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Annual General Meeting – Brookfield Infrastructure Group

Brookfield Infrastructure Group · May 7, 2014 · 34 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Annual General Meeting – Brookfield Infrastructure Group – slide 1
    Annual General Meeting May 7, 2014 Global Alternative Manager of Real Assets Property, Power, Infrastructure, Private Equity
  2. Annual General Meeting – Brookfield Infrastructure Group – slide 2
    Nominees For Election By The Class A Shareholders Marcel Coutu Maureen Lance Liebman Youssef Nasr Kempston Darkes 2 Brookfield Asset Management Inc.
  3. Annual General Meeting – Brookfield Infrastructure Group – slide 3
    Nominees For Election By The Class A Shareholders James Pattison Seek Ngee Haut Diana Taylor Frank McKenna 3 Brookfield Asset Management Inc.
  4. Annual General Meeting – Brookfield Infrastructure Group – slide 4
    Nominees For Election By The Class B Shareholders Jeff Blidner Jack Cockwell Bruce Flatt Robert Harding 4 Brookfield Asset Management Inc.
  5. Annual General Meeting – Brookfield Infrastructure Group – slide 5
    Nominees For Election By The Class B Shareholders David Kerr Phil Lind Lord ODonnell George Taylor 5 Brookfield Asset Management Inc.
  6. Annual General Meeting – Brookfield Infrastructure Group – slide 6
    Annual General Meeting May 7, 2014 Global Alternative Manager of Real Assets Property, Power, Infrastructure, Private Equity
  7. Annual General Meeting – Brookfield Infrastructure Group – slide 7
    Agenda Provide an update on our business Describe where we see global capital flows moving Review our key priorities 7 Brookfield Asset Management Inc.
  8. Annual General Meeting – Brookfield Infrastructure Group – slide 8
    We own and operate 190 billion of assets across the globe 28,000 operating employees 100 offices in 20 countries PROPERTY RENEWABLE ENERGY INFRASTRUCTURE PRIVATE EQUITY 8 Brookfield Asset Management Inc.
  9. Annual General Meeting – Brookfield Infrastructure Group – slide 9
    We manage 84 billion of fee bearing capital Listed entities 36 Billion Private funds 26 Billion Public securities 22 Billion Which is targeted to yield annualized fees and carried interests of more than 1 billion 9…
  10. Annual General Meeting – Brookfield Infrastructure Group – slide 10
    And we have 26 billion of balance sheet capital invested in these assets Over 85% invested in listed entities Listed entities Property Flagship entities Renewable Energy Infrastructure Other Private Equity Unlisted entities…
  11. Annual General Meeting – Brookfield Infrastructure Group – slide 11
    Our business model is simple Source equity from clients who wish to invest in real assets Utilize our global reach to identify and acquire high quality real assets on a value basis Finance them on a long-term, low risk basis…
  12. Annual General Meeting – Brookfield Infrastructure Group – slide 12
    We have tremendous momentum in our business 12 Brookfield Asset Management Inc.
  13. Annual General Meeting – Brookfield Infrastructure Group – slide 13
    Raised nearly 15 billion of private fund capital over the past 18 months 7 billion global infrastructure fund 4.5 billion property opportunity fund Significant expansion in our client base 220 Number of Investors: 40…
  14. Annual General Meeting – Brookfield Infrastructure Group – slide 14
    Merging Brookfield Property Partners with Brookfield Office Properties Established leading listed global diversified property company with a 16 billion capital base Greatly simplifies Brookfields balance sheet Completes…
  15. Annual General Meeting – Brookfield Infrastructure Group – slide 15
    U.S. recovery resulted in a number of attractive realizations General Growth Properties investment consortium: 32% IRR 2 billion gain to our clients, and 560 million carried interest payment Several private equity realizations…
  16. Annual General Meeting – Brookfield Infrastructure Group – slide 16
    This resulted in significant growth in fee bearing capital and revenues Fee Bearing Capital Fee Revenues ( Billions) ( Millions) CAGR CAGR 17% 34% 84 694 79 617 57 60 437 50 331 269 1 2 2010 2011 2012 2013 2014 2010…
  17. Annual General Meeting – Brookfield Infrastructure Group – slide 17
    High quality Real Assets are in demand by investors They offer favourable long-term, risk adjusted returns generating cash and capital returns, with lower volatility, and inflation hedge attributes 17 Brookfield Asset…
  18. Annual General Meeting – Brookfield Infrastructure Group – slide 18
    The results speak for themselves 7% - 15% 8% 2% Bond Equity Real Asset Yields Yields Yields 18 Brookfield Asset Management Inc.
  19. Annual General Meeting – Brookfield Infrastructure Group – slide 19
    We own and operate a leading global portfolio of Real Assets 19 Brookfield Asset Management Inc.
  20. Annual General Meeting – Brookfield Infrastructure Group – slide 20
    Brookfield Place, New York 100 million sq. ft. of office properties 20 Brookfield Asset Management Inc.
  21. Annual General Meeting – Brookfield Infrastructure Group – slide 21
    Ala Moana, Honolulu 150 million sq. ft. of retail malls 21 Brookfield Asset Management Inc.
  22. Annual General Meeting – Brookfield Infrastructure Group – slide 22
    Gartshore, Quebec Over 200 renewable energy plants 22 Brookfield Asset Management Inc.
  23. Annual General Meeting – Brookfield Infrastructure Group – slide 23
    Prince Wind Farm, Ontario 11 wind farms 23 Brookfield Asset Management Inc.
  24. Annual General Meeting – Brookfield Infrastructure Group – slide 24
    Dalrymple Bay Coal Terminal, Australia The largest metallurgical coal terminal in the world 24 Brookfield Asset Management Inc.
  25. Annual General Meeting – Brookfield Infrastructure Group – slide 25
    Brookfield Rail, Australia And ports, rail, toll roads and transmission lines 25 Brookfield Asset Management Inc.
  26. Annual General Meeting – Brookfield Infrastructure Group – slide 26
    Institutional clients assets are growing exponentially 1970s 5 Trillion 2000s 30 Trillion 2012 45 Trillion 2020s 70 Trillion 26 Brookfield Asset Management Inc.
  27. Annual General Meeting – Brookfield Infrastructure Group – slide 27
    We are well positioned to meet this demand Geographic reach Large scale capital Operating capabilities Investment track record Industry expertise Execution capabilities 27 Brookfield Asset Management Inc.
  28. Annual General Meeting – Brookfield Infrastructure Group – slide 28
    Which has enabled us to generate a solid long-term return for BAM shareholders Investment Performance Brookfield NYSE S&P 500 1 11% 32% 5 24% 18% 10 19% 7% 20 19% 9% But more importantly, returns for our clients have…
  29. Annual General Meeting – Brookfield Infrastructure Group – slide 29
    We are focused on the following key priorities Selectively expand product offering, asset class capabilities and geographic footprint Broaden client and other strategic relationships particularly in U.S. and Europe Ongoing…
  30. Annual General Meeting – Brookfield Infrastructure Group – slide 30
    We continue to expand our fund offerings Expanding our private equity operations Developing a credit platform Invest existing property and infrastructure funds Make BPY a success Consider listed sustainable resources…
  31. Annual General Meeting – Brookfield Infrastructure Group – slide 31
    We continue to see a number of attractive investment opportunities Focus on existing areas of strength Increased activity in Europe, China and India Current themes include: Europe Developing markets Infrastructure related to…
  32. Annual General Meeting – Brookfield Infrastructure Group – slide 32
    In conclusion, we are well positioned for continued growth 1) Substantial liquidity and access to capital 2) World class operating platforms with a global footprint 3) Long life real assets with growing cash flows 4) Momentum in…
  33. Annual General Meeting – Brookfield Infrastructure Group – slide 33
    Q&A
  34. Annual General Meeting – Brookfield Infrastructure Group – slide 34
    Annual General Meeting May 7, 2014 Global Alternative Manager of Real Assets Property, Power, Infrastructure, Private Equity

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