The Carlyle Group

What can Formula 1 teach us about performing under pressure? Earlier this month, we brought clients and partners together in Milan and Geneva for an exclusive evening with David Coulthard, former Formula 1 driver and Oracle Red Bull Racing Ambassador. Fresh off the Monza Grand Prix, David shared what high performance looks like behind the scenes, how he sees the sport evolving, and a few lessons from his career. John Pavelski, Partner & CEO of Carlyle Private Equity Partners, joined the conversation to share his perspective on the themes shaping private markets today. Closing the evening, Sophie Dodson, Head of Global Wealth Distribution for Europe, brought the two worlds together, noting that both are defined by "the discipline to stay the course through uncertainty, and the composure to perform when the pressure is greatest."

Carlyle’s Anssi Halonen, Head of Acquisitions for Carlyle’s Europe Realty (CER) platform, joined the PERE Europe Summit last week to discuss the future of residential and living in Europe. The panel explored the market dynamics shaping the sector, including demographics, affordability and supply, the evolving regulatory landscape, and the role of technology in driving operational efficiencies. Anssi also shared perspectives on how these dynamics are playing out across different European markets and the investment opportunities emerging across the sector.

How did the secondaries market evolve into an increasingly important part of private markets? What began as a niche source of liquidity has become an increasingly key portfolio management tool for institutional investors and private equity managers. In this video, David M Rubenstein explores how the secondaries market developed over time, the events that accelerated its growth, and how it evolved alongside private equity. Drawing on decades of experience, including the firm’s acquisition of Carlyle AlpInvest, he shares a historical perspective on one of the fastest-growing areas of private markets. 📽️Watch the full video here: http://spr.ly/6041BG5V3c

Carlyle x Bloomberg, live from Washington, DC. At our Global Investor Conference, Harvey Schwartz, John Redett , Jason Thomas, Ian Fujiyama, Alex Chi, and Lauren Basmadjian joined Dani Burger to discuss the themes shaping markets and portfolios today. From rates and resilience to private equity, credit, AI, defense, energy, and cybersecurity, here’s what they had to say. Watch the full interviews here: http://spr.ly/6048BGkXdm

Washington, DC is where our story began. Nearly four decades later, it remains the home of Carlyle’s Global Investor Conference, convening investors, leaders, and innovators from around the world. More than 500 attendees came together this year for conversations on some of the forces reshaping markets and capital allocation, including AI, energy, national security, and geopolitics. We explored what those shifts mean for investors, businesses, and the opportunities emerging across private markets. Thank you to everyone who joined us and helped make this year’s GIC such a meaningful day of insights and connection. Take a look inside GIC 2026. ⬇️

We’re delighted to announce that Carlyle, through its Carlyle Europe Partners platform, has agreed to acquire BauWatch Group, the European market leader in technology-enabled remote video surveillance solutions, alongside CVC DIF. BauWatch helps safeguard large-scale construction projects and important infrastructure across Europe through an integrated platform combining remote video surveillance, AI-enabled monitoring and 24/7 alarm response services. As security and resilience become increasingly important priorities across Europe, we’re excited to partner with BauWatch’s management team and CVC DIF to support the company’s next phase of growth, investing behind continued innovation, its product portfolio and international expansion. Read more: http://spr.ly/6043BGpe8z

Where are CEOs seeing the biggest opportunities ahead? At Carlyle’s Global Investor Conference in Washington, DC, portfolio company leaders took part in conversations on Corporate Carveouts and Healthcare. We asked four of those CEOs to share what’s top of mind in their industries. From using data to drive smarter, more efficient growth to improving access to transformative therapies and lowering the cost of care, here’s what they’re watching.➡️

In "Rules of relevance," Jason Thomas, Carlyle’s Head of Global Research & Investment Strategy, examines how the frameworks investors use to interpret markets can shape what they consider meaningful evidence. From the AI capex boom and shifting credit dynamics to interest rates, changing global capital flows, and implications for asset allocation, the paper explores how “learned blindness” can become a major source of market risk in periods of rapid technological and geopolitical change. Read the full paper here: http://spr.ly/6044BGr6mu

Today, Carlyle announced it has joined the Massachusetts Institute of Technology Generative AI Impact Consortium (MGAIC), which brings together MIT researchers and industry participants to advance research and applications in generative AI. The two-year research program will draw on Carlyle’s proprietary private markets data and investment experience alongside MIT’s AI research expertise. Through the Consortium, Carlyle and MIT will explore how AI can better support investment decision-making and portfolio management. The research will examine how large language models and other quantitative methods can more effectively identify relevant information, generate investment insights, and support decision-making in complex and uncertain environments. It will also aim to develop new approaches to portfolio construction and capital allocation in private markets. Learn more about the collaboration here: http://spr.ly/6042BGRlbY MIT Generative AI Impact Consortium (MGAIC)

Today, we announced the final close of our second Carlyle Infrastructure Credit Fund (“CICF II”), with approximately $2.3 billion in total capital commitments, exceeding our $2 billion target. CICF II is more than three times larger than its predecessor fund and attracted commitments from sophisticated global institutions across North America, Europe and Asia. Essential infrastructure sectors have significant and growing investment needs, creating a compelling opportunity for private capital. Our Infrastructure Credit strategy provides directly originated, privately negotiated financing solutions across sectors including energy transition, digital infrastructure, transportation and logistics, low-carbon power, water and waste treatment, and other essential infrastructure. Read more here: http://spr.ly/6042BGuYmG