Connor Teskey
The Knowledge Project
Brookfield CEO: AI Bubble, Opportunities, and Risk | Connor Teskey
- Published
- March 17, 2026
- Duration
- 1h 25m
- Summary source
- description
- Last updated
- May 21, 2026
Discusses ai, society, culture.
Summary
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-…
Brookfield's Connor Teskey breaks down how a trillion-dollar firm thinks about de-risking deals, building culture, deploying AI across 500 companies, and why liquidity is always undervalued until you desperately need it.
Key takeaways
- Brookfield de-risks deals by locking in all four key variables simultaneously—construction cost, offtake contract, EPC contract, and financing—before deploying capital, eliminating market risk while retaining operational and development risk where they have expertise.
- The firm's investment committee functions as a continuous, iterative consensus-building process rather than a single approval event, with senior leaders across verticals constantly sharing deal feedback and global capital-allocation perspective to ensure the best risk-adjusted returns win regardless of geography.
- Brookfield's next major growth vector is the individual investor market (retail, high-net-worth, insurance, 401k), which is larger than the institutional market yet has near-zero alternatives penetration—representing a multi-decade expansion opportunity layered on top of continued institutional growth.
Why this matters
As Brookfield scales toward $2T AUM by targeting AI infrastructure, nuclear, and the untapped individual investor channel, its asset-level non-recourse financing discipline and owner-operator culture offer a replicable blueprint for how alternative asset managers can compound returns across cycles without concentration risk.
Entities
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Show notes
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 opportuni
Themes
- ai
- society
- culture