Brookfield Perspectives

Brookfield

Brookfield Perspectives is a podcast from one of the world’s leading investment firms. Through the lens of our investment and operational expertise, we explore the Brookfield ecosystem and its role in creating lasting, sustainable value on a global scale. From data centers and broadcasting towers to logistics hubs and battery manufacturers, we dive into the industries and infrastructure that quietly power everyday life—while fueling innovation, expanding economies, and driving global growth.

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21 episodes
Avg 25 min
English

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#52
Thursday · 19 min
Deal Debrief: Primary Wave
In this episode of Deal Debrief, we explore Brookfield’s partnership with Primary Wave, a music and intellectual property platform that has helped establish music rights as an alternative asset for institutional investors. Larry Mestel, founder and CEO of Primary Wave, and Sachin Shah of Brookfield discuss how the business has evolved over its 20-year history, why music royalties can offer distinctive long-term characteristics, and how an owner-operator approach can create value beyond the underlying royalty streams. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.
#51
August 13 · 26 min
Brookfield: Q2 2026 Letter to Shareholders
Listen to an audio version of Brookfield’s Second Quarter 2026 Letter to Shareholders to learn about the firm’s progress across its Alternative Asset Management, Wealth Solutions, and operating businesses. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.
#50
July 30 · 16 min
Deal Debrief: OpenAI Deployment Company
On this episode of Deal Debrief, Anuj Ranjan and David Bonasia from Brookfield’s private equity business join the podcast to unpack Brookfield's investment in the OpenAI Deployment Company. They explore the bottlenecks currently slowing AI adoption and how combining OpenAI's technology with Brookfield's operating expertise can support AI enterprise deployment at scale. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#49
June 25 · 15 min
Deal Debrief: Cheongna Logistics Center
On this episode of Deal Debrief, Andrew Burych and Michael Cocozzo from Brookfield’s real estate team join the podcast to talk about Brookfield's sale of Cheongna Logistics Center (CLC), a massive logistics facility in South Korea. They explore the strategy behind the landmark transaction and what it reveals about the evolving logistics landscape across Asia. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#48
June 2 · 31 min
Partnership Perspectives: Network International
On the inaugural episode of Partnership Perspectives, Brookfield’s Anuj Ranjan is joined by Murat Cagri Suzer, CEO of Network International, one of the leading payments providers across the Middle East and Africa. Together, they explore the evolution of payments and the next-generation technology needed to keep pace with the global consumer economy. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#47
May 21 · 16 min
Deal Debrief: Duke Energy Florida
Natalie Hadad and Caroline Rouse from Brookfield’s infrastructure team join Deal Debrief to discuss the firm’s investment in Duke Energy Florida and what it signals about the future of power infrastructure. In this episode, they unpack the transaction and the broader forces reshaping the utility sector—from electrification and digitalization to the growing demand for reliable power and grid modernization. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#46
May 14 · 28 min
Brookfield: Q1 2026 Letter to Shareholders
Listen to an audio version of Brookfield’s First Quarter 2026 Letter to Shareholders to learn about the firm’s progress across its Alternative Asset Management, Wealth Solutions, and operating businesses. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.
#45
April 30 · 19 min
Deal Debrief: Fosber
On this episode of Deal Debrief, we unpack Brookfield’s acquisition of Fosber, a global leader in machinery used to produce corrugated packaging—an essential part of modern logistics. Craig Wright and Matt Homan from Brookfield's private equity business discuss Fosber's unique competitive advantages, outline its critical role in the global supply chain, and show how a durable essential business combined with strong customer relationships can create a compelling platform for long-term growth. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#44
April 28 · 28 min
Scale, Selectivity, and What’s Next in Private Credit with Bob O’Leary and Armen Panossian
On this episode of Brookfield Perspectives, Bob O’Leary and Armen Panossian, incoming co-CEOs of Brookfield’s credit business, share their perspective on today’s private credit market—and what comes next. Drawing on decades of experience across credit cycles, they discuss how Brookfield and Oaktree’s combined strengths enhance scale, sourcing and underwriting—and why those advantages matter in a more complex market environment. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#43
March 30 · 1 hr 24 min
Bonus: BAM CEO Connor Teskey on “The Knowledge Project”
Brookfield Asset Management CEO Connor Teskey joins Shane Parrish on “The Knowledge Project" to discuss the opportunity in AI infrastructure, taking bets against consensus, and how to evaluate risk. This episode was originally published as "The CEO Who Manages $1 Trillion: How to De-Risk Deals, Deploy Capital & Build Wealth” on The Knowledge Project. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#42
February 23 · 24 min
Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu
On this special episode of Brookfield Perspectives, we step back from transactions and trends to examine a more fundamental question: Where are we in the market cycle and how could that shape the way we invest? Howard Marks, Co-Chair of Oaktree Capital Management and Chair of Brookfield's Investment Solutions Group, joins Alper Daglioglu, Head of Brookfield’s Investment Solutions Group, for a thoughtful conversation about investor psychology, risk positioning and the balance between offense and defense. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#41
February 12 · 31 min
Brookfield Corporation: FY 2025 Letter to Shareholders
Listen to an audio version of Brookfield Corporation’s Full Year 2025 Letter to Shareholders to learn about the firm’s progress across its Alternative Asset Management, Wealth Solutions, and operating businesses. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.
#40
February 4 · 26 min
Brookfield Asset Management: FY 2025 Letter to Shareholders
Listen to an audio version of Brookfield Asset Management’s Full Year 2025 Letter to Shareholders to learn about the firm’s progress across renewable power & transition, infrastructure, private equity, real estate, and credit strategies. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.
#39
January 30 · 17 min
Deal Debrief: Catalytic Transition Fund
On this episode of Deal Debrief, we explore Brookfield’s growing presence across Southeast Asia through three recent investments that mark important growth in Brookfield's Catalytic Transition Fund, or CTF. Our guests, Dan Cheng and Stefano Ghezzi from our Renewable Power and Transition group, share insights into the strategy behind CTF and how it has come to life with Alba Renewables, Solarvest, and Gia Lai.
#38
Dec 29, 2025 · 13 min
Connecting the Dots: Highlights from Brookfield’s Investor Conference 2025
For our last Brookfield Perspectives episode of 2025, we’re taking a look back and turning towards what’s next. In November, over 400 private market investors joined us in Phoenix, Arizona for our annual Investor Conference. In this episode, we share some of the top insights from our general session, which featured senior leadership across our businesses, and reflect on the major themes and trends we see on the horizon. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#37
Nov 26, 2025 · 15 min
Deal Debrief: Generator Hostels
In this episode of Deal Debrief, we explore Brookfield’s recent acquisition of Generator Hostels — a leading European lifestyle hostel operator with 15 properties across 10 countries. Lauren Okada Young and Li Zhang from our Real Estate Group unpack what makes Generator’s hybrid hostel-hotel model unique, how the business captures post-pandemic travel trends, and why it aligns with Brookfield’s investment philosophy. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#36
Nov 13, 2025 · 31 min
Brookfield: Q3 2025 Letter to Shareholders
Listen to an audio version of Brookfield’s Third Quarter 2025 Letter to Shareholders to learn about the firm’s progress across its Alternative Asset Management, Wealth Solutions, and operating businesses. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.
#35
Oct 30, 2025 · 29 min
How Electrification and AI are Reshaping Power with Natalie Adomait and Scott Peak
From data centers to electric vehicles, the world’s need for reliable, scalable energy is growing fast. On Brookfield Perspectives, Natalie Adomait and Scott Peak share how Brookfield’s renewable power and infrastructure businesses are helping to build the foundation for an electrified, AI-enabled world. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#34
Oct 21, 2025 · 12 min
Deal Debrief: Air Lease Corporation
In this episode of Deal Debrief, we explore the evolving world of aircraft leasing and how Brookfield supported Air Lease Corporation through a bespoke hybrid capital solution. Ryan Schwartz, who leads Corporate Credit at Brookfield, joins the podcast to discuss how this complex, multi-stakeholder transaction came together—bringing together Brookfield’s credit expertise and global relationships to structure a long-term, private investment-grade solution. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.
#33
Sep 26, 2025 · 15 min
Deal Debrief: Data4
On this episode of Deal Debrief, Ricard Boada, Senior Vice President of Infrastructure, joins the podcast to discuss Brookfield’s investment in Data4, Europe’s leading hyperscale data center developer. He shares the opportunity within AI infrastructure today and how the business is helping form the backbone of government and hyperscaler partnerships. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

Showing 1–20 of 21 episodes