BROOKFIELD OAKTREE WEALTH SOLUTIONS

Investment product marketing and distribution, services in the nature of wholesaling and distribution of investment products, namely, mutual funds, non-traded real estate investment trusts (REITs), non-traded business development companies (BDCs), interval funds, tender offer funds, and private funds to other financial intermediaries and financial services firms and their end investors

Financial services, namely, the distribution of private and public funds through financial intermediaries; financial research

Educational services and training in the fields of alternative investments