The Private-Markets Playbook That Made Brookfield a Powerhouse — and What Retail Investors Can Learn
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Episode Description
In the final instalment of our special series on alternative investing, host Paige Ellis sits down with Sachin Shah, CEO of Brookfield Wealth Solutions for a deep dive into the private-markets playbook that helped build one of the world’s most powerful alternative asset managers and what retail investors can learn from it.
With more than two decades inside Brookfield, Sachin shares how private equity, infrastructure, real estate, private credit, and insurance are reshaping long-term portfolio construction. He explains why alternatives have “seasoned” into a mainstream asset class, how pension funds and sovereign wealth funds paved the way, and why retail investors are now being invited in — just as retirement shortfalls become harder to ignore.
The conversation digs into where Brookfield is seeing opportunity today, from mispricing in global real estate to long-duration infrastructure and the massive capital demands of the AI build-out. Sachin also addresses the risks investors worry about most — liquidity, leverage, valuation transparency — and explains how Brookfield thinks about downside protection, balance-sheet discipline, and intrinsic value across market cycles.
As the series wraps, Sachin offers a clear framework for investors who have little or no exposure to private markets, including how to think about starting small, understanding liquidity trade-offs, and positioning alternatives in a long-term retirement plan.
This episode closes out our deep dive into alternative investing — and sets the stage for what comes next as private markets continue to reshape the future of investing.
Timestamps
00:00 Questrade’s new tools for investors. Use promo code INTHEMONEY
1:45 Show intro with Paige Ellis
03:45 Sachin Shah on his early days at Brookfield and the lessons learned
07:10 Defining alternatives in 2025
09:10 Why has private investing now gone mainstream?
10:30 Where is Brookfield deploying capital geographically?
13:00 Have tariffs changed the outlook?
14:40 Mispricing in the real estate market
18:00 Where Brookfield is being cautious
20:30 There are too many PE firms
22:50 Brookfield knows what they’re good at and what they’re not
23:50 Sachin’s thoughts on evergreen funds
26:45 Regulators and private investing
30:25 Are institutions tapped out? Is that why alts are going after retail?
33:05 The fee discussion
34:50 How do you value an asset in the private world?
36:40 Insurers & private equity
39:30 Where does Sachin see the biggest areas of growth?
41:10 The Brookfield niche in the AI buildout
45:00 What keeps Sachin up at night?
46:50 Where should investors start to get private exposure?
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The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
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