Carlyle | Investor Conference Presentation Deck | 37 slides

Carlyle · 2022-06
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 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a background map pattern and bar charts to visualize AUM distribution.summarize
Open slide detailBeat · Attention
04
summarize
Open slide detailBeat · Attention
05
transition
Open slide detailBeat · Need
06
The slide uses two bar charts to show historical/projected total market growth and specific strategy growth rates.size_opportunity
Open slide detailBeat · Need
07
The slide uses stacked bar charts to illustrate the alpha generated by private markets over public benchmarks.analyze_data
Open slide detailBeat · Need
08
transition
Open slide detailBeat · Need
09
The slide uses a before-after donut chart comparison to illustrate growth and diversification.analyze_data
Open slide detailLoop · Before After
10
FRE stands for Fee Related Earnings. The chart highlights a 33% CAGR and >3x growth.analyze_data
11
Data is restricted to Traditional Carry Funds only.analyze_data
12
analyze_data
13
analyze_data
14
transition
15
The slide uses a numbered list format to present the three strategic pillars.summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
16
The slide uses a split-view layout: a table for established fund growth and a bar chart for new business AUM.analyze_data
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
17
The slide uses a grid layout to pair high-level financial metrics with specific strategic business units.summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
18
summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
19
transition
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
20
The slide uses a bar chart to show a 42% growth in FRE and a bulleted list to explain the drivers.summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
21
The slide uses two bar charts to show growth and a bulleted list to explain the drivers of the projected revenue.analyze_data
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
22
The slide uses a stacked bar chart to show the growth of FRE relative to total earnings, with a supporting list of strategic highlights.analyze_data
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
23
transition
Open slide detailBeat · Visualization
24
The slide uses a four-column layout to contrast company performance against peer averages.compare_peers
Open slide detailBeat · Visualization
25
The slide uses a bridge-style visualization to demonstrate how current fund assets translate into a hypothetical valuation metric.show_valuation_bridge
Open slide detailBeat · Visualization
26
front_matter
Open slide detailBeat · Action
27
appendix
Open slide detailBeat · Action
28
Includes detailed breakdown of revenues, expenses, and net income metrics.analyze_data
Open slide detailBeat · Action
29
The table provides a multi-year breakdown of financial performance metrics for a firm, likely an alternative asset manager.analyze_data
Open slide detailBeat · Action
30
The table provides a multi-year bridge between GAAP and non-GAAP financial metrics.analyze_data
Open slide detailBeat · Action
31
The table covers fiscal years 2012 through 2021, plus the twelve months ended March 31, 2022.analyze_data
Open slide detailBeat · Action
32
The slide presents financial data for years 2012 through 2022 (partial).analyze_data
Open slide detailBeat · Action
33
The table provides a detailed breakdown of reconciling items for both revenue and expenses, showing the impact of various adjustments over a decade.analyze_data
Open slide detailBeat · Action
34
The slide contains two distinct reconciliation tables side-by-side.analyze_data
Open slide detailBeat · Action
35
Standard financial disclosure slide defining non-GAAP metrics.summarize
Open slide detailBeat · Action
36
appendix
Open slide detailBeat · Action
37
appendix
Open slide detailBeat · Action