20230316 scff portfolio details

Credit Suisse
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 13 slides 100% 13/13 slides 100% 13/13 slides · 68 hits
0/13 slides
53.8% 7/13 slides
0/13 slides
0/13 slides
69.2% 9/13 slides

Slide inventory

13
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
decompose_segments
03
The chart breaks down the NAV into various components including cash, supply chain finance notes, and specific program notes.analyze_data
04
Data as of March 7, 2023. Values based on nominal/face value adjusted for restructuring.analyze_data
Open slide detailLoop · Mece Breakdown
05
The table lists four specific obligors (SIMEC, Liberty France, Bluestone, Liberty House) and their respective financial exposure metrics as of March 7, 2023.analyze_data
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06
The table includes a breakdown of programs by documentation status regarding future receivables and summarizes total exposure by focus area.analyze_data
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07
The chart breaks down the Net Asset Value (NAV) into cash payouts and various asset categories including supply chain finance notes, single obligor notes, and manalyze_data
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08
The table lists 9 specific obligors and a total row, with columns for USD amount, percentage of fund notional, and percentage of notes due/outstanding.analyze_data
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09
The slide provides specific financial exposure data for a single obligor within the fund as of March 7, 2023.analyze_data
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10
The slide provides a breakdown of supply chain finance notes by program, including documentation status and focus areas.analyze_data
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11
The slide shows a waterfall-like comparison between the NAV and the cash payout, with other categories at zero.analyze_data
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12
The chart illustrates the liquidation of the fund, showing the NAV and the cash payout are equal at 0.26 USD bn, leaving zero notional value.analyze_data
Open slide detailLoop · Mece Breakdown