an insightful quarterly update and discussion with Brookfield’s Public Securities Group that will cover:

• Global and U.S. real estate equities
• Global infrastructure equities
• Real asset debt
• Brookfield’s outlook for these asset classes and investment positioning

Speakers:

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 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.

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.