Investing - Brookfield Asset Management

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The Institutional Fund Raising Environment • Considerably better than it was two years ago – Real asset strategies are appealing for investors seeking stability and real returns – More money is being dedicated to alternatives – Clients are seeking fund managers with proven performance – which we have coming out of the recession – We are now recognized as one of a small group of leading global alternative asset managers Institutions need to earn more than 1% in bonds 14 | Brookfield Asset Management Inc.
Expansion in Private Funds 2005 2011 Number of Fund Investors s 13 105 Third-Party Capital ($ billions) 2 53 Number of Funds 5 21 Average Commitment ($ millions) 156 163 15 | Brookfield Asset Management Inc.
Page 1 and 2: September 27, 2011 INVESTOR DAY 201
Page 3 and 4: Agenda • Overview Bruce Flatt •
Page 5 and 6: Current Environment: Half Empty - H
Page 7 and 8: Today: Leading Global Franchise 100
Page 9 and 10: Client Capital • We are executing
Page 11 and 12: Recognition as Leading Alternative
Page 13: Brookfield - 2012 Brookfield (BAM)
Page 17 and 18: Role of Private Funds • We are pl
Page 19 and 20: Overview Business Value Creation
Page 21 and 22: #1 Operational Improvements • Lea
Page 23 and 24: #3 Acquisitions • Two Chilean tol
Page 25 and 26: Overview Investment Environment
Page 27 and 28: Investment Environment - Australia
Page 29 and 30: Investment Environment - Canada •
Page 31 and 32: Investment Environment - Europe •
Page 33 and 34: Financial Strength Brian Lawson
Page 35 and 36: Key Themes • Operations performin
Page 37 and 38: Three Interconnected Parts of the B
Page 39 and 40: Principal Capital • $25 billion o
Page 41 and 42: Cash Flow Stability - Office (milli
Page 43 and 44: Cash Flow Stability - Infrastructur
Page 45 and 46: Average Fee Structure Carried Retur
Page 47 and 48: Increasing Performance Revenue Stre
Page 49 and 50: Long Contractual Life of Capital Un
Page 51 and 52: 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 and 104:
Utilities Platform • Strong perfo
Page 105 and 106:
Transport & Energy Platform • Sta
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:
Page 151 and 152:
Competitive Advantages As an owner
Page 153 and 154:
Case Study: Armtec Infrastructure
Page 155 and 156:
Case Study: Longview Fibre Paper &
Page 157 and 158:
Page 159 and 160:
Private Equity in Brazil • Brookf
Page 161 and 162:
Distress Investing Environment - U.
Page 163 and 164:
Investing - China • China continu
Page 165 and 166:
Page 167 and 168:
Page 169 and 170:
The Opportunities Are Vast • Our
Page 171:
September 27, 2011 INVESTOR DAY 201
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Investing - Brookfield Asset Management

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