Global Private Equity
Peter Clare, Chief Investment Officer of Corporate Private Equity and Co-Head of US Buyout and Sandra Horbach, Co-Head of US Buyout and Growth
Carlyle Investor Day 2021
February 23, 3032
Disclaimer
Statements contained in the Investor Day 2021 videos and presentations that are not historical facts are based on current expectations, estimates, projections, opinions and/or beliefs of Carlyle as of February 23, 2021. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “seek,” “expect,” “anticipate,” “forecast,” “project,” “estimate,” “intend,” “continue,” “target,” or “believe” or the negatives thereof or other variations thereon or comparable terminology. Statements related to projected Assets Under Management (AUM), Distributable Earnings (“DE”), Fee Related Earnings (“FRE”), fundraising, fee revenue for future periods could be impacted by the level of investment performance, our ability to fundraise and the fees we can charge on such commitments, the pace and scale of capital deployment which may not be consistent with historical levels, the pace and success of exit activity, changes in regulations and laws (including tax laws), our ability to scale existing businesses and wind-down underperforming businesses, our ability to manage expenses and retain key personnel, our ability to manage stock dilution and our ability to charge and retain transaction fees. Even if we were to achieve our goals, there no guarantee that such fundraising will translate into increased earnings and margins. There can be no assurance that Carlyle’s strategic goals will ultimately be realized or if realized, that they will have the effect of accelerating our growth or earnings. All projections assume benign market conditions. These statements are subject to risks, uncertainties and assumptions, including those described under the section entitled “Risk Factors” in our Annual Report on Form 10‐K for the year ended December 31, 2020 as filed with the SEC on February 11, 2021, as such factors may be updated from time to time in our periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in our filings with the SEC. During Investor Day 2021, we will refer to various non-GAAP financial measures that should not be considered as a substitute for GAAP. To the extent available without unreasonable effort, we have provided reconciliations of these measures to GAAP in the respective presentations. Neither the videos or the written presentations constitute an offer to sell or solicitation of an offer to purchase an interest in any Carlyle product.