Key ideas from Connor Teskey

• Brookfield manages $1 trillion globally, focusing on high-quality assets that form the backbone of the global economy across 60 countries
• "Two-thirds, maybe even 70% of what we invest in today was not an investable asset class 15 or 20 years ago" - Connor
• The firm expanded from 4 products 10 years ago to 60 products today, packaging consistent investment approaches for diverse client needs
• "When something feels 90% right, you do that transaction. The most important thing is you do 10 of them and you're going to be right nine times out of 10" - Connor
• Brookfield uses asset-level, non-recourse, long-term fixed-rate financing to eliminate market risk while maintaining operational flexibility
• AI is being deployed across 500 portfolio companies, with particular success in preventative maintenance and health and safety applications
• The individual investor market is larger than institutional but has "almost zero penetration from alternatives," representing massive growth potential
• "We focus on high quality assets that make up the backbone of the global economy, critical assets or services that really drive growth and productivity" - Connor