Brookfield Real Assets Income Fund Inc. Announces Portfolio Management Team Changes
Brookfield Public Securities Group (PSG) has announced key changes to the Brookfield Real Assets Income Fund (RA) portfolio management team. Riley O'Neal, CFA, Director of Risk Management, will join as co-portfolio manager, bringing quantitative analysis expertise. Additionally, Paula Horn, PSG's President and Chief Investment Officer with 31 years of investment experience, will also join the management team.
Both appointments will be effective March 31, 2025. They will join existing co-portfolio managers Gaal Surugeon, Larry Antonatos, and Chris Janus. The team will collectively manage fund allocation decisions, leveraging PSG's expertise across real asset sectors. The announcement also includes the retirement of Larry Antonatos, effective June 30, 2025, after 14 years at Brookfield.
Brookfield Public Securities Group (PSG) ha annunciato importanti cambiamenti nel team di gestione del portafoglio del Brookfield Real Assets Income Fund (RA). Riley O'Neal, CFA, Direttore della Gestione del Rischio, si unirà come co-gestore del portafoglio, portando con sé competenze in analisi quantitativa. Inoltre, Paula Horn, Presidente e Chief Investment Officer di PSG con 31 anni di esperienza nel settore degli investimenti, entrerà anch'essa nel team di gestione.
Entrambi i nomi saranno effettivi a partire dal 31 marzo 2025. Si uniranno ai co-gestori esistenti Gaal Surugeon, Larry Antonatos e Chris Janus. Il team gestirà collettivamente le decisioni di allocazione del fondo, sfruttando l'expertise di PSG nei vari settori degli asset reali. L'annuncio include anche il ritiro di Larry Antonatos, che avverrà il 30 giugno 2025, dopo 14 anni trascorsi in Brookfield.
Brookfield Public Securities Group (PSG) ha anunciado cambios clave en el equipo de gestión de cartera del Brookfield Real Assets Income Fund (RA). Riley O'Neal, CFA, Director de Gestión de Riesgos, se unirá como co-gestor de la cartera, aportando su experiencia en análisis cuantitativo. Además, Paula Horn, Presidenta y Directora de Inversiones de PSG con 31 años de experiencia en inversiones, también se unirá al equipo de gestión.
Ambos nombramientos serán efectivos a partir del 31 de marzo de 2025. Se unirán a los co-gestores existentes Gaal Surugeon, Larry Antonatos y Chris Janus. El equipo gestionará colectivamente las decisiones de asignación del fondo, aprovechando la experiencia de PSG en los sectores de activos reales. El anuncio también incluye la jubilación de Larry Antonatos, que será efectiva el 30 de junio de 2025, después de 14 años en Brookfield.
브룩필드 공공 증권 그룹 (PSG)은 브룩필드 실물 자산 수익 기금 (RA) 포트폴리오 관리 팀의 주요 변화를 발표했습니다. 라일리 오닐, CFA, 리스크 관리 이사가 공동 포트폴리오 매니저로 합류하여 정량적 분석 전문성을 제공합니다. 또한, 폴라 혼, PSG의 회장 겸 최고 투자 책임자는 31년의 투자 경험을 바탕으로 관리 팀에 합류할 것입니다.
두 임명 모두 2025년 3월 31일부터 효력이 발생합니다. 그들은 기존 공동 포트폴리오 매니저인 가알 수루전, 래리 안토나토스, 크리스 제이너스와 함께하게 됩니다. 이 팀은 PSG의 전문성을 활용하여 자산 배분 결정을 공동으로 관리할 것입니다. 발표에는 래리 안토나토스의 은퇴도 포함되어 있으며, 이는 2025년 6월 30일에 14년 간 브룩필드에서 일한 후에 이루어집니다.
Brookfield Public Securities Group (PSG) a annoncé des changements clés dans l'équipe de gestion de portefeuille du Brookfield Real Assets Income Fund (RA). Riley O'Neal, CFA, directeur de la gestion des risques, rejoindra l'équipe en tant que co-gestionnaire de portefeuille, apportant son expertise en analyse quantitative. De plus, Paula Horn, présidente et directrice des investissements de PSG avec 31 ans d'expérience dans le domaine, rejoindra également l'équipe de gestion.
Ces deux nominations entreront en vigueur le 31 mars 2025. Ils rejoindront les co-gestionnaires de portefeuille existants Gaal Surugeon, Larry Antonatos et Chris Janus. L'équipe gérera collectivement les décisions d'allocation des fonds, en tirant parti de l'expertise de PSG dans les secteurs des actifs réels. L'annonce comprend également la retraite de Larry Antonatos, qui prendra effet le 30 juin 2025, après 14 ans chez Brookfield.
Brookfield Public Securities Group (PSG) hat wichtige Änderungen im Portfoliomanagement-Team des Brookfield Real Assets Income Fund (RA) angekündigt. Riley O'Neal, CFA, Direktor für Risikomanagement, wird als Co-Portfoliomanager beitreten und bringt Fachwissen in quantitativer Analyse mit. Darüber hinaus wird Paula Horn, Präsidentin und Chief Investment Officer von PSG mit 31 Jahren Erfahrung im Investmentbereich, ebenfalls dem Management-Team beitreten.
Beide Ernennungen treten am 31. März 2025 in Kraft. Sie werden sich den bestehenden Co-Portfoliomanagern Gaal Surugeon, Larry Antonatos und Chris Janus anschließen. Das Team wird gemeinsam die Entscheidungen zur Fondsallokation verwalten und dabei auf die Expertise von PSG in den Bereichen der realen Vermögenswerte zurückgreifen. Die Ankündigung umfasst auch den Rücktritt von Larry Antonatos, der am 30. Juni 2025 nach 14 Jahren bei Brookfield wirksam wird.
- Addition of quantitative analysis expertise with Riley O'Neal joining the portfolio management team
- Strengthening of leadership with Paula Horn (31 years investment experience) joining as co-portfolio manager
- Planned smooth transition period for departing manager Larry Antonatos
- Loss of experienced portfolio manager Larry Antonatos after 14-year tenure
NEW YORK, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Brookfield Public Securities Group LLC (“PSG”) today announced upcoming changes to the Brookfield Real Assets Income Fund Inc. (“RA” or the “Fund”) portfolio management team.
Riley O’Neal, CFA, Director of Risk Management, will join the portfolio management team for RA. Riley has been a member of PSG’s risk management team since joining the firm in 2016 and currently serves as director of risk management. To address current market dynamics, PSG believes it is critical that it continue to invest in the quantitative resources of the firm and align those resources with its investment teams. PSG believes Riley will bring a valuable quantitative analysis skillset to his role as co-portfolio manager for the Fund.
Paula Horn, PSG’s President and Chief Investment Officer, also will join the Fund’s portfolio management team. Paula brings 31 years of investment experience, a wealth of credit knowledge, valuable macro insights and facilitates connectivity across Brookfield. Both portfolio management team appointments will be effective on March 31, 2025.
Riley and Paula are joining Gaal Surugeon, Larry Antonatos and Chris Janus as Co-Portfolio Managers to the Fund. Riley, Paula, Gaal, Chris and Larry together will be responsible for all allocation decisions of the Fund. They will continue to leverage PSG’s deep expertise and investment capabilities across real asset sectors, capital structures and the liquidity spectrum to create diversified real asset solutions for investors.
Finally, PSG announced that Larry Antonatos, Co-Portfolio Manager to the Fund, is retiring after 14 successful years at Brookfield. Larry’s departure will be effective June 30, 2025. Larry will be available to ensure a smooth transition.
Contact information:
| Communications & Media: | Investor Relations: |
| Rachel Wood | Brookfield Real Assets Income Fund |
| Tel: (212) 613-3490 | Tel: (855) 777-8001 |
| Email: rachel.wood@brookfield.com | Email: ir@brookfieldoaktree.com |
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Brookfield Real Assets Income Fund Inc. is distributed by Foreside Fund Services, LLC.
Quasar Distributors, LLC, provides filing administration for Brookfield Real Assets Income Fund Inc.
Brookfield Real Assets Income Fund Inc. is managed by Brookfield Public Securities Group LLC (PSG). The Fund uses its website as a channel of distribution of material information about the Fund. Financial and other material information regarding the Fund is routinely posted on and accessible at https://www.brookfieldoaktree.com/fund/brookfield-real-assets-income-fund-inc
FAQ
When will Riley O'Neal and Paula Horn join RA's portfolio management team?
When is Larry Antonatos retiring from RA's portfolio management team?
What experience does Paula Horn bring to RA's portfolio management team?
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How many co-portfolio managers will manage RA after the changes?
