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
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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
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