Brookfield Asset Management Investor Presentation February 2026 Brookfield Asset Management Today 125-year owner-operator and leader across real asset investing Brookfield Asset Management is a leading pure-play global asset manager Long term, structural tailwinds and strong business fundamentals will propel our business, enabling our success today and tomorrow BROOKFIELD.COM 2 Strong fundraising capabilities across flagships and complementary strategies, with continual product expansion Leadership position ...

Group 1 - Brookfield Asset Management Ltd. announced an agreement to acquire Peakstone Realty Trust for $1.2 billion, or $21 per share, with the deal expected to close by the end of Q2 2026 [1][3] - The acquisition includes a 30-day go-shop period for Peakstone to explore alternative offers, and the company plans to release its full-year 2025 and Q4 financial results at the end of February [3] - Lowell Baron, CEO of Brookfield's Real Estate business, highlighted the acquisition as an opportunity to expand Brookfield's industrial real estate platform, benefiting from strong long-term fundamentals in the warehouse and IOS sectors [3] Group 2 - TD Cowen lowered its price target on Brookfield Asset Management from $76 to $75 while maintaining a Buy rating, citing weakened investor confidence in a strong recovery in capital markets for 2026 [3] - Despite the lowered price target, TD Cowen identified Brookfield as a defensive stock, suggesting it may be better positioned than peers to navigate economic uncertainty [3] - Brookfield Asset Management operates as a private equity firm specializing in acquisitions and growth capital investments across various sectors, including infrastructure and renewable power [4]

Core Viewpoint - Brookfield Asset Management (BAM) is viewed positively with growth prospects highlighted, and the stock was priced around $53 in December of the previous year [1]. Company Analysis - The company is recognized for its diverse investment strategies, blending value and growth approaches, which allows for a comprehensive evaluation of its health beyond mere financial metrics [1]. - BAM is perceived as a solid investment opportunity, particularly for those looking for undervalued companies with potential for growth [1]. Investment Strategy - The investment strategy focuses on identifying companies that are undervalued due to negative market sentiment while also seeking out lesser-known businesses with significant potential [1].

Group 1 - There are two types of businesses: one that earns 12% with cash available at the end of the year, and another that also earns 12% but requires all excess cash to be reinvested, resulting in no cash availability [1] - The article emphasizes the importance of understanding cash flow dynamics in evaluating business performance and investment potential [1] Group 2 - The content is intended for informational purposes and does not constitute a solicitation for buying or selling securities [2] - It is advised that investors conduct their own research or consult a financial advisor before making investment decisions [2] - Past performance is not indicative of future results, and no specific investment recommendations are provided [3]

Soho House Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Soho House & Co Inc. - SHCOFeb 4, 2026 3:51 PM Eastern Standard Time# Soho House Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Soho House & Co Inc. - SHCOShare---NEW YORK & NEW ORLEANS--([BUSINESS WIRE])--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [Kahn Swick & Foti], LLC ("KSF†) are investigating t ...

Group 1: Major Corporate Deals - Elon Musk is merging SpaceX and X AI in a deal valued at $1.25 trillion, creating one of the largest private companies globally [2][5] - Texas Instruments is acquiring a company for $7.5 billion, marking its biggest deal in 15 years, amidst ongoing consolidation in the chip industry [2][3] - The acquisition will diversify Texas Instruments' portfolio by adding a ship specializing in wireless solutions, particularly Bluetooth for industrial applications [3] Group 2: SpaceX and X AI Valuation - SpaceX's valuation has surged from $21 billion in 2017 to $1 trillion, with significant increases in recent years, including a $24 billion valuation in May 2024 [8][9] - X AI's valuation has also seen substantial growth, increasing from $30 billion to $250 billion, reflecting the high stakes in the AI sector [10] Group 3: Brookfield Asset Management - Bruce Flatt, CEO of Brookfield, announced he will step down from his role while remaining as chairman, indicating a planned succession strategy [14][15] - Brookfield is focused on real asset investments and has seen growth in its business, with a strong emphasis on talent and infrastructure development [19][20] - The company is actively involved in partnerships with the U.S. government to build nuclear power plants, aiming to enhance the energy supply chain in America [27][28] Group 4: Market Trends and IPO Activity - The IPO market is experiencing a resurgence, with expectations of increased volume and confidence among CEOs, driven by a desire for transformational transactions [72][75] - There is a notable trend of regional bank mergers in the U.S., with companies like Santander making significant acquisitions to enhance their market position [12][13] - The regulatory environment is perceived as more favorable for mergers and acquisitions, with signs of a willingness to consider behavioral remedies for transactions [83][84]

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF†) are investigating the proposed sale of Peakstone Realty Trust (NYSE: PKST) to Brookfield Asset Management (NYSE: BAM). Under the terms of the proposed transaction, shareholders of Peakstone will receive $21.00 in cash for each share of Peakstone that they own. KSF is seeking to determine whether this consideration and the process th. ...

Eddie Bauer stores could be next on the chopping block.  Catalyst Brands, which owns the license to operate Eddie Bauer stores across North America, is preparing to file for bankruptcy protection, a source close to the matter told Fast Company.The filing could cause the company to shutter all of its North American stores, the person said. The company operates mainly across the U.S. and Canada with about 180 locations. There are 20 international locations, according to reports. FOX Business reached out to Ca ...

Financial Data and Key Metrics Changes - In 2025, the company raised $112 billion of capital, reflecting strong demand from various investor types [7] - Fee-bearing capital increased by 12% year-over-year to over $600 billion, with fee-related earnings reaching a record $3 billion, up 22% year-over-year [8] - Distributable earnings were $2.7 billion, an increase of 14% from the prior year [8][26] Business Line Data and Key Metrics Changes - In renewable power, significant investments included acquiring Neoen and National Grid's US renewables platform [15] - The private equity sector saw investments in Chemelex, a global industrial technology business [15] - Infrastructure investments included Hotwire Communications and Colonial Pipeline, enhancing the company's footprint in essential services [15] Market Data and Key Metrics Changes - The company entered 2026 with a favorable market backdrop, characterized by stabilized interest rates and resilient economic growth [9] - There is renewed global demand for real assets that generate stable cash flows, particularly in the context of inflation protection [9][10] Company Strategy and Development Direction - The company aims to double its business by 2030 and achieve a 15% annualized earnings growth [10] - A significant focus is on expanding access to private assets for individual investors through retirement and long-duration savings vehicles [10] - The company is well-positioned to capture growth opportunities in infrastructure, private equity, and credit sectors [25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about 2026, expecting strong fundraising momentum and growth across various platforms [25] - The company anticipates a record year for fundraising, particularly in private equity and infrastructure [19][25] - Management highlighted the importance of maintaining a strong balance sheet and liquidity to support growth initiatives [33] Other Important Information - The board of directors approved a 15% increase in the quarterly dividend to $0.50025 per share, payable on March 31, 2026 [34] - The company plans to enhance disclosure around partner managers to provide clearer insights into its evolving platform [26] Q&A Session Summary Question: Is secondaries a strategically important area for the company? - Management acknowledged that secondaries are a growing segment and will be opportunistic in exploring this area, focusing on highly additive opportunities [37][38] Question: Can you elaborate on the growth outlook for 2026? - Management expects growth rates in the mid- to high teens, driven by strong fundraising and deployment activity, with several initiatives expected to add $200 million to fee-related earnings [40][42] Question: How does the company view AI-related disruption? - Management sees AI as a net positive, with minimal exposure to software businesses, focusing instead on long-term contracted real assets [48][49] Question: What is the company's liquidity position? - The company has over $3 billion in liquidity, which supports growth initiatives and capital deployment [52][56] Question: How is the company positioned in the credit market? - Management noted robust demand for credit, particularly in real asset and asset-backed lending, with modest redemptions in private wealth strategies [76][77] Question: What is the outlook for the wealth channel? - The company expects continued growth in the wealth channel, driven by new product launches and strong early reception [80][81]

Brookfield Asset Management (NYSE:BAM) Q4 2025 Earnings call February 04, 2026 10:00 AM ET Company ParticipantsBruce Flatt - Chairman and CEOConor Teskey - CEOHadley Peer Marshall - CFOJason Fuchs - Head of Investor RelationsConference Call ParticipantsAlexander Blostein - AnalystBart Dziarski - AnalystCherilyn Radbourne - AnalystCraig Siegenthaler - AnalystCrispin Love - AnalystDaniel Fannon - AnalystDean Wilkinson - AnalystJaeme Gloyn - AnalystKenneth Worthington - AnalystMario Saric - AnalystMichael Brow ...