www.brookfieldoaktree.com Open in urlscan Pro
2a04:4e42:200::645  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to main content

Location
 * United States
 * Canada
 * Europe
 * Asia ex Japan
 * Japan 日本
 * Australia

CONTACT US お問い合わせ

CONTACT US お問い合わせ
 * United States
 * Canada
 * Europe
 * Asia ex Japan
 * Japan 日本
 * Australia


OPPORTUNITY ABOUNDS.

Brookfield Oaktree Wealth Solutions redefines alternative investments for the
individual investor. Offering institutional-caliber alternatives expertise and
innovative solutions, we strive to meet and exceed our clients’ expectations.


PRODUCT SOLUTIONS

We offer a broad array of innovative solutions across public and private markets
to meet the needs of individual investors.

Read more


BROOKFIELD INFRASTRUCTURE INCOME FUND (BII FUND S.A. SICAV - RAIF)

Eligible investors may access a diversified portfolio of private infrastructure
equity and debt investments managed by Brookfield Infrastructure, one of the
world’s largest infrastructure investors.

Learn More


BROOKFIELD PRIVATE FUNDS

Qualified investors may access a range of focused private funds—including real
estate, infrastructure and private equity—across the risk-return spectrum.

Learn More


BROOKFIELD REAL ESTATE INCOME TRUST

Income-focused investors who also seek long-term growth and downside protection
may invest in our diversified portfolio of institutionally-managed real estate
investments.

Learn More


BROOKFIELD U.S. MUTUAL FUNDS

U.S.-based investors who seek real assets exposure may access our family of
actively-managed mutual funds offering daily liquidity.

Learn More


BROOKFIELD UCITS FUNDS

Those individuals who seek the benefits of real assets—income, capital
appreciation and inflation protection—and desire daily liquidity, can invest in
our family of actively-managed mutual funds.

Learn More


OAKTREE INTERVAL FUND

U.S.-based investors who seek exposure to public and private credit
opportunities across a global universe may invest in this interval fund.

Learn More


OAKTREE PRIVATE FUNDS

Qualified investors may access powerful Oaktree strategies through private funds
aligned with various investment objectives, liquidity profiles and investment
horizons.

Learn More


OAKTREE STRATEGIC CREDIT FUND

U.S.-based investors may access a diversified portfolio of income-generating
private credit opportunities and high-quality public debt investments through a
flexible, “all-weather” approach.

Learn more


OAKTREE U.S. MUTUAL FUND

U.S. investors seeking emerging markets equity exposure can benefit from
Oaktree’s global presence, bottom-up and value-driven approach .

Learn More

The investment objectives, risks, charges, and expenses of the REIT, closed-end
funds, and mutual funds hyperlinked to this website must be considered carefully
before investing. The prospectus for each mutual fund contains the
aforementioned information and other important information about each investment
company, and the prospectuses may be obtained by calling 855.244.4859 or
visiting www.brookfield.com. Read the applicable prospectus carefully before
investing.







BROOKFIELD OAKTREE WEALTH SOLUTIONS


REDEFINING ALTERNATIVE INVESTMENTS

--------------------------------------------------------------------------------

Hear from Bruce Flatt, Brookfield CEO and Howard Marks, Oaktree Co-Chairman and
Founder.




INSIGHTS

Thought leadership, analysis and strategies for financial advisors to help their
clients’ portfolios thrive.

Insights


2023 BROOKFIELD REAL ESTATE OUTLOOK

Brian Kingston, CEO of Brookfield Real Estate and Zach Vaughan, Managing
Partner, share their 2023 real estate outlook and why we believe 2023 represents
one of the most attractive investment environments that we’ve seen in a long
time.

Insights


REAL ESTATE RESET CREATES LONG-TERM VALUE OPPORTUNITY

The current reset in commercial real estate values has left some investors
wondering if they should avoid the asset class. We believe that would be a
mistake because allocating throughout the full market cycle (particularly in
downturns) can help compound long-term returns. Experienced, operationally
focused managers are well positioned to create long-term value for clients in
the current environment.

Insights


HOW INFRASTRUCTURE ASSETS LINK THE GLOBAL SUPPLY CHAIN

Our infrastructure assets deliver essential goods and services around the world.
In this video, we take you through a day in our transportation and logistics
network.

Insights


WHY 2023 COULD BE A ‘GOOD VINTAGE’ FOR PRIVATE EQUITY

History suggests that private equity investments launched during challenging
market environments have historically performed well. Read more on the merits of
private equity investing.

Brookfield Oaktree Wealth Solutions


TRENDS IN INFRASTRUCTURE INVESTING TODAY

An interview with Chloe Berry, Managing Director in Brookfield’s Infrastructure
Group, that discusses today’s market opportunity, why investors should consider
allocating to infrastructure and Brookfield’s competitive edge.

Brookfield Oaktree Wealth Solutions


THE BROOKFIELD INFRASTRUCTURE ADVANTAGE

Learn more about the Brookfield’s infrastructure capabilities in this video.

Brookfield Oaktree Wealth Solutions


EMERGING INFRASTRUCTURE OPPORTUNITIES: ‘THE THREE DS’

We are currently in the midst of an infrastructure “super-cycle,” as the world
looks to modernize its Infrastructure. We believe that three main themes will
continue to drive significant investment opportunity: Digitalization,
Decarbonization and Deglobalization – ‘The Three Ds'

Brookfield Oaktree Wealth Solutions


MAKING COMPLEX SOLUTIONS SIMPLE: UNDERSTANDING PRIVATE CREDIT

Learn more about the fundamentals of private credit in this educational video.

Oaktree


HOWARD MARKS: THE ILLUSION OF KNOWLEDGE

Howard Marks has long questioned the value of macro forecasts, but in his latest
memo, he explains why creating profitable forecasts is so difficult.

Brookfield Oaktree Wealth Solutions


WHY PRIVATE REAL ESTATE

We explain the benefits of private real estate and why we believe it should have
a place alongside stocks and bonds in a well-diversified investment portfolio.

Brookfield Oaktree Wealth Solutions


FINDING VALUE BEYOND INVESTMENT GRADE CREDIT

While rising inflation is leading to higher prices for everything from snacks to
used trucks over the short term, we believe mark-ups are unlikely to prove
transitory in at least one area: the credit markets

Brookfield Oaktree Wealth Solutions


6 TAKEAWAYS ON REAL ESTATE MARKETS TODAY

Our real estate experts share insights on U.S. real estate markets.

Brookfield


WHY BROOKFIELD PRIVATE EQUITY

Our Q&A explores what distinguishes Brookfield’s approach to private equity
investing.

Brookfield Public Securities Group


THE BENEFITS OF ADDING REAL ASSETS TO A TRADITIONAL PORTFOLIO

We believe adding real assets to a traditional portfolio may reduce volatility
and increase returns.

Explore More


LATEST NEWS

Press Release


BROOKFIELD LEVERAGES MARKET-LEADING PLATFORM TO LAUNCH INFRASTRUCTURE STRATEGY
FOR PRIVATE WEALTH INVESTORS

February 6, 2023

Brookfield Oaktree Wealth Solutions’ flagship infrastructure offering for
private professional wealth investors is managed by Brookfield, one of the
world’s largest and most experienced investors, owners, and operators of
infrastructure.

Press Release


BROOKFIELD OAKTREE WEALTH SOLUTIONS WELCOMES JAMES BRUNO AS HEAD OF PRODUCT
DEVELOPMENT

January 10, 2023

James Bruno has joined Brookfield Oaktree Wealth Solutions as Head of Product
Development.

Press Release


BROOKFIELD OAKTREE WEALTH SOLUTIONS ANNOUNCES TWO KEY HIRES IN GREATER CHINA AND
SOUTHEAST ASIA

October 11, 2022

Brookfield Oaktree Wealth Solutions added two key hires to the APAC client
relationship management team, who will support growth in Greater China and
Southeast Asia.

Press Release


BROOKFIELD OAKTREE WEALTH SOLUTIONS EXPANDS TEAM SUPPORTING RIA FIRMS ACROSS THE
U.S.

August 23, 2022

Brookfield Oaktree Wealth Solutions is expanding their RIA sales and support
team in the United States to meet the regional growth of the RIA market.

FundFire


BROOKFIELD, OAKTREE WELCOMES DAN MCCULLOCH, GREG RUSHING

August 16, 2022

The joint venture has hired sales staff from Morgan Stanley and Starwood.

Wealth Management


WHAT’S BEHIND BROOKFIELD’S MOVE INTO CRE DEBT INVESTING

July 31, 2022

Amid uncertainty in a rising rate and inflationary environment, the real estate
investment giant sees potential opportunity for income in debt strategies.

Wealth Professional Canada


BROOKFIELD OAKTREE STRENGTHENS CANADIAN ALTERNATIVE OPTIONS

July 22, 2022

Brookfield Oaktree Wealth Solutions is increasing its Canadian presence to offer
more unique alternative options to advisors in this market

Financial Advisor IQ


ADVISORS SHOULD HELP CLIENTS UNDERSTAND ALTERNATIVES

July 8, 2022

“Alternatives in different vehicles and structures make sense in almost
everybody’s portfolio,” according to David Levi, Head of Brookfield Oaktree
Wealth Solutions.

Asian Private Banker


WE DELIVER INSTITUTIONAL CALIBRE TO THE INDIVIDUAL INVESTOR

June 21, 2022

Brookfield Oaktree Wealth Solutions seeks to offer global clients a suite of
income-focused alternative investment products, by marrying the strength and
expertise of Brookfield Asset Management and Oaktree Capital Management.

Press Release


BROOKFIELD, OAKTREE EXPAND GLOBAL WEALTH TEAM

May 19, 2022

David Levi, CEO: Brookfield Oaktree Wealth Solutions allows us to deliver the
strengths and expertise of both Brookfield and Oaktree – and solutions across
alternative investments – via a single team.

Explore More


CONTACT


OUR DEDICATED TEAM IS HERE TO WORK DIRECTLY WITH FINANCIAL ADVISORS ON BEHALF OF
THEIR CLIENTS.

Individual investors may learn more by contacting their financial advisor.

+1 212 549 8380 or 855 777 8001

info@brookfieldoaktree.com

 


ABOUT US

The combined entity of Brookfield and Oaktree has resulted in one of the largest
alternative asset managers in the world. Via Brookfield Oaktree Wealth
Solutions, we aim to provide individual investors with unparalleled investment
expertise and opportunity across real asset and credit strategies.



Brookfield Asset Management Inc. is a leading global alternative asset manager
with approximately $750 billion in assets under management. The company has more
than a 120-year history of owning and operating assets with a focus on real
estate, renewable power, infrastructure and private equity. Brookfield offers a
range of public and private investment products and services and is co-listed on
the New York and Toronto stock exchanges under the symbol BAM and BAM.A,
respectively. For more information, please visit our website at brookfield.com.

Oaktree Capital Group, LLC is a leader among global investment managers
specializing in alternative investments, with $159 billion in assets under
management. The firm emphasizes an opportunistic, value-oriented and
risk-controlled approach to investments in credit, private equity, real assets
and listed equities. The firm has over 1,000 employees and offices in 19 cities
worldwide. For additional information, please visit Oaktree's website
at oaktreecapital.com.

 

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital
Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023
Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of
Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield
Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”)
is a wholly owned subsidiary of Brookfield.

The information noted on this website or any attached or linked publication is
not and is not intended as investment advice or prediction of investment
performance. This information is deemed to be from reliable sources; however,
neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield
warrants its completeness or accuracy. This website and any attached or linked
publication is not intended to and does not constitute an offer or solicitation
to sell or a solicitation of an offer to buy any security, product, fund or
service (nor shall any security, product, fund or service be offered or sold) in
any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG
and/or Brookfield is not licensed to conduct business, and/or an offer,
solicitation, purchase or sale would be unavailable or unlawful. Information
herein may contain, include or be based upon forward-looking statements within
the meaning of the federal securities laws, specifically Section 21E of the
Securities Exchange Act of 1934, as amended.

FINRA Brokercheck

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital
Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023
Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of
Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield
Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”)
is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is
not and is not intended as investment advice or prediction of investment
performance. This information is deemed to be from reliable sources; however,
neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield
warrants its completeness or accuracy. This website and any attached or linked
publication is not intended to and does not constitute an offer or solicitation
to sell or a solicitation of an offer to buy any security, product, fund or
service (nor shall any security, product, fund or service be offered or sold) in
any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG
and/or Brookfield is not licensed to conduct business, and/or an offer,
solicitation, purchase or sale would be unavailable or unlawful. Information
herein may contain, include or be based upon forward-looking statements within
the meaning of the federal securities laws, specifically Section 21E of the
Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and
international laws and regulations, including those related to data privacy,
international communications and exportation of technical or personal data. It
may be illegal to download the information contained on the website in certain
countries and we and our affiliated companies disclaim all responsibility if you
download any information from the website in breach of any law or regulation of
the country in which you reside.

FINRA Brokercheck

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital
Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023
Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of
Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield
Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”)
is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is
not and is not intended as investment advice or prediction of investment
performance. This information is deemed to be from reliable sources; however,
neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield
warrants its completeness or accuracy. This website and any attached or linked
publication is not intended to and does not constitute an offer or solicitation
to sell or a solicitation of an offer to buy any security, product, fund or
service (nor shall any security, product, fund or service be offered or sold) in
any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG
and/or Brookfield is not licensed to conduct business, and/or an offer,
solicitation, purchase or sale would be unavailable or unlawful. Information
herein may contain, include or be based upon forward-looking statements within
the meaning of the federal securities laws, specifically Section 21E of the
Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and
international laws and regulations, including those related to data privacy,
international communications and exportation of technical or personal data. It
may be illegal to download the information contained on the website in certain
countries and we and our affiliated companies disclaim all responsibility if you
download any information from the website in breach of any law or regulation of
the country in which you reside.

FINRA Brokercheck

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital
Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023
Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of
Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield
Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”)
is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is
not and is not intended as investment advice or prediction of investment
performance. This information is deemed to be from reliable sources; however,
neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield
warrants its completeness or accuracy. This website and any attached or linked
publication is not intended to and does not constitute an offer or solicitation
to sell or a solicitation of an offer to buy any security, product, fund or
service (nor shall any security, product, fund or service be offered or sold) in
any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG
and/or Brookfield is not licensed to conduct business, and/or an offer,
solicitation, purchase or sale would be unavailable or unlawful. Information
herein may contain, include or be based upon forward-looking statements within
the meaning of the federal securities laws, specifically Section 21E of the
Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and
international laws and regulations, including those related to data privacy,
international communications and exportation of technical or personal data. It
may be illegal to download the information contained on the website in certain
countries and we and our affiliated companies disclaim all responsibility if you
download any information from the website in breach of any law or regulation of
the country in which you reside.

FINRA Brokercheck

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital
Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023
Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of
Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield
Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”)
is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is
not and is not intended as investment advice or prediction of investment
performance. This information is deemed to be from reliable sources; however,
neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield
warrants its completeness or accuracy. This website and any attached or linked
publication is not intended to and does not constitute an offer or solicitation
to sell or a solicitation of an offer to buy any security, product, fund or
service (nor shall any security, product, fund or service be offered or sold) in
any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG
and/or Brookfield is not licensed to conduct business, and/or an offer,
solicitation, purchase or sale would be unavailable or unlawful. Information
herein may contain, include or be based upon forward-looking statements within
the meaning of the federal securities laws, specifically Section 21E of the
Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and
international laws and regulations, including those related to data privacy,
international communications and exportation of technical or personal data. It
may be illegal to download the information contained on the website in certain
countries and we and our affiliated companies disclaim all responsibility if you
download any information from the website in breach of any law or regulation of
the country in which you reside.

FINRA Brokercheck


FOOTER

 * Contact
 * Terms of Use
 * Cookie Policy
 * Data Protection Policy & Privacy Notice

Cookie settings ©2023 Brookfield Oaktree Wealth Solutions LLC. All Rights
Reserved.

Choose your location


United States

Canada

Europe

Asia ex Japan
Japan 日本

Australia
CONTINUE TO The Site


PRIVACY PREFERENCE CENTER

When you visit our website, we store cookies on your browser to collect
information. The information collected might relate to you, your preferences or
your device, and is mostly used to make the site work as you expect it to and to
provide a more personalized web experience. However, you can choose not to allow
certain types of cookies, which may impact your experience of the site and the
services we are able to offer. Click on the different category headings to find
out more and change our default settings according to your preference. You
cannot opt-out of our First Party Strictly Necessary Cookies as they are
deployed in order to ensure the proper functioning of our website (such as
prompting the cookie banner and remembering your settings, to log into your
account, to redirect you when you log out, etc.). For more information about the
First and Third Party Cookies used please follow this link.
More information
Allow All


MANAGE CONSENT PREFERENCES

STRICTLY NECESSARY COOKIES

Always Active

These cookies are necessary for the website to function and cannot be switched
off in our systems. You can set your browser to block or alert you about these
cookies, but some parts of the site will not then work.

PERFORMANCE COOKIES

Performance Cookies

These cookies allow us to count visits and traffic sources so we can measure and
improve the performance of our site. They help us to know which pages are the
most and least popular and see how visitors move around the site.

TARGETING COOKIES

Targeting Cookies

These cookies may be set on our site by our advertising partners. They may be
used by those companies to build a profile of your interests and show you
relevant adverts on other sites. If you do not allow these cookies, not all
advertising will stop, but you will experience less targeted advertising.

Back Button


PERFORMANCE COOKIES



Vendor Search Search Icon
Filter Icon

Clear
checkbox label label
Apply Cancel
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label

Reject All Confirm My Choices


This website uses cookies to help improve your experience (some of which are not
essential for the basic operation of the website), including third-party
cookies. Please read our Cookie Policy for more information on the types of
cookies we use and when we use them. Please confirm if you consent to our use of
functional and analytic cookies (i.e. non-essential cookies) using the following
options before continuing. Our Cookie Policy

Cookies Settings Reject All Accept All Cookies