Carlyle Ushers in New Era of Private Equity

The video discusses the significant leadership transition at Carlisle, where Glenn Youngkin and Kusang Lee have taken over as CEOs. The previous leaders, David Rubenstein and Bill Conway, have stepped back, presenting challenges for the new leadership. The video explores Carlisle's business performance, highlighting the need for diversification beyond private equity. It also addresses the firm's market position, opportunities, and the importance of evolving the firm's culture to focus on a broader leadership base. The discussion emphasizes the growing role of private equity in the global economy.

What is the main challenge faced by the new leadership at Carlisle?

• Inability to hire new talent

• Lack of experience in private equity

• High competition from small firms

• Presence of founders still in the office

In which area has Carlisle been particularly successful over the years?

• Overseas investments

• Private equity

• Credit

• Real estate

What is one of the main areas where Carlisle has struggled to expand?

• Private equity

• Credit

• Technology

• Healthcare

What is a concern for public investors regarding Carlisle?

• Limited market presence

• High fees

• Lack of transparency

• Low returns on investment

What transformation does Carlisle aim to achieve in its organizational structure?

• Focus on a few top leaders

• Decentralize leadership

• Increase the number of CEOs

• Reduce global operations