Carlyle | Investor Day Presentation Deck | 229 slides

Carlyle · 2021-02
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 5
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4
coverage by narrative range · generated from this deck JSON

Slide inventory

120
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
07
front_matter
Open slide detailBeat · Attention
08
front_matter
Open slide detailBeat · Attention
09
The slide uses a three-column layout to highlight Fee Related Earnings, Performance Revenue, and Investment Performance.summarize
Open slide detailBeat · Attention
10
summarize
Open slide detailBeat · Attention
11
The slide uses a grid of six cards to highlight key performance indicators including earnings, revenue, investment performance, deployment, proceeds, and fundrasummarize
12
summarize
13
The slide uses a donut chart to visualize the composition of the $246B total AUM.summarize
14
Minimalist slide design focusing on corporate values.summarize
15
Uses a before-after-bridge framework to illustrate strategic transformation.present_framework
16
Uses a before-after-bridge framework to illustrate strategic transformation.frame_situation
17
present_framework
18
summarize
19
summarize
20
plan_implementation
21
transition
22
The slide uses a donut chart to visualize the allocation of capital targets.quantify_opportunity
23
The slide uses a donut chart to visualize the allocation of the $130B target.propose_solution
24
Uses a visual metaphor of an upward arrow for 'Scale' and a horizontal arrow for 'Extend'.present_solution
25
The chart displays three key metrics: Capital Raised (>$200B), Capital Invested ($178B), and Realized Proceeds ($209B).analyze_data
26
analyze_data
27
The slide highlights 'Harvesting Funds' with a dashed box around the most recent vintage funds in each category.analyze_data
28
The chart uses a split background to visually separate the 2008-2012 period from the 2016-2020 period.analyze_data
29
The slide uses a timeline-style progression to show AUM growth across three distinct time points.summarize
30
summarize
31
Uses a comparison of current market size and historical growth rates to imply future potential.quantify_opportunity
32
The chart highlights a >2X growth projection from 2020 to 2024.analyze_data
33
The slide uses a donut chart to visualize the total fundraising goal and segments it into three business units with specific strategic initiatives.summarize
34
summarize
35
The slide highlights the growth in demand for investment solutions, specifically noting $14B raised in 2020, and breaks down performance by Secondary, Co-Investsummarize
36
Data as of 12/31/2020.analyze_data
37
The chart highlights a 90% growth between 2020 and 2024.analyze_data
38
summarize
39
transition
40
The slide uses callout circles to emphasize the basis point (bps) spread between private and public benchmarks.compare_peers
41
The chart shows a clear shift in asset allocation strategy over a decade.analyze_data
42
transition
43
size_opportunity
44
The slide uses a combination of a bar chart for market share growth and a big number metric for LP diversification.summarize
45
The slide uses a numbered list format to present three core strategic pillars, with the second pillar highlighted as the current focus.present_solution
46
transition
47
The pie chart segments are $75B (M&A), $31B (Equity), and $175B (Debt), totaling $281B, though the header says 'Nearly $300 Billion'.summarize
48
The chart shows a decline in fees from 2018 to 2020. The target 10-20% likely refers to a growth target or margin target.analyze_data
49
Uses a contrast-pairs rhetorical device to define organizational identity.frame_situation
50
summarize
51
The slide uses two pie charts to illustrate market segmentation and a large callout for the total addressable market size.size_opportunity
52
This slide uses a contrast-pair structure to define the firm's identity by negation.frame_situation
53
transition
54
The slide uses a custom matrix-like structure to map strategic themes to examples and criteria.present_framework
55
The slide uses a numbered list format to present a high-level strategic roadmap.plan_implementation
56
transition
57
FRE likely stands for Fee-Related Earnings.summarize
58
The slide uses a stacked bar chart to show tenure distribution and a big number to emphasize average experience.summarize
59
The slide uses a horizontal four-column layout to present key alignment strategies.present_framework
60
summarize
61
summarize
62
The slide uses a circular flow diagram to represent a sequential or interconnected strategy.present_framework
63
transition
64
summarize
65
The slide uses a 3x3 grid layout to list various market and geopolitical headwinds.frame_problem
Open slide detailBeat · NeedLoop · Cost Of Inaction
66
transition
Open slide detailBeat · NeedLoop · Cost Of Inaction
67
The slide uses a series of horizontal arrows to represent spectrums of diversity within the firm's platform.present_framework
Open slide detailBeat · NeedLoop · Cost Of Inaction
68
transition
Open slide detailBeat · NeedLoop · Cost Of Inaction
69
The slide uses a grid layout to present key performance indicators.summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
70
The slide uses a Venn-like circular layout to present three strategic pillars.present_framework
Open slide detailBeat · NeedLoop · Cost Of Inaction
71
summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
72
The chart uses a dotted arrow to highlight the growth trend between the two data points.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
73
The slide uses a big-number metric to demonstrate investor loyalty and alignment.summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
74
The slide uses a circular process flow diagram to represent the five pillars.summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
75
summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
76
establish_context
Open slide detailBeat · Satisfaction
77
summarize
Open slide detailBeat · Satisfaction
78
Provides specific definitions for debt, equity, advisory, and other fees mentioned in the presentation.appendix
Open slide detailBeat · Satisfaction
79
transition
Open slide detailBeat · Satisfaction
80
Uses a before-after-bridge framework to connect past success to future strategy.present_solution
Open slide detailBeat · Satisfaction
81
The 2020 bar includes a breakdown of $490M base and $30M one-time recoveries.analyze_data
Open slide detailBeat · Satisfaction
82
FRE = Fee Related Earnings; DE = Distributable Earnings. The chart illustrates a shift from 25% FRE to 68% FRE over the period.analyze_data
Open slide detailBeat · Satisfaction
83
The slide highlights a $2.3 billion figure as a key driver for future distributable earnings.analyze_data
Open slide detailBeat · Satisfaction
84
present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
85
Includes a footnote regarding projections and a specific tax rate disclosure.quantify_opportunity
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
86
Includes a footnote regarding 2020 one-time recoveries.quantify_opportunity
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
87
transition
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
88
transition
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
89
The chart uses a split color scheme to distinguish between two historical periods and the future target.quantify_opportunity
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
90
The slide highlights the shift in revenue composition from Global Private Equity toward Global Credit and Investment Solutions.analyze_data
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
91
The chart shows a stable fee rate trend with a slight dip in 2020 and a projected recovery by 2024.analyze_data
Open slide detailBeat · ActionLoop · Quick Win Big Bet
92
transition
Open slide detailBeat · ActionLoop · Quick Win Big Bet
93
Includes a disclaimer note at the bottom regarding the nature of the transaction fees.present_solution
Open slide detailBeat · ActionLoop · Quick Win Big Bet
94
present_framework
Open slide detailBeat · ActionLoop · Quick Win Big Bet
95
transition
Open slide detailBeat · Action
96
The slide uses a combination of historical data (2012-2020) and a future target (2024) to demonstrate operating leverage.analyze_data
Open slide detailBeat · Action
97
The chart compares two periods (2014-2017 vs 2018-2020) to show an increase in average AUM per professional.analyze_data
Open slide detailBeat · Action
98
The chart shows a reduction from $331M in 2019 to $271M in 2020.quantify_opportunity
Open slide detailBeat · Action
99
transition
Open slide detailBeat · Action
100
The slide uses a combination of bar and line charts to illustrate the divergence between accrued and realized revenue, followed by a forward-looking projection.analyze_data
Open slide detailBeat · Action
101
The slide categorizes funds by their carry status and maturity to demonstrate revenue realization potential.analyze_data
Open slide detailBeat · Action
102
The slide highlights the growth in portfolio size as a proxy for future revenue capacity.analyze_data
Open slide detailBeat · Action
103
The slide uses two separate bar charts to illustrate growth trends.quantify_opportunity
Open slide detailBeat · Action
104
transition
Open slide detailBeat · Action
105
analyze_data
Open slide detailBeat · Action
106
transition
Open slide detailBeat · Action
107
The slide uses a stacked bar visual to represent a hierarchy of capital allocation priorities.prioritize
Open slide detailBeat · Action
108
The slide uses a visual bridge/growth trajectory to show the path from $2.05 in 2020 to mid-$3s in 2024.quantify_opportunity
Open slide detailBeat · Action
109
transition
Open slide detailBeat · Action
110
This is a standard financial disclosure appendix page.appendix
Open slide detailBeat · Action
111
front_matter
Open slide detailBeat · Action
112
The slide uses a combination of a horizontal bar chart for the top-level segments and a donut chart for the sub-segments of Global Private Equity.analyze_data
Open slide detailBeat · Action
113
The slide uses a horizontal arrow timeline to show growth over time.establish_context
Open slide detailBeat · Action
114
Data as of 12/31/20. Infrastructure includes infrastructure, renewables and power.analyze_data
Open slide detailBeat · Action
115
Includes a footnote detailing net IRR figures and fund composition.analyze_data
Open slide detailBeat · Action
116
The chart illustrates growth in committed capital across four asset classes (US Real Estate, Europe Buyout, Asia & Japan Buyout, US Buyout) over time.quantify_opportunity
Open slide detailBeat · Action
117
transition
Open slide detailBeat · Action
118
Investor Day 2021 slide 118.establish_context
Open slide detailBeat · Action
119
The slide highlights that at least $10 billion has been deployed in each core vertical.quantify_opportunity
Open slide detailBeat · Action
120
The slide uses a structured list format to categorize investment support services.present_framework
Open slide detailBeat · Action