Farnam Street · Vicky
articleprincipleBrookfield CEO Connor Teskey: AI Infrastructure, Data Centers, and the Future of Investing
12 March 2026Clarity & Focus
Source excerpt
About Farnam StreetConnor Teskey is 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. Listen and … The post Brookfield CEO Connor Teskey: AI Infrastructure, Data Centers, and the Future of Investing appeared first on Farnam Street.
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Apollo layer
What a founder can learn
Founder takeaway
For long-horizon, capital-intensive opportunities such as AI infrastructure, separate the variables behind the thesis—demand, power, real estate, financing, and timing—rather than treating the trend as a single bet.
Why it matters
A compelling market narrative can hide distinct risks. Isolating assumptions improves capital allocation and helps founders preserve flexibility while building for long-term growth.