{
  "docId": "019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "docSlug": "5f0f0535ee1c7800",
  "documentTitle": "2025 Investor Day",
  "authorId": "Blue-Owl",
  "authorName": "Blue Owl",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 15,
  "pageCount": 186,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "timeline",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 6,
  "notes": "The slide uses a timeline format to show the inception year and current scale of three business lines.",
  "elementsJson": [
    "headline_text",
    "timeline_visual",
    "data_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/15",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-15",
  "components": [
    {
      "bbox": {
        "h": 0.4,
        "w": 0.95,
        "x": 0.03,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Timeline of Direct Lending (2016), GP Strategic Capital (2011), and Net Lease (2009) strategies.",
      "attrs": null,
      "subkind": "timeline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "971affa1-706f-4503-9512-f61b9b0c68d7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.88,
        "y": 0.42
      },
      "kind": "metric",
      "text": "$34bn",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2b56ed51-5ee9-4170-a83c-8a58aad3b81c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.88,
        "y": 0.24
      },
      "kind": "metric",
      "text": "$98bn",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad37ed3c-2edf-4ed8-ad0a-5d05664a01db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.08,
        "x": 0.88,
        "y": 0.33
      },
      "kind": "metric",
      "text": "$66bn",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e351cdbc-28a4-4d3b-bbcd-177af7894cba",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "AUM: $98bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b01-15fad3d772ce",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.75,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Our Strategies That Existed As of Our Last Investor Day",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0ecda821-147b-4c35-8f33-3d99ee193609",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Small Multiples",
      "slug": "small-multiples",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deac5-53b4-700c-8df7-b31038890a23",
      "evidence": "Three timeline bars for three strategies",
      "confidence": 75
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 26,
      "from": 5,
      "beatId": "019deac5-4cde-7061-9e25-8a4d706a14d2",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": null,
      "evidence": "Shareholder shift, 140% return, 2022→2024 evolution, peer leadership, market scale",
      "position": 1,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 18,
      "from": 11,
      "beatId": "019deac5-4db9-7291-9b51-c0d258a9e7f5",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Is",
      "beatSlug": null,
      "evidence": "Today's AUM, peer benchmarks of current state",
      "position": 1,
      "confidence": 55,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 18,
      "from": 15,
      "name": "Benchmark Gap",
      "slug": "39-benchmark-gap",
      "bestFor": "Performance improvement, competitive analysis, target setting",
      "matchId": "019deac5-4e91-72af-a13b-f008b3a917e5",
      "evidence": "Peer-bar charts, '#1' flags across FRE/DE/AUM/Permanent Capital CAGRs",
      "position": 2,
      "objective": "Show OWL outperforming peer averages on every metric",
      "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
      "confidence": 90,
      "description": "Compare performance against best-in-class to quantify the opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}