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KKR Financial Holdings' CEO Hosts Analyst Day (Transcript)

KKR Financial Holdings LLC (KFN)

Analyst Day Call

September 05, 2012, 08:30 am ET

Executives

Pam Testani – IR

Bill Sonneborn – CEO, KKR Financial Holdings

Henry McVey – Head of KKR Global Macro and Asset Allocation

Fred Goltz – Global Head of KKR Credit Strategies

Marc Lipschultz – Global Head of KKR Energy and Infrastructure

Ralph Rosenberg – Global Head of KKR Real Estate

Michael McFerran – COO and CFO of KKR Financial Holdings

Analysts

Presentation

Pam Testani

Good morning everyone. You can all take a seat. We're going to get started here in just a minute. Thank you for joining us today. I am Pam Testani, Head of IR for KFN and before we get underway with our first Investor Day here, I just want to touch on our legal disclosures for a minute. You have the fine print in your books, but as a quick reminder, today's remarks will contain forward-looking statements which don't guarantee future events or performance.

Please have a look at these pages for all of the legal disclosures related to the presentations this morning and with that, I would like to hand things over to Henry Kravis, Co-founder, Co-Chairman and Co-CEO of KKR.

Henry Kravis

Pam. Thank you very much and welcome all of you to our first KFN Investor Day. This is an important event for all of us at KFN and certainly at KKR. So I thank you very much for being here and I hope that when you finish this morning's series of presentations, you come away with a very good feeling about the depth and quality of what we have at KFN and one thing I want to make very clear to all of you. It's important that you understand KFN is an extremely valuable asset to KKR. This is not some island subsidiary that doesn't really matter to us. It matters a lot. It is an integral part of what we do at KKR.

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