{
  "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": 161,
  "pageCount": 186,
  "prevPage": 160,
  "nextPage": 162,
  "slideType": "transition",
  "function": "transition",
  "density": "sparse",
  "nDataPoints": 1,
  "notes": null,
  "elementsJson": [
    "other"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/161",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-161",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "More than 2x growth in all key metrics including stock price",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b0d-dc18910211b3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Growth: 2x",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b0d-e0c67889edbc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.4,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "Diversification\nInnovation\nScale",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2264728c-1ee9-4e35-9fe5-3ce6ed4e3083",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.35,
        "x": 0.6,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "More than 2x growth in all key metrics including stock price",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e5f3b155-48d1-47ff-b228-4effba337c11",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Tricolon",
      "slug": "tricolon",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019deac5-6e91-779b-8439-435ddc6fa925",
      "evidence": "Three parallel words: Diversification / Innovation / Scale",
      "confidence": 80
    },
    {
      "name": "Closing Techniques",
      "slug": "closing-techniques",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019deac5-6e49-737a-80cd-23c7cf853235",
      "evidence": "Final slogan 'Diversification, Innovation, and Scale'",
      "confidence": 90
    },
    {
      "name": "Core Message Extraction",
      "slug": "core-message-extraction",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-6e6c-7300-a5c1-654318e6b1b3",
      "evidence": "Three-word distillation of full deck thesis",
      "confidence": 85
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 162,
      "from": 160,
      "beatId": "019deac5-4d70-738c-8d28-df1975f5b0a2",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": null,
      "evidence": "Key Takeaways with $500bn+ AUM target, Diversification/Innovation/Scale, Q&A",
      "position": 5,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 162,
      "from": 157,
      "beatId": "019deac5-4e48-742a-b773-4baecdac22ed",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "New Bliss",
      "beatSlug": null,
      "evidence": "3x FRE per dollar, 2x growth restatement, Q&A",
      "position": 5,
      "confidence": 55,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 161,
      "from": 157,
      "name": "Benchmark Gap",
      "slug": "39-benchmark-gap",
      "bestFor": "Performance improvement, competitive analysis, target setting",
      "matchId": "019deac5-50b8-72ba-8c2e-6306086068c0",
      "evidence": "'$1 raised by OWL generates 3x more FRE than peers' (p.157), 140% TSR recap (p.159)",
      "position": 17,
      "objective": "Close with capital-velocity advantage vs peers",
      "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
      "confidence": 80,
      "description": "Compare performance against best-in-class to quantify the opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}