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Brookfield Asset Management (BAM) investor relations material

Brookfield Asset Management Goldman Sachs U.S. Financial Services Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs U.S. Financial Services Conference summary9 Dec, 2025

Business overview and fundraising outlook

  • Diversified operations across real estate, infrastructure, renewables, credit, and private equity support resilience and growth.

  • Raised $120 billion in 2024 and $100 billion in 2025; expects larger fundraising in 2026 with 50 funds in the market.

  • Fee-bearing capital is the main revenue driver, with carry expected to grow over 5–10 years.

AI infrastructure and capital deployment

  • AI infrastructure is seen as a multi-trillion-dollar, 15-year capital formation cycle, with power supply as the critical constraint.

  • Building AI backbone infrastructure globally, with major contracts in the US, Europe, and Middle East.

  • Separate AI infrastructure fund established to avoid concentration in existing funds.

  • AI buildout impacts all business lines, including real estate and renewables.

Risk management and strategy in AI

  • Focus on long-term contracts, credit quality, and operational expertise to minimize mistakes.

  • Key risks are construction, financing, and counterparty contracting, consistent with traditional infrastructure.

  • Not a technology provider; role is to deliver backbone infrastructure.

AI infrastructure: How to avoid overheating risks?
P&C strategy: How to leverage internal expertise?
Real estate: What debunks negative market psyche?
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Next Brookfield Asset Management earnings date

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Q4 202511 Feb, 2026
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Frequently asked questions

Brookfield Asset Management Ltd. (NYSE/TSX: BAM) is a global alternative asset manager with over $750 billion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit. The company invests client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. Brookfield Asset Management offers a range of alternative investment products to investors around the world, including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Brookfield Asset Management Ltd. is a spin-off from Brookfield Corporation (formerly Brookfield Asset Management Inc.). The spin-off was completed in December 2022 with Brookfield Asset Management Ltd. listing on the New York Stock Exchange and the Toronto Stock Exchange.

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