{
  "docId": "019dd923-5eff-723e-9be6-29cc707595c9",
  "docSlug": "520e3dc469a90e99",
  "documentTitle": "2024 Capital Markets Day",
  "authorId": "AerCap",
  "authorName": "AerCap",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 15,
  "pageCount": 119,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "initiative_list",
  "function": "present_framework",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a process-flow style layout to categorize strategic initiatives.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "process_diagram"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be6-29cc707595c9/15",
  "deckHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9#slide-15",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Dynamic capital allocation policy enables deployment of capital towards its most productive uses",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-5be9-7345-acdc-0c07b8d87616",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.9,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "diagram",
      "text": "Four-column process flow showing strategic pillars and their components.",
      "attrs": null,
      "subkind": "process",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6954e9ff-de6e-4e5e-9e95-8bbbf68df106",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "framework",
      "text": "Capital Allocation Framework",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7c09e8ab-09b9-4d31-8511-5a41f3692976",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.05,
        "y": 0.12
      },
      "kind": "title",
      "text": "Dynamic capital allocation policy enables deployment of capital towards its most productive uses",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "41490566-051e-4391-b2c6-2734fc9ea978",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.45,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "HISTORY OF STRATEGIC CAPITAL ALLOCATION",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "59c2ab01-6891-4723-86a0-ea90cc0ef073",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1a13-73b8-b32c-de32c2e41a3c",
      "evidence": "Title 'History of strategic capital allocation' frames timeline",
      "confidence": 80
    }
  ],
  "frameworks": [
    {
      "name": "capital-allocation-framework",
      "slug": null,
      "matchId": "7686a1e0-f31c-4054-877e-c14f88aed713",
      "evidence": "The slide explicitly categorizes strategic actions under four pillars of capital allocation.",
      "confidence": 0.95
    }
  ],
  "arcBeats": [
    {
      "to": 78,
      "from": 13,
      "beatId": "019dd95a-07a7-7579-bd61-eaa47dd595be",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "Strong Company platform + Commercial, Risk, Engines, Cargo, Milestone sections",
      "position": 3,
      "confidence": 78,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 19,
      "from": 14,
      "beatId": "019dd95a-07a7-7579-bd61-f8187bc5d297",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "Unrivaled platform + capital allocation history",
      "position": 2,
      "confidence": 60,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 19,
      "from": 14,
      "name": "Build Up",
      "slug": "33-build-up",
      "bestFor": "Pricing justification, cost estimation, market sizing",
      "matchId": "019dd95a-08f8-7619-ac2b-18a6d867abe0",
      "evidence": "Platform → capital allocation history → leverage discipline → engine optionality → M&A → buybacks add up to thesis",
      "position": 3,
      "objective": "Build the strong-company case piece by piece",
      "structure": "The Base -> Add Component A -> Add Component B -> Add Component C -> The Total",
      "confidence": 78,
      "description": "Start from zero and add components to arrive at a total"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}