The Knowledge Project
The Knowledge Project

Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing

Mar 17, 2026 · 1h 25m

Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-term growth. Discover why effective investing begins with minimizing losses, how waiting for perfect information can result in missed opportunities, the strategies Brookfield uses to manage market risk …

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