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Brookfield Public Securities Group LLC

Brookfield Place, 250 Vesey Street, 15th Floor
New York, New York 10281-1023
United States
 
Contact :      Omni Team
Phone :       (212) 549-8400
Fax :             (212) 549-8300
Email :         brookfield@evestment.com
Web :           http://https://www.brookfield.com/en/fund-investors/public-securities

Brookfield Public Securities Group LLC Information

Type of organization :
Total Assets Managed ($Mil) : $19,605
Tax-Exempt Managed ($Mil) : $13,185
Taxable Assets Managed ($Mil) : $6,421
Year Founded : 1989
Wrap Programs Offered? : No
# of Accounts Managed : 207
In-House Research : 75 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Brookfield Public Securities Group LLC History

Brookfield Asset Management Inc. (together with its affiliates, "Brookfield") was founded in 1899 when São Paulo Tramway, Light and Power Company was formed between entities in Brazil and Canada. Brookfield operated under the name Brascan until 2005 when it changed its name to Brookfield. Beginning in the early 1990s, we began a major expansion into real estate, infrastructure, private equity and renewable power as part of a strategic decision to focus on more stable, cash-flow generating assets. We have successfully transitioned from investing solely on our own behalf as owner-operators, to leveraging our extensive investment capabilities and operating experience to establish ourselves as a global alternative asset manager of choice for real assets private fund and listed partnership investing.

The Public Securities Group ("PSG") was formed in 1989 as Hyperion Capital Management Inc., an institutional fixed income investment manager. We further evolved our Public Securities investment management platform through strategic acquisitions and capability enhancements such as:

• Acquiring K.G. Redding & Associates, a global leader in listed real estate investment management.

• Launching a platform to invest in infrastructure securities.

• Expanding on our separately managed account and opportunistic strategy offerings to include 1940 Act U.S. mutual funds and Irish domiciled UCITS funds.

• Launching a real asset debt strategy that invests in publicly traded debt of securities of global real estate, infrastructure and natural resources companies.

• Launching a diversified real assets securities strategy that provides a single solution for listed real asset exposure across all real asset sectors and across the capital structure with an asset allocation overlay.

• Launching a hybrid real assets strategy that provides clients exposure to a diversified real assets portfolio of public securities, as well as private investments.

• Acquiring Center Coast Capital Holdings, LLC ("CCC"), a Houston-based SEC-registered investment adviser with an energy infrastructure strategy that invests across the value chain of Master Limited Partnership ("MLP") and midstream energy securities.

• Establishing an in-house, national retail distribution capability that markets to wealth management channels by acquiring certain assets of Liberty Street Advisors, Inc. ("Liberty Street") and its affiliates, HRC Fund Associates, LLC and HRC Portfolio Solutions, LLC (collectively, "HRC"). HRC served as the third-party marketing and servicing agent of CCC products to financial advisors and wealth managers at major wirehouses, independent registered investment advisers and independent broker-dealers.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
37
$309.17
 
Limited Partnership :
0
$0
 
Foundations :
12
$499.52
ERISA :
12
$877.94
Unions, Taft-Hartley :
0
$0
Public :
7
$2102.98
Others :
139
$15815.62
Total # of Professional : 41 Analysts : 27
Portfolio Managers : 11 Traders : 3
Client Service : 49 Operation : 13

Brookfield Public Securities Group LLC Personnel

Ms.  Omni Team

Data Preparer
Tel : 866.922.8733
Email: brookfield@evestment.com

Mr.  David Levi, CFA

Manager
Tel : 212-978-1794
Email: david.levi@brookfield.com
David Levi is CEO of the Public Securities Group and a Managing Partner of Brookfield Asset Management. He has 25 years of industry experience and oversees all non-investment aspects of the business including marketing and client service, finance, legal and operations. David’s background includes extensive distribution and business development experience within the institutional, high net worth, retail and distribution platform markets. Prior to joining the firm in 2014, David was Managing Director and Head of Global Business Development at Nuveen Investments, after holding similar positions at AllianceBernstein Investments and Legg Mason and senior roles within J.P. Morgan Asset Management. David holds the Chartered Financial Analyst® designation. He earned a Master of Business Administration degree from Columbia University and a Bachelor of Arts degree from Hamilton College.

Mr.  Craig Noble, CFA

Manager
Tel : 312-377-8300
Email: craig.noble@brookfield.com
Craig Noble has 19 years of industry experience and is a Senior Managing Partner of Brookfield Asset Management. He oversees portfolio management and business development across all real asset strategies. Over the last 12 years, he has held multiple positions within Brookfield, including significant roles within capital markets activities and direct infrastructure investment. He transitioned to the Public Securities Group in 2008 to help launch the firm’s listed infrastructure business and became the CEO in 2013. Prior to Brookfield, he spent five years with the Bank of Montreal, focused on credit analysis, corporate lending and corporate finance. Craig holds the Chartered Financial Analyst® designation. He earned a Master of Business Administration degree from York University and a Bachelor of Commerce degree from Mount Allison University.

Mr.  Kevin  English

Operations/Administrators
Tel : 312-377-8300
Email: kevin.english@brookfield.com
Kevin English has 19 years of industry experience and is the Chief Operating Officer for the Public Securities Group. He oversees the portfolio operations across all of the firm’s investment platforms as well as information technology and risk management. Prior to joining the firm in 2013, Kevin was a Vice President in Investment Bank Operations at J.P. Morgan. Kevin earned a Master of Business Administration degree from Columbia University and a Bachelor of Arts degree from the College of the Holy Cross.

Mr.  Larry Antonatos

Portfolio Manager
Tel : 312-377-8300
Email: larry.antonatos@brookfield.com
Larry Antonatos has 28 years of industry experience and is a Portfolio Manager for the Public Securities Group’s Real Assets Solutions team. He oversees the portfolio construction process, including execution of asset allocation. Larry joined Brookfield in 2011 as Product Manager for the firm’s equity investment strategies. Prior to joining Brookfield, he was a portfolio manager for a U.S. REIT strategy for 10 years. He also has investment experience with direct property, CMBS, and mortgage loans. Larry earned a Master of Business Administration degree from the University of Pennsylvania and a Bachelor of Engineering degree from Vanderbilt University.

Mr.  Jason Baine

Portfolio Manager
Tel : 312-377-8300
Email: jason.baine@brookfield.com
Jason Baine has 23 years of industry experience and is a Portfolio Manager on the Real Estate Equities team. He oversees and contributes to the portfolio construction process, including execution of buy/sell decisions, and has managed all real estate strategies since their inception. Prior to joining the firm in 2001, Jason was the Director of Business Development at Corrigo Incorporated and an analyst/trader at RREEF. He is a member of the National Association of Real Estate Investment Trusts (NAREIT). Jason earned a Bachelor of Arts degree from Georgetown University.

Mr.  Bernhard Krieg, CFA

Portfolio Manager
Tel : 312-377-8300
Email: bernhard.krieg@brookfield.com
Bernhard Krieg has 21 years of industry experience and is a Portfolio Manager on the Real Estate Equities team. He oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Prior to joining the firm in 2006, Bernhard was a Senior Vice President at Haven Funds and a Vice President at Security Capital. He holds the Chartered Financial Analyst® designation. Bernhard earned a Master of Business Administration degree from Texas A&M University and his undergraduate equivalent in Business Administration and Civil Engineering from the Technical University in Dresden, Germany.

Mr.  Dana Erikson, CFA

Portfolio Manager
Tel : 617-619-4780
Email: dana.erikson@brookfield.com
Dana Erikson is a Portfolio Manager and Head of the Public Securities Group’s Global Credit team and has 30 years of investment experience. He oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Prior to joining the firm in 2006, he was with Evergreen Investments or one of its predecessor firms since 1996 where he held a number of positions, including Senior Portfolio Manager, Head of the High Yield team and Head of High Yield Research. Dana holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston, Inc. He earned a Master of Business Administration degree, with honors, from Northeastern University and a Bachelor of Arts degree in Economics from Brown University.

Mr.  Brian Hurley

Operations/Administrators
Tel : 212-978-1794
Email: brian.hurley@brookfield.com
Brian Hurley has 17 years of industry experience and is Managing Director, Head of Legal and Funds for the Public Securities Group as well as a Managing Partner of Brookfield Asset Management. He focuses on the firm’s retail products, including product development and other commingled investment vehicles. Prior to joining the firm in 2010, Brian was an attorney at Paul, Hastings LLP and a member of the Investment Management Practice Group, where he focused his practice on representing investment advisers and various forms of investment companies. Brian earned a Juris Doctor degree from Columbia University and a Bachelor of Arts degree from the College of the Holy Cross.

Mr.  Leonardo Anguiano

Portfolio Manager
Tel : 312-377-8300
Email: leonardo.anguiano@brookfield.com
Leonardo Anguiano has 21 years of industry experience and is a Managing Director on the Infrastructure Equities team. He also is responsible for covering European securities focusing on the water, transportation and energy infrastructure sectors. His past experience includes both direct and listed infrastructure investing and he has spent the majority of his career in London. Prior to joining the firm in 2015, Leonardo worked for Santander in Madrid where he was in specialty sales covering infrastructure and utilities. Prior to Santander, Leonardo worked at Arcus Infrastructure Partners and Babcock & Brown focusing on direct infrastructure investing. Leonardo started his career at JP Morgan Cazenove on the sell side. He earned a Master of Philosophy degree from Cambridge University and a Bachelor of Science degree from the London School of Economics.

Mr.  Aaron Hara

Manager
Tel : 212-978-1794
Email: aaron.hara@brookfield.com
Aaron Hara is a Managing Director and Chief Investment Officer of Alternative Investments for the Public Securities Group, where he is responsible for investment research, strategy analysis, manager sourcing and selection, and capital allocation for the hedge fund platform. Prior to joining the firm, Mr. Hara spent 15 years at the Royal Bank of Canada working in its Capital Markets and Global Asset Management businesses as a Managing Director and Chief Investment Officer. While at RBC, he launched and managed RBC Alternative Asset Management, and led the investment team in investment research, strategy analysis, manager selection, portfolio construction, and risk management on all hedge fund portfolios. Prior to RBC, he was a proprietary trader at both Goldman Sachs and Spear, Leeds & Kellogg on their proprietary trading desks, focused on event driven strategies. Mr. Hara earned a B.S. in Finance from Indiana University’s Kelley School of Business.

Mr.  Jason Siegel

Manager
Tel : 212-978-1794
Email: jason.siegel@brookfield.com
Jason Siegel is a Managing Director and Head of Alternative Investments for the Public Securities Group, where he is responsible for creating, building and growing the hedge fund business. Prior to joining the firm, Mr. Siegel was a Founding Principal, President and Chief Operating Officer of Hilltop Park, an SEC registered investment advisor, and sat on the firm’s Executive Committee. Prior to Hilltop Park, he was a Managing Director in the Alternative Assets Group of RBC Capital Markets, where he led growth of Hedge Fund Linked Structured Products and helped seed, develop and launch a number of new alternative investment solutions. Before joining RBC, Mr. Siegel practiced corporate finance law at Gratch, Jacobs & Brozman. Mr. Siegel earned a Juris Doctor degree from George Washington University and earned a Bachelor of Arts from Emory University with Phi Beta Kappa distinction.

Mr.  Bernie Norton

Marketing Director
Tel : 720-726-8087
Email: bernie.norton@brookfield.com

Brookfield Public Securities Group LLC Product Name

Enhanced Mortgage-Backed Securities:Privately Managed Accounts
Opportunistic MBS:Privately Managed Accounts
Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.
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