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Memos from Howard Marks: Ruminating on Asset AllocationAbout
Alternative Investments, Tailored for Individuals
Brookfield Oaktree Wealth Solutions delivers institutional-caliber alternative solutions from two of the world's leading alternatives managers
Who we are
Access to the solutions of Brookfield and Oaktree
We are a global network of professionals dedicated to delivering alternative solutions to the wealth market
Brookfield's acquisition of a majority stake in Oaktree Capital in 2019 strengthened its standing as one of the largest alternative asset managers in the world. Today, Brookfield Oaktree Wealth Solutions is delivering the two firms’ capabilities to private wealth investors, in partnership with their advisors.
Our solutions are built to meet the varying needs of individual investors, and they are coupled with market and investment insights based on our unique products and portfolio expertise. We offer specialized support for financial advisors and their clients, built on a foundation of investment excellence, integrity and alignment of interests.
1899
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The São Paulo Tramway, Light & Power Co. is founded by Canadian investors, introducing the first electric streetcars to São Paulo and Rio de Janeiro
1954
Montreal-based Peter Bronfman establishes Edper Investments with proceeds from the sale of shares in the Seagram Company
1969
The São Paulo Tramway, Light & Power Co. rebrands to Brascan, a portmanteau of “Brasil” and “Canada"
1979
Edper Investments takes ownership of Brascan
Howard Marks is joined by Sheldon Stone at Citi, focusing on credit analysis and managing high-yield bonds
1983
Howard and Sheldon move from Citi to TCW and establish the firm’s high-yield bond department
1985
Bruce Karsh joins TCW to establish Special Credits Funds for distressed debt investing
1987
1989
Brookfield establishes its Public Securities Group, offering actively managed listed equity and debt strategies
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Howard Marks, Bruce Karsh, Larry Keele, Richard Masson and Sheldon Stone found Oaktree Capital Management, creating the roots of one of the world's largest credit investment firms
1995
2001
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Brookfield closes its inaugural private equity fund, setting the stage for the firm’s transition to become a global alternative asset manager, subsequently launching private funds for infrastructure, real estate, renewables and transition
2005
Brascan is renamed Brookfield Asset Management
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Howard Marks is named "Wall Street's Favorite Guru" by Barron's
2013
2019
Brookfield announces its partnership with Oaktree, buying a 62% interest
Image
Oaktree celebrates its 25-year anniversary
2020
2021
Image
Brookfield and Oaktree partner to establish Brookfield Oaktree Wealth Solutions
1899
Image
The São Paulo Tramway, Light & Power Co. is founded by Canadian investors, introducing the first electric streetcars to São Paulo and Rio de Janeiro
1954
Montreal-based Peter Bronfman establishes Edper Investments with proceeds from the sale of shares in the Seagram Company
1969
The São Paulo Tramway, Light & Power Co. rebrands to Brascan, a portmanteau of “Brasil” and “Canada"
1979
Edper Investments takes ownership of Brascan
Howard Marks is joined by Sheldon Stone at Citi, focusing on credit analysis and managing high-yield bonds
1983
Howard and Sheldon move from Citi to TCW and establish the firm’s high-yield bond department
1985
Bruce Karsh joins TCW to establish Special Credits Funds for distressed debt investing
1987
1989
Brookfield establishes its Public Securities Group, offering actively managed listed equity and debt strategies
Image
Howard Marks, Bruce Karsh, Larry Keele, Richard Masson and Sheldon Stone found Oaktree Capital Management, creating the roots of one of the world's largest credit investment firms
1995
2001
Image
Brookfield closes its inaugural private equity fund, setting the stage for the firm’s transition to become a global alternative asset manager, subsequently launching private funds for infrastructure, real estate, renewables and transition
2005
Brascan is renamed Brookfield Asset Management
Image
Howard Marks is named "Wall Street's Favorite Guru" by Barron's
2013
2019
Brookfield announces its partnership with Oaktree, buying a 62% interest
Image
Oaktree celebrates its 25-year anniversary
2020
2021
Image
Brookfield and Oaktree partner to establish Brookfield Oaktree Wealth Solutions
Two firms,
shared values
shared values
Our shared values and complementary skills have created a powerful partnership aiming to deliver our alternative investing capabilities to wealth investors.
01
Value orientation
02
Contrarian investing
03
Client focus
04
Alignment of interests
Leadership
Unlocking Opportunities
Discover how we can help you navigate alternative solutions.
