The Knowledge Project

Brookfield CEO: AI Bubble, Opportunities, and Risk | Connor Teskey

868 snips
Mar 17, 2026
Guest
Connor Teskey
Connor Teskey, CEO of Brookfield Asset Management and a longtime renewables investor, pulls back the curtain on how a trillion-dollar firm thinks. He talks capital allocation, acting before perfect information arrives, and making non-consensus bets. There’s also a sharp look at data centers, AI infrastructure, talent, culture, and how firms stay resilient through market cycles.
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INSIGHT

Brookfield Competes Through Culture and Global Scale

  • Brookfield’s model is to raise capital globally and deploy it into large, durable themes across about 60 major markets.
  • Connor Teskey says the underappreciated asset is culture, not just the trillion-dollar platform Bruce Flatt built.
INSIGHT

Same Investing Engine New Assets and More Products

  • Brookfield kept the same core strategy while expanding from four products to about 60 to fit different LP needs.
  • Teskey says the backbone of the economy changed from hydro dams and ports to solar, batteries, data centers, fiber, and towers.
ADVICE

Act at Ninety Percent Instead of Waiting Forever

  • Don’t wait for perfect certainty in investing; act when something is about 90% right and rely on repeated good decisions.
  • Teskey says Excel creates false precision, so judgment matters more than trying to de-risk every variable away.
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