The Carlyle Group

“We are at the beginning of a paradigm shift. We believe that the convergence of a number of important factors, including the generational investment opportunity created by the #EnergyTransition, innovation in #data, the power of #AI in industries like healthcare, and shifts in the geopolitical landscape, will continue to drive significant opportunities for value creation. Global platforms like ours are well positioned to capture those opportunities.” In a keynote address at the SuperReturn International conference in Berlin, our CEO Harvey Schwartz was interviewed by CNBC's Leslie Picker on how global investors can navigate the current macroeconomic challenges marked by higher-for-longer interest rates, and the long-term secular trends generating opportunities for private markets. The interview also covered the firm’s momentum since Harvey joined Carlyle early last year, his perspectives and insights from meeting stakeholders and colleagues around the world, and the long-term demand for private capital solutions.

What’s the state of credit markets in 2024? In our latest #podcast episode, Mark Jenkins, Head of Global Credit, joins Jason Thomas for a discussion about the opportunities in credit markets, what’s driving demand, and bank disintermediation. Listen to Insights & Indicators: http://spr.ly/6049efubc

Colleagues in our New York office participated in the 45th annual J.P. Morgan Corporate Challenge, where they joined companies from around the city to complete a 3.5-mile race. Powered by fitness, friendly competition, and a continued focus on wellbeing, our #OneCarlyle team bonded and challenged themselves, all while supporting the Central Park Conservancy and its mission to restore, manage, and enhance Central Park. Congrats to all who participated and thanks to J.P. Morgan for organizing a great event! #JPMCC

On this episode of "Insights From the PM's Desk," Carlyle's Global Head of Infrastructure Credit, Erik V. Savi, joins Deputy Chief Investment Officer for Global Credit, Justin Plouffe, to discuss our outlook and opportunities in the infrastructure credit market. Watch the full episode below, and to learn more visit: http://spr.ly/6042eW1Ua

Amit Jain, Head of Carlyle India, joined CNBC Asia's Tanvir Gill to discuss the private equity opportunities and key trends across the financial services, healthcare, consumer, technology, and manufacturing sectors in India. Amit highlights how he believes India has a desirable “blend of scale and growth” and says, "when you look at a stable political environment, deep capital markets, coupled with strong fundamentals, the country does find itself as an attractive destination," reinforcing the appeal of India's private equity market. Watch the full interview: http://spr.ly/6048eZ0J8

Shane Clifford, Head of Global Wealth, shared insights with Private Equity International on the crucial shift in firms’ approach to the #PrivateWealth sector. Moving past outdated methods, firms must now enhance their core frameworks with specialized teams that deeply understand client needs, forge strategic partnerships, and develop tailored products for non-institutional investors. Read the full article to learn more: http://spr.ly/6043dF5jN

Today, Carlyle’s #GlobalCredit business announced a NZ$140 million debt financing package for NPD, a leading independent New Zealand fuel retailer. The bilateral loan will be used to finance a management buyout of the 55-year-old family-owned business. The transaction was arranged by funds managed by our Global Credit business and our Australia and NZ private credit joint venture partner, amicaa. Founded by the Milne Family in the city of Nelson in 1969, NPD owns and manages its fuel transportation fleet and provides fuel cards to a large network of customers. The company currently has a network of 109 sites across the North and South Islands. Taj Sidhu, Head of European and Asian Private Credit at Carlyle, and David Hoskins, Head of Private Debt at amicaa, jointly commented: “We are excited to work with Barry and the management team of NPD to facilitate this transaction that ensures this New Zealand business can remain independent and continue to thrive. The transaction underlines our ability to provide flexible capital solutions in complex situations for strong family-owned businesses.” Read more here: http://spr.ly/6049dtl9L

Today, Carlyle announced the final close of its fifth Japanese buyout fund, Carlyle Japan Partners V (“CJP V”), which has raised JPY 430 billion (approx. USD 2.8 billion) in total fund commitments, including the commitments of the General Partner and its affiliates. Raising nearly 70% more than the size of its predecessor fund, CJP V will continue Carlyle Japan’s successful strategy of investing primarily in upper middle-market opportunities in Japan across Technology, Media, and Telecom; Consumer, Retail, and Healthcare; and General Industries, focusing on succession transactions, carve-outs, and strategic take-privates. “For over 20 years, Carlyle has played a leading role in the growth and development of the Japanese private equity market. The success of this fundraise is a testament to the franchise our Japan team has built and the confidence our investors have in our ability to continue to deliver sustainable, long-term value,” said Harvey Schwartz, CEO of Carlyle. Read more here: http://spr.ly/6046dUQHu

"[Asset-backed finance] is the new wave of private credit. Private credit is about illiquid, non-tradable, directly originated, privately structured investments and if you look at what asset-backed finance is, it meets each of those criteria.” Akhil Bansal, Head of Credit Strategic Solutions, joined Sonali Basak on Bloomberg TV to discuss the increasing popularity of asset-backed financing and how our credit business is capitalizing on the opportunity set. Akhil highlighted how our deal with Sungage Financial is an example of where the industry is headed and how partnerships are forming. Watch the full interview: http://spr.ly/6044dYXt6

At Carlyle, we’re proud to be at the forefront of innovation and digital transformation. As one of the first adopters of ChatGPT Enterprise, we had the opportunity to co-host a GenAI Summit earlier this spring at OpenAI's San Francisco office. Organized by our Data Science team, led by Carlyle's Chief Digital Officer Matt Anderson, we brought together OpenAI and Carlyle's leadership teams, plus C-suite executives from over 50 of our portfolio companies. The event explored the transformative potential of artificial intelligence across various business sectors through a series of engaging conversations and portfolio company case studies. OpenAI's CEO, Sam Altman, discussed the future evolution of #AI technologies, and OpenAI's COO, Brad Lightcap, spoke with Carlyle CEO Harvey Schwartz in a fireside chat about the importance of execution and adaptability in AI initiatives. Thank you to the OpenAI team for the continued collaboration and to all who participated in this year's summit! Read the full recap here: http://spr.ly/6043dwnHJ