Redefining
AlternativeInvestments

For years, many alternative investments wererestricted to institutions and the wealthiestindividuals. Not anymore. Brookfield Oaktree
Wealth Solutions is offering a diversified mix
of institutional-caliber strategies to all.

Brookfield acquired a majority interest in Oaktree Capital Managementin 2019, creating one of the world’s largest alternative asset managers.
Together, we have unparalleled investment experience across real assets
and credit, among other areas.
Real assets, such as real estate and infrastructure, tend to generatestrong, steady income and produce cash flows that adjust with inflation.
They are often backed by long-term contracts, and the highest-quality
properties tend to be scarce—making them more likely to appreciate
quickly. These characteristics can provide investors with attractive
returns with downside protection.
Alternative credit strategies can serve as a substitute for traditional fixedincome. High-yield bonds, convertible securities, leveraged loans, structured
credit instruments, private debt and distressed debt—like real assets—canall provide strong, consistent returns while also limiting downside risk.
At Brookfield and Oaktree, we share a long-term, value-driven andcontrarian investment style—and our market knowledge and in-depth
operating experience give us an edge.

$900+ Billion in AUM
Brookfield

1Oaktree1

Real Estate

CreditInfrastructure

Real Assets

Renewable PowerPrivate Equity

Private Equity

Listed Equities

As of December 31, 2023.
Excludes proportionate amount of DoubleLine Capital AUM.

03

Brookfield and Oaktree: A Powerful Partnership
When Brookfield and Oaktree joined forces, we created a powerful partnershipthat allows us to leverage the rich legacy of each firm.
At Brookfield, we have owned and operated real assets for over 100 years, with our global reach,large-scale capital and operational expertise shaping every investment we make. At Oaktree,
over the last 25+ years, we have established ourselves as a leading global alternative investment
manager with expertise in credit strategies. The success of our partnership stems from our deep
history, shared commitment to our clients and diversified mix of global investment strategies.

1890s

1950s

1960s

1970s

1980s

1899
The São Paulo
Tramway, Lightand Power
Company—aka“The Light”—isfounded

1954
Montreal-basedPeter Bronfman
founds Edper
Investments fromthe sale of Seagram
Company shares

1969
The Light
rebrands as
Brascan, a blendof “Brasil” and“Canada”

1979
Edper acquires
control ofBrascan

1983
Howard Marks
is joined by
Sheldon Stone
at Citi, focusing
on credit analysis
and managing
high-yield bonds
1985
Howard and
Sheldon movefrom Citi to TCW
and establish thefirm’s high-yieldbond department
1987
Bruce Karshjoins TCW toestablish Special
Credits funds for
distressed debt
investing
1989
Brookfield Public
Securities Group
is created

BROOKFIELD OAKTREE WEALTH SOLUTIONSAt Brookfield Oaktree Wealth Solutions, we partner withfinancial advisors to bring institutional-caliber alternative
solutions and insights to individual investors.

1990s

2000s

2010s

2020s

1990
Brascan acquiresa portfolio of
distressed realestate, kicking
off a major
U.S. expansion

2001
Under Bruce
Flatt’s leadership,
Brookfield closes
its inauguralprivate equity fund2010
Brookfield closes
its $2.7 billion
initial flagshipglobal private
infrastructure fund2020
Oaktree celebrates
its 25-year anniversary

2005
Brascan is renamed
Brookfield AssetManagement

2013
Brookfield closes
its $4.4 billion
initial flagshipglobal private realestate fund1990
Howard writes
his first investment
memo, stating:“If you can avoid
the losers (and losingyears), the winners
will take careof themselves”
1995
Howard, Bruceand Sheldon foundOaktree CapitalManagement

2013
Barron’s names
Howard “WallStreet’s Favorite
Guru” on its cover

2021
Brookfield launches
its initial flagship fund forinvesting in and facilitating
the global shift to a
net-zero-carbon economy
2021
Brookfield and Oaktree
partner to establish
Brookfield Oaktree
Wealth Solutions

2019
Brookfieldannounces
it will buy
62% of Oaktree

BrookfieldOaktreeOur Solutions
Adding alternatives to a traditional portfolio of equities and bonds
can provide greater income potential, capital appreciation, inflation
protection and diversification. It’s no wonder, then, that investor
demand for alternatives has been rising for decades.
Yet not all alternative investments are created equal. Successful investment inalternative assets requires scale, operational expertise and experience throughmarket cycles. Brookfield and Oaktree’s respective histories—and now powerfulpartnership—make us the ideal provider for individual investors seeking accessto high-quality alternatives.
Some may look to the public markets to meet liquidity needs and overcome
access constraints, while others may turn to the private markets. Acrosspublic and private markets, we develop innovative solutions for individualinvestors, leveraging our individual strengths.

Diversification does not ensure a profit nor protect against loss in a declining market.
BROOKFIELD OAKTREE WEALTH SOLUTIONSOur Strengths, Delivered Acrossa Broad Array of Solutions
Innovative Solutions
Private Assets

Private & Public

Public SecuritiesOur platform offers wealth clients innovative
alternative solutions that realize thestrengths only we can deliver.

07

Our Insights
At Brookfield Oaktree Wealth Solutions, we publish
a wide array of content designed to help investors
make informed decisions.

Macro & Market
Commentaries providing
our latest global outlooks
and asset class views

EducationSolutions

Primers simplifying theBrochures and othercomplexities of asset classes

materials to help informand investment strategies

investors about our capabilities
and strategies

Investment
White papers, articles,
videos and podcastsfeaturing insights from
our investment teams

BROOKFIELD OAKTREE WEALTH SOLUTIONSOur Partnership With You
Our global footprint and institutional expertise provide us withunique perspectives on investors’ needs. In fact, many of thelargest investors worldwide already invest with us.
Now, we are offering our institutional-caliber solutions to individual investors.
We aim to build trusted, long-term partnerships with financial advisors, providing
the highest level of service to help you and your clients.

The Brookfield Oaktree Wealth Solutions Advantage

Alternative solutions focusedProduct and portfolio

Valuable market andon investors’ needs

expertiseinvestment insights

Strong and trusted brands

Operational easeand excellence09Responsibility
As a responsible investor and firm, we are committed
to environmental, social and governance (ESG) practices
that have a positive impact on the world around us.

Operations
We have embedded ESG principles throughout our operations to help ensure that our businesswill be sustainable well into the future. We are guided by several key principles:

Ensure the well-being
and safety of employees

Advance diversity andinclusion across ourorganizations

Mitigate the impact of
our operations on theenvironment

Conduct business according
to the highest ethical andlegal/regulatory standards

Be good stewards throughcommunity engagement
and philanthropy

Investments
ESG factors play a key role in our investment decisions, beginning with thedue diligence of potential investments and carrying through to our portfolio
management over the long term.

BROOKFIELD OAKTREE WEALTH SOLUTIONSSignatory of:

The PRI is one of the world’s leading
proponents of responsible investing;it works on understanding theinvestment implications of ESG factors
and supporting an international networkof investor signatories in incorporatingthese factors into their investment
and ownership decisions.

The Net Zero Asset Managers
Initiative is an international groupof asset managers committed tosupporting the goal of net-zerogreenhouse gas emissions by 2050
or sooner (in line with global efforts
to limit warming to 1.5 degrees Celsius)
and to supporting investing aligned withnet-zero emissions by 2050 or sooner.

Member of:

The Sustainability AccountingStandards Board (SASB) connects
businesses and investors on thefinancial impacts of sustainability.

The Prince’s Accounting forSustainability Project (A4S) wasestablished by HRH The Prince ofWales in 2004 to mobilize action
and leadership by the finance andaccounting community.

BSR is an organization of sustainablebusiness experts that works with
its global network of the world’s
leading companies to build a justand sustainable world.

11

Contact Us
Our dedicated team is here to work directly with you.
brookfieldoaktree.com
info@brookfieldoaktree.com+1 855-777-8001©2024 Brookfield Corporation; ©2024 Brookfield Asset Management Ltd.; ©2024 Brookfield Oaktree Wealth Solutions LLC;
& ©2024 Brookfield Public Securities Group LLC
Brookfield Asset Management completed a 62% acquisition of Oaktree Capital Group, LLC on September 30, 2019.
The information in this or any attached publication is not and is not intended as investment advice or a prediction of investment
performance. This information is deemed to be from reliable sources; however, Oaktree Capital Management and Brookfield AssetManagement do not warrant its completeness or accuracy. This is not intended to and does not constitute an offer or solicitation
to sell or a solicitation of an offer to buy any security, product or service (nor shall any security, product or service be offeredor sold) in any jurisdiction in which Oaktree or Brookfield is not licensed to conduct business and/or an offer, solicitation,purchase or sale would be unavailable or unlawful.
Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal
securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.
Brookfield Oaktree Wealth Solutions LLC is registered as a broker-dealer with the U.S. Securities & Exchange Commission (“SEC”)
and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).