WealthManagement.com’s David Bodamer delves into the latest analysis revealed by Brookfield Oaktree Wealth Options with David Levi, managing associate and CEO of Brookfield’s International Consumer Group. Throughout their dialog, they focus on Brookfield’s strategic deal with making institutional-quality property accessible to a broader investor base.
David shares:
- Takeaways from Brookfield’s latest analysis on the usage of alternate options throughout the wealth channel
- How advisors can successfully introduce alternate options to their shoppers and the way having them of their toolkit is effective for observe administration
- Completely different investor profiles and their use of other property
- Brookfield’s strategy to offering entry to diversified asset varieties and product constructions
- And extra
Join With David Bodamer:
Join With David Levi and Brookfield:
About Our Visitor:
David Levi is a Managing Accomplice and Chief Govt Officer of Brookfield’s International Consumer Group. On this function, he’s chargeable for Brookfield’s shopper relationships throughout the group, together with the enlargement of fund choices, shopper options and servicing its massive and rising institutional and personal wealth shopper base. Previous to this, Mr. Levi was a Managing Accomplice and CEO of Brookfield Oaktree Wealth Options, which is chargeable for Brookfield and Oaktree’s relationships with non-public wealth shoppers globally.
