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Consultants Gambit
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Matching slides 39,432
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Pages 1,315
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28,321-28,350 of 39,432
56
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
57
The table compares a baseline (2.5% capital) against four scenarios of higher ROE requirements.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
58
The slide argues that a 4% capital standard acts as a tax on homebuyers.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
59
The slide uses a comparison table to justify a specific capital requirement by highlighting lower risk factors for GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
60
The chart uses a waterfall-style bridge to compare losses to capital.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
61
The slide uses a quote to validate the activist's proposed capital requirement.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
62
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
63
The slide uses a two-part argument structure to justify capital requirements by highlighting hidden value in future cash flows and crisis-resilience.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
64
The chart uses a waterfall-like comparison to show that proposed capital (2.5%) and total resources (4.3%) significantly exceed historical crisis losses.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
65
The slide uses a 'demand list' format to advocate for regulatory changes.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
66
This slide acts as a counter-balance to a broader argument about limiting benefits, specifically identifying which ones are deemed essential.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
67
The slide highlights the negative impact of current pay limits on leadership turnover at Fannie and Freddie.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
68
The slide uses a contrast-based structure (complications vs. objectives) to lead to a proposed administrative solution.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
69
The slide outlines a policy recommendation for GSE reform.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
70
The slide uses a stacked bar chart to contrast historical losses against the total available capital buffer.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
71
The slide uses a pull-quote to provide external validation for the activist's thesis regarding GSE conservatorship exit.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
72
The slide uses market benchmarks to justify a specific fee level, framing it as a conservative estimate.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
73
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
74
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
75
The chart uses a stacked bar approach to show the base return vs excess return.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
76
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
77
The slide uses pie charts to show the composition of capital, highlighting the role of 'Credit for Excess Payments' in reducing private capital needs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
78
The slide uses a stacked bar chart to illustrate capital accumulation components (existing capital, retained earnings, and new raise).Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
79
The chart uses a waterfall bridge format to show the impact of income, debt repayment, IPO proceeds, and preferred stock conversion on common equity.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
80
The slide uses a stacked bar chart to illustrate the capital buildup.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
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81
The chart uses a waterfall bridge structure to show capital accumulation and conversion steps.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
82
Fannie Mae & Freddie Mac (FNMA/FMCC)Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
83
Includes annotations for IPO events and specific capital percentage targets.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
04
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit
05
Fannie Mae & Freddie Mac (FNMA / FMCC)Fannie Mae & Freddie Mac (FNMA / FMCC) · Pershing Square
Activist deck Activist investor Beat · Situation & Context1 hit