{
  "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": 96,
  "pageCount": 119,
  "prevPage": 95,
  "nextPage": 97,
  "slideType": "other",
  "function": "present_framework",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a 2x2 matrix-like layout to categorize capital allocation strategies.",
  "elementsJson": [
    "headline_text",
    "process_diagram"
  ],
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be6-29cc707595c9/96",
  "deckHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be6-29cc707595c9#slide-96",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "STRONG CAPITAL GENERATION PROVIDES FINANICAL FLEXIBILITY AND CAPITAL ALLOCATION OPPORTUNITIES",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-5be9-7345-ace1-280b7fa13689",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.43,
        "w": 0.52,
        "x": 0.24,
        "y": 0.31
      },
      "kind": "framework",
      "text": "2x2 matrix showing four capital allocation levers",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9833c8bc-dd5a-4979-9d68-2532e91ebb1a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.6,
        "x": 0.05,
        "y": 0.12
      },
      "kind": "paragraph",
      "text": "Dynamic capital allocation policy enables deployment of capital towards its most productive uses",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "23d11fae-bfa2-49b2-b5fa-584061688615",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.6,
        "x": 0.2,
        "y": 0.78
      },
      "kind": "title",
      "text": "STRONG CAPITAL GENERATION PROVIDES FINANICAL FLEXIBILITY AND CAPITAL ALLOCATION OPPORTUNITIES",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8818d7c8-07ed-4ce5-8b2f-f8af18783c37",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "EFFECTIVE CAPITAL ALLOCATION",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1fbf2ab3-a700-4c8d-bff9-f3fa36a0b097",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "04d1fb74-8804-4700-b819-72f7d518bac1",
      "evidence": "2x2 matrix showing four capital allocation levers",
      "confidence": 0.7
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1a13-73b8-b32d-84c472b25d9b",
      "evidence": "Title 'Effective capital allocation' over four-lever diagram (de-levering, organic growth, M&A, return of capital)",
      "confidence": 80
    },
    {
      "name": "Capital Allocation Framework",
      "slug": "capital-allocation-framework",
      "agent": null,
      "layer": "slide",
      "matchId": "27109a0e-2950-4b9e-89a4-2667d666ef44",
      "evidence": "Dynamic capital allocation policy enables deployment of capital towards its most productive uses",
      "confidence": 0.7
    },
    {
      "name": "Gestalt Principles",
      "slug": "gestalt-principles",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1a13-73b8-b32d-8a81a384f4f1",
      "evidence": "Four-quadrant arrow grouping shows the four levers as one system",
      "confidence": 75
    }
  ],
  "frameworks": [
    {
      "name": "capital-allocation-framework",
      "slug": null,
      "matchId": "21b50b44-389a-4c33-99b5-7236093676d1",
      "evidence": "Visual representation of four distinct capital deployment strategies",
      "confidence": 0.9
    },
    {
      "name": "Capital Allocation Framework",
      "slug": null,
      "matchId": "019dd95a-1d21-7467-a466-9ac27519f3a6",
      "evidence": "Four levers shown as arrows: De-Levering, Organic Growth, M&A, Return of Capital",
      "confidence": 75
    }
  ],
  "arcBeats": [
    {
      "to": 108,
      "from": 95,
      "beatId": "019dd95a-07a7-7579-bd61-f193040a404e",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": "consultants-gambit-impact-next-steps",
      "evidence": "Capital allocation, dividend initiation, undervalued investment case",
      "position": 5,
      "confidence": 78,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    },
    {
      "to": 99,
      "from": 83,
      "beatId": "019dd95a-07a7-7579-bd62-154fb8f1789d",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "Financial highlights, raised guidance, dividend sizing",
      "position": 9,
      "confidence": 60,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 100,
      "from": 96,
      "name": "Build Up",
      "slug": "33-build-up",
      "bestFor": "Pricing justification, cost estimation, market sizing",
      "matchId": "019dd95a-08f8-7619-ac2b-45ebce4fddf8",
      "evidence": "Four-quadrant capital allocation framework → capital generation → dividend considerations → sizing → return strategy",
      "position": 14,
      "objective": "Walk through the four-lever capital allocation policy",
      "structure": "The Base -> Add Component A -> Add Component B -> Add Component C -> The Total",
      "confidence": 80,
      "description": "Start from zero and add components to arrive at a total"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}