2026 Shareholder Update

2026 Shareholder Update

Carlyle’s 2026 Shareholder Update features senior leaders from across the business providing insight into the firm’s growth outlook and financial objectives.

CEO Perspectives - Harvey Schwartz

CEO Perspectives 

Harvey Schwartz

Carlyle’s Chief Executive Officer details the firm’s transformation over the past three years, highlighting record financial performance, a strengthened leadership team, and a clear strategic plan to drive scaled, diversified, and durable growth through 2028.

Jeff Nedelman - Co-President

Client Business

Jeff Nedelman

Carlyle’s Co-President discusses the strength of our global client base, and the growing scale of the firm’s capital formation efforts.

Mark Jenkins

Global Credit

Mark Jenkins

Carlyle's Co-President outlines the strength of its scaled, diversified Global Credit business, emphasizing consistent performance and disciplined underwriting to drive sustained AUM and earnings growth.

Global Private Equity

John Redett

The firm's Co-President highlights Global Private Equity's strong investment performance, realization momentum, and sector-focused global capabilities, emphasizing exceptional investment performance as the driver of sustained growth.

John Redett

Carlyle AlpInvest

John Redett

Co-President of Carlyle highlights Carlyle AlpInvest as a scaled, high-growth private markets investment and liquidity solutions platform, emphasizing its diversified and data-driven model, consistent investment performance, and durable competitive advantages supported by deep GP and LP relationships and structural industry tailwinds.

Leveraging AI Across Carlyle

Leveraging AI Across Carlyle

Matt Anderson
Lúcia Soares
Lindsay LoBue

Carlyle's Chief Operating Officer speaks with Carlyle's tech leaders on the firm's first-mover advantage around AI adoption and how the technology is being leveraged firmwide and across the portfolio.

High-Conviction Opportunities

High-Conviction Opportunities

Akhil Bansal
Brian Bernasek
Shane Clifford
Michael Hacker
Meg Starr

Carlyle leaders discuss the firm’s differentiated edge and structural growth opportunities across Asset-Backed Finance, Liquidity Solutions, Aerospace, Defense & Government, and Global Wealth.

Financial Overview & Outlook

Financial Overview & Outlook

Justin Plouffe

Carlyle’s Chief Financial Officer discusses the firm's financial outlook and three-year targets.

Q&A

Carlyle's leadership team summarizes key takeaways and answer live questions from the audience to close out the 2026 Shareholder Update.