Brookfield Perspectives

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. 

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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.

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Deglobalization, the need for affordable housing, and post-COVID "new normal" trends in how we live, work, and play are shaping today's real estate business. In this episode, Brookfield veterans Brian Kingston, the Chief Executive Officer of Brookfield's Real Estate business, and Lowell Baron, President and Chief Investment Officer of Brookfield’s Real Estate Group, help unpack the lay of the land on the real estate industry, what’s driving growth, and what the future of the business looks like.

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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.

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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.

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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.

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Covid-19 exposed long-standing weaknesses in the supply chain and transport infrastructure. Dave Joynt, Managing Partner in Brookfield's Infrastructure Group, and Peter Stone, a Senior Vice President at Brookfield focused on portfolio management, discuss the need for supply chain resilience and transport assets like roads, rail, ports and export terminals. They tell us what the outlook is for these industries, why these assets are so important and where the opportunities are. 

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The Russian invasion of Ukraine and the drive to achieve net-zero carbon emissions have put increased focus on energy security and resilience. Brookfield’s Ignacio Paz-Ares Aldanondo, who leads M&A for Brookfield Renewable in Europe, and Patrick Fragman, CEO of Westinghouse, discuss how to build energy resilience, where nuclear power fits in the picture of overall decarbonization and energy security goals, and where the opportunities are. 

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Governments and the private sector are investing in life sciences and biomanufacturing research and development, and there’s a push to house more of these facilities in the U.S. and the U.K. Lowell Baron, Managing Partner and Chief Investment Officer in Brookfield's Real Estate Group, Tom Ragno, Principal at King Street Properties, and Devin Barnwell, who manages the global portfolio for Brookfield’s logistics business, discuss what onshoring looks like for these industries, why it’s so important, and where the opportunities are. 

Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.