Newmark May 2023 FI Conference Presentation Vf Final — playbook

Newmark May 2023 FI Conference Presentation Vf Final

Newmark

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Narrative range 43 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 20 hits

— 0/3 slides

33.3% 1/3 slides

— 0/3 slides

100% 3/3 slides

— 0/3 slides

Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits

— 0/2 slides

50% 1/2 slides

— 0/2 slides

100% 2/2 slides

— 0/2 slides

Evidence & Proof 13 slides 100% 13/13 slides 100% 13/13 slides · 88 hits

— 0/13 slides

30.8% 4/13 slides 15.4% 2/13 slides 100% 13/13 slides 100% 13/13 slides Impact & Next Steps 25 slides 100% 25/25 slides 100% 25/25 slides · 155 hits

— 0/25 slides

64% 16/25 slides

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100% 25/25 slides

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Slide inventory

46

every slide · same image gating as the playbook

01

front_matter

Open slide detail

02

other

Open slide detail

03

front_matter

Open slide detail

04

transition

Open slide detailBeat · Situation & Context

05

establish_context

Open slide detailBeat · Situation & Context

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Includes disclaimer regarding headcount and revenue assumptions.establish_context

Open slide detailBeat · Situation & Context

07

transition

Open slide detailBeat · Problem & Complication

08

summarize

Open slide detailBeat · Problem & Complication

09

Includes 1Q2023 TTM and 2022 full-year data points.summarize

Open slide detailBeat · Evidence & ProofLoop · Logic Chain

10

Peer data is based on disclosures by CBRE, CWK, and CIGI. The non-U.S. figures for JLL are extrapolated from the percentage of revenues they recorded in non-USDcompare_peers

Open slide detailBeat · Evidence & ProofLoop · Logic Chain

11

The slide uses a combination of a comparison table and a bar chart to highlight growth and improvement.compare_peers

Open slide detailBeat · Evidence & ProofLoop · Logic Chain

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summarize

Open slide detailBeat · Evidence & ProofLoop · Logic Chain

13

The chart uses a waterfall structure to explain revenue growth drivers.quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Logic Chain

14

The bubble chart visualizes historical loan sales by year and size, with the NMRK Signature Bank deal as the clear outlier.illustrate_case

Open slide detailBeat · Evidence & ProofLoop · Logic Chain

15

Includes historical financial data and forward-looking cash generation guidance.quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Logic Chain

16

The chart tracks net leverage ratio over time, with specific annotations for the spin-off, COVID-19, and interest rate environment.quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction

17

The chart uses a waterfall structure to show cash inflows and outflows.quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction

18

The chart compares recurring revenue growth against pass-through revenues. The right-hand panel provides context on fee growth relative to peers and the shift iquantify_impact

Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction

19

The slide uses two donut charts to illustrate portfolio composition by type and by investor class.quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction

20

present_solution

Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction

21

The slide presents a snapshot of liquidity, debt maturity, and leverage ratios.quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction

22

The slide uses a structured table format to present key investment highlights for a credit-focused audience.summarize

Open slide detailBeat · Impact & Next Steps

23

transition

Open slide detailBeat · Impact & Next Steps

24

Data is in thousands, unaudited, and under GAAP.analyze_data

Open slide detailBeat · Impact & Next Steps

25

The slide provides a year-over-year comparison of revenues, expenses, and net income.analyze_data

Open slide detailBeat · Impact & Next Steps

26

Includes footnote regarding reduction for dividends on preferred stock or EPUs.summarize

Open slide detailBeat · Impact & Next Steps

27

Data is in thousands and unaudited.analyze_data

Open slide detailBeat · Impact & Next Steps

28

Financial data presented in thousands, unaudited, under GAAP.analyze_data

Open slide detailBeat · Impact & Next Steps

29

Includes specific adjustments for loan originations and sales, and notes on 2021 equity event impacts.analyze_data

Open slide detailBeat · Impact & Next Steps

30

appendix

Open slide detailBeat · Impact & Next Steps

31

The chart includes detailed footnotes explaining the adjustments made to GAAP operating cash flow to arrive at the 'Cash generated by the business' metric.quantify_impact

Open slide detailBeat · Impact & Next Steps

32

The slide uses 1Q 2019 as a baseline (100%) to compare performance across subsequent periods.analyze_data

Open slide detailBeat · Impact & Next Steps

33

This slide serves as a technical appendix for financial and operational definitions and recent corporate activity.summarize

Open slide detailBeat · Impact & Next Steps

34

Contains definitions for 'Pass through revenues', 'OMSR revenues', 'non-fee revenues', and 'fee revenues', as well as geographic definitions for U.S. regions.appendix

Open slide detailBeat · Impact & Next Steps

35

appendix

Open slide detailBeat · Impact & Next Steps

36

This is a standard financial disclosure page found in investor presentations.other

Open slide detailBeat · Impact & Next Steps

37

This is a text-heavy disclosure slide typical of financial reporting appendices.other

Open slide detailBeat · Impact & Next Steps

38

This slide serves as a technical appendix disclosure for financial reporting.summarize

Open slide detailBeat · Impact & Next Steps

39

This slide provides technical accounting definitions and tax calculation methodologies for non-GAAP financial reporting.summarize

Open slide detailBeat · Impact & Next Steps

40

This is a standard financial disclosure slide found in investor presentations.other

Open slide detailBeat · Impact & Next Steps

41

This is a standard financial disclosure slide explaining the methodology for calculating a non-GAAP metric.summarize

Open slide detailBeat · Impact & Next Steps

42

Standard financial disclosure page.other

Open slide detailBeat · Impact & Next Steps

43

Includes detailed footnotes explaining specific line items and a sub-table for 'Other adjustments'.analyze_data

Open slide detailBeat · Impact & Next Steps

44

Includes detailed footnotes explaining specific line items and a sub-table for 'Other adjustments'.analyze_data

Open slide detailBeat · Impact & Next Steps

45

The slide contains two separate tables comparing different time periods (Dec 2022 vs Dec 2021, and Mar 2023 vs Dec 2022).analyze_data

Open slide detailBeat · Impact & Next Steps

46

Standard corporate boilerplate slide.summarize

Open slide detailBeat · Impact & Next Steps