Description
1. What issues do PPE firms raise for public shareholders?
2. Why did Carlyle go public? Did Carlyle have any alternatives?
3. Was Carlyle undervalued relative to its peers?
4. Do you want to invest in Carlyle as a unit holder or an LP?
5. Do you agree with Credit Suisses view that a dollar of cash in a unit holders pocket is a dollar of cash regardless of where it came from? Why or why not?