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Memos from Howard Marks: Is it a Bubble?About
Alternative Investments, Tailored for Private Wealth
Institutional-caliber alternative solutions from one of the world's leading alternatives asset managers
Who we are
Alternative Solutions for Private Wealth
Brookfield is one of the world’s leading alternative asset managers, with over $1 trillion in AUM across infrastructure, renewables, private equity, real estate and credit. Our scale, global reach, and hands-on approach give us the insight to uncover opportunities that others may overlook.
With the perspective of an owner and the experience of an operator, we focus on creating lasting value and attractive returns for private wealth investors across economic cycles. Grounded in investment excellence and aligned interests, we help investors navigate markets with confidence—building portfolios positioned for what’s next.
Complementing this approach, we equip financial advisors and their clients with education and market insights shaped by our leadership and capabilities in alternatives.
1899
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The São Paulo Tramway, Light & Power Co. is founded by Canadian investors, introducing the first electric streetcars to São Paulo and Rio de Janeiro
1954
Montreal-based Peter Bronfman establishes Edper Investments with proceeds from the sale of shares in the Seagram Company
1969
The São Paulo Tramway, Light & Power Co. rebrands to Brascan, a portmanteau of “Brasil” and “Canada"
1979
Edper Investments takes ownership of Brascan
Howard Marks is joined by Sheldon Stone at Citi, focusing on credit analysis and managing high-yield bonds
1983
Howard and Sheldon move from Citi to TCW and establish the firm’s high-yield bond department
1985
Bruce Karsh joins TCW to establish Special Credits Funds for distressed debt investing
1987
1989
Brookfield establishes its Public Securities Group, offering actively managed listed equity and debt strategies
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Howard Marks, Bruce Karsh, Larry Keele, Richard Masson and Sheldon Stone found Oaktree Capital Management, creating the roots of one of the world's largest credit investment firms
1995
2001
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Brookfield closes its inaugural private equity fund, setting the stage for the firm’s transition to become a global alternative asset manager, subsequently launching private funds for infrastructure, real estate, renewables and transition
2005
Brascan is renamed Brookfield Asset Management
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Howard Marks is named "Wall Street's Favorite Guru" by Barron's
2013
2018
Brookfield and LCM entered a strategic partnership
2019
Brookfield announces its partnership with Oaktree, buying a 62% interest
Image
Oaktree celebrates its 25-year anniversary
2020
2021
Image
Brookfield and Oaktree partner to establish Brookfield Oaktree Wealth Solutions
2021
Launched the Oaktree Diversified Income Fund
2022
Brookfield welcomes Primary Wave as a new partner manager
2022
Launched Oaktree BDC
2023
Brookfield partners with Sequoia Heritage on the creation of Pinegrove Capital Partners
2024
Brookfield announces strategic transaction with Castlelake
2025
Brookfield announces they will acquire remaining stake of Oaktree
2025
Launched private equity strategy for wealth
2025
Launched Oaktree Asset Backed Finance Fund
2025
Brookfield and Angel Oak entered a strategic partnership
1899
Image
The São Paulo Tramway, Light & Power Co. is founded by Canadian investors, introducing the first electric streetcars to São Paulo and Rio de Janeiro
1954
Montreal-based Peter Bronfman establishes Edper Investments with proceeds from the sale of shares in the Seagram Company
1969
The São Paulo Tramway, Light & Power Co. rebrands to Brascan, a portmanteau of “Brasil” and “Canada"
1979
Edper Investments takes ownership of Brascan
Howard Marks is joined by Sheldon Stone at Citi, focusing on credit analysis and managing high-yield bonds
1983
Howard and Sheldon move from Citi to TCW and establish the firm’s high-yield bond department
1985
Bruce Karsh joins TCW to establish Special Credits Funds for distressed debt investing
1987
1989
Brookfield establishes its Public Securities Group, offering actively managed listed equity and debt strategies
Image
Howard Marks, Bruce Karsh, Larry Keele, Richard Masson and Sheldon Stone found Oaktree Capital Management, creating the roots of one of the world's largest credit investment firms
1995
2001
Image
Brookfield closes its inaugural private equity fund, setting the stage for the firm’s transition to become a global alternative asset manager, subsequently launching private funds for infrastructure, real estate, renewables and transition
2005
Brascan is renamed Brookfield Asset Management
Image
Howard Marks is named "Wall Street's Favorite Guru" by Barron's
2013
2018
Brookfield and LCM entered a strategic partnership
2019
Brookfield announces its partnership with Oaktree, buying a 62% interest
Image
Oaktree celebrates its 25-year anniversary
2020
2021
Image
Brookfield and Oaktree partner to establish Brookfield Oaktree Wealth Solutions
2021
Launched the Oaktree Diversified Income Fund
2022
Brookfield welcomes Primary Wave as a new partner manager
2022
Launched Oaktree BDC
2023
Brookfield partners with Sequoia Heritage on the creation of Pinegrove Capital Partners
2024
Brookfield announces strategic transaction with Castlelake
2025
Brookfield announces they will acquire remaining stake of Oaktree
2025
Launched private equity strategy for wealth
2025
Launched Oaktree Asset Backed Finance Fund
2025
Brookfield and Angel Oak entered a strategic partnership
A Long-Term Mindset,
Aligned With Our Investors
Aligned With Our Investors
We invest with discipline and conviction, finding value others miss and enhancing performance through operational expertise, with interests fully aligned with our clients.
01
Value orientation
02
Contrarian investing
03
Client focus
04
Alignment of interests
Leadership
Unlocking Opportunities
Discover how we can help you navigate alternative solutions.
