The Carlyle Group Inc. held its shareholder and analyst call on February 26, 2026, at 8:30 AM EST. Company leaders and financial analysts participated in the event, which included discussions on investor relations and disclosures. A press release and presentation were issued earlier that morning.
The Carlyle Group Inc. (CG) conducted a shareholder and analyst call on February 26, 2026, starting at 8:30 AM EST. Daniel Harris, Head of Public Investor Relations, opened the session by welcoming participants, noting the challenges of weather for in-person attendees and appreciating global webcast viewers.
Harris mentioned that a press release and detailed presentation had been issued earlier that morning, both available on the company's investor relations website. He highlighted that the event was being webcast with a replay to follow. The discussion was set to reference certain non-GAAP measures, though specifics were not detailed in the initial remarks.
Key company participants included Harvey Schwartz, CEO and Director; Jeffrey Nedelman, Co-President and Global Head of Client Business; Mark Jenkins, Co-President and Head of Global Credit and Insurance; Lindsay Lobue, Chief Operating Officer; Lucia Soares, CIO and Head of Technology Transformation; Matthew Anderson, Partner and Chief Digital Officer; Megan Starr, Chief People Officer; Akhil Bansal, Head of Asset-Backed Finance; Michael Hacker, Partner, MD, and Global Head of Portfolio Finance; Brian Bernasek, Partner and Co-Head of Americas Corporate Private Equity; Shane Clifford, MD, Partner, and Head of Global Wealth; and Justin Plouffe, Chief Financial Officer.
Analysts from various firms joined the call, including Brennan Hawken from BMO Capital Markets Equity Research, William Katz from TD Cowen Research Division, Christoph Kotowski from Oppenheimer and Co. Inc. Research Division, Patrick Davitt from Autonomous Research US LP, Michael Brown from UBS Investment Bank Research Division, Glenn Schorr from Evercore ISI Institutional Equities Research Division, and Michael Vinci from Goldman Sachs Group Inc. Research Division.
The call provided an opportunity for shareholders and analysts to engage with Carlyle's leadership on business matters.