hi,
longtime brookfield owner and motleyfool board lurker here...
agree that's flatt's enthusiasm is leaning towards BAM....after all , there was no secret regarding the slight taken towards the implied multiple of the asset mgnt component.
however, we should distinguish 'growth' for the new BAM versus the type of investments that the new BAM makes with conservative oaktree playing a major role. oaktree has been the epitome of margin-of-safety anywhere in the financial stack, not wherever there is max leverage. (we dont have a breakout of how much capital is oaktree's responsibility, and may never get such.)


lastly of interest to those that have read countless comparisons to kkr,apollo,blackstone : there was a nice summary of exec compensation linked below.
in summary, given forward performance is unknown, we dont know which of these entities are 'stealing' the most for us, but its clear who would be stealing the most FROM us !

https://edelweiss.substack.com/p/who-keeps-the-val...

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