UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading symbol(s) Name of each exchange on which registered Common Stock KKR New York Stock Exchange 6.00% Series C Mandatory Convertible Preferred Stock KKR PR C New York Stock Exchange 4.625% Subordinated Notes due 2061 of KKR Group Finance Co. IX LLC KKRS New York Stock Exchange Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended June ...

KKR & Co. Inc. (NYSE:KKR) Q2 2022 Earnings Conference Call August 2, 2022 10:00 AM ET Company Participants Craig Larson – Head-Investor Relations Rob Lewin – Chief Financial Officer Scott Nuttall – Co-Chief Executive Officer Conference Call Participants Alex Blostein – Goldman Sachs Craig Siegenthaler – Bank of America Gerry O’Hara – Jefferies Brian Mckenna – JMP Patrick Davitt – Autonomous Research Arnaud Giblat – BNP Brian Bedell – Deutsche Bank Finian O’Shea – Wells Fargo Securities Michael Cyprys – Morg ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading symbol(s) Name of each exchange on which registered Common Stock KKR New York Stock Exchange 6.00% Series C Mandatory Convertible Preferred Stock KKR PR C New York Stock Exchange 4.625% Subordinated Notes due 2061 of KKR Group Finance Co. IX LLC KKRS New York Stock Exchange Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended March ...

KKR & Co., Inc. (NYSE:KKR) Q1 2022 Earnings Conference Call May 3, 2022 10:00 AM ET Company Participants Craig Larson - IR Scott Nuttall - Co-CEO Robert Lewin - CFO Conference Call Participants Alex Blostein - Goldman Sachs Michael Cyprys - Morgan Stanley Glenn Schorr - Evercore ISI Bill Katz - Citigroup Brian Mckenna - JMP Securities Patrick Davitt - Autonomous Research Craig Siegenthaler - Bank of America Merrill Lynch Brian Bedell - Deutsche Bank Rufus Hone - BMO Capital Markets Chris Kotowski - Oppenhei ...

Investment Overview - KKR has completed over 650 private equity investments with a total transaction value exceeding $675 billion as of December 31, 2021[22]. - Approximately 90% of KKR's assets under management (AUM) consists of capital that is not subject to redemption for at least 8 years from inception, referred to as perpetual capital[30]. - KKR and its employees have approximately $26.9 billion invested in or committed to its own funds and portfolio companies, including $11.1 billion funded from its balance sheet[31]. - The firm aims to generate attractive investment returns through a patient and disciplined investment approach, employing world-class people[21]. - KKR's balance sheet serves as a significant source of capital for business growth and expansion, aligning interests with fund investors[22]. - The firm operates in two segments: asset management and insurance, with the latter beginning in the first quarter of 2021[27]. - The company focuses on long-term appreciation through controlling ownership or strategic minority positions in companies[32]. - The firm has expanded its investment strategies from traditional private equity to include leveraged credit, infrastructure, energy, and real estate[22]. Assets Under Management (AUM) - As of December 31, 2021, the Private Markets business line had $257.0 billion in Assets Under Management (AUM)[32]. - The AUM consisted of $153.3 billion in private equity, $83.3 billion in real assets, and $20.4 billion in other related strategies[32]. - The growth in AUM from 2005 to 2021 shows a significant increase from $19.7 billion to $257.0 billion[35]. - The AUM growth chart indicates a steady increase over the years, highlighting the company's expanding market presence[34]. - The definition of AUM was amended in 2015 to include KKR's pro rata portion of AUM managed by strategic partners and capital commitments eligible for fees or carried interest[36]. Investment Performance - From inception in 1976 to December 31, 2021, the investment funds generated a cumulative gross IRR of 25.6%[41]. - The S&P 500 Index achieved a gross IRR of 12.1% over the same period, while the MSCI World Index achieved 9.5%[41]. - Total investments amount to $221.029 billion, with a gross IRR of 25.6% and a net IRR of 18.9%[42]. - Legacy funds have a total invested capital of $16.475 billion, generating a total value of $50.269 billion, resulting in a gross IRR of 26.1%[42]. - The 1984 Fund has a commitment of $1 billion and a total value of $5.964 billion, achieving a gross IRR of 34.5%[42]. - The 1996 Fund shows a commitment of $6.012 billion with a total value of $12.477 billion, yielding a gross IRR of 18.0%[42]. - The Americas Fund XII has a commitment of $13.5 billion, with a total value of $30.784 billion, reflecting a gross IRR of 50.1%[42]. Private Equity Funds - KKR's private equity funds typically have a finite life of 10 to 12 years, with investment periods lasting up to six years[59]. - The general partner of KKR's private equity funds is entitled to a carried interest of 20% of net profits realized by limited partners, subject to a performance hurdle of 7% compounded annually[60]. - KKR has raised over 30 private equity funds, leveraging a global network and industry knowledge to attract world-class management teams[44]. - KKR's core investments strategy targets lower-risk investments with longer holding periods, focusing on stability and lower leverage compared to traditional private equity investments[47]. Global Atlantic Overview - Global Atlantic, acquired on February 1, 2021, serves approximately three million policyholders and offers a range of retirement and life insurance products[23]. - KKR owns a 61.5% economic interest in Global Atlantic, which operates as a separate business with its existing brands and management team[117]. - Global Atlantic generated $7.5 billion in sales for the year ended December 31, 2021, with total retirement products sales amounting to $7,267 million[120][130]. - Global Atlantic's investment portfolio as of December 31, 2021, had a carrying value of $125.7 billion, with fixed maturity securities making up 56.1% of the total[143]. Risk Factors - The company warns that difficult market conditions could negatively impact net income and cash flow[41]. - The report includes risk factors related to business and asset management that could affect financial prospects[41]. - Market conditions may lead to declines in equity, debt, and commodity markets, potentially causing write-downs of investments to as low as 67% of original cost during downturns[211]. - Unfavorable market conditions may reduce opportunities for the company and its funds to make and exit investments, leading to lower-than-expected returns[212]. - Changes in tax laws and regulatory restrictions may hinder the ability to find suitable investments or secure financing on attractive terms[212]. Regulatory Environment - Global Atlantic's U.S. insurance subsidiaries are regulated under U.S. federal and state laws, with primary regulators located in their state of domicile[183]. - The subsidiaries must prepare financial statements on regulatory capital in accordance with statutory financial accounting and report on risk management and corporate governance[184]. - The Bermuda Monetary Authority regulates Global Atlantic's subsidiaries in Bermuda, imposing solvency, capital, and liquidity standards[194]. - The company faces risks from difficult market conditions, which can adversely affect investment values and capital raising abilities[209].

KKR & Co, Inc. (NYSE:KKR) Q4 2021 Earnings Conference Call February 8, 2022 10:00 AM ET Company Participants Craig Larson - Partner and Head, IR Robert Lewin - CFO Scott Nuttall - Co-CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group Robert Lee - KBW William Katz - Citigroup Glenn Schorr - Evercore ISI Gerald O'Hara - Jefferies Craig Siegenthaler - Bank of America Merrill Lynch Brian Mckenna - JMP Securities Brian Bedell - Deutsche Bank Michael Cyprys - Morgan Stanley Finia ...

KKR & Co, Inc. (NYSE:KKR) Q3 2021 Earnings Conference Call November 2, 2021 10:00 AM ET Company Participants Craig Larson - Partner and Head, IR Robert Lewin - CFO Scott Nuttall - Co-CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group William Katz - Citigroup Glenn Schorr - Evercore ISI Robert Lee - KBW Brian Bedell - Deutsche Bank Gerald O'Hara - Jefferies Brian Mckenna - JMP Securities Michael Cyprys - Morgan Stanley Operator Ladies and gentlemen, thank you for standing by ...