Deutsche Bank Global Financial Services Investor Conference Glenn Youngkin, President and Chief Operating Officer June 2015
Carlyle is a Leading Global Alternative Asset Manager Corporate Real Private Equity Assets Real Estate Global Energy Power Buyout Growth Infrastructure 64.0 bn AUM 39.4 bn FEAUM 836 mm DE (LTM) 42.9 bn AUM 27.6 bn FEAUM 64 mm1 DE…
Poised For Continued Strength in Financial Performance 1.0 billion 1 in Distributable Earnings and Economic Net Income over the last 12-months Leading carry fund Investment Performance : 23% Corporate Private Equity, 27% Real…
Strong Fundraising and Investment Capabilities Drives Improving Fee Related Earnings and Net Realized Performance Fees Fundraising Invested Capital 30 ( billion) ( billion) 24.2 12 22.0 22.7 23.2 9.8 10.1 25 10 20 8.2 8 6.8 15…
Delivering Robust Cash Earnings and Value For Our Unitholders Post-Tax Distributable Distribution Per Earnings Per Unit Common Unit 3.00 2.951 3.00 2.78 2.50 2.55 2.50 2.50 2.26 2.09 2.00 2.00 1.88 1.88 1.50 1.50 2.71 1.00…
Deep Bench of Talented Leadership and Investing Professionals Daniel DAniello Bill Conway David Rubenstein Co-Founder, Chairman Co-Founder, Co-CEO, CIO Co-Founder, Co-CEO 28 Years at CG 28 Years at CG 28 Years at CG Firm Glenn…
IS CARLYLES EXIT PACE SUSTAINABLE 9
Our Carry Fund Realized Proceeds Have Been Consistent, While Remaining Fair Value Provides Substantial Inventory LTM1 Realized Proceeds Remaining Fair Value 25 ( billion) Investment ( billion) 70 Aging2 Average: 21.2 64 18.3 20.0…
Significant Embedded Value Remaining For Future Performance Remaining Fair Value Realized Proceeds Net Accrued Performance Fees ( billion) ( billion) ( billion) 70 45 41.6 2.0 4.6 63.0 63.3 62.4 1.8 1.8 1.8 40 19.7 1.8 60 35 1.6…
CAN CARLYLE SUCCESSFULLY INVEST IN THE CURRENT ENVIRONMENT 12
Carlyle Has Consistently Invested A Vast Majority Of Its Available Capital Over Varying Market Cycles and Interest Rate Environments 140% 126% 120% 113% Average 2: 96% 110% 103% 103% 97% 98% 100% 93% 96% 94% 90% 95% 96% 91%…
Carlyle Private Equity Funds Have Performed Well Even When Investing Through Elevated Valuation Periods Total Investments Realized/Partially Realized Investing Fund Period MOIC Gross IRR MOIC Gross IRR Carlyle Partners IV 2004…
HOW HAS CARLYLE GROWN THE FIRM 15
Diverse Group of Funds Support Accelerating Performance Fees Remaining In Accrued LTM Fair Value Net IRR Carry/ Realized ( mm) 3/31/2015 (Clawback) Carry Carlyle Partners V 12,268 15% Europe Partners III 4,990 15% Carlyle Asia…
Exceptional Fundraising Capabilities Drive New Investor Relationships More than 1,650 fund investors from 76 countries 2009 2012 2015 250 new fund investors over past 3 years have committed 5 billion 1,300 1,400 1,650+ Investors…
Carlyles Culture of Innovation Drives Long-Term Growth Investment/Fund Teams Added in the Past 5 Years Organic in Blue/Acquired in Green 2010 2011 2012 2013 2014 Claren Road AlpInvest NGP Energy Intl Energy DGAM Capital Hedge…
Multi-Fund Multi-Discipline Multi-Geography One Culture Global Alternative Asset Management 19
APPENDIX 20
Key Metrics for The Carlyle Engine Quarterly Data Annual Data 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Total AUM(1) ( bn) 180.4 185.0 188.8 198.9 202.7 202.6 194.5 192.7 Total AUM(1) (…
Reconciliation of GAAP to Non-GAAP Financials Quarterly Annual ( millions) 1Q14 2Q14 3Q14 4Q14 1Q15 2011 2012 2013 2014 LTM Income before provision for income taxes 472 541 175 (197) 615 1,183 2,440 1,444 992 1,134 Adjustments:…
Loading...
