Management remarks
Call period: 2026 Q2 · 2026-08-13
Guidance: Sachin Shah: Second, on the investment side, we have started bringing Brookfield's origination capabilities into the portfolio with a strong investment pipeline for the remainder of the year that we expect to drive further growth into our investment yields, our spreads and the returns on the overall business.Demand and orders: Nicholas H. Goodman: Notably, the corporation, we issued CAD750 million of 10 and 30 year notes, The transaction was 4x oversubscribed, underscoring strong market demand and the strength of our credit profile.Analyst Q&A
Analyst Mario Saric asked: Got it. Okay. And then maybe my follow-up just for Sachin. Coming back to your organic growth vis a vis the bank broker network expansion, I think you mentioned there was $200 million of sales. This quarter. Can you help frame for us where you believe that can move to once you are at your desired number of relationships, but what is kind of what inning are we in? Management Sachin Shah answered: The upside is that we start to see I would say, half of our sales coming from the bank network and preservation of the sales that we have from the independent marketing organization. So if you look at The US where we are selling almost $12 billion to $13 billion through independent marketing organizations, and, little through the bank network. You can see us getting to an additional $10 billion to $12 billion just coming through banks over the next few years.管理层陈述
电话会期间：2026 Q2 · 2026-08-13
指引：萨钦·沙阿：其次，在投资方面，我们已开始将布鲁克菲尔德的项目发起能力纳入投资组合，今年剩余时间拥有强劲的投资管道，我们预计这将进一步推动我们的投资收益率、利差以及整体业务的回报增长。需求与订单：尼古拉斯·H·古德曼：值得注意的是，本公司发行了7.5亿加元的10年期和30年期票据，该交易超额认购4倍，凸显了强劲的市场需求以及我们的信用资质实力。分析师问答
分析师马里奥·萨里奇提问：关于银行经纪网络扩张相关的有机增长，您提到本季度销售额为2亿美元，请问当达到理想合作关系数量时，该销售额可增长至何种水平，我们目前处于哪个阶段？管理层萨钦·沙阿回应：未来一半销售额将来自银行网络，同时保留独立营销机构（IMO）的销售额。目前美国市场通过独立营销机构的销售额为120亿至130亿美元，银行网络贡献极少，未来几年仅通过银行网络就能额外获得100亿至120亿美元的销售额。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
