WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base.
David shares:
- Takeaways from Brookfield’s recent research on the use of alternatives within the wealth channel
- How advisors can effectively introduce alternatives to their clients and how having them in their toolkit is valuable for practice management
- Different investor profiles and their use of alternative assets
- Brookfield’s approach to providing access to diversified asset types and product structures
- And more
Connect With David Bodamer:
Connect With David Levi and Brookfield:
About Our Guest:
David Levi is a Managing Partner and Chief Executive Officer of Brookfield’s Global Client Group. In this role, he is responsible for Brookfield’s client relationships across the organization, including the expansion of fund offerings, client solutions and servicing its large and growing institutional and private wealth client base. Prior to this, Mr. Levi was a Managing Partner and CEO of Brookfield Oaktree Wealth Solutions, which is responsible for Brookfield and Oaktree’s relationships with private wealth clients globally.
