财务数据和关键指标变化 - 第一季度费用相关收益(FRE)为5.52亿美元,过去12个月为22亿美元 [45] - 可分配收益(DE)为5.47亿美元,过去12个月为22亿美元 [45] - 费用相关收益率保持在56%-57%的稳定水平,未来有望进一步提升 [50] 各条业务线数据和关键指标变化 - 旗舰基金、私募信贷和保险策略的费用承担资本同比增长15%,带动相关收费收入同比增长15% [46] - 永久资本工具股价下跌,抵消了上述增长 [47] - 公司部署了11亿美元新资本,其中超过一半投向信贷产品 [52] 各个市场数据和关键指标变化 - 市场情绪和流动性持续改善,主要经济体表现好于预期 [12] - 公司在中东地区以创纪录的价格完成了一项价值15亿美元的房地产交易 [15] - 公司还完成了18亿美元的债务再融资,整体债务成本有所下降 [16] 公司战略和发展方向及行业竞争 - 公司将继续利用强大的资产负债表和1000亿美元的干火力进行投资和交易 [18] - 公司通过收购AEL、Castlelake和增持Oaktree等交易,扩大了信贷业务的规模和能力 [19][30][41] - 公司看好基础设施、可再生能源、转型和信贷等领域的长期增长机遇 [28] - 公司正在扩大在财富管理和保险解决方案渠道的业务,预计未来几年将实现快速增长 [29][30] 管理层对经营环境和未来前景的评论 - 公司对2024年的整体业绩增长充满信心,预计将实现出色的增长 [11] - 公司看好未来的交易和退出机会,认为是良好的投资时机 [16][17] - 公司对旗舰基金、补充基金和保险解决方案业务的未来增长前景充满信心 [13][58][59][60][61][63][64] 问答环节重要的提问和回答 问题1 **Cherilyn Radbourne 提问** 询问公司基金业绩跟踪记录的情况,是否属于暂时性问题 [77] **Connor Teskey 回答** 公司采取保守的估值方法,基金业绩下滑属于暂时性,随着市场环境改善将快速恢复 [78][79] 问题2 **Alexander Blostein 提问** 询问公司未来的募资节奏和4个旗舰基金的具体情况 [85][86] **Connor Teskey 回答** 公司有信心未来募资将保持强劲势头,预计今年募资将更加均衡分布,不会像去年那样集中在第四季度 [89][90][91][92][93] 问题3 **Geoffrey Kwan 提问** 询问公司信贷业务的竞争环境和部署资本的优势 [98] **Hadley Peer Marshall 回答** 公司在信贷领域有深厚的行业知识和丰富的资产管理经验,能够提供超越单纯资本的全方位支持,在当前市场环境下拥有明显优势 [100][101][102]

EXHIBIT 99.1 Brookfield Asset Management Announces Strong First Quarter Results Insurance Flows and Castlelake Add $75 Billion of AUM Since Quarter End $106 Billion of Dry Powder Available to Invest BROOKFIELD, NEWS, May 08, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) today announced financial results for the quarter ended March 31, 2024. Connor Teskey, President of Brookfield Asset Management stated, "We are off to a strong start in 2024 and are seeing accelerating momen ...

BROOKFIELD NEWS, May 06, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management (NYSE:BAM, TSX:BAM) ("Brookfield") and Castlelake L.P. ("Castlelake"), an alternatives asset manager specializing in asset-based private credit including aviation and specialty finance, today announced that they have entered into an agreement whereby Brookfield will acquire a 51% stake in Castlelake's fee-related earnings. The amount of capital to be invested will be approximately $1.5 billion, including capital to be invested in ...

Pinegrove Affiliate to Acquire SVB Capital SVB Capital and Pinegrove to Operate Independently with Common Sponsorship and Shared Mission to Serve the Venture Ecosystem SAN FRANCISCO, May 2, 2024 /PRNewswire/ -- SVB Financial Group (Pink Sheets: SIVBQ) today announced that it has entered into a definitive agreement under which a newly created entity affiliated with Pinegrove Capital Partners ("Pinegrove") and backed by permanent capital from Brookfield Asset Management ("Brookfield") and Sequoia Heritage, wi ...

First of its kind global framework agreement will accelerate the expansion of renewable energy capacity to contribute to Microsoft's sustainability goals The five-year agreement outlines plans for the development of over 10.5 gigawatts of new renewable energy capacity, almost eight times larger than the largest single corporate PPA ever signedi Potential to expand the framework scope and development capacity within the target regions of the U.S. and Europe, and beyond to Asia-Pacific, India, and Latin Ameri ...

canakat The recent sell-off in high-yield, high-quality stocks, such as those held by Schwab U.S. Dividend Equity ETF™ (SCHD) has created enormous opportunities to lock in attractive current yields and attractive growth rates from investment-grade companies for outsized long-term total returns. In this article, we will discuss two of our current favorites. #1. Brookfield Infrastructure Partners Stock (BIP, BIPC) BIP is a very attractive investment, thanks to its diversified portfolio of high-quality, missio ...

Scout Clean Energy与Zoetis Inc.签署虚拟购电协议 - Scout Clean Energy与Zoetis Inc.签署了一项50兆瓦的虚拟购电协议(VPPA)[1] - 这项协议是Zoetis实现2030年内自身运营碳中和目标的一部分[2] 公司介绍 - Scout Clean Energy是一家总部位于科罗拉多州博尔德的可再生能源开发商和运营商[3] - Zoetis是全球领先的动物健康公司，致力于通过推进动物护理来培育我们的世界和人类[3] Brookfield Asset Management和Brookfield Renewable Partners - Brookfield Asset Management是一家拥有超过8500亿美元资产管理规模的全球领先的另类资产管理公司[4] - Brookfield运营Brookfield Renewable Partners，是全球最大的公开交易的纯可再生能源平台之一[5]

DMP/E+ via Getty Images Selecting the right sectors for dividend stocks is very important for two reasons: 1. Some sectors tend to significantly outperform others in various macroeconomic environments. 2. Some sectors/business models are more conducive than others to long-term dividend sustainability and growth. The gap in dividend stock performance by sector has been particularly evident since the beginning of 2022 when interest rates began to rise rapidly. Over that period, interest rate-sensitive sectors ...

BROOKFIELD, NEWS, April 12, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is set to publish its financial results for the first quarter 2024 on May 8, 2024, prior to 7:00 a.m. ET. These results will be made available on our website at www.bam.brookfield.com/news- events/press-releases. The Company will host an earnings conference call and webcast to review its results and operations beginning at 11:00 a.m. ET. Participants can join by conference call or webcast: Conference ...

公司背景 - Brookfield Asset Management (BAM) 是一家备受瞩目的另类资产管理公司，其管理的费用资本超过4500亿美元[1] - BAM 过去几年经历了显著增长的主要原因之一是其专注于相对非传统的资产类别，如信贷、可再生能源、基础设施和房地产[2] - BAM 在2018年至2023年期间几乎将其管理的费用资本从2018年的1290亿美元增长到2023年的4570亿美元[2] - BAM 目前的资产管理基础分布在不同的资产类型上，具有相对良好的分散化[4]