WealthManagement.com's David Bodamer delves into the latest research released 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:
- Insights from recent Brookfield research on the use of alternatives within the wealth channel
- How advisors can effectively present alternatives to their clients and how having them in the toolkit is valuable for practice management
- Different profiles of investors and their use of alternative assets
- Brookfield's approach to providing access to diverse asset types and product structures
- And more
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About our guest:
David Levi is a Managing Partner and Executive Director of Brookfield's Global Client Group. In this role, he is responsible for Brookfield's client relationships across the organization, including expanding fund offerings, client solutions and serving its large and growing institutional and private wealth client base. Before that, Mr. Levi was a Managing Partner and Chief Executive Officer of Brookfield Oaktree Wealth Solutions, responsible for Brookfield and Oaktree's relationships with global private wealth clients.