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Powering AI: The Infrastructure Behind the Opportunity
Artificial Intelligence (AI) isn’t just a technology story. It’s an infrastructure story.
As AI adoption accelerates, Brookfield estimates that trillions of dollars of investment may be needed across data centers, compute infrastructure, power generation, transmission and connectivity1. However – growing demand alone doesn’t make an opportunity an attractive investment.
Join Brookfield for a discussion on the physical infrastructure behind AI—and what investors should consider as the opportunity evolves.
In this session, you’ll learn:
- Why power may be a significant constraint on AI growth
- Where investment may be needed across the AI infrastructure value chain
- What can separate attractive infrastructure investments from simple exposure to AI growth
- How infrastructure may contribute to diversification and income potential
Speakers

Genevieve Theodorakis is a Senior Vice President in Brookfield’s Investment Solutions Group. In this role, she serves as an Investment Specialist focused on Brookfield’s infrastructure and energy strategies.
Prior to joining Brookfield, Ms. Theodorakis worked with multilateral organizations, including the World Bank and United Nations agencies, where she supported capital allocation, risk management and investment programs focused on real assets and the energy transition.
Ms. Theodorakis holds a Masters of Science from the London School of Economics and a Bachelor of Arts with first class honours from McGill University. She is a Chartered Alternative Investment Analyst charterholder.

Nicole Pecoraro is a Senior Vice President, Head of Brookfield Alts Institute within Brookfield's
Private Wealth Group. She is responsible for advancing The Alts Institute, our investor and
advisor advocacy program, and enhancing client engagement. Previously, she served as a
Regional Manager for the Mid-Atlantic region.
Prior to joining the firm in 2008, Nicole was Account Manager for Credit Market Analysis, a
London based firm providing real-time credit derivatives market data to financial institutions
internationally.
Nicole earned a Bachelor of Arts degree in Business Management with a minor in East Asian
Studies from Gettysburg College. She holds FINRA Series 7, 6 and 63 licenses.
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Available Webcasts
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Resources
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The Road Ahead340 DownloadsEssentials
Amid shifting headlines and emerging opportunities, advisors are rethinking how portfolios are built.
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Subscribe to our Insights406 DownloadsEssentials
Stay informed on timely thought leadership, analysis, and more.
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The Alts Allocator404 DownloadsEssentials
Model an allocation with our interactive tool designed to bring the potential of alternative investments to life.
Insights
Browse the latest perspective on alternative investment markets, macro trends and more.
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Alts Quarterly: Midyear Outlook: Seeking Resilience in Turbulent Times267 DownloadsMarket / Credit, The Road Ahead
Read our Alts Quarterly where we discuss the outlook for infrastructure, real estate, private credit, and private equity.
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Offense or Defense? Positioning Portfolios in Today’s Market377 DownloadsMarket / Credit, The Road Ahead
Howard Marks shares his perspective on the market cycle, risk and investor behavior in a conversation with Alper Daglioglu, Head of Brookfield’s Investment Solutions Group.
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Addressing Common Investor Concerns About Alternatives380 DownloadsMarket / Credit, The Road Ahead
Whether investors are looking for growth, income, capital preservation or diversification, 85% believe alternative investments are essential to a successful portfolio strategy, according to The Alts Institute’s survey of high-net-worth investors.