Investor Day
On September 26, Brookfield held its annual Investor Day. Representatives from the parent company Brookfield Asset Management (BAM) and each of the major listed subsidiaries spoke. I was particularly interested in the presentations by BAM and Brookfield Property (BPY) (BPR).
While there were no major surprises, I think what Brookfield said - and did not say - gives investors a somewhat updated and clearer vision for the companies.
Outlook
I have owned BAM for nearly a decade, and have owned Brookfield Property (and its acquiree GGP) intermittently