Presentation to Vermont Pension Investment Committee  slide image

Presentation to Vermont Pension Investment Committee

Ares Alternative Credit Capabilities Ares is a leader in the Alternative Credit markets Team 40 dedicated investment professionals (one of the market's largest dedicated teams)¹ ~21yrs of experience (on average) across the team's 25 senior investment professionals¹ ~525 investment professionals across Ares Credit, PE and Real Estate¹ Experience ~$15.6bn in AUM across diverse Alt Credit mandates³ ~$15.0bn deployed in Alt Credit since inception² ~$3.5bn deployed in last twelve months As of December 31, 2020 unless otherwise noted. Past performance is not indicative of future results. 1. As of June 2021. 2. Since 2011. Please review in conjunction with the Pro Forma Performance Notes on slide 33. 3. As of March 2021. AUM reflects USD amount. Includes $14.5bn invested across dedicated funds and ~$1.1bn invested across other strategies. Confidential - Not for Publication or Distribution Track Record² 1.3bps realized annualized loss rate across Alt Credit 15.1%/10.8% realized illiquid Alt Credit pro forma gross and net asset-level IRR 5.0%/4.4% realized liquid (IG focused) Alt Credit pro forma gross and net asset-level IRR ARES
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