Beating the Market: Connor Teskey, CEO Brookfield Asset Management

About this episode

Connor Teskey, CEO of Brookfield Asset Management, discusses investment strategies, market risks, and decision-making in an uncertain environment.

Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-term growth. Discover why effective investing begins with minimizing losses, how waiting for perfect information can result in missed opportunities, the strategies Brookfield uses to manage market risk while maintaining upside potential, and the key insights he gained working alongside Bruce Flatt. This discussion goes beyond investment strategies, offering a glimpse into Connor's perspective on decision-making in an uncertain environment, mentorship, culture, positioning, and talent. It's a rare inside look at the operations of one of the world's most tight-lipped firms. Enjoy! ----- Timestamps: (00:00) Introduction (00:05) State of the Union for Brookfield (04:14) Nature of Investing (07:24) The Rise to Brookfield (12:06) Your Work Ethic is in Your Control (17:30) Ad Break (19:00) Data Center Deep Dive (22:22) How Does a Deal…

People in this episode

Host: Shane Parrish

Guest: Connor Teskey

Topics covered

• AI
• investment strategies
• capital allocation
• market risk
• decision-making
• long-term growth

Keywords

• AI bubble
• capital allocation
• investment strategies
• market risk
• long-term growth
• talent identification
• mentorship

Mentioned in this episode

Organizations: Brookfield Asset Management

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