2008 Annual Report - The Carlyle Group

Investor ServicesaccountingHumanResourcesleveragedfinance/distressedLegal AndComplianceAdministrationCorporatePrivateEquityInvestors/LimitedPartnersExternalAffairsThe Investor Services groupconnects Carlyle’s global networkof employees, empowering them toleverage the One Carlyle platformto serve our investors.InvestorRelationsReal EstateITInvestment teamsInvestor servicesEventPlanningCarlyle’s Investor Services group is one of the largest in the privateequity industry. Carlyle has invested significantly in systems, controlsand human capital to provide a level of service that sets the industrystandard. The group provides timely information to more than 1,300investors in 68 countries. It also communicates with and providesinnovative solutions to the firm’s portfolio companies, employees andowners to facilitate informed decisions and foster profitable growth.The Investor Services group continues to strengthen Carlyle’s internalglobal reporting systems and processes. Effective controls benefitinvestors by ensuring that Carlyle’s operations comply with contractualprovisions and regulatory requirements. Carlyle reports to investorsquarterly, adhering to U.S. generally accepted accounting principles. Apassword-protected online investor reporting system enables investorsto monitor the performance of their investments via the Internet.For example, the U.S. Buyout Fund Management team worksclosely with the investment, legal, tax and investor relations teamsthroughout the fund life cycle, from fund formation and investmentsto portfolio monitoring and fund liquidation. During the global economiccrisis, the U.S. Buyout Fund Management team has stepped upits efforts and is communicating more frequently with its 980 investorsacross 59 countries, the investment teams and other groups withinInvestor Services to help them stay abreast of events as they happen.The U.S. Buyout FundManagement team:(from left) KatherineDugan, Harriet Adira,Bruno Gusmao, KatherineWilschutz, Kathy Smith,Emily Wood, SherryLiu, Jeremy Anderson,Ann Siebecker and (notpictured) Adam Childers.60 The Carlyle Group 2008