Now On Demand • 1 CE Credit

Powering AI: The Infrastructure Behind the Opportunity

• 1 CE Credit

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, CAIA

Senior Vice President, Investment Specialist

Brookfield

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

Senior Vice President, The Alts Institute

Brookfield

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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