Corporate Finance Activities
FP&A is an acronym for
What is financial planning and analysis
Number of financial previews Corporate Finance provides to Brookfield each quarter (Hint: 1 - 5)
What is 3 (month prior, week prior, week after)
John Dahelm's favorite hobby
What is rock climbing/climbing
Names of the two rating agencies that rate Oaktree's debt
What is Fitch and S&P
The quarter Corporate Finance normally kicks off the annual budget process
What is 3Q
The price that Brookfield acquired Oaktree's public units at in 2019 (between $40-$60)
What is $49.00
Name of the CF team member whose family business has been in the tortilla manufacturing industry for 51 years
Who is Francisco Ramirez
The debt rating on Oaktree
What is A- by both Fitch and S&P
The percentage of distributable earnings that we distribute (between 70% and 95%)
What is 85%
The current AUM amount that Brookfield has (between $750-$950 billion)
What is $850B
Name of the Corporate Finance team member who got married in 2023
Who is Jun Kim
The amount of preferred equity that Oaktree has outstanding (face value) (hint between $375-$500)
What is approximately $400 million
Number of funds Corporate Finance forecasts (between 150 - 450)
What is 250-300
Number of future years we forecast incentive-related metrics to provide to Brookfield (between 5-20)
What is 10 years
The head of the Corporate Finance Team before John Dahlem
Who is Dan Levin
Current Equity Value under the Liquidity Mechanism for the most recent exchange, round to the nearest dollar (hint: $70 - $75)
What is $72.64? (both 72 and 73 are considered correct)
The process where we allocate non-investment expenses to investment departments for the strategy P&Ls
What is functional cost
The name of Brookfield and Oaktree's shared intermediary distribution platform
What is BOWS (Brookfield Oaktree Wealth Solutions)
Name all of the 7 FULL TIME team members on the corporate finance team who are in the LA office (Hint Jag is not included in the 7)
Who are John Dahlem, Jun Kim, Francisco Ramirez, Ivy Sun, Anthony Lu, Alexis Wert, and Mckenna Hughes
The name of Oaktree's management fee earnings revenue stream called (Hint: it is the most value at under the liquidity mechanism we receive 13.5x for the 3-year average)
What is Fee-related Earnings ("FRE")