{ "docId": "019dd923-622b-71dc-a6dc-3613fe313890", "docSlug": "3a33f122b246", "documentTitle": "McDonald's Corporation (MCD)", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-05-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 42, "pageCount": 65, "prevPage": 41, "nextPage": 43, "slideType": "testimonial", "function": "introduce_nominees", "density": "overcrowded", "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "headshot", "quote_block" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622b-71dc-a6dc-3613fe313890/42", "deckHref": "/decks/019dd923-622b-71dc-a6dc-3613fe313890", "deckJsonHref": "/decks/019dd923-622b-71dc-a6dc-3613fe313890.json", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-3613fe313890#slide-42", "components": [ { "bbox": { "h": 0.35, "w": 0.2, "x": 0.03, "y": 0.165 }, "kind": "image", "text": null, "attrs": null, "subkind": "headshot", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a91d3060-bd8c-4221-b3eb-dbeda8eb4e0e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.33, "x": 0.61, "y": 0.79 }, "kind": "paragraph", "text": "Dr. Chris Geczy - Wharton School of Business professor, member of Intel's US Retirement Plans' Investment Policy Committee and former member of NASDAQ's Economic Advisory Board", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "60fc428a-ccd2-4f59-a06d-dba12bafc9ad", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.33, "x": 0.32, "y": 0.42 }, "kind": "paragraph", "text": "Diederik Timmer - Chair of the Board of Directors of US SIF and Managing Director of Morningstar Sustainalytics", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7f7268bf-6da2-44e3-8697-96ac20fa767c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.33, "x": 0.12, "y": 0.83 }, "kind": "paragraph", "text": "Matt Patsky, CFA - Chief Executive Officer of Trillium Asset Management", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cadc160e-ded2-48be-b892-212972ca1065", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.33, "x": 0.61, "y": 0.53 }, "kind": "quote", "text": "She's a key thought leader in shareholder advocacy, responsible for engagement strategies that have had tremendous impact and which many other investors have emulated to great effect.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "55a3c7fc-81db-447b-ad78-419ded4f20ab", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.33, "x": 0.32, "y": 0.16 }, "kind": "quote", "text": "Leslie is an inspiring and highly engaged board member with vast leadership experience. [...] Her deep insights into Governance and the public and investor debate regarding Social and Environmental Impacts will be valuable to any organization.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "643add8d-7731-43e0-98d3-7022a38fa5b3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.33, "x": 0.12, "y": 0.57 }, "kind": "quote", "text": "[I] can attest to her ability to deftly navigate the needs of shareholders and the critical calls for improved environmental, social, and governance performance.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fe4fb986-7c60-4f7b-9f80-a6a1733a8893", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "\"Leslie is an inspiring and highly engaged board member with vast leadership experience. [...] Her deep insights into Governance and the public and investor debate regarding Social and Environmental Impacts will be valuable to any organization. Combined, this makes Leslie an ideal candidate for a seat on the board of any organization.\" — Diederik Timmer, Chair of the Board of Directors of US SIF and Managing Director of Morningstar Sustainalytics; \"[I] can attest to her ability to deftly navigate the needs of shareholders and the critical calls for improved environmental, social, and governance performance. She has a deep understanding of emerging material ESG issues combined with a diplomatic but direct manner to effectuate change within organizations. In my view, Leslie would make vital contributions to the board that would help place McDonald’s at the forefront of ESG leadership.\" — Matt Patsky, CFA, Chief Executive Officer of Trillium Asset Management; \"She's a key thought leader in shareholder advocacy, responsible for engagement strategies that have had tremendous impact and which many other investors have emulated to great effect. Her credibility as an integrator of public interest advocacy and responsible corporate governance is unmatched.\" — Dr. Chris Geczy, Wharton School of Business professor, member of Intel’s US Retirement Plans’ Investment Policy Committee and former member of NASDAQ’s Economic Advisory Board", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd952-fb90-708a-868e-0ff513a789a6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "ENDORSEMENTS FOR MS. SAMUELRICH", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e74e01dd-ef56-466c-826c-6429bc256865", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Audience Definition", "slug": "audience-definition", "agent": "Storyteller", "layer": "slide", "matchId": "65efef61-ce7b-4f1a-9907-78d184b8fa2b", "evidence": "Dr. Chris Geczy - Wharton School of Business professor, member of Intel's US Retirement Plans' Investment Policy Committee and former member of NASDAQ's Economic Advisory Board", "confidence": 0.7 }, { "name": "Authority citation", "slug": "authority-citation", "agent": null, "layer": "slide", "matchId": "ba865e64-1388-4e92-a9c4-2aaf55e7a230", "evidence": "quote/testimonial: Leslie is an inspiring and highly engaged board member with vast leadership experience. [...] Her deep insights into Governance and the public and investor debate regarding Social and Environmental Imp", "confidence": 0.9 } ], "frameworks": [], "arcBeats": [ { "to": 65, "from": 35, "beatId": "ded95f54-069a-4708-bc7d-a53171f6178a", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "Slides 35-65 propose a solution through the Icahn nominees and a superior ESG framework.", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "loops": [ { "to": 47, "from": 35, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "1b395cfe-feae-4d7b-89c7-d6d35134e734", "evidence": "The document proposes a solution that aligns with the Golden Circle principles, appealing to investors' logic and emotions.", "position": 1, "objective": "Present a clear solution through the Icahn nominees and a superior ESG framework.", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.7, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }