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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Brookfield (BN) investor relations material
Brookfield Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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.
2024 saw $100 billion raised, with expectations for larger fundraising in 2025 and 2026 due to multiple large funds entering the market.
Asset management is primarily fee-based, with carry expected to grow over the next 5–10 years.
Diversification and global reach have insulated the business from sector-specific fundraising challenges.
AI infrastructure and capital deployment
AI infrastructure is seen as a multi-trillion dollar opportunity, with power supply as the critical constraint.
Ongoing buildout of AI backbone infrastructure is expected to last 15 years, impacting all business lines including real estate and infrastructure.
Separate funds have been established for AI infrastructure to avoid concentration in existing funds.
The firm is leveraging its expertise in power and infrastructure to secure long-term, high-quality contracts with major tech and government clients.
Capital deployment and monetization
$110 billion invested in 2025 across private equity, real estate, infrastructure, and renewables.
Monetizations improved in 2025, with $75 billion in sales, mainly from high-quality, cash-flowing operating businesses.
Expectation to maintain $75–$100 billion in annual sales and $100–$125 billion in annual investments as funds grow.
U.S. monetizations are expected to increase as interest rates decline and capital markets become more efficient.
What specific risks does Brookfield mitigate in AI infrastructure?
How does BWS's barbell approach mitigate risk?
What drives increased 2026 US monetization activity?
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Next Brookfield earnings date
Q4 202512 Feb, 2026
Next Brookfield earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Brookfield Corporation (formerly Brookfield Asset Management Inc.) is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. Brookfield Asset Management is a global alternative asset manager focused on the acquisition, management, and disposal of a leveraged mix of mature and renewable energy, natural resources and infrastructure assets in operation for the long-term. The company provides investors access to these various sectors via a range of structures including closed-end mutual funds and listed units. Using a disciplined bottom up investment research process, Brookfield Asset Management seeks attractive long-term growth opportunities in markets globally.
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