Investor Presentaiton
Brookfield
Brookfield Oaktree | Business Metrics
The two companies together will be one of the leading alternative asset managers with
~$475B of AUM
Assets Under Management
Fee Bearing Capital
Carry Eligible Capital
Overall Metrics (as at December 31, 2018)
OAK
(@ 100%)
$120bn
BAM
(@ 100%)
BAM
Post-privatization1
$355bn
$475bn
$98bn
$138bn
$196bn
$53bn
$58bn
$90bn
Asset Manager Earnings 2
$0.5bn
$1.3bn
$1.6bn
Invested capital, net³,4
$1.6bn
$28.9bn
$29.9bn
1.
2.
3.
4.
Post-privatization figures based on BAM's proportionate 60% ownership in OAK on a fully diluted basis, with the exception of AUM which is shown at 100%.
OAK asset manager earnings represent the average 2019 fee related earnings analyst forecast, including Opps Xb fund fee revenues, plus the five-year average
historical carried interest, net. BAM asset manager earnings represent the sum of 2018 fee related earnings plus realized carried interest, net.
Excluding accumulated unrealized carried interest, net.
Post-privatization figure excludes the impact of cash consideration used.
Source: Oaktree Capital Group, LLC 4Q2018 Investor Presentation; Oaktree Capital Group, LLC 2018 Form 10-K.
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