Carlyle | Investor Conference Presentation Deck | 27 slides

Carlyle · 2019-12
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
The slide features a geometric pattern of squares in blue and green tones, characteristic of The Carlyle Group's branding.front_matter
03
establish_context
Open slide detailBeat · Situation & Context
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Slide 4 of a presentation, dated 9/30/2019.establish_context
Open slide detailBeat · Situation & Context
05
The chart displays AUM by segment ($45B, $84B, $45B, $48B) and total AUM ($222B) plus available capital ($73B).analyze_data
Open slide detailBeat · Evidence & Proof
06
The slide uses a 2x2 grid layout to present high-level financial metrics.summarize
Open slide detailBeat · Evidence & Proof
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establish_context
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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The chart highlights a 10-year CAGR for various asset classes and notes a total AUM exceeding $6 trillion.analyze_data
Open slide detailBeat · Evidence & Proof
09
The slide uses bar charts to illustrate performance spreads (bps) between private asset classes and public indices.compare_peers
Open slide detailBeat · Evidence & Proof
10
analyze_data
Open slide detailBeat · Interest
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The chart is a waterfall-style bridge showing the components of value creation (2.9% base + 3.7% growth + 3.5% margin = 10.1% total, with a 720 bps delta).analyze_data
Open slide detailBeat · Interest
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The chart illustrates a clear inverse correlation between private equity inventory and public market listings.analyze_data
Open slide detailBeat · Interest
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transition
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The chart uses a stacked bar format to distinguish between Core and Legacy AUM, with a trend line indicating growth in Core AUM.analyze_data
15
The chart uses a dual-axis combination of stacked bars (FRE) and a line (FRE Margin).analyze_data
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quantify_opportunity
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Data as of 9/30/2019.analyze_data
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transition
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The slide outlines the rationale for the corporate conversion using a five-pillar benefit framework.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The chart shows the impact of the Blackstone (BX) conversion on trading volume for peers.quantify_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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Uses a causal chain/additive framework to present three pillars of investment thesis.summarize
Open slide detailBeat · Impact & Next Steps
22
summarize
Open slide detailBeat · Impact & Next Steps
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front_matter
25
The slide contains two side-by-side tables: Quarterly Data (4Q17-3Q19) and Annual Data (2014-YTD 2019).analyze_data
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Data as of 9/30/2019.analyze_data
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The table provides a detailed breakdown of adjustments including unrealized revenues, investment income, equity-based compensation, and other non-operating itemanalyze_data