Brookfield Asset Management

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[00:02:19] - [First question] - The size and scale of Brookfield and what they do

[00:04:52] - Balance Sheet assets 

[00:06:54] - How Brookfield achieved the scale it has today 

[00:10:36] - What differentiates Brookfield from their competitors in alternative assets

[00:14:31] - Their unique employee compensation strategy  

[00:18:19] - The various segments of their business that helped them achieve their scale

[00:21:05] - Breaking down the economic structure of their revenue streams

[00:25:50] - Percentage of revenue generated by performance and management fees

[00:27:13] - Complex corporate structure and getting comfortable with it as an investor

[00:29:33] - Overview of their ownership structure and its prior scrutiny 

[00:32:32] - Brookfield’s philosophy on debt writ large 

[00:36:04] - Their strategy and approach to capital allocation

[00:40:11] - Important growth metrics they track most closely 

[00:45:57] - Insights and benefits behind merging with other alternative managers

[00:47:23] - How interest rates impact an asset manager like Brookfield

[00:50:12] - Correlation between rising inflation and dividend stock selloffs 

[00:52:38] - Other major risks that might pose a threat to Brookfield’s growth  

[00:53:51] - Major lessons from intimately studying Brookfield