{
  "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": 21,
  "pageCount": 186,
  "prevPage": 20,
  "nextPage": 22,
  "slideType": "roadmap",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 5,
  "notes": "The slide uses a stepped process flow to illustrate growth drivers, starting from current market position.",
  "elementsJson": [
    "process_diagram",
    "callout_box",
    "big_number"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a/21",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-3b8ef57c8e5a#slide-21",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The 401k market represents a $8.9tn opportunity.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b02-59e9b2133bb0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.85,
        "x": 0.08,
        "y": 0.15
      },
      "kind": "diagram",
      "text": "Growth roadmap showing New Frontiers, Growing Globally, Product Innovation, and Expanded Alts Usage",
      "attrs": null,
      "subkind": "process",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d4bf4dc4-656e-42ae-900e-23939e4eade0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.18,
        "x": 0.1,
        "y": 0.78
      },
      "kind": "metric",
      "text": "$52 billion of Equity Raised in Private Wealth at Blue Owl",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7cc9185f-33e0-406f-a441-81c57c35562f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Equity Raised: $52 billion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611c-72f2-9b02-5d5758ff0b81",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.22,
        "x": 0.49,
        "y": 0.78
      },
      "kind": "paragraph",
      "text": "The top 6 firms captured approximately 60% market share in 2024... Blue Owl was one of the 6",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4f096e1d-bf08-4066-9919-4936ebe807b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.18,
        "x": 0.3,
        "y": 0.78
      },
      "kind": "paragraph",
      "text": "Market-wide, only ~3% of individuals' assets are allocated to alternatives",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e7783f94-786d-4615-ad46-c3f704cfa1fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.03,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Please see endnotes for additional information.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b479f0a1-f4ac-4059-b39c-4c06bf290922",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.03,
        "y": 0.03
      },
      "kind": "title",
      "text": "We See a Very Long Runway Ahead for Alts in Private Wealth",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0d61b4e6-f5a7-40ae-8d0d-05dfa0280076",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deac5-5526-7749-86e6-eac6c71dcc0a",
      "evidence": "Action title 'long runway ahead'",
      "confidence": 80
    },
    {
      "name": "Von Restorff Effect",
      "slug": "von-restorff-effect",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deac5-554c-707f-b5ff-f82009bebe4f",
      "evidence": "$8.9tn 401k callout stands out",
      "confidence": 70
    }
  ],
  "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
}