2025 Investor Day

Blue Owl
arc beats above · slides in the middle · loops below · scroll → 17 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Slide inventory

186
every slide · same image gating as the playbook
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Slide 1
front_matter
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summarize
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transition
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The slide uses two pie charts to visualize the shift in ownership structure.summarize
Open slide detailBeat · Situation & ContextLoop · Before After
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The slide highlights strong stock performance alongside significant changes in the shareholder base and index inclusion status.quantify_impact
Open slide detailBeat · Situation & ContextLoop · Before After
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front_matter
Open slide detailBeat · Situation & ContextLoop · Before After
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The slide uses a minimalist design with a company logo (owl) and the quote centered.summarize
Open slide detailBeat · Situation & ContextLoop · Before After
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transition
Open slide detailBeat · Situation & ContextLoop · Before After
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summarize
Open slide detailBeat · Situation & ContextLoop · Before After
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The table highlights significant growth across all listed operational and financial metrics.summarize
Open slide detailBeat · Situation & ContextLoop · Before After
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The chart tracks growth across various asset classes including Direct Lending, GP Minority Stakes, Net Lease, and others.quantify_impact
Open slide detailBeat · Situation & ContextLoop · Before After
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The slide uses a hierarchical box layout to show the decomposition of AUM.decompose_segments
Open slide detailBeat · Situation & ContextLoop · Before After
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Includes a pro-forma note for Digital Infrastructure.summarize
Open slide detailBeat · Situation & ContextLoop · Before After
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The slide uses a timeline format to show the inception year and current scale of three business lines.summarize
Open slide detailBeat · Situation & ContextLoop · Benchmark Gap
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The slide uses a timeline format to illustrate the maturity and scale of different business units.summarize
Open slide detailBeat · Situation & ContextLoop · Benchmark Gap
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The slide uses a consistent #1 flag to highlight OWL's leadership position across all four metrics.compare_peers
Open slide detailBeat · Situation & ContextLoop · Benchmark Gap
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The chart highlights OWL's superior growth performance compared to peers and the broader market index.compare_peers
Open slide detailBeat · Situation & ContextLoop · Benchmark Gap
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size_opportunity
Open slide detailBeat · Situation & ContextLoop · Why Now
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size_opportunity
Open slide detailBeat · Situation & ContextLoop · Why Now
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The slide uses a stepped process flow to illustrate growth drivers, starting from current market position.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Why Now
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The slide highlights the company's footprint at a specific point in time.establish_context
Open slide detailBeat · Situation & ContextLoop · Why Now
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The slide uses a map to visualize global footprint and provides high-level organizational scale.establish_context
Open slide detailBeat · Situation & ContextLoop · Why Now
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The slide uses a horizontal bar chart for investor types and a donut chart for geographic distribution.summarize
Open slide detailBeat · Situation & Context
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The slide uses a 'before/after' logic for the Oak Street acquisition and a list of recent acquisitions/partnerships to demonstrate scale.illustrate_case
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Problem & ComplicationLoop · Time Machine
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quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Time Machine
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The 'Layer Cake' is a proprietary metaphor used by the firm to describe compounding earnings.summarize
Open slide detailBeat · Solution & ApproachLoop · Time Machine
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Uses a 'layer cake' metaphor to represent additive growth components.present_solution
Open slide detailBeat · Solution & ApproachLoop · Time Machine
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summarize
Open slide detailBeat · Solution & ApproachLoop · Time Machine
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The slide uses a combination of historical growth performance, current valuation benchmarking, and a scenario-based sensitivity analysis for stock price.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Time Machine
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transition
Open slide detailBeat · Solution & Approach
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The slide uses a table structure to categorize business units by AUM, team size, and focus areas.summarize
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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quantify_impact
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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The chart tracks cumulative equity raised, with specific callouts for OCIC and OTIC launches.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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The slide uses a grid layout to categorize metrics into three themes: Originations, Portfolio Positioning, and Investor Experience.summarize
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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The funnel shows a conversion rate from 9,963 deals sourced to 512 closed.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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The chart uses a stacked bar format to show the base leveraged loan spread (light blue) and the additional Blue Owl premium (dark blue).compare_peers
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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The slide compares two distinct BDC strategies (Diversified vs Technology) using a set of four identical KPIs for each.summarize
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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Dual-axis chart showing industry AUM (bars, left axis) and Blue Owl AUM (line, right axis).quantify_impact
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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The slide uses a pyramid to segment the market by lender size and capability, with a sidebar detailing Blue Owl's specific advantages.present_framework
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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The slide uses a combination of qualitative bullet points and a bar chart to illustrate market growth.establish_context
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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size_opportunity
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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summarize
Open slide detailBeat · Solution & ApproachLoop · David Goliath
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transition
Open slide detailBeat · Solution & Approach
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front_matter
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Uses the iceberg metaphor to represent market potential.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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The slide uses a tree-like structure to categorize credit types.decompose_segments
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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The slide uses a 'Main Street' metaphor to categorize different types of asset-based financing.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Uses a timeline-based comparison framework to illustrate historical precedent for current market shifts.establish_context
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Uses a nested circle diagram to illustrate market penetration gaps.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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The slide uses a Venn diagram to synthesize the 'Why ABF?' value proposition.present_framework
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Uses a visual comparison of self-amortizing vs bullet maturity cash flows.compare_options
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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The chart uses a dual-axis approach to show IRR vs Cumulative Losses under different stress scenarios.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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The slide contrasts a simple aggregate Excel model with a multi-dimensional data science model (Risk, Purpose, Delinquency).frame_problem
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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The slide uses a bar chart to show growth from 2019 to today, with a '?' indicating future growth potential driven by four listed strategic pillars.plan_implementation
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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transition
Open slide detailBeat · Solution & Approach
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Uses a puzzle piece metaphor to represent the integration of Alternative Credit and IG Credit.present_solution
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a comparison structure to show growth in investment focus and bite size.compare_options
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a stacked bar chart to show AUM growth and a list of callouts to explain the strategic drivers.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Before After
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summarize
Open slide detailBeat · Solution & ApproachLoop · Before After
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front_matter
Open slide detailBeat · Solution & Approach
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The slide highlights the growth of permanent capital and fee-paying AUM.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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Includes MSCI Burgiss quartile benchmark data as of 9/30/24.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The slide compares internal fund performance against MSCI Burgiss top quartile benchmarks.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The slide uses a combination of bar charts for AUM growth and donut charts for asset allocation, accompanied by bulleted lists of portfolio metrics.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The chart uses bubble size and position to represent capital raised and vintage year, with a table providing exact figures.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The slide uses a bar chart to show the growth of GP commitments from $3bn to $62bn, highlighting the increasing penetration of private capital.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The slide uses a categorization framework to map service offerings to strategic pillars.present_framework
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The slide uses a combination of big numbers for internal metrics and a bar chart for market share comparison.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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The chart uses a dual-representation: a continuous line for public market average and scatter points for specific Blue Owl deals.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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Uses a Venn-style diagram to show market penetration vs total addressable market.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Zoom In
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summarize
Open slide detailBeat · Solution & Approach
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transition
Open slide detailBeat · Solution & Approach
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The slide uses a donut chart to show portfolio composition change from a single asset class (Net Lease) to a diversified mix (Net Lease, Real Estate Credit, Digquantify_impact
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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The slide highlights Blue Owl's market leadership in two distinct segments using comparative tables.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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The slide uses two illustrative bar charts to demonstrate the shift in market dynamics between 2022 and 2024.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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Includes a break in the x-axis for the first chart. Uses CAGR annotations.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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The slide uses a 2x3 grid of metrics to highlight institutional success and investor reliability.summarize
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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front_matter
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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The slide uses a chronological comparison to demonstrate growth and market leadership.compare_options
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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The chart uses a mix of historical data and future projections (marked with '?').quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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Uses a map-based visual to illustrate market expansion.present_solution
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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The slide uses a simple additive equation to illustrate the total addressable market size.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
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front_matter
Open slide detailBeat · Solution & Approach
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The slide combines qualitative investment focus areas with a quantitative market growth chart and three key performance indicators.establish_context
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The slide uses a stacked bar chart to represent the capital stack (LTV segments).compare_options
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The slide uses a bridge-like visual to connect the current CRE debt market to a larger TAM.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The slide uses two charts to frame a 'buy-side' or 'lending-side' opportunity: one showing asset devaluation (risk reduction) and one showing a debt maturity wasize_opportunity
Open slide detailBeat · Solution & ApproachLoop · Why Now
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transition
Open slide detailBeat · Solution & Approach
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Includes logos of portfolio companies: Beale Infrastructure, STACK Infrastructure, DF&I, and RadiusDC.establish_context
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The chart uses a combination of a line graph for capacity and a stacked area chart for revenue projections.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The slide uses a combination of a custom bar chart for lease/build ratios and a flow diagram for vacancy rate trends.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Why Now
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summarize
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The slide uses a hub-and-spoke style layout to position Blue Owl between two key stakeholder groups.frame_problem
Open slide detailBeat · Solution & ApproachLoop · Why Now
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transition
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The slide uses a central logo as a hub for the four quadrants.present_solution
Open slide detailBeat · Solution & ApproachLoop · Why Now
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The chart shows a stacked bar growth from $16bn to $64bn, with the 2024 bar including a pro-forma component for IPI acquisition.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Why Now
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summarize
Open slide detailBeat · Solution & Approach
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front_matter
Open slide detailBeat · Solution & Approach
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transition
Open slide detailBeat · Solution & Approach
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transition
Open slide detailBeat · Solution & Approach
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The slide uses a 'Buy vs Build' logic flow to explain the M&A strategy.present_solution
Open slide detailBeat · Solution & Approach
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transition
Open slide detailBeat · Solution & Approach
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Uses a simple additive equation structure to demonstrate strategic growth.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a simple categorization framework to map out the firm's product offerings.present_framework
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a stylized road/tree graphic to represent growth pathways alongside a stacked bar chart for market sizing.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Before After
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Uses a Venn diagram to illustrate the core pillars of the insurance solutions business.establish_context
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a horizontal list structure to define core competencies and a bottom flow to show partnership models.summarize
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a 2x2 matrix to segment investment strategies. The right side is highlighted with a dashed box to emphasize Blue Owl's core offerings.compare_options
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide outlines two main pillars of service: Tailored SMAs for credit/real estate and a suite of rated notes/feeders for alternatives.present_solution
Open slide detailBeat · Solution & ApproachLoop · Before After
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transition
Open slide detailBeat · Solution & Approach
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The slide uses a vertical timeline format to highlight six key growth areas: headcount, offices, clients, strategies, capital, and client overlap.summarize
Open slide detailBeat · Solution & ApproachLoop · Before After
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size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a combination of a bar chart for investor types, a donut chart for geographic distribution, and a chevron-based list for value propositions.present_solution
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses stacked bar charts to visualize shifts in client size distribution and platform commitment levels.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Before After
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The slide uses a bar chart to show fund growth and a list of checkmarks to quantify the impact of the acquisition on investor retention and new client acquisitiillustrate_case
Open slide detailBeat · Solution & ApproachLoop · Before After
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The map uses a dot-matrix aesthetic to represent global presence.establish_context
Open slide detailBeat · Solution & ApproachLoop · Before After
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summarize
Open slide detailBeat · Solution & ApproachLoop · Before After
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transition
Open slide detailBeat · Solution & Approach
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size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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The slide uses a dual bar chart structure to illustrate the disparity between top-tier managers and others.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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The slide uses a contrast between low brand awareness and high favorability to position the firm as a 'newer name' that is already highly regarded.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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transition
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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summarize
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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The slide uses a two-section table structure (Scale and Diversification) to present growth metrics.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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summarize
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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summarize
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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state_next_steps
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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The slide uses a combination of market sizing (U.S. wealth) and competitive/market benchmarking (cash allocation) to justify growth.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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The slide uses a waterfall chart to illustrate the growth in AUM from $12bn to $34bn.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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frame_problem
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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summarize
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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transition
Open slide detailBeat · Evidence & Proof
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The slide uses a consistent bar chart format to show growth across three key financial metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The slide uses a dual-axis chart to correlate internal fee growth with external market benchmarks.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The chart uses a combination of bar (Fees) and line (Rates/Spreads) to show correlation and growth.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The slide highlights a 2.5x multiple over peer average and 1.7x over the highest peer for the 2021-2024 CAGR period.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The slide uses a combination of a stacked bar chart, a pie chart, and a waterfall-style calculation to demonstrate financial stability and growth potential.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The chart uses an indexed scale (100) starting from 2Q'21.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
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The slide uses two bar charts to show growth in total fundraising and evergreen product fundraising, alongside a list of strategic growth drivers.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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The slide uses bar charts to show growth in fund sizes, with some bars indicating targets or hard caps.summarize
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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The 2029 bar is a single arrow indicating future growth projection.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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Uses a causal chain structure to link internal strengths to external outcomes.present_solution
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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summarize
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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The chart uses a timeline format to show the duration of different investment strategies, with AUM values on the right.summarize
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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The slide uses a waterfall chart to show the cumulative growth of earnings power and a table to show specific metric improvements.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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summarize
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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The slide uses a waterfall-style comparison to show growth from $2.0bn to $5.1bn+.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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Includes a disclaimer at the bottom and a callout regarding the quality of AUM compared to peers.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Time Machine
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The slide uses a comparative table to highlight operational efficiency differences between OWL and the peer average.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
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summarize
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
159
The slide uses a timeline-style comparison to show progress across four key financial metrics.summarize
Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap
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summarize
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
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transition
Open slide detailBeat · Impact & Next StepsLoop · Benchmark Gap
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state_next_steps
Open slide detailBeat · Impact & Next Steps
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appendix
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appendix
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appendix
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appendix
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appendix
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Contains citations for market sizing, private credit data, and performance metrics.appendix
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Contains specific formulas for MOIC and DPI, and scope definitions for GP Stakes and Partner Manager data.appendix
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appendix
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appendix
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appendix
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appendix
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appendix
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appendix
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appendix
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transition
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summarize
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analyze_data
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The table provides a granular breakdown of adjustments including equity-based compensation, amortization, and changes in liabilities.analyze_data
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The table provides a detailed breakdown of adjustments including equity-based compensation, amortization, and changes in various liabilities.analyze_data
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summarize
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summarize
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transition
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appendix
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appendix