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KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp

The Carlyle Group Lp · Jun 4, 2014 · 27 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 1
    KBW Asset Management Conference Daniel DAniello Co-Founder and Chairman of the Board of Directors
  2. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 2
    The Carlyle Group Carlyle Overview Description of Carlyle Business Segments Strategies For Continued Near Term and Long Term Growth Appendix: Financial Review & Data 3
  3. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 3
    Carlyle is One of the Largest Global Alternative Asset Managers Nasdaq: CG Market Capitalization: 10.1 billion Large Capital Base Global Scale Strong Track Record 199 billion AUM 38 offices in 22 countries 475+ Corporate Private…
  4. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 4
    Our Multi-Strategy Business is Diverse, Scaled & Drives Strong Results Corporate Private Equity Global Market Strategies Real Assets Solutions 14 fund families 7 strategies 3 Energy Strategies 98 PE fund vehicles 23.9 billion of dry…
  5. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 5
    Carlyles Financial Performance Broadly Accelerated Over the Past Year Asset Metrics Financial Results ( bn) ( mm) 250 2,000 1,800 199 200 189 170 1,500 1,320 1,200 150 140 142 123 1,000 840 100 690 736 52 56 500 44 50 0…
  6. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 6
    Carlyles Investment Performance Remains Strong Annual Fund Returns 2011 2012 2013 Overall Carry Fund 1 Appreciation 16% 14% 20% Corporate Corporate Private Equity 16% 16% 30% Private Equity Buyout 18% 17% 30% Carry Funds Growth…
  7. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 7
    Strong Performance Lends Support to Carlyles Fundraising Strength More than 1,650 fund investors from 77 countries 2009 2011 2014 Sovereign Wealth Funds and High Net Worth are fastest growing areas while 1,300 1,400 1,650+ Public…
  8. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 8
    Fund Portfolio Well Positioned to Generate Near-Term Carry Revenue Remaining In Accrued Carry LTM Realized Carry Fair Value Net IRR ( mm) 3/31/14 3/31/14 3/31/13 3/31/14 3/31/13 Carlyle Partners V 14,313 14% Europe Partners III…
  9. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 9
    Carlyles Culture of Innovation Will Drive Long-Term Growth Investment/Fund Teams Added in the Past 5 Years Organic in Blue/Acquired in Green 2009 2010 2011 2012 2013 2014 YTD South Claren Road AlpInvest NGP Energy Intl Energy…
  10. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 10
    The Carlyle Group Carlyle Overview Description of Carlyle Business Segments Strategies For Continued Near Term and Long Term Growth Appendix: Financial Review & Data 11
  11. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 11
    Corporate Private Equity: Global, Diverse, and High Performing Strategy & Returns Assets Under Management Growth Japan Expand position as one of the largest, Buyout 7% most diverse, and consistent performing Other 3% global…
  12. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 12
    CPE Portfolio Company Earnings Growth Drives Value Creation Drivers of Value Creation 1 (% of Value Created, Excluding Co-Investment) Equity Total Value Invested EBITDA Debt Multiple Fund Growth Paydown Expansion US Buyout 2…
  13. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 13
    CPEs Proven, Disciplined Investment Process Has Driven Consistent Returns 12 10 143 Deals Median MOIC: 2.3X 8 Average MOIC: 2.8X 6 Gross Profit ( bn) 4 2…
  14. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 14
    Global Market Strategies (GMS) Is a Major Growth Driver Strategy & Returns Assets Under Management Seize todays investment opportunities Hedge Funds Credit Funds Carry Funds Carlyle GMS Finance across credit, commodities, and liquid…
  15. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 15
    Global Market Strategies Offers a Diverse Set of Investment Opportunities (AUM US in bn) Product Team Fund Family Line Strategy Members 3 AUM Funds Structured Credit Structured Credit 1 Leveraged Loans 21 16.3 39 Strategic Partners…
  16. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 16
    Real Assets Has Significant Real Estate and Energy Capabilities Strategy & Returns Assets Under Management Build best-in-class global natural resources Energy & Natural Resources Real Estate Infrastructure investment platform and…
  17. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 17
    Global Real Estate Platform Has Financial and Strategic Growth Potential United States Europe Asia Leading platform with Turnaround story Looking to scale vs strong track record opportunity Position Potential for Seventh fund…
  18. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 18
    Natural Resource Platform Development Targets High Growth Area We assembled a leading platform for investing in global natural resources through a combination of organic and acquisition initiatives Carlyle International Energy NGP…
  19. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 19
    Our Solutions Business Offer an Array of Outcome-Oriented Investments Strategy & Goals Assets Under Management Design & manage portfolios of either Carlyle 1 PE Fund of Funds RE Fund of Funds Fund of Hedge Funds products, non-Carlyle…
  20. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 20
    Weve Built Out Our Solutions Business & Can Now Offer A Comprehensive Product Suite Acquired Diversified Global Asset Management (Fund of Hedge Funds) Acquired Metropolitan February 2014 Real Estate (Real Estate Fund of Funds)…
  21. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 21
    The Carlyle Group Carlyle Overview Description of Carlyle Business Segments Strategies For Continued Near Term and Long Term Growth Appendix: Financial Review & Data 22
  22. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 22
    We Believe our Platform is Primed for Near Term Earnings Growth & Long Term Platform Expansion Big 11 carry funds (over 40 billion remaining fair value) 14+ billion hedge fund platform Near Term 24 billion in equity invested over…
  23. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 23
    The Carlyle Group Carlyle Overview Description of Carlyle Business Segments Strategies For Continued Near Term and Long Term Growth Appendix: Financial Review & Data 24
  24. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 24
    Summary Financial Results Quarterly Annual Pre-tax segment Measures ( million) 1Q13 2Q13 3Q13 4Q13 1Q14 2010 2011 2012 2013 LTM Revenue Management & Transaction Fees 255 262 292 296 295 814 946 993 1,105 1,145 Performance Fees 592…
  25. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 25
    Strong Balance Sheet Key Balance Sheet Items1 ( million) 3/31/2014 Cash & equivalents 1,034 Net accrued performance fees (net of giveback and accrued 1,951 performance fee compensation) Investments attributable to Carlyle…
  26. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 26
    Key Metrics for The Carlyle Engine Quarterly Data Annual Data 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2008 2009 2010 2011 2012 2013 2014YTD Total AUM(1) ( bn) 156.2 157.4 170.2 176.3 180.4 185.0 188.8 198.9 Total AUM(1) ( bn) 86.3…
  27. KBW ASSET MANAGEMENT CONFERENCE – The Carlyle Group Lp – slide 27
    Reconciliation of GAAP to Non-GAAP Financials Quarterly Annual ( millions) 1Q13 2Q13 3Q13 4Q13 1Q14 2010 2011 2012 2013 Income before provision for income taxes 452 286 (9) 714 472 1,480 1,183 2,440 1,444 Adjustments: (1) Partner…

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