Investing - Brookfield Asset Management

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Utilities Highlights • $1.1 billion of refinancing in H1 2011, taking advantage of low interest rate environment Operation Australian terminal operations Refinancing $600 million financing, 9/12-year U.S. private placement S.A. electricity transmission operations $305 million loan, 18-year (avg) local bond offering Australasian energy distribution operations $245 million refinancing, 9/12/15 year U.S. private placement 104 | Brookfield Asset Management Inc.
Transport & Energy Platform • Stable performance driven by access fees to critical infrastructure – Benefit from increased movement of energy, freight and bulk commodities – Favourable results despite economic head wind Operating Cash Flow Growth Key Attributes t US$ in millions $25 $23 $23 – High barriers to entry $35 – Diversity of businesses mitigates impact of $30 fluctuations in demand from any one sector, commodity or customer $20 – Well positioned to benefit from increases in $15 demand for commodities and the global $10 movement of goods $5 $- H1 2010 H1 2011 – 70% of EBITDA is supported by long-term contractual revenues 105 | Brookfield Asset Management Inc.
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September 27, 2011 INVESTOR DAY 201
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Agenda • Overview Bruce Flatt •
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Current Environment: Half Empty - H
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Today: Leading Global Franchise 100
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Client Capital • We are executing
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Recognition as Leading Alternative
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Brookfield - 2012 Brookfield (BAM)
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Expansion in Private Funds 2005 201
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Role of Private Funds • We are pl
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Overview Business Value Creation
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#1 Operational Improvements • Lea
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#3 Acquisitions • Two Chilean tol
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Overview Investment Environment
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Investment Environment - Australia
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Investment Environment - Canada •
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Investment Environment - Europe •
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Financial Strength Brian Lawson
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Key Themes • Operations performin
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Three Interconnected Parts of the B
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Principal Capital • $25 billion o
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Cash Flow Stability - Office (milli
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Cash Flow Stability - Infrastructur
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Average Fee Structure Carried Retur
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Increasing Performance Revenue Stre
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Long Contractual Life of Capital Un
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Potential Values of Manager • The
Page 53 and 54: Global Commercial Properties Ric Cl
Page 55 and 56: Global Commercial Properties Global
Page 57 and 58: Key Regional Investment Drivers Mar
Page 59 and 60: Brookfield Property Platforms One o
Page 61 and 62: Focus for 2012 Platforms • Capita
Page 63 and 64: Office - Leasing Pipeline 2011 has
Page 65 and 66: Office - Recycling of Capital • A
Page 67 and 68: Multi-family - Strong Demand • Ac
Page 69 and 70: Recent Achievements Global Commerci
Page 71 and 72: Global Commercial Properties Q&A
Page 73 and 74: Agenda • Overview • Financial R
Page 75 and 76: Company Overview • Irreplaceable
Page 77 and 78: Current Strategic Focus • Focus o
Page 79 and 80: Rouse Properties’ Spin-Off • Di
Page 81 and 82: Current Portfolio Composition 1 No.
Page 83 and 84: Core NOI Summary • GGP Malls’ c
Page 85 and 86: General Growth Properties Portfolio
Page 87 and 88: Impact of Unemployment on Tenant Sa
Page 89 and 90: Improving Occupancy Trends 95.0%
Page 91 and 92: General Growth Properties Capital S
Page 93 and 94: Refinancing Progress • Significan
Page 95 and 96: General Growth Properties Conclusio
Page 97 and 98: General Growth Properties Q&A
Page 99 and 100: Agenda • Overview of Infrastructu
Page 101 and 102: Overview of Infrastructure Business
Page 103: Utilities Platform • Strong perfo
Page 107 and 108: Timber Platform • Solid performan
Page 109 and 110: Infrastructure Investment Environme
Page 111 and 112: Infrastructure Growth Pipeline Grow
Page 113 and 114: Growth in Utilities - Spotlight on
Page 115 and 116: Growth in Transport & Energy - Spot
Page 117 and 118: Growth in Timber - Brazil • Signi
Page 119 and 120: Recent Acquisition - Chilean Toll R
Page 121 and 122: Strategic Priorities • Enhance st
Page 123 and 124: Renewable Power Richard Legault
Page 125 and 126: Renewable Power Overview of the Ove
Page 127 and 128: Efficient Regional Operating Platfo
Page 129 and 130: Compounded Annual Growth Cash flows
Page 131 and 132: Power Markets - Key Drivers Gas mar
Page 133 and 134: Renewable Power Growth Strategy Gro
Page 135 and 136: Projects Under Construction A signi
Page 137 and 138: Brookfield Approach - Granite Relia
Page 139 and 140: Transaction Overview The strategic
Page 141 and 142: Key Commercial Agreements Brookfiel
Page 143 and 144: Transaction Benefits The combinatio
Page 145 and 146: Priorities for 2012 Long-term dynam
Page 147 and 148: Private Equity & Distress Investing
Page 149 and 150: Private Equity & Distress Investing
Page 151 and 152: Competitive Advantages As an owner
Page 153 and 154: Case Study: Armtec Infrastructure
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Case Study: Longview Fibre Paper &
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Private Equity & Distress Investing
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Private Equity in Brazil • Brookf
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Distress Investing Environment - U.
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Investing - China • China continu
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The Opportunities Are Vast • Our
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September 27, 2011 INVESTOR DAY 201
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Investing - Brookfield Asset Management

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