Accessing Private Markets: A Guide to Investment Vehicles – Brookfield Oaktree – 5.5.25

Overview:
Title: Accessing Private Markets: A Guide to Investment Vehicles
Date: Monday, May 5, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Join us for a focused discussion on why private markets continue to draw investor interest—and how to access the opportunity.

We’ll cover:

  • Drivers of long-term interest in private markets
  • Benefits of investing in private markets
  • Understanding investment vehicles, structures, and how they work
  • Key considerations for incorporating into client portfolios

    • Whether you’re exploring private markets for the first time or looking to deepen your expertise, this session offers practical insights and a deeper perspective.

Accepted for 1 CFP/ IWI / CFA CE Credit

Speakers:
Nicole Pecoraro Nicole Pecoraro Senior Vice President, The Alts Institute Brookfield Oaktree Wealth Solutions

Nicole Pecoraro is a Senior Vice President, Client Relationship Manager with Brookfield Oaktree Wealth Solutions. She is responsible for advancing The Alts Institute, our investor and advisor advocacy program, and enhancing client engagement. Previously, she served as a Regional Manager for the Mid-Atlantic region.

Prior to joining the firm in 2008, Nicole was Account Manager for Credit Market Analysis, a London based firm providing real-time credit derivatives market data to financial institutions internationally.

Nicole earned a Bachelor of Arts degree in Business Management with a minor in East Asian Studies from Gettysburg College. She holds FINRA Series 7, 6 and 63 licenses.

Ryan Kulik Ryan Kulik Senior Vice President, Regional Director Brookfield Oaktree Wealth Solutions

Ryan Kulik is a Senior Vice President, Regional Director with Brookfield Oaktree Wealth Solutions. He is responsible for business development and relationships with private wealth advisors in NYC and the Southeast.

Mr. Kulik joined Brookfield in 2018 and helped launch the firm’s Private Markets effort into the Private Client channel. Prior to working at Brookfield, Mr. Kulik spent the majority of his career at Morgan Stanley Investment Management working across a wide range of alternative investments.

He holds an undergraduate degree from Seton Hall University and an MBA from Rutgers University. Mr. Kulik holds a Chartered Alternative Investment Analyst designation, and Series 7, 66 and 24 licenses.

For Financial Professionals Only.

IMPORTANT DISCLOSURES

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.

©2025 Brookfield Corporation; ©2025 Brookfield Asset Management Ltd.; ©2025 Oaktree Capital Management, L.P.; ©2025 Brookfield Oaktree Wealth Solutions LLC; & ©2024 Brookfield Public Securities Group LLC. Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC are indirect majority-owned subsidiaries of Brookfield Corporation.

The information contained herein is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. This publication discusses broad market, industry or sector trends, or other general economic or market conditions, and it is being provided on a confidential basis.

FORWARD-LOOKING STATEMENTS
Information herein contains, includes or is based on forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended, and Canadian securities laws. Forward-looking statements include all statements, other than statements of historical fact, that address future activities, events or developments, including, without limitation, business or investment strategy or measures to implement strategy, competitive strengths, goals, expansion and growth of our business, plans, prospects and references to our future success. You can identify these statements by the fact that they do not relate strictly to historical or current facts. Words such as “anticipate,” “estimate,” “expect,” “project,” “intend,” “plan,” “believe” and other similar words are intended to identify these forward-looking statements. Forward-looking statements can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. Many such factors will be important in determining our actual future results or outcomes. Consequently, no forward-looking statement can be guaranteed. Our actual results or outcomes may vary materially. Given these uncertainties, you should not place undue reliance on these forward-looking statements.

Information and views are subject to change without notice. Some of the information provided herein has been prepared based on Brookfield’s internal research, and certain information is based on various assumptions made by Brookfield, any of which may prove to be incorrect. Brookfield may not have verified (and disclaims any obligation to verify) the accuracy or completeness of any information included herein, including information that has been provided by third parties, and you cannot rely on Brookfield as having verified any of the information.

The information provided herein reflects Brookfield’s perspectives and beliefs as of the date of this commentary.

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