Carlyle Investor Day Presentation Deck
Total Fee Revenue Organically Grows
& Diversifies through the Cycle
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●
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Top-line growth accelerates
with next major multi-year
fundraising campaign
Timing driven by fee initiation
for largest funds
In the short term, growth in
Global Credit & Investment
Solutions offsets realizations in
Global Private Equity
Expect modest overall
management fee growth in 2021
Note: Excludes the impact of former hedge fund platform. Please see the "Important Information"
slide for more information about the use of and reliance on projections.
INVESTOR DAY 2021
Investment Solutions
Global Credit
Global Private Equity
$1.0
12%
14%
74%
FEE REVENUE BY SEGMENT ($BN)
2012-2014 Avg
$120
$1.1
13%
15%
72%
2015-17 Avg
$1.6
11%
20%
$121
69%
2018-20 Avg
Fee-earning AUM
$164
$2.1+
11%
29%
60%
2024
$210
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