Alper Daglioglu Joins Brookfield as Head of Investment Solutions Group

Rhea-AI Summary

Brookfield Asset Management (NYSE: BAM), a leading global alternative asset manager with over $1 trillion in assets under management, has announced the appointment of Alper Daglioglu to lead its newly formed Investment Solutions Group (ISG). The group will focus on providing multi-asset portfolio solutions to institutional, private wealth, and family office clients globally.

Howard Marks, Co-Chairman of Oaktree Capital Management, will serve as Chair of ISG. The group will leverage Brookfield's investment capabilities across renewable power, infrastructure, private equity, real estate, and credit, along with strategies from partner firms including Oaktree, Castlelake, Primary Wave, and Pinegrove Capital Partners.

Daglioglu joins Brookfield after spending over two decades at Morgan Stanley, where he most recently served as Head of Portfolio and Investment Manager Solutions.

Positive

• Formation of new Investment Solutions Group expands service offerings to institutional and wealthy clients
• Strategic appointment of industry veteran Alper Daglioglu strengthens leadership team
• Partnership with Howard Marks and Oaktree enhances credibility and capabilities

Negative

• None.

News Market Reaction – BAM

+1.25%

+1.25% Session move

In the trading session that priced this news, BAM gained 1.25%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Newly formed Group to provide clients with multi-asset solutions

NEW YORK, April 17, 2025 (GLOBE NEWSWIRE) -- Brookfield Asset Management (NYSE: BAM, TSX: BAM) (“Brookfield”), a leading global alternative asset manager headquartered in New York with over $1 trillion of assets under management, today announced that industry leader Alper Daglioglu has joined Brookfield to lead the firm’s newly formed Investment Solutions Group (“ISG”). Howard Marks, Co-Chairman of Oaktree Capital Management, L.P. (“Oaktree”), will serve as Chair of ISG.

Focused on delivering innovative solutions to institutional, private wealth, and family office clients across the globe, ISG will develop tailored multi-asset portfolio solutions that leverage Brookfield’s full suite of investment capabilities across renewable power and transition, infrastructure, private equity, real estate, and credit. It will also leverage the strategies of its partner manager firms, including Oaktree, Castlelake, Primary Wave and Pinegrove Capital Partners, among others.

Prior to joining Brookfield, Daglioglu spent more than two decades at Morgan Stanley in a variety of roles. He most recently served as Head of Portfolio and Investment Manager Solutions, which encompasses all asset manager research, family investments, and an outsourced CIO business.

Alper Daglioglu, Brookfield Managing Partner and Head of ISG, said, “I’m thrilled to be joining Brookfield, a leader in the alternatives space with an impressive long-term track record. With alternative investments playing an increasingly vital role in portfolios, we are uniquely positioned to offer our wide-ranging capabilities to a broad array of clients. I look forward to collaborating across the Brookfield ecosystem to deliver tailored solutions to meet our clients’ unique investing objectives.”

Howard Marks, Co-Chairman of Oaktree, said, “I see an important role for asset managers who provide institutions, families and financial intermediaries with multi-strategy portfolio solutions as opposed to having business models which focus only on single investment products. No one is better suited to contribute to that process than Alper Daglioglu. I'm very happy to be joining with him on this effort.”

David Levi, CEO of Brookfield’s Global Client Group, said, “Increasingly, our clients want to do more with fewer managers, taking a more strategic approach to developing deeper partnerships, gaining better insights, and creating greater value. We expect this trend to accelerate in the coming years, and we are pleased to welcome Alper to Brookfield to spearhead this important initiative.”

About Brookfield Asset Management

Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles. For more information, please visit our website at www.bam.brookfield.com.

Brookfield Contact Information:
Media: Rachel Wood	Investor Relations: Jason Fooks
Tel: (212) 618-3490	Tel: (212) 417-2442
Email: rachel.wood@brookfield.com	Email: jason.fooks@brookfield.com

FAQ

What is the purpose of Brookfield's new Investment Solutions Group (ISG)?

The ISG will develop tailored multi-asset portfolio solutions for institutional, private wealth, and family office clients globally, leveraging Brookfield's investment capabilities across various sectors and partner firm strategies.

Who will lead Brookfield's (BAM) Investment Solutions Group?

Alper Daglioglu will lead the ISG as Managing Partner, with Howard Marks, Co-Chairman of Oaktree Capital Management, serving as Chair.

What investment capabilities will BAM's Investment Solutions Group utilize?

The ISG will leverage Brookfield's capabilities in renewable power, infrastructure, private equity, real estate, and credit, along with strategies from partner firms like Oaktree, Castlelake, Primary Wave, and Pinegrove Capital Partners.

What was Alper Daglioglu's previous role before joining Brookfield Asset Management?

Daglioglu spent over two decades at Morgan Stanley, most recently serving as Head of Portfolio and Investment Manager Solutions.