absolutbrian Posted September 6, 2019 Share Posted September 6, 2019 Anybody attending the BAM Investor day September 26, 2019? I'm considering in it but I have to make arrangements. https://bam.brookfield.com/events-and-presentations WHEN: Thursday, September 26, 2019 WHERE: Meredith Auditorium Brookfield Place New York 225 Liberty Street, 6th Floor New York, NY 10281 AGENDA 10:00 AM Brookfield Asset Management 11:20 AM Brookfield Business Partners 12:30 PM Lunch 1:15 PM Brookfield Infrastructure Partners 2:30 PM Brookfield Renewable Partners 3:45 PM Brookfield Property Partners 5:15 – 6:45 PM Cocktail Reception Link to comment Share on other sites More sharing options...
EricSchleien Posted September 6, 2019 Share Posted September 6, 2019 I'll be there! Link to comment Share on other sites More sharing options...
racemize Posted September 6, 2019 Share Posted September 6, 2019 I'll be there. Link to comment Share on other sites More sharing options...
LongTermView Posted September 6, 2019 Share Posted September 6, 2019 I'll be there. Link to comment Share on other sites More sharing options...
wisowis Posted September 7, 2019 Share Posted September 7, 2019 How to register? Link to comment Share on other sites More sharing options...
absolutbrian Posted September 9, 2019 Author Share Posted September 9, 2019 I just saw a quick note at the bottom of the BAM investor day. Make sure to contact. By invitation only For information please contact: bam.events@brookfield.com Link to comment Share on other sites More sharing options...
RadMan24 Posted September 13, 2019 Share Posted September 13, 2019 Are these the guys that rip-off minority shareholders? If so, send my kind regards. Link to comment Share on other sites More sharing options...
John Hjorth Posted September 13, 2019 Share Posted September 13, 2019 Are these the guys that rip-off minority shareholders? If so, send my kind regards. Radman, Stay cool. Link to comment Share on other sites More sharing options...
Wabash02 Posted September 25, 2019 Share Posted September 25, 2019 I'm attending tomorrow as well. I'm mostly a lurker on these boards but if anyone wants to sync up I'd be happy to meet. Jim Link to comment Share on other sites More sharing options...
John Hjorth Posted September 26, 2019 Share Posted September 26, 2019 Gents, I hope you enjoy the session! -Personally, I'm enjoying the session on long distance over the Net. I would also like here to express that I'm very impressed with what has been said and presented so far. - - - o 0 o - - - I won't try to hide my envy here towards you, here I'm just pointing out, that I'm sitting in the living room with a glass of Wine Rosé - under the whole session! [ ;- ) ] Link to comment Share on other sites More sharing options...
villainx Posted September 26, 2019 Share Posted September 26, 2019 Gents, I hope you enjoy the session! -Personally, I'm enjoying the session on long distance over the Net. I would also like here to express that I'm very impressed with what has been said and presented so far. - - - o 0 o - - - I won't try to hide my envy here towards you, here I'm just pointing out, that I'm sitting in the living room with a glass of Wine Rosé - under the whole session! [ ;- ) ] I just remember them fielding questions or addressing worries about a rising rate environment the last few investor day. Big turnaround today. Link to comment Share on other sites More sharing options...
york Posted September 26, 2019 Share Posted September 26, 2019 Great day. While the view online from Halifax was ok, I’m sure it is even better in person! Link to comment Share on other sites More sharing options...
Read the Footnotes Posted September 26, 2019 Share Posted September 26, 2019 I have been sitting on the sideline waiting for a good entry point. I am wondering what the forecasts you have for unappreciated profits in the future. Specifically, did you get the sense that they might be hiding any plans to profit at the expense of minority shareholders or minority unit holders? That is clearly where the future lies for some of their sub-managers. For some of these managers they don't have a chance of making their numbers and getting their bonuses they have grown accustomed to through new investment opportunities, so takeunders are their best opportunities. Anyone have a sense of the future profitability of their take-under opportunity set? Link to comment Share on other sites More sharing options...
villainx Posted September 27, 2019 Share Posted September 27, 2019 I have been sitting on the sideline waiting for a good entry point. I am wondering what the forecasts you have for unappreciated profits in the future. Specifically, did you get the sense that they might be hiding any plans to profit at the expense of minority shareholders or minority unit holders? That is clearly where the future lies for some of their sub-managers. For some of these managers they don't have a chance of making their numbers and getting their bonuses they have grown accustomed to through new investment opportunities, so takeunders are their best opportunities. Anyone have a sense of the future profitability of their take-under opportunity set? I suggest throwing your question to BAM in investment ideas. Link to comment Share on other sites More sharing options...
LongTermView Posted September 27, 2019 Share Posted September 27, 2019 As usual, I enjoyed hanging out with @racemize. It was nice meeting you in person, @Wabash02, I really appreciate the book recommendation. I'm sorry we didn't see you there, @EricSchleien. Hopefully we can all meet up in Omaha ... Link to comment Share on other sites More sharing options...
Packer16 Posted September 28, 2019 Share Posted September 28, 2019 One point that appeared in more than one presentation was the relatively large spread between cap rates and corporate bond rates. Is interest rates hold, this would imply future upside for infrastructure assets & real estate assets as cap rates adjust to lower interest rates. Packer Link to comment Share on other sites More sharing options...
EricSchleien Posted September 28, 2019 Share Posted September 28, 2019 As usual, I enjoyed hanging out with @racemize. It was nice meeting you in person, @Wabash02, I really appreciate the book recommendation. I'm sorry we didn't see you there, @EricSchleien. Hopefully we can all meet up in Omaha ... Hey no worries! I was in the front row with @absolutbrian. I will be in Omaha. Email me at eric@gscm.co and send me your contact info and we can be in touch. Link to comment Share on other sites More sharing options...
Wabash02 Posted September 30, 2019 Share Posted September 30, 2019 I really enjoyed the event as well and it was great to meet some folks from the boards! Link to comment Share on other sites More sharing options...
york Posted September 30, 2019 Share Posted September 30, 2019 Interesting Monday morning news as Brookfield Business Partners takes a 45% stake in my current employer. https://www.globenewswire.com/news-release/2019/09/30/1922585/0/en/Brookfield-Business-Partners-to-Invest-in-BrandSafway.html Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now