Carlyle | Investor Conference Presentation Deck | 41 slides

Carlyle · 2021-08
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 2
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Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
The slide uses a donut chart to visualize the AUM composition.summarize
Open slide detailBeat · Market Size
04
The slide uses a three-column layout to highlight key financial KPIs.analyze_data
Open slide detailBeat · Market Size
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The slide uses a 2x2 grid layout to present performance metrics.summarize
Open slide detailBeat · Market Size
06
The slide uses a numbered list format to present the core pillars of the company's strategic plan.present_solution
Open slide detailBeat · ProductLoop · Cost Of Inaction
07
The slide uses callouts to highlight growth percentages (>50%, >1,000 bps, ~200%) between 2020 and 2024 targets.analyze_data
Open slide detailBeat · ProductLoop · Cost Of Inaction
08
The slide shows growth from 2016-2019 average through 2024 projections.analyze_data
Open slide detailBeat · ProductLoop · Cost Of Inaction
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FRE stands for Fee Related Earnings.compare_peers
Open slide detailBeat · ProductLoop · Cost Of Inaction
10
The chart uses a stacked bar format to distinguish between Core and Legacy assets, with a trend line indicating Core growth.analyze_data
Open slide detailBeat · ProductLoop · Cost Of Inaction
11
The '+' symbol is used as a visual anchor for the fundraising target.summarize
Open slide detailBeat · FinancialsLoop · Hypothesis Test
12
The slide uses a split-layout comparing a direct capital markets run rate with a multi-faceted insurance solutions strategy.present_solution
Open slide detailBeat · FinancialsLoop · Hypothesis Test
13
The slide uses a dual bar chart layout to demonstrate platform growth.analyze_data
Open slide detailBeat · FinancialsLoop · Hypothesis Test
14
Includes a disclaimer regarding net IRR figures and a reference to SEC filings.analyze_data
Open slide detailBeat · FinancialsLoop · Hypothesis Test
15
The slide uses a combination of bar and line charts to show realized vs accrued performance revenue.analyze_data
Open slide detailBeat · FinancialsLoop · Hypothesis Test
16
Data as of Q2 2021. Market cap as of August 5, 2021. Peers include Apollo, ARES, Blackstone, and KKR.compare_peers
Open slide detailBeat · Financials
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The slide uses two bar charts to demonstrate financial growth trends.analyze_data
Open slide detailBeat · Financials
18
Uses a circular flow diagram to show the relationship between earnings, reinvestment, and growth.present_framework
Open slide detailBeat · Financials
19
Peers include Apollo, ARES, Blackstone, and KKR.compare_peers
Open slide detailBeat · Financials
20
summarize
Open slide detailBeat · Financials
21
transition
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Data as of June 30, 2021.summarize
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Data as of June 30, 2021.cite_precedent
25
The slide uses a hierarchical structure to categorize AUM by strategy type.summarize
26
Includes bar charts for AUM growth, donut charts for AUM composition, and a table for financial metrics.analyze_data
27
The slide uses a comparative structure to explain the 'What' and 'Why' of three distinct investment pillars.analyze_data
28
Includes data for Alpinvest Co-Investment, Secondary, and Primary & Other segments.analyze_data
30
The slide contains two large tables: one for quarterly data (3Q'18 to 2Q'21) and one for annual data (FY'16 to LTM 2Q'21).analyze_data
31
The slide contains two side-by-side tables for Quarterly and Annual data, with detailed footnotes regarding segment consolidation and calculation methodologies.analyze_data
32
Includes detailed breakdown of revenues, expenses, and net income attributable to various stakeholders.analyze_data
33
The table provides a detailed breakdown of financial performance metrics over a multi-year period.analyze_data
34
Includes various adjustments such as partner compensation, unrealized performance revenues, and equity-based compensation.analyze_data
35
The table covers fiscal years 2012 through 2020, plus the twelve months ended June 30, 2021.analyze_data
36
The table is split into two columns of years, with 2012-2016 on the left and 2017-2021 (YTD) on the right.analyze_data
37
Financial data table with two main sections: Revenue Reconciling Items and Expense Reconciling Items.analyze_data
38
The slide presents two distinct reconciliation tables side-by-side.analyze_data
39
This is a standard financial disclosure slide defining non-GAAP metrics used by The Carlyle Group.other
40
Contains specific accounting methodology notes for pages 32, 33, and 34.appendix
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Contains specific references to GAAP reconciliations and investment accounting methods for NGP Management and CLO loans.appendix