Carlyle | Investor Conference Presentation Deck | 44 slides

Carlyle · 2021-11
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SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

44
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
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Dense block of legal disclosure text typical of investor presentation front matter; no charts, images, or data visualizations.front_matter
Open slide detailBeat · Setup
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summarize
Open slide detailBeat · Setup
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transition
Open slide detailBeat · Setup
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The slide uses a donut chart to visualize the composition of AUM across Private Equity, Investment Solutions, and Credit.summarize
Open slide detailBeat · KPI Overview
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The slide uses a 2x2 grid layout to present high-level performance metrics.analyze_data
Open slide detailBeat · KPI Overview
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analyze_data
Open slide detailBeat · KPI Overview
08
The chart is a stacked bar chart showing AUM growth from 2000 to 2020.analyze_data
Open slide detailBeat · KPI Overview
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The slide uses a stacked bar chart for asset allocation and a simple bar chart for market concentration.analyze_data
Open slide detailBeat · KPI Overview
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transition
Open slide detailBeat · KPI Overview
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Uses a simple additive framework to explain financial reporting metrics.present_framework
Open slide detailBeat · KPI Overview
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The slide highlights key financial metrics for Fee Related Earnings (FRE) and provides forward-looking statements regarding margin expansion and revenue targetsanalyze_data
Open slide detailBeat · KPI Overview
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The chart uses a combination of historical bars and a forward-looking target bar.analyze_data
Open slide detailBeat · KPI Overview
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Data as of September 30, 2021.summarize
Open slide detailBeat · KPI Overview
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The slide highlights significant growth in performance revenues, with a 188% increase in accrued revenue and 45% in realized revenue.analyze_data
Open slide detailBeat · KPI Overview
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Slide 16 of a presentation deck.analyze_data
Open slide detailBeat · KPI Overview
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The slide highlights significant growth in balance sheet strength metrics.analyze_data
Open slide detailBeat · KPI Overview
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The slide uses a three-column structure to explain a capital allocation and growth strategy.present_framework
Open slide detailBeat · KPI Overview
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transition
Open slide detailBeat · KPI Overview
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summarize
Open slide detailBeat · KPI Overview
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Data as of September 30, 2021. Consensus estimates and valuation as of November 8, 2021. Peers include Apollo, ARES, Blackstone and KKR.compare_peers
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This is a classic tripartite slogan structure.summarize
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transition
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Data as of September 30, 2021.summarize
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The slide uses a table-like structure to categorize AUM by strategy. A legend indicates that light blue shading represents strategies augmented or added since 2analyze_data
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The slide uses a three-column structure to compare different investment strategies.analyze_data
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Data as of September 30, 2021.analyze_data
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Data as of September 30, 2021.analyze_data
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Data as of September 30, 2021.analyze_data
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Includes bar charts for AUM trends, pie charts for AUM segmentation, and a summary table of financial metrics.analyze_data
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The chart shows a clear trend of Core AUM growth outpacing Legacy AUM, which is shrinking.analyze_data
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The slide contains two large tables: one for quarterly data (4Q'18 to 3Q'21) and one for annual data (FY'16 to LTM 3Q'21).summarize
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The slide contains two side-by-side tables: Quarterly Data (4Q'18 to 3Q'21) and Annual Data (FY'16 to LTM 3Q'21).analyze_data
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Includes detailed breakdown of revenues, expenses, and net income attributable to various stakeholders.analyze_data
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Includes FRE Margin calculations at the bottom.analyze_data
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The table provides a detailed breakdown of various non-GAAP adjustments including performance revenues, principal investment income, and compensation expenses.analyze_data
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The table presents financial data for 'Total Reportable Segments', 'Consolidated Funds', 'Reconciling Items', and 'Carlyle Consolidated' for each year.analyze_data
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The table covers fiscal years 2012 through 2020, plus the nine-month period ending September 30, 2021.analyze_data
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The table provides a detailed breakdown of reconciling items for both revenue and expenses, showing adjustments over a multi-year period.analyze_data
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The slide contains two distinct reconciliation tables side-by-side.analyze_data
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Standard financial disclosure slide defining non-GAAP metrics.appendix