TPG | Investor Presentation Deck | 38 slides

TPG · 2022-06
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem
02
other
Open slide detailBeat · Problem
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other
Open slide detailBeat · Problem
04
Uses a honeycomb/hexagonal visual motif to represent firm pillars.summarize
Open slide detailBeat · Problem
05
The slide uses a hexagonal motif to organize key firm pillars.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
06
The slide presents firm-level metrics and a logo grid of portfolio companies.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
07
The slide uses a column-based layout to categorize business units by platform.present_framework
Open slide detailBeat · SolutionLoop · Golden Circle
08
The slide uses a branching timeline structure to illustrate the evolution of the firm's product offerings.show_traction
Open slide detailBeat · SolutionLoop · Golden Circle
09
show_traction
Open slide detailBeat · SolutionLoop · Golden Circle
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The slide uses a mix of metrics and a pie chart to demonstrate client stickiness and growth.show_traction
Open slide detailBeat · Market SizeLoop · Why Now
11
The slide uses a hexagonal grid layout to represent core firm pillars.establish_context
Open slide detailBeat · Market SizeLoop · Why Now
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Uses a transition arrow to imply evolution from the left column to the right column.compare_peers
Open slide detailBeat · Market SizeLoop · Why Now
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The slide uses a vertical axis to contrast 'Industry Trend' at the top with 'TPG Positioning' at the bottom.argue_timing
Open slide detailBeat · Market SizeLoop · Why Now
14
The slide uses a vertical axis to contrast 'Industry Trend' with 'TPG Positioning'.argue_timing
Open slide detailBeat · Market SizeLoop · Why Now
15
The slide uses a hub-and-spoke diagram to show TPG at the center of various growth investment strategies.other
Open slide detailBeat · Team
16
The slide uses a three-column layout to categorize ESG efforts into Investing Activity, Environmental Strategy, and a chronological list of actions.summarize
Open slide detailBeat · Team
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Includes a 2x2 puzzle piece diagram for 'Climate Investing: Four Forces'.show_traction
Open slide detailBeat · Team
18
The right side uses a ribbon-like diagram to represent their strategic pillars: Sector Flywheels, Alpha Mining, and Bending The Curve.show_traction
Open slide detailBeat · Team
19
The slide uses a growth curve diagram to link strategic pillars to financial outcomes.show_traction
Open slide detailBeat · Team
20
The slide uses a hexagonal grid layout to represent core firm pillars.establish_context
Open slide detailBeat · Team
21
The slide uses a split-screen layout to contrast 'Shared Teams' (personnel-led) with 'Shared Themes' (sector-led).other
22
The slide uses a funnel diagram for culture and a list-based framework for DEI metrics.other
23
The slide uses a hexagonal grid motif to present core value propositions.summarize
24
The slide uses a visual metaphor of spotlights or pillars to connect high-level strategic goals with specific operational tactics.present_framework
Open slide detailLoop · Quick Win Big Bet
25
Includes a specific note on performance allocation percentage and FRE margins.show_traction
Open slide detailLoop · Quick Win Big Bet
26
The slide uses a simple additive process flow to explain business growth drivers.present_framework
Open slide detailLoop · Quick Win Big Bet
27
Data as of March 31, 2022. Figures in $ billions.show_traction
Open slide detailLoop · Quick Win Big Bet
28
The slide highlights strong performance across Capital, Growth, Impact, and Real Estate strategies, with a total of $29 billion in realizations.show_traction
Open slide detailLoop · Quick Win Big Bet
29
The slide uses a process flow to show how current AUM translates into future revenue.analyze_data
Open slide detailLoop · Quick Win Big Bet
30
The slide uses a bar chart to illustrate margin expansion over time, culminating in a target margin of >45%.analyze_data
31
Waterfall chart illustrating the transition from beginning balance to ending balance via realized gains and value creation.analyze_data
32
The slide uses a simple additive framework to categorize growth strategies.plan_implementation
33
Uses a hexagonal grid layout to represent interconnected firm attributes.summarize
35
Includes a footnote referencing a reconciliation on page 38.analyze_data
36
The slide uses a waterfall-style bridge structure presented as a table to reconcile GAAP figures to non-GAAP performance metrics.analyze_data
37
The table details adjustments for non-controlling interests, unrealized gains/losses, and transaction-related adjustments.analyze_data
38
The slide uses a bridge format to reconcile GAAP figures to non-GAAP book values.analyze_data