KKR & Co. Inc. (NYSE:KKR) Q1 2021 Earnings Conference Call May 4, 2021 10:00 AM ET Company Participants Craig Larson - Head, Investor Relations Scott Nuttall - Co-President and Co-COO Rob Lewin - Chief Financial Officer Conference Call Participants Glenn Schorr - Evercore ISI Alex Blostein - Goldman Sachs Craig Siegenthaler - Credit Suisse Devin Ryan - JMP Securities Mike Carrier - Bank of America Chris Harris - Wells Fargo Gerry O’Hara - Jefferies Michael Cyprus - Morgan Stanley Robert Lee - KBW Operator L ...

KKR & Co. Inc. (NYSE:KKR) Q4 2020 Earnings Conference Call February 9, 2021 10:00 AM ET Company Participants Craig Larson - Head, Investor Relations Scott Nuttall - Co-President and Co-COO Rob Lewin - Chief Financial Officer Conference Call Participants Bill Katz - Citigroup Glenn Schorr - Evercore ISI Alex Blostein - Goldman Sachs Gerry O’Hara - Jefferies Patrick Davitt - Autonomous Research Craig Siegenthaler - Credit Suisse Devin Ryan - JMP Securities Jeremy Campbell - Barclays Mike Carrier - Bank of Ame ...

Summary of KKR & Co. Inc. Conference Call Company Overview - **Company**: KKR & Co. Inc. (NYSE: KKR) - **Event**: Goldman Sachs U.S. Financial Services Conference - **Date**: December 8, 2020 - **Participants**: Scott Nuttall (Co-President and Co-COO), Alex Blostein (Goldman Sachs) Key Points Industry Performance - KKR has achieved an industry-leading investment performance with private equity returns exceeding 25% over the trailing 12 months despite market dislocations [2][6] - The financial services industry is growing at approximately 12% annually, while KKR's growth rate is around 17% [3][17] Financial Model - KKR's financial model includes third-party AUM, capital markets business, and a balance sheet, providing multiple revenue streams and resilience [4][15] - KKR executives own about 35% of the shares, aligning their interests with shareholders [4] Growth Opportunities - 18 out of 24 investing businesses have been established in the last 10 years, with potential for significant scaling [4] - The acquisition of Global Atlantic is expected to enhance KKR's presence in the insurance sector and add substantial AUM [5][19] Investment Performance - Private equity flagship funds increased by 27%, infrastructure by 19%, and opportunistic real estate strategies by 10% over the last 12 months [7] - KKR has strategically avoided sectors negatively impacted by COVID-19, such as hotels and retail, while being overweight in technology and digital commerce [9] Deployment and Fundraising - KKR is on track for record deployment and fundraising, with $45 billion deployed year-to-date, split between credit and private markets [12] - Fundraising has reached $32 billion year-to-date, with significant contributions from Asia [14] Resilience of Business Model - KKR's model has shown resilience during market disruptions, with management fee growth at 13% and distributable operating earnings growth at 9% [15][16] - The firm has maintained and even increased its margins during challenging times [16] Future Outlook - KKR anticipates significant growth in AUM, projected to exceed $300 billion post-Global Atlantic acquisition [17][19] - Management fees are expected to increase by 50% over the next three years, bolstered by the Global Atlantic acquisition [18] Insurance Sector Insights - Global Atlantic is expected to significantly contribute to KKR's earnings and AUM, with a focus on annuities and reinsurance opportunities [36][38] - The partnership with Global Atlantic is performing ahead of expectations, with additional transactions announced since the acquisition [37] Capital Management Strategy - KKR has a robust pipeline for monetization, with record amounts of accrued carry and embedded balance sheet gains [46][48] - The firm plans to continue share buybacks and manage capital returns effectively, reflecting a shareholder-oriented approach [50][53] Reporting Structure Changes - KKR is considering restructuring its reporting to better reflect the integration of Global Atlantic and its impact on the overall business model [41][44] Additional Insights - KKR's strategic focus on thematic investments and leveraging its extensive network has positioned it well for future growth [30] - The firm is optimistic about its fundraising outlook, driven by strong investment performance and deployment strategies [29] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting KKR's robust performance and future growth potential in the financial services industry.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the Transition period from to . Commission File Number 001-34820 KKR & CO. INC. (Exact name of Registrant as specified in its charter) Delaware 26-0426107 (State or other Jurisdiction of Inc ...

KKR & Co, Inc. (NYSE:KKR) Q3 2020 Earnings Conference Call October 30, 2020 10:00 AM ET Company Participants Craig Larson - Head, IR Robert Lewin - CFO Scott Nuttall - Co-President, Co-COO Conference Call Participants William Katz - Citi Glenn Schorr - Evercore Alex Blostein - Goldman Sachs Jeremy Campbell - Barclays Patrick Davitt - Autonomous Research Michael Carrier - Bank of America Gerry O'Hara - Jefferies Christoph Kotowski - Oppenheimer Christopher Harris - Wells Fargo Robert Lee - KBW Michael Cyprys ...