Brookfield Perspectives

Explore Brookfield Corporation's impressive achievements in Q1 2024, from acquiring American Equity Life to expanding operations and partnerships. Delve into the strong performance of operating businesses, asset monetization efforts, and driving business performance for private investors. Learn about strategic growth initiatives, cautionary statements on forward-looking statements, and financial measures.

A discussion on digital twins in real estate, focusing on their ability to integrate data sources in a spatial context, reduce costs, save energy, and enhance tenant experiences. The podcast delves into the practical applications of digital twins for operational efficiency, building design, maintenance, equipment diagnostics, energy optimization, and carbon reduction efforts.

Evolving consumer behavior and increasing digitalization is fueling investment in mature technologies with infrastructure-like characteristics. Optimizing operations within companies is accelerating the effects felt by the broader industry and consumers alike. In this episode, Doug Bayerd, Managing Partner for Brookfield’s Private Equity Business and Head of Technology Investment, and Jingwen Liu, Senior Vice President of Business Operations at Brookfield, unpack what’s driving the digital investment renaissance. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.

Goods can move by truck, train, ship, or plane, but how does money travel from point A to point B? Anuj Ranjan, Chief Executive Officer of Brookfield’s Private Equity business, and Sir Ron Kalifa, Vice Chair and Head of Financial Infrastructure Investment at Brookfield, unpack the topic of financial infrastructure, how it differs from traditional infrastructure, and how global mega-trends such as digitalization and deglobalization are driving a transformation of the global financial system. Nowhere is this more visible than in the global payments market, which must build at rapid scale to keep pace with enterprise and consumer demand.

Data is the fastest-growing commodity in the world, and it's showing no signs of slowing down. We’re in the midst of an exponential surge in enterprise data storage and processing requirements, widespread adoption of the latest 5G technology and new use cases like generative AI. To set the scene for our four-episode arc on digitalization, we hear from Udhay Mathialagan, Managing Director and CEO of Brookfield’s Global Data Center Group, and Olivier Micheli, CEO of Data4, a European operator and investor in the data center market. They break out the big picture, trends and opportunities around the storage, transport and processing of data.Please read this disclaimer (http://brookfield.com/podcast-disclaimer) before listening.

Brian Kingston, CEO of Brookfield's Real Estate business, and Lowell Baron, CIO of Brookfield’s Real Estate Group, discuss the cyclical nature of real estate, the impact of distressed debt, the current state of the office space sector, the influence of interest rates, and the outlook for real estate investing in 2024.

Brookfield's ecosystem expanded significantly this year with the growth of our insurance solutions business. With increased demand for retirement services, particularly in the U.S., Sachin Shah, a 20+ year veteran at Brookfield and Chief Executive Officer of Brookfield's Insurance Solutions Group; Jon Bayer, a managing partner in the same department; and Michael McRaith, Vice Chair of Brookfield Reinsurance and a former Director of the Illinois Department of Insurance helped to unpack the state of the insurance industry, how the insurance landscape is changing, and where private capital fits in to this rapidly evolving industry.Please read this disclaimer (http://brookfield.com/podcast-disclaimer) before listening.

Listen in as Brookfield’s CEO Bruce Flatt joins Norges Bank Investment Management’s CEO, Nicolai Tangen, on the latest episode of NBIM’s “In Good Company.” In a wide-ranging conversation, Bruce and Nicolai discuss the benefits of investing in private markets, global megatrends shaping these investments and the qualities that distinguish a good investor.Please read this disclaimer (http://brookfield.com/podcast-disclaimer) before listening.

In a special episode accompanying our 2022 Sustainability Report, Kelly Goddard, Managing Director and Chief Sustainability Officer of Brookfield’s Renewable Power & Transition Group, and Ben Brown, Managing Partner and head of the U.S. office portfolio, join us to talk about our dedication to sustainability across our renewable power and real estate portfolios, and how we partner across the Brookfield Ecosystem to drive progress.Please read this disclaimer (http://brookfield.com/podcast-disclaimer) before listening.

Discussions on the weaknesses of supply chain and transport infrastructure exposed by Covid-19, the importance of supply chain resilience, diversification, and sustainability. Exploring the concept of reshoring and China's role in global manufacturing. The benefits of adopting a push model in container operations and investing in digital processes for enhanced supply chain efficiency. Surprising aspects of the pandemic's impact on the supply chain process, including the significance of containers and the coexistence of human presence and automation.