cover of episode Brookfield CEO: Private vs. public markets, investment style and value creation

Brookfield CEO: Private vs. public markets, investment style and value creation

2023/12/13
logo of podcast In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen
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This chapter explores the investment opportunities arising from the global decarbonization trend. It focuses on Brookfield's significant investments in renewable energy sources like wind, solar, and batteries, along with the potential of nuclear energy in the transition to a lower-carbon economy.
  • Brookfield has identified decarbonization as a key megatrend.
  • Brookfield's investments focus on renewable energy sources, including wind, solar, and batteries.
  • Brookfield sees nuclear energy as an important part of the energy transition, despite its past reputational challenges.

Shownotes Transcript

Bruce Flatt became the CEO of Brookfield in 2002 when the company was primarily a Canadian-based real estate firm with a market value of $5 billion. Under his leadership, it transformed into a global alternative asset manager, managing over $850 billion in assets across various sectors: real estate, infrastructure, renewable energy, private equity, and credit. In light of such diverse investments, what are the benefits of investing in private markets? What are the major global megatrends shaping these investments? And what qualities define a good investor? 

The production team on this episode were PLAN-B's Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Erlend Kvendseth.

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