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THE ALTS INSTITUTE

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THE ALTS INSTITUTE
FORMALIZED

on 24 Jul 2024

Last Applicant/ Owned by

BROOKFIELD OFFICE PROPERTIES INC. AND OAKTREE CAPITAL MANAGEMENT LP. A JOINT VENTURE

Suite 100 Brookfield Place181 Bay StreetToronto

ONTARIO

CA

M5J2T3

Serial Number

2339905 filed on 24th Jul 2024

Correspondent Address

MARKS & CLERK

33 Yonge Street, Suite 300Toronto

ONTARIO

CA

M5E1G4

THE ALTS INSTITUTE

Trademark usage description

wealth management services; financial analysis, financial consultation and investment management services; financial services, namely, financial inves Read More

Classification Information

Class [035]
Advertising, marketing, promotional and business

Comment text

CIPO Classification Code

Classification kind code

Nice

Class [036]
Wealth management services; financial analysis, financial consultation and investment management services; financial services, namely, financial investments in the fields of commodities, gold, investment notes, real estate, securities; investment management in water and waste water; investment services; Investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, funds, stocks, equity and commodity investment advice; financial management; financial research; investing in oil and gas pipelines and storage; investing in wireless communication towers, broadcast satellites and cable networks; and investment and merchant banking services, including acquisition and disposition financing, mezzanine debt investing; real estate financial advisory services; financial services, namely, asset management services including management of funds and investments with respect to assets including properties, power generation and other infrastructure assets; financial management of investment portfolios, joint ventures and single assets; operation of investment funds; financial investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, stocks, equity, commodities, gold, investment notes and securities; financial research, namely conducting research in the field of financial investments and securities; management of portfolios comprising securities; financial analysis and research services; financial investment services for financial institutions, pension plans, insurance companies, for-profit and charitable foundations, endowments, sovereign wealth funds and high net worth investors; real estate, stocks, equities and commodity investment advice services; investment management services; investment management in real estate; investment management in commercial, institutional, industrial and residential real estate; investment management in oil and gas pipelines and storage; investment management in wireless communication towers, broadcast satellites and cable networks; managing real estate; managing commercial, institutional, industrial and residential real estate; consultancy, advisory and information services relating to the aforesaid services; indemnity services; actuarial services; insurance and reinsurance services; risk management services; financial and monetary business services namely, asset management for insurance companies, cash management, reporting, securities lending, investment consulting, asset liability management, integrated risk management, investment and funds management services, comprehensive risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments, and real estate services; industrial analysis and research services in the field of insurance and reinsurance; insurance underwriting; insurance agencies; insurance actuarial services; insurance financial evaluation for insurance purposes; assessing insurance claims and insurance claims processing; providing insurance information and insurance consultancy; business advisory services and data analytics services, namely, data compiling and analyzing in the fields of insurance, risk management, insurance brokerage, reinsurance, and reinsurance brokerage; real estate management services; real estate leasing; real estate leasing services for commercial, and residential properties; real estate brokerage services; real estate investment; investment advisory services, namely, real estate, stocks, equities, commodity investment advice, investment management; management services, namely, investment management services; investment product marketing, distribution and sales, including product wholesaling and direct product marketing and distribution arrangements to other financial intermediaries and financial services firms and their end investors and the production, dissemination and disclosure of marketing and related product information and investor support; providing a website featuring information and advice in the fields of financial services, investing and securities.

Classification kind code

12

Class [041]
Educational services and training in the fields of financial services, investing and securities; providing a website featuring education and educational resources and materials in the fields of financial services, investing and securities; providing education and educational resources and materials in the fields of financial services, investing and securities; dissemination of education materials; educational services and training in the field of insurance and reinsurance;

Classification kind code

12

Class [045]
Personal and legal

Comment text

CIPO Classification Code

Classification kind code

Nice

Mark Details

Serial Number

2339905

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 287
on 8th Aug 2024		Pre-Assessment Letter Sent
Submitted for opposition 30
on 24th Jul 2024		Filed
Submitted for opposition 1
on 24th Jul 2024		Created
Submitted for opposition 31
on 24th Jul 2024		Formalized