Regal Partners Limited · ASX:RPL
Regal Partners — Macquarie Australia Conference 2025
14 slides from Regal Partners's conference presentation, May 6, 2025
Slide 1: Macquarie Australia Conference Presentation
Regal Partners Limited ABN 33 129 188 450 Level 46, Gateway, 1 Macquarie Place Sydney NSW 2000 Australia T. +61 2 8197 4350 www.regalpartners.com 6 May 2025 ASX Market Announcements Office ASX Limited Exchange Centre 20 Bridge Street Sydney NSW 2000 Macquarie Australia Conference Presentation For pe
Slide 2: Regal Partners Limited (ASX:RPL) Macquarie Australia Conference
For personal use only Regal Partners Limited (ASX:RPL) Macquarie Australia Conference 6 May 2025
Slide 3: Disclaimer
Disclaimer For personal use only The information in this presentation (“Information”) has been prepared by Regal Partners Limited (ABN 33 129 188 450) (“Regal Partners” or “RPL”) and is current as at the date of this presentation. All currency data in this presentation is in Australian dollars (A$)
Slide 4: Speakers
Regal Partners Limited speakers For personal use only BRENDAN O’CONNOR PHILIP KING PAUL MOORE ADRIAN REDLICH Chief Executive Officer CIO – Long/Short Equities CIO – Global Equities CIO – Income Strategies Brendan O’Connor is the CEO and Philip King is the Co-Founder of Regal Paul Moore is the Founde
Slide 5: Overview
Regal Partners Limited overview For personal use only Regal Partners Limited is an ASX-listed, specialist alternative investment manager with $16.5 billion1 in funds under management. $16.5bn $729m >95 FUM 1 Market capitalisation2 Investment professionals3 • The Group manages a broad range of invest
Slide 6: RPL is a significant provider of capital to Australian companies
RPL is a significant provider of capital to Australian companies Expansion Capital Agriculture Real Estate Equity For personal use only Power and Energy Infrastructure Equity Pre-IPO Capital Listed Australian Microcap Equities Listed Australian Small-Cap Companies Better deal Listed Australian Large
Slide 7: Capital base provides differentiated and resilient earnings
Capital base provides differentiated and resilient earnings RPL FUM BY ASSET CLASS1 RPL FUM BY INVESTMENT VEHICLE1 RPL FUM BY LIQUIDITY1 For personal use only Diversification by asset class Increasingly diversified client base, including Diversification of fund liquidity profile provides offshore (C
Slide 8: Strategic priority to grow offshore client base and prioritise long-dated capital
Strategic priority to grow offshore client base and prioritise long-dated capital shaping FUM mix RPL FUM BY INVESTMENT VEHICLE1 RPL FUM BY CLIENT CHANNEL1 RPL FUM BY LIQUIDITY1 For personal use only Organic development Includes offshore client wins Biased to long-term – $7bn of offshore and tailore
Slide 9: Material FUM growth and diversification since June 2022
Material FUM growth and diversification since June 2022 JUNE 2022 FUM1 MARCH 2025 FUM1 For personal use only Multi-Strategy Long/Short - Royalties Phil King Multi-Strategy Royalties Power, Carbon, Other Real & Natural Long/Short - Phil King Water Credit Long/Short Credit & Equities Royalties $4.7bn
Slide 10: RPL is a leading provider of multi-strategy investment solutions in Australia
RPL is a leading provider of multi-strategy investment solutions in Australia REGAL PARTNERS PRIVATE FUND: STRATEGY PORTFOLIO CONSTRUCTION For personal use only • The Regal Partners Private Fund provides a singular access point to Regal’s best- REGAL PARTNERS PRIVATE FUND performing alternative inve
Slide 11: PM Capital case study - acquired Dec 2023
PM Capital case study - acquired Dec 2023 - strong performance & capital raising momentum PM Capital FUM since acquisition by RPL in Dec 2023 ($m) PM Capital cumulative net FUM flows, pre and post acquisition by RPL ($m)3 For personal use only $5bn $750m RPL acquisition 0.7 4.1 $4bn (0.2) $650m 0.6
Slide 12: Key RPL metrics grew strongly in 2024
Key RPL metrics grew strongly in 2024 AVERAGE FUM1 NET FUM INFLOWS NORMALISED REVENUE2 For personal use only $15bn 14.4 $2.0bn 1.9 $300m 281.1 +141% $250m +151% $1.5bn $10bn +310% $200m 6.0 $1.0bn $150m 111.9 $5bn 0.5 $100m $0.5bn $50m - - - 2023 2024 2023 2024 2023 2024 NORMALISED NPAT3 NORMALISED
Slide 13: Growth-focused strategy of RPL remains unchanged
Growth-focused strategy of RPL remains unchanged With multiple opportunities for expansion For personal use only • Record $1.9bn of net FUM flows in 2024 1 Diversified, scalable and growing platform • 25% FUM growth in 2024 excluding $4.3 billion from acquisitions • Diversification across client typ
Slide 14: For personal use only
For personal use only 13