
This event takes place in New York City at One Liberty Plaza. It is an excellent opportunity to network, share experiences, and gain valuable insights.
Lodging is at the New York Marriott Downtown.
One Liberty Plaza
165 Broadway
New York, NY 10006
New York Marriott Downtown
85 West Street at Albany Street
New York, NY 10006
• Registration & Refreshments
• Brookfield as a Strategic Partner featuring Jon Bayer, Global Chief Operating Officer, Brookfield Wealth Solutions
• Client Opportunities: Growth and Protection Strategies
• Advanced Planning Opportunities Deep Dive
• Dinner and Networking Event at Morton's The Steakhouse
Location: 136 Washington St, New York, New York 10006
*Be sure your travel allows you to arrive at the hotel by 1 p.m.
• Product & Distribution Roadmap Panel
• Client Opportunities: Guaranteed Lifetime Income Strategies
• Keynote presentation featuring Howard Marks, Co-Founder and Co-Chairman of Brookfield Oaktree Capital Management
• Advisor Panel
• One Step Ahead: Identity Theft, Cybercrime, and Credit Protection Strategies
Meeting adjourns at 1:30 p.m.

You’ll be staying at New York Marriott Downtown, where you can enjoy a premium experience with anticipatory service, sophisticated style, and incredible views of the financial district, the Lower Manhattan waterfront, and The Statue of Liberty. It is located just a five minute walk from One Liberty Plaza where our meetings are held.
Wake up refreshed to take in wonderful NYC views. Guests rave about this central location where the sightseeing possibilities are endless. Newly renovated, the property features a long list of top amenities.
New York Marriott Downtown
85 West Street at Albany Street
New York, NY 10006

We will dine in the heart of Lower Manhattan at Morton’s The Steakhouse, located at the World Trade Center, just steps away from the Oculus, Battery Park, Brookfield Place, and the 9/11 Memorial. This particular Morton's was a 2025 Wine Spectacular Award winner and former location of the Playboy Club, an exclusive "hot spot" in NY and Chicago started by Arnie Morton, making it a special jewel in the legacy of this renowned restaurant chain.
The restaurant features USDA prime-aged steaks, succulent fish, and the freshest seafood in Manhattan, all served in an atmosphere of unmatched refinement.
Morton's The Steakhouse
136 Washington Street
New York, NY 10006
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