Go forward with conviction

Introducing GreenOak! Click here to read the press release.

Go forward with conviction

GreenOak harnesses creativity and discipline in pursuit of better investment outcomes, pairing rigorous risk management with the conviction to act when opportunity arises.

Our investment platform

Our experience across markets and asset classes allows us to combine rigorous risk management with innovative thinking. The result is a more dynamic approach to investing, one that can adapt as conditions and client needs evolve.

Our platform

Our evolution

Explore the milestones that helped shape GreenOak

Our evolution

One platform, many possibilities.

A bridge tower and cables viewed from below against a cloudy sky

The result of years of strategic acquisitions and expansion, GreenOak brings together capabilities across alternative and investment grade credit, real estate and infrastructure. Built on decades of specialized investment experience, the platform creates opportunities to draw on diverse perspectives, collaborate more deeply and deliver greater value to clients. To learn more, read the announcement introducing GreenOak and the vision behind the platform.

Read the press release

By the numbers

The scale, capabilities and global presence of our platform.

The above figures represent the combined capabilities of the entities operating under the GreenOak brand, as of June 30, 2026. Total AUM is provided in USD and includes assets managed by such entities on behalf of external clients, and the Sun Life General Account. Total AUM includes unfunded commitments, cash, equity, and other AUM, but excludes assets under administration. AUM includes assets managed by Bell Partners Inc., which was acquired by Sun Life and combined with BGO on July 2, 2026. The methodologies used to compile the total AUM are subject to change, may vary by entity, and may not reflect regulatory AUM. Where AUM is displayed by asset class, not all affiliated entities may be represented. Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists and Investment Strategists acting on behalf of certain GreenOak entities, globally.

Meet our leadership team

Drawing on experience across markets and investment disciplines, our leadership team brings the diversity of thought that shapes our investment approach.

Our evolution

Explore the milestones that shaped GreenOak

H2 2026H1 2026202320212020201820152013201019971991197919781911

H2 2026

GreenOak is introduced as the unified brand for a global investment platformGreenOak launches, bringing together decades of investment experience and specialist capabilities into a single global alternatives platform.

H1 2026

Sonny Kalsi assumes the role of President and CEO of SLC ManagementSonny Kalsi assumes the role of President and CEO of SLC Management, leading the next chapter of growth and evolution for the business.

2023

Advisors Asset Management joins SLC ManagementAdvisors Asset Management joins SLC Management, broadening access to the U.S. wealth market and strengthening distribution capabilities.

2021

Crescent Capital joins SLC ManagementCrescent Capital joins SLC Management, extending the platform's capabilities across public and private alternative credit markets.

2020

InfraRed joins SLC ManagementInfraRed joins SLC Management, adding infrastructure equity and debt capabilities and expanding the firm's alternatives platform.

2018

Bentall Kennedy and GreenOak come together to create a global real estate platformBentall Kennedy and GreenOak come together to create a global real estate platform, combining complementary businesses across markets and strategies.

2015

SLC Management broadens its investment platformSLC Management broadens its investment platform through the addition of Ryan Labs Asset Management, Prime Advisors and Bentall Kennedy, expanding its capabilities across fixed income and real estate.

2013

SLC Management is formed with Stephen Peacher as PresidentSLC Management is formed with Stephen Peacher as President, bringing together Sun Life's asset management capabilities under a shared vision of delivering long-term value for clients.

2010

GreenOak is founded by Sonny Kalsi and John CarrafiellGreenOak is founded by Sonny Kalsi and John Carrafiell, creating a global real estate investment firm focused on high-conviction opportunities and value creation.

1997

InfraRed Capital Partners made its first infrastructure investmentInfraRed Capital Partners is focused on infrastructure investing across essential public and private assets worldwide.

1991

Crescent Capital is foundedCrescent Capital is founded, building a specialist investment platform focused on corporate credit and non-investment grade markets.

1979

Advisors Asset Management is foundedAdvisors Asset Management is founded, establishing a distribution platform dedicated to helping financial advisors access investment and portfolio solutions.

1978

Kennedy Associates is foundedKennedy Associates became one of the largest independent real estate advisors in the U.S.

1911

Bentall is foundedBentall became one of the largest real estate organizations in Canada.

The evolution of GreenOak

Explore the decisions, goals and ambitions driving our business, told by the people who are shaping its future.

Watch and follow the making of GreenOak series

Steve Peacher
We're trying to thread a needle.

Jacqueline Gallant
We all have to align on who we are, and we need our people to believe in that.

Michael Straka
…now what does this kind of brand stand for?

Chris Wright
I’ve got to be convinced that we can move forward…Change is natural. It's easier said than done to embrace it.

Veronique Lauzière
The key to unlock all of this is our people.

Jonathan Harari
And the stakes are very high. Super high.

Lindsay DeGrazia
It really is one of the largest growth opportunities this firm will have.

Steve Peacher
That transition’s important…It's hard and there are risks. This is a super competitive business.

Sonny Kalsi
I’m trying to look over the horizon. Yeah, we have to land this…and we will land it. I'm actually, I have zero concerns about landing it. We're going to land it, right? The plane is descending right now.

Important Information
GreenOak is the brand name under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate. The GreenOak brand is also used by BentallGreenOak (U.S.) Limited Partnership, BentallGreenOak (Canada) Limited Partnership, Crescent Capital Group LP, Infrared Capital Partners Limited, Advisors Asset Management, Inc. and their worldwide affiliates, including other regulated legal entities. Each regulated legal entity under the GreenOak brand provides products and services only where permitted under applicable law.

The commentary expressed herein is provided solely for informational purposes. It should not be relied upon as a recommendation to purchase any security or as a solicitation of investment advice. The views expressed are those of the speaker and are subject to change at any time.

Investing involves risks, including the potential loss of principal. No strategy of investment can eliminate risk or guarantee returns. This content may present materials or statements which reflect expectations or forecasts of future events. Such forward-looking statements are speculative in nature and may be subject to risks, uncertainties and assumptions. Do not place undue reliance on such statements, as actual results could differ significantly.

© 2026, GreenOak. All rights reserved.