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The Carlyle Group Inc. (CG) Shareholder/Analyst Call Transcript

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⚡ Quantum Brief
Carlyle Group held its February 2026 shareholder call led by CEO Harvey Schwartz, focusing on financial performance and strategic priorities for global private equity and credit investments. The call highlighted leadership updates, including Lucia Soares as CIO and Matthew Anderson as Chief Digital Officer, signaling a push toward technology-driven asset management and operational efficiency. Financial results were discussed, with CFO Justin Plouffe addressing non-GAAP metrics, fee-related earnings, and portfolio performance amid market volatility and macroeconomic challenges. Analysts from firms like Goldman Sachs and UBS questioned growth strategies, particularly in credit, wealth management, and digital transformation initiatives to sustain long-term returns. Legal disclosures and a press release were referenced, emphasizing compliance and transparency, with a webcast replay made available for stakeholders post-event.
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The Carlyle Group Inc. (CG) Shareholder/Analyst Call Transcript

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SA Transcripts158.7K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call The Carlyle Group Inc. (CG) Shareholder/Analyst Call February 26, 2026 8:30 AM EST Company Participants Daniel Harris - Head of Public Investor RelationsHarvey Schwartz - CEO & DirectorJeffrey Nedelman - Co-President & Global Head of Client BusinessMark Jenkins - Co-President & Head of Global Credit & Insurance.John RedettLindsay Lobue - Chief Operating OfficerLucia Soares - CIO & Head of Technology TransformationMatthew Anderson - Partner & Chief Digital OfficerMegan Starr - Chief People OfficerAkhil Bansal - Head of Asset-Backed FinanceMichael Hacker - Partner, MD & Global Head of Portfolio FinanceBrian Bernasek - Partner & Co-Head of Americas Corporate Private EquityShane Clifford - MD, Partner & Head of Global WealthJustin Plouffe - Chief Financial Officer of The Carlyle GroupJohn Redett Conference Call Participants Brennan Hawken - BMO Capital Markets Equity ResearchWilliam Katz - TD Cowen, Research DivisionChristoph Kotowski - Oppenheimer & Co. Inc., Research DivisionPatrick Davitt - Autonomous Research US LPMichael Brown - UBS Investment Bank, Research DivisionGlenn Schorr - Evercore ISI Institutional Equities, Research DivisionMichael Vinci - Goldman Sachs Group, Inc., Research Division Presentation Operator Please welcome Daniel Harris. Daniel HarrisHead of Public Investor Relations As you heard, my name is Daniel Harris. I'm Head of Shareholder Relations here at Carlyle. It is so great to see all of you here. Thank you for joining us today. We appreciate your efforts to get here through the weather, obviously. And to everyone around the webcast around the world, we appreciate your time today and your interest in Carlyle. Before we begin, I have the pleasure of going over some legal disclosures. So, earlier this morning, we issued a press release and a detailed presentation, which are also available on our IR website. This event is being webcast, and a replay will be available. We will refer to certain non-GAAP

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Source: Seeking Alpha