Taxes

• Income Tax
  U.S. GAAP results for Q1 2023 included income (loss) before provision for income taxes of $0.2 billion and net income (loss) per common share of $0.28 on a diluted basis. Total balance sheet assets were $21 billion as of March 31, 2023.

Investment

• Investment Management
  As one of the world’s largest investment management firms, our assets are diversified across our business segments as well as the industries, sectors and regions in which we invest.
• Mutual Funds
  Mr. Shaw was the Vice Chairman of Marriott International, Inc. until his retirement in March 2011. Prior to becoming Vice Chairman of Marriott, Mr. Shaw served as President and Chief Operating Officer of Marriott from 1997 until 2009. Mr. Shaw joined Marriott in 1974 and held various positions, including Corporate Controller, Corporate Vice President, Senior Vice President-Finance, Treasurer, Chief Financial Officer, Executive Vice President and President of Marriott Service Group. Prior to joining Marriott, Mr. Shaw worked at Arthur Andersen & Co. Mr. Shaw is Chairman of the Board of Directors of Marriott Vacations Worldwide Corporation, a Director of DiamondRock Hospitality (where he serves as Chairman of the Audit Committee and serves on the Compensation Committee and Nominating and Corporate Governance Committee) and is a former member of the Board of Trustees of three funds in the American Family of mutual funds from 2009 to 2015. Mr. Shaw serves on the Board of Trustees of the University of Notre Dame.

Accounting

• Accounting Services
  Prior to joining Carlyle, Mr. Mutzig worked in the Office of the Chief Auditor at the Public Company Accounting Oversight Board. Prior to that, he was an Audit Partner with Ernst & Young, having started his career with Arthur Andersen. Mr. Mutzig has extensive experience in public accounting and primarily served large, public registrants in a variety of industries, including private equity, real estate and hospitality, telecommunications and retail and consumer products, among others. He has provided a broad array of services, including external audit, internal audit co-sourcing, internal audit advisory services, financial and accounting services related to multiple initial public offerings, private placements, large transactions and transaction due diligence services.  Â

Planning

• Financial Planning
  Daniel Harris is a Partner and leads Carlyle’s Public Investor Relations and Financial Planning & Analysis team. He is based in New York City. He is also a member of Carlyle's Leadership Committee.
• Retirement Planning
  Prior to joining Carlyle in 2014, Mr. McCann was Head of Asset Management Distribution for Credit Suisse Securities (Canada) Inc. Prior to 2010, he worked at the Canada Pension Plan Investment Board as Vice President and Head of Relationship Investments in Public Markets. Prior to that, Mr. McCann was a Partner at TD Capital and its successor partnership Birch Hill Equity Partners, a mid-market Canadian private equity buyout firm. He has also worked in various senior management roles with The Toronto-Dominion Bank in both the United States and Canada.
• Asset Management
  In our 2022 Impact Review, you will also read about our commitment and efforts to develop more diverse, equitable, and inclusive teams. Our focus on DEI is based on evidence and our view that more diverse teams deliver better results for our stakeholders. Our mission includes supporting our portfolio company boards and management teams through ESG-linked financings tied to achieving board diversity goals in the U.S., Europe, and Asia. Earlier this year, I proudly partnered with our Chief Diversity, Equity, and Inclusion Officer Kara Helander to spearhead the creation of the Carlyle DEI Leadership Network, a coalition of our portfolio companies’ CEOs, to provide tools and tangible strategies to effectively lead with DEI at the forefront. Carlyle is also the inaugural underwriter of The Milken Institute’s DEI in Asset Management Program, with the goal of influencing collective progress across the industry.