Beating the Market: Connor Teskey, CEO Brookfield Asset Management
The Knowledge Project
- Published
- March 17, 2026
- Duration
- 1h 25m
- Summary source
- description
- Last updated
- Jun 14, 2026
Discusses 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 one of the world's largest alternative asset managers deploys capital across infrastructure, renewables, and AI data centers while obsessing over downside protection and long-term contracted cash flows.
Key takeaways
- Brookfield de-risks deals by locking in construction costs, offtake contracts, EPC agreements, and financing simultaneously—eliminating market risk while retaining operational and development risk where they have expertise.
- All capital deployment decisions are centralized in a small senior group despite highly autonomous local teams worldwide, enabling global perspective on risk-adjusted returns across geographies and asset classes.
- The firm's AI strategy focuses on three layers: investing in AI infrastructure (data centers/power), deploying AI for preventative maintenance and health and safety across 500 portfolio companies, and using AI to reclaim 2–3 hours per employee per day for higher-value work.
Why this matters
Brookfield's model of combining decentralized local sourcing with centralized capital allocation—anchored by long-term contracted cash flows and non-recourse asset-level financing—offers a replicable framework for scaling alternative asset management into the vast, underpenetrated individual investor market.
Entities
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Beating the Market: Connor Teskey, CEO Brookfield Asset Management
The Knowledge Project
March 17, 2026
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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
- society
- culture