Brookfield Asset Management Ltd. (NYSE:BAM) Q4 2023 Earnings Conference Call February 7, 2024 11:00 AM ET Company Participants Jason Fooks - SVP, IR Bruce Flatt - CEO Connor Teskey - President Bahir Manios - CFO Conference Call Participants Brian Bedell - Deutsche Bank Cherilyn Radbourne - TD Cowen Alexander Blostein - Goldman Sachs Mike Brown - KBW Craig Siegenthaler - Bank of America Nik Priebe - CIBC Capital Markets Kenneth Worthington - J.P. Morgan Mario Saric - Scotiabank Operator Hello, and welcome to ...

Brookfield Asset Management INVESTOR PRESENTATION JANUARY 2024 Brookfield at a Glance We are one of the largest and fastest growing alternative asset managers in the world, distinguished by a 100+ year history of owning and operating real assets and businesses, operating in over 30 countries Renewable Power & Transition Infrastructure Private Equity Real Estate Credit and Insurance Solutions $54B Market Cap $865B Assets Under Management BAM NYSE / TSX Ticker All figures in this presentation are as of Septem ...

财务表现 - Brookfield Asset Management Ltd. 宣布2024年第一季度财报，净收入为1.02亿美元[3] - 第一季度费用相关收入为5.52亿美元，过去12个月为22.46亿美元[4] - 可分配收入为5.47亿美元，过去12个月为22.28亿美元[5] - 未来展望：持有1060亿美元的未调用基金承诺[15] - 在第一季度部署了110亿美元资本[13] - 在基础设施平台部署了28亿美元资本[14] - 在信贷基金部署了62亿美元资本[14] 公司信息 - 完成了500亿美元的资产管理委托和收购Castlelake多数股权[18] - 宣布每股0.38美元的季度股息[20] - Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM)是一家全球领先的替代资产管理公司，资产管理规模超过9250亿美元[35] 财务指标 - Distributable Earnings (“DE”)是指公司的费用相关收入、实现的携带利润、实现的主要投资、利息支出和一般和行政费用的总和，不包括股权基础补偿成本和折旧及摊销费用[39] - Fee-Related Earnings (“FRE”)和DE被用来评估公司的运营结果和价值，许多股东和分析师也认为这些指标对他们有价值[40] - 公司在新闻稿中披露了一些非按照美国通用会计准则（U.S. GAAP）计算和呈现的财务指标，这些财务指标不应被视为公司绩效的唯一衡量标准，也不应孤立地看待或作为U.S. GAAP计算的类似财务指标的替代[41] - BAM提供了关键术语和非GAAP措施的额外信息，可在其网站上的文件中找到[42]

$93 Billion of Capital Inflows, Prior to AEL Transaction $107 Billion of Dry Powder Available to Deploy BROOKFIELD, NEWS, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE:BAM, TSX:BAM) today announced financial results for the quarter ended December 31, 2023. Connor Teskey, President of Brookfield Asset Management stated, "We had strong performance in our first year following our listing. We raised $93 billion of capital which, combined with the approximately $50 billion anticipated ...

BAM财报表现 - Brookfield Asset Management Ltd (BAM)可能在即将发布的财报中表现出色[1] - 分析师最近调高了BAM的盈利预期[2] - BAM的Zacks Earnings ESP为+0.69%，显示出积极的趋势[3]

Brookfield全球过渡基金(BGTF II) - Brookfield宣布筹集了100亿美元，成立了第二个Brookfield全球过渡基金(BGTF II)[1] - BGTF II由Mark Carney和Connor Teskey共同领导，专注于加速全球向净零经济过渡的投资[2] - BGTF II的前身是首个Brookfield全球过渡基金(BGTF I)，规模达到了150亿美元，是全球最大的过渡基金之一[3] - Brookfield的过渡投资主席Mark Carney表示，公司致力于在净零经济过渡中寻找有吸引力的投资机会，为投资者带来强劲的风险调整后的回报[4]

Scout Clean Energy与AdventHealth签署虚拟购电协议 - Scout Clean Energy与AdventHealth签署了虚拟购电协议(VPPA)，为AdventHealth提供了90兆瓦的可再生电力，预计可满足其当前系统范围内约40%的电力需求[1] - AdventHealth的高级副总裁兼首席投资官Rob Roy表示，VPPA是快速积极应对气候变化主要原因之一的强大机会，可以减少电力发电产生的温室气体排放，改善团队成员和服务社区的健康[2] Scout Clean Energy旗下的Heart of Texas风电场 - Scout Clean Energy旗下的Heart of Texas风电场是由Brookfield Asset Management管理的投资组合公司，是Scout Clean Energy约1,000兆瓦运营和在建风电资产组合的一部分[3] - Heart of Texas风电场同时拥有超过19,000兆瓦的风电、太阳能和储能项目管道，遍布22个州[3]

Key PointsUranium stocks are coming into focus as the spot price is near 16-year highs. Uranium Energy is set to resume production at a key facility in Wyoming. Cameco completed its acquisition of Westinghouse as part of its partnership with Brookfield Asset Management. The Sprott Uranium Miners ETF is a way for investors to get broad exposure to the uranium sector.  5 stocks we like better than Uranium EnergyThe rally in the spot price of uranium that began in 2023 is heating up in the first month of 2024. ...

BROOKFIELD, NEWS, Jan. 18, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE:BAM, TSX:BAM) is set to publish its financial results for the fourth quarter 2023 on Wednesday, February 7, 2024, prior to 7:00 a.m. (EST). These results will be made available on our website at: https://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. (EST). Participants can join by conference call ...

PHOENIX & TORONTO--(BUSINESS WIRE)--Equinox Payments (“Equinox”) revealed its new Luxe 8700x payment solution today at NRF 2024: Retail's Big Show in New York City. The device’s perfect combination of form and function engages customers and withstands the demands of a busy check-out lane. The Luxe 8700x is part of Equinox’s total portfolio of innovative payment solutions, which includes fixed and mobile devices, payment software, developer tools, estate management, remote key injection, and other value-adde ...