Unlocking Opportunities: The Intersection of AI and Infrastructure – Brookfield – 10.8.24

Unlocking Opportunities: The Intersection of AI and Infrastructure - Brookfield - On Demand

Overview:
Title: Unlocking Opportunities: The Intersection of AI and Infrastructure
Date: Tuesday, October 8, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand

A convergence of global megatrends is shining a spotlight on the infrastructure super cycle, which is driving unprecedented need for private capital investment. The artificial intelligence (AI) boom is one megatrend at the epicenter of this cycle – beyond just demand for data centers, there seems to have been a rapid step change in the demand to secure the power needed to operate these assets.

Join Hrishi Balaji, Portfolio Manager for the Brookfield Infrastructure Income Strategy, to discover the opportunities that are drawing individual investors to infrastructure, particularly around AI and the compelling investment opportunity.

They will share their thoughts on:

  • What is the infrastructure super cycle?
  • What does power have to do with AI?
  • How can advisors help clients gain access to the investment opportunity?

Speakers:
Hrishikesh Balaji, CFA Hrishikesh Balaji, CFA Portfolio Manager Brookfield Infrastructure Income Strategy

Hrishikesh Balaji is a Director in Brookfield’s Infrastructure Group and is responsible for portfolio management initiatives for the Brookfield Infrastructure Income Strategy including asset allocation and portfolio construction, with a particular focus on equity acquisitions. Prior to this role, Mr. Balaji was responsible for investor relations, capital raising, co-investments, and other strategic initiatives for Brookfield’s private infrastructure funds. Prior to Brookfield, Mr. Balaji worked in the assurance practice at Ernst & Young LLP. Mr. Balaji holds a Bachelor of Arts degree from the Ivey Business School at Western University, is a Chartered Professional Accountant and a CFA Charterholder.
Tyler Johnson Tyler Johnson Vice President, Regional Director – Midwest Brookfield Oaktree Wealth Solutions

Tyler Johnson is a Vice President, Regional Director with Brookfield Oaktree Wealth Solutions in Chicago. He is responsible for business development and relationships with RIAs and multi-family offices in the Midwest region.

Previously, Mr. Johnson was responsible for the firm’s private funds business development efforts in the wire house channel. In this role he helped cover relationships across the Midwest and Texas. Prior to joining Brookfield in 2018, Mr. Johnson was an Investment Consultant at Calamos Investments, working with financial intermediaries in New York City.

Mr. Johnson holds a degree from Miami University, Farmer School of Business and holds both the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA®) designations.
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.

As an asset class, private credit is comprised of a large variety of different debt instruments. While each has its own risk and return profile, private credit assets generally have increased risk of default, due to their typical opportunistic focus on companies with limited funding options, in comparison to their public equivalents. Because private credit usually involves lending to below investment grade or non-rated issuers, yield on private credit assets is increased in return for taking on increased risk.

©2024 Brookfield Corporation; ©2024 Brookfield Asset Management Ltd.; ©2024 Oaktree Capital Management, L.P.; ©2024 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.

ID 1898