Analyst
UBS
Equibles does not estimate personal net worth.
Michael Brown is recorded as Analyst at UBS. Michael Brown has spoken on 4 earnings calls across 4 companies, most recently for BlackRock, Inc. on October 14, 2026. Those appearances were for BlackRock, Inc. (BLK), KKR & Co. Inc. (KKR), Brookfield Asset Management Ltd. (BAM) and PJT Partners Inc. (PJT). The companies whose calls Michael Brown spoke on are classified in the Financial Services sector.
“So clearly very impressive margin expansion this quarter. Maybe just if you could spend a little bit of time just unpacking some of the biggest drivers there. Maybe how we should think about the puts and takes into 4Q is the flattest margins, quarter-over-quarter reasonable assumption.”
“So a lot of anxiety surfaced in the market yesterday around AI-driven disruption and including within the alternative space. Based on our analysis, your exposure screens below peers, but could you maybe break down Brookfield's software exposure broadly across private credit and private equity funds.”
“And then your positive views there, it sounds like it's kind of a secular growth, but maybe can you unpack a little bit about PJT's opportunity from market share opportunity?”
UBS
Analyst
Source not stated
BLK
Asset Management · Financial Services
KKR
Asset Management · Financial Services
Asset Management · Financial Services
Capital Markets · Financial Services
