Kkr & Co. Inc. · NYSE:KKR

Kkr & — Barclays Global Financial Services Conference 2026

14 slides from Kkr &'s conference presentation, Sep 15, 2026

1. Slide 1: KKR & Co. Inc.

   KKR & Co. Inc. Chris Sheldon | Partner, Co-Head of Credit & Markets B A R C L AY S G L O B A L F I N A N C I A L S E R V I C E S C O N F E R E N C E | S E P T E M B E R 1 5 , 2 0 2 6

2. Slide 2: Legal Disclosures

   Legal Disclosures This presentation has been prepared by KKR & Co. Inc. solely for informational purposes for its public stockholders in connection with evaluating the business, operations and financial results of KKR & Co. Inc. and its subsidiaries (collectively, “KKR”), which includes The Global A

3. Slide 3: KKR Credit & Markets – Business Overview

   KKR Credit & Markets – Business Overview $293bn Credit Assets Under Management ~250(1) PROFESSIONALS ACROSS 12 CITIES IN 10 COUNTRIES Leveraged Credit Private Credit Strategic Investments $143bn ASSETS UNDER MANAGEMENT $139bn ASSETS UNDER MANAGEMENT $11bn ASSETS UNDER MANAGEMENT Leveraged Loans Asse

4. Slide 4: Large Capital Base Has Meaningfully Scaled And Diversified

   Large Capital Base Has Meaningfully Scaled And Diversified Credit AUM is up 50% since 2021 and third-party management fees are up 32%, with fee growth running at 11% in the first half of 2026 AUM ($ in billions) $293 Strategic Investments Strategic Investments Corporate Private Credit $261 Asset-Bas

5. Slide 5: Reflections To Date

   Reflections To Date Meaningful increase in institutional third-party demand for credit allocations with $15 billion raised YTD (+29% versus the prior period); pipelines remain strong Management fees within our third-party Credit business have grown +11% in 1H’26 compared to 1H’25 Track record and as

6. Slide 6: Market Technicals & Tailwinds Favor Increased Allocations To Credit

   Market Technicals & Tailwinds Favor Increased Allocations To Credit 1• Continued Yield 10-Year UST 2026 Forecast(1) Demand for Credit Outstrips Supply(2) ($ in billions) Opportunity supported by steady state of rates and 5.00% expect longer-end yields to AI infrastructure remain elevated capex estim

7. Slide 7: One Driver, Three Ways To Access: ABF, Private IG And Capital Solutions

   One Driver, Three Ways To Access: ABF, Private IG And Capital Solutions Capital constraints are driving a global shift from capital-heavy to capital-light models, as companies optimize balance sheets to improve ROE and unlock higher valuations Capital-Light Companies are Breaking Out Focus & Flexibi

8. Slide 8: $80+ Billion Of Private Investment Grade Origination Year-To-Date

   $80+ Billion Of Private Investment Grade Origination Year-To-Date Select 2026 Private IG Issuers Over $80 billion of private IG originated or placed year-to-date for investment grade issuers across 6 countries and 4 regions, excluding activity through Kuwait Canada Germany France KKR’s captive origi

9. Slide 9: Key Takeaways

   Key Takeaways 1 Supply / demand imbalance will persist; go up in credit quality and diversify asset and geographic exposure The most attractive opportunities increasingly exist where supply / demand imbalances are greatest, and 2 capital is constrained (i.e. Capital Solutions and Asia Credit) 3 Gene

10. Slide 10: Appendix

    Appendix 10

11. Slide 11: Important Information – Endnotes

    Important Information – Endnotes Note to Page 3 – KKR Credit & Markets – Business Overview (1) Inclusive of all KKR Credit and KKR Capital Markets investment professionals. Doesn’t include Credit team members of the Portfolio Monitoring Unit. Notes to Page 6 – Market Technicals & Tailwinds Favor Inc

12. Slide 12: Important Information – Other Legal Disclosures

    Important Information – Other Legal Disclosures Past Performance and Investment Returns long period of time from such segment, and the belief that such segment is an unconstrained business line); KKR’s ability to grow its AUM, to deploy capital, to realize unrealized investment appreciation, and the

13. Slide 13: Important Information – Other Legal Disclosures (cont’d)

    Important Information – Other Legal Disclosures (cont’d) Forward-Looking Statements (cont’d) to integrate into our operations and management systems and controls); volatile market and economic conditions including sustained periods of low or high interest rates; difference between policyholder behav

14. Slide 14: Important Information – Other Legal Disclosures (cont’d)

    Important Information – Other Legal Disclosures (cont’d) Other Terms and Capital Metrics Each KKR entity is responsible for its own financial, contractual and legal obligations. This presentation has been prepared solely for informational purposes. This presentation is not intended to make, and does

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