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The Carlyle Group · conference-presentation

Carlyle | Investor Conference Presentation Deck | 26 slides

26 pages · 5 arc beats · 2 loops

Conference-Presentation Download JSON
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Carlyle | Investor Conference Presentation Deck | 26 slides

The Carlyle Group · 2020-06
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
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 26 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 23 hits
— 0/4 slides
25% 1/4 slides
— 0/4 slides
100% 4/4 slides 50% 2/4 slides Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 26 hits
— 0/4 slides
— 0/4 slides
25% 1/4 slides 100% 4/4 slides 100% 4/4 slides · 8 hits Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 29 hits
— 0/4 slides
50% 2/4 slides 50% 2/4 slides 100% 4/4 slides 100% 4/4 slides · 8 hits Solution & Approach 6 slides 100% 6/6 slides 100% 6/6 slides · 34 hits
— 0/6 slides
33.3% 2/6 slides
— 0/6 slides
100% 6/6 slides 100% 6/6 slides Evidence 8 slides 100% 8/8 slides 100% 8/8 slides · 21 hits
— 0/8 slides
— 0/8 slides
— 0/8 slides
100% 8/8 slides
— 0/8 slides

Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
Features Glenn Youngkin as Co-CEO.front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
03
summarize
Open slide detailBeat · SetupLoop · Golden Circle
04
The slide uses a process-style layout to categorize strategic priorities.summarize
Open slide detailBeat · SetupLoop · Golden Circle
05
The slide uses a chevron-based list structure to map strategic focus areas to specific quantitative metrics.summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
06
The chart uses a dual-axis approach to show both absolute dollar amounts and margin percentages.quantify_opportunity
Open slide detailBeat · Situation & ContextLoop · Golden Circle
07
Includes logos of portfolio companies: DEPT, Sequent, MAK-SYSTEM, Adams Outdoor Advertising.analyze_data
Open slide detailBeat · Situation & ContextLoop · Golden Circle
08
The slide uses a donut chart for portfolio breakdown and a table for historical MOIC performance.summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
09
Includes a disclaimer regarding non-recurring insurance recoveries in 2017 and 2018.quantify_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
10
The slide uses a split layout: left side provides company context and strategic rationale, right side details the income generation model.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
11
The chart illustrates a significant gap in passive ownership between CG (0%) and its peers (11-14%), suggesting a catalyst for future share demand.quantify_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
12
Uses a 'plus' sign diagram to represent the additive nature of the three pillars of the investment thesis.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
13
Slide 13 of the presentation.summarize
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
14
transition
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
15
Data as of March 31, 2020.summarize
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
16
Includes data for 2016-2020. Financial metrics are in $mm, AUM in $bn.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
17
Includes data for Total AUM, Fee-Earning AUM, and financial performance metrics (FRE, Net Realized Performance Revenues, Distributable Earnings).analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
18
analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
19
appendix
Open slide detailBeat · Evidence
20
Includes footnotes regarding dividend policy and share eligibility.analyze_data
Open slide detailBeat · Evidence
21
Includes footnotes regarding specific adjustments and accounting periods.analyze_data
Open slide detailBeat · Evidence
22
Contains footnotes (1-4) explaining adjustments and references to other pages.analyze_data
Open slide detailBeat · Evidence
23
The table is split into two main sections: Revenue Reconciling Items and Expense Reconciling Items.analyze_data
Open slide detailBeat · Evidence
24
Contains detailed footnotes explaining adjustments for NGP Management, Fortitude Re, and CLO loans.analyze_data
Open slide detailBeat · Evidence
25
Includes a detailed footnote regarding the conversion from a partnership to a corporation on January 1, 2020.analyze_data
Open slide detailBeat · Evidence
26
Includes eliminations column to reconcile consolidated figures.analyze_data
Open slide detailBeat · Evidence