Why 2023 Could Be a ‘Good Vintage’ for Private Equity – Brookfield Oaktree – 2.27.23

Summary:

Now On Demand

Many investors are keeping cash on the sidelines due to volatile public markets, rising rates, and a potential recession on the horizon. History, however, suggests that private equity funds launched during similar market environments have generally outperformed other vintages.

We believe that private equity investments can provide attractive opportunities, especially in times of volatility. Brookfield Asset Management is one of the world’s largest private equity firms focused on acquiring high-quality businesses that provide essential products and services.

Join our webcast where our investment team will share their viewpoints on these key topics:

• Private equity outlook and opportunities
• Assessing business quality
• The value private equity can provide to a client’s portfolio in today’s market environment

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

David Nowak is a Managing Partner in Brookfield’s Private Equity Group, responsible for investment origination, analysis and execution across North America.

Mr. Nowak joined Brookfield in 2011 and has deep experience in principal investing and the execution of mergers and acquisitions. He chairs the board of directors of Sagen and One Toronto.

Mr. Nowak holds a Master of Business Administration degree from Duke University, where he graduated as a Fuqua Scholar, and a Bachelor of Laws degree from the University of Western Ontario.

Barbara Borozan is a Senior Vice President, RIA Market Leader with Brookfield Oaktree Wealth Solutions. She is responsible for business development and relationships with RIAs across the East Coast, Mid-Atlantic and Southeast regions of the United States.

Prior to joining Brookfield in 2019, Ms. Borozan worked in the Client Strategies Team at Stone Ridge Asset Management where she focused on distributing their reinsurance, variance risk premia and direct lending offerings. Before Stone Ridge, Ms. Borozan spent six years at Goldman Sachs in their fixed income division; she worked on the Cross Asset Sales desk, selling structured credit products to hedge funds and other alternative asset managers.

Ms. Borozan sits on the board of the Flawless Foundation. She holds a Bachelor of Arts degree in Government and International Relations from Cornell University. She is based in New York, NY.