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 2.70 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
Corporate Private Equity: Global, Diverse, and High Performing Strategy & Returns Assets Under Management Growth Expand position as one of the largest, Japan 9% Buyout most diverse, and consistent performing 3% Other global…
CPE Portfolio Company Earnings Growth Drives Value Creation Drivers of Value Creation 1 (% of Value Created) Equity Total Value Invested EBITDA Debt Multiple Fund Growth Paydown Expansion US Buyout 2 64% 17% 19% Asia Buyout 3…
CPEs Proven, Disciplined Investment Process Drives Consistent Returns 18 156 Deals 15 Median MOIC: 2.2X Average MOIC: 2.7X 12 Gross Profit ( bn) 9 6 3…
Carlyle Has Invested More than 10 Billion Over the Past Year Across the Globe In Most Sectors and Fund Strategies 12 0.1 10.1 10 0.2 0.1 0.3 0.2 0.3 0.4 0.4 0.4 8 0.4 0.6 0.8 6 0.8 1.2 4 3.8 2 0…
Corporate Private Equity Financial Data Select Active Fund Level Information Fully/ Cumulative DE1 836 million Partially Inception Committed Invested Fund Invested Date Capital Capital MOIC Gross IRR Net IRR Fee-Related Earnings 1…
Global Market Strategies (GMS) Is a Major Growth Driver Strategy & Returns Assets Under Management Seize todays investment opportunities Credit Carry Funds Hedge Funds Carlyle GMS Finance across credit, commodities, and liquid 7%…
Global Market Strategies Financial Data Segment Composition DE1 78 million Product Line Strategy AUM (bn) of Funds Fee-Related Earnings 1 53 million Structured Credit Structured Credit - US & 17.1 46 Invests in performing…
Global Market Strategies Offers a Diverse Set of Investment Opportunities (AUM US in bn) Product Team Fund Family Line Strategy Members AUM Funds Structured Credit Structured Credit1 Leveraged Loans 23 17.1 46 Strategic Partners…
Real Assets Has Significant Real Estate and Energy Capabilities Strategy & Returns Assets Under Management Build best-in-class global natural resources Legacy Energy Real Estate Natural Resources investment platform and scale the real…
Real Assets Financial Data Select Active Fund Level Information Fully/ Cumulative DE1 64 million Partially Inception Committed Invested Gross Fund Invested Date Capital Capital MOIC IRR Net IRR Fee-Related Earnings 1 41 million…
Natural Resource Platform Development Targets High Growth Area We have assembled a leading platform for investing in global natural resources through a combination of organic and acquisition initiatives Carlyle International Energy…
Our Investment Solutions Businesses Offer an Array of Outcome-Oriented Investments Strategy & Goals Assets Under Management Design & manage portfolios of either Carlyle PE Fund of Funds RE Fund of Funds Fund of Hedge Funds products,…
Investment Solutions Financial Data Select Business Information DE1 40 million Corporate Private Equity Solutions Fee-Related Earnings 1 29 million One of the largest private of Fund Vehicles 156 equity investors over the past of…
Our Fund Heads Have Substantial Internal and External Expertise Corporate Private Equity Asia Buyout Asia Growth Carlyle Equity Opportunity Europe Buyout X.D. Yang - 14 Yrs Shankar Narayanan - 10 Yrs Brooke Coburn - 19 Yrs Gregor…
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