Macquarie Group, Ltd. · ASX:MQG
Macquarie — Non-Deal Roadshow (March 2023)
13 slides from Macquarie's roadshow presentation, Mar 7, 2023
Slide 1: Macquarie Group Limited, Americas Investor Tour
Macquarie Group Limited, Americas Investor Tour Day 1, Philadelphia 7 March 2023 Image credit: Michael Baker International (MBI) 1
Slide 2: Disclaimer
Disclaimer This information has been prepared on a strictly confidential basis by Macquarie Group Limited ABN 94 122 169 279 (“MGL”) and may neither be reproduced in whole nor in part, nor may any of its contents be divulged, to any third party without the prior written consent of MGL. Information i
Slide 3: Macquarie in the Americas
01 Macquarie in the Americas Shawn Lytle Image credit: Michael Baker International (MBI)
Slide 4: Market opportunity
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary Market opportunity $US112tn The Americas region contains the world’s largest markets representing massive opportunities 50% Largest Global Energy Sector Infrastructure Economie
Slide 5: Growing contribution to Group income
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary Growing contribution to Group income $Am Americas operating income Average share of Americas 9,000 income as a proportion of total Operating Group income over 8,000 the past th
Slide 6: Americas snapshot
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary Americas snapshot Regional presence 30+ years 38% 44% of income3 of AUM 25 Locations1 ~21% 53,000+ Increase in regional People6 employed through 5 headcount over 5 years portfo
Slide 7: 30+ years of growth, innovation and commitment to the Americas
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary 30+ years of growth, innovation and commitment to the Americas Central Park Group Key Waddell & Reed Cargill acquisition Commodities Battery Storage Infrastructure Green energy
Slide 8: Recent updates
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary Recent updates 2019 Operational Briefing 2023 Update Opportunity in largest Raised $A20b+ capital for The development of Macquarie’s ~$US20b of private debt loans Americas fund
Slide 9: Focused on delivering growth in region
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary Focused on delivering growth in region People, Talent and Culture Operations and Risk Community ▪ Attract a wide range of specialist ▪ Enable business performance. ▪ Increase l
Slide 10: Glossary
08 Glossary Image credit: Michael Baker International (MBI)
Slide 11: Glossary
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary Glossary $A / AUD Australian Dollar CY Calendar Year $US / USD United States Dollar DCM Debt Capital Markets £ / GBP Pound Sterling DPS Dividends Per Share € Euro DRP Dividend
Slide 12: Glossary
Introduction Overview Capital Opportunity Private Markets Public Investments Building ‘Solutions’ Capabilities Q&A Glossary Glossary GIG Green Investment Group MW Megawatt GP General Partner MWh Megawatt Hour GW Gigawatt NPAT Net Profit After Tax ha Hectres NPC Net Profit Contribution HNW High Net W
Slide 13: Macquarie Group Limited, Americas Investor Tour
Macquarie Group Limited, Americas Investor Tour Day 1, Philadelphia 7 March 2023 Image credit: Michael Baker International (MBI) 13