{
  "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": 20,
  "pageCount": 186,
  "prevPage": 19,
  "nextPage": 21,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 15,
  "notes": null,
  "elementsJson": [
    "data_table",
    "big_number"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/20",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-20",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Individual investor allocations to alternatives today, a fraction of the multi-trillion-dollar opportunity.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b01-87edd234ba16",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.06,
        "x": 0.44,
        "y": 0.62
      },
      "kind": "legend",
      "text": "+30% and +45% growth indicators",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cfd6efb4-9d2b-45a5-91f4-14b12da3f49d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.1,
        "x": 0.53,
        "y": 0.72
      },
      "kind": "metric",
      "text": "<5%",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "37bb169b-b0ff-47be-b48b-9b96435c7c37",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.1,
        "x": 0.53,
        "y": 0.28
      },
      "kind": "metric",
      "text": "91%",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3e8611a7-950e-4a19-8ad2-f780ee110523",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.1,
        "x": 0.53,
        "y": 0.5
      },
      "kind": "metric",
      "text": "20%",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "92be49bd-7b6f-417e-b5c5-85c0122fd888",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "AUM: $408.2T",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b01-8b4588dcb6a8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.3,
        "x": 0.65,
        "y": 0.28
      },
      "kind": "paragraph",
      "text": "Investors that intend to maintain or increase allocations to private debt over the long term.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a79b29d6-bf1a-4007-92e3-61604d1b6fca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.3,
        "x": 0.65,
        "y": 0.72
      },
      "kind": "paragraph",
      "text": "Individual investor allocations to alternatives today, a fraction of the multi-trillion-dollar opportunity.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5060a24-b2a8-44a7-aa28-05c82f4a9f10",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.3,
        "x": 0.65,
        "y": 0.5
      },
      "kind": "paragraph",
      "text": "Institutional allocation to alternative assets, up 4.5 percentage points since 2019.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ef00765b-132b-4a4f-bb71-458da5310cb2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.68,
        "w": 0.44,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "table",
      "text": "Pensions 54.4 71.8; Insurance 33.9 42.0; Sovereign Wealth 11.4 15.5; Institutional Total 99.6 129.3; HNW / Mass Affluent 191.8 278.8; Total Client AUM 291.4 408.2",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f583e657-57fd-4064-9661-6b52a7116a7d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.7,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Allocations to Alternatives Continue to Increase Across Institutional and Private Wealth",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d4185a05-8503-46c8-a0e9-30f5eef52d5e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-5501-73c9-b05d-caa683d4c886",
      "evidence": "Callout: '91%... fraction of multi-trillion-dollar opportunity'",
      "confidence": 80
    }
  ],
  "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": 32,
      "from": 19,
      "beatId": "019deac5-4ddc-73bb-90eb-abe5cf822363",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Could Be",
      "beatSlug": null,
      "evidence": "Secular trends, $11T market, 5-year doubling target",
      "position": 2,
      "confidence": 55,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 23,
      "from": 19,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "019deac5-4eb6-773d-b0c4-4b420fa0957b",
      "evidence": "$11T market, 401k opportunity, allocation growth, global resourcing",
      "position": 3,
      "objective": "Establish secular tailwinds in alternatives",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 85,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}