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01
Slide 1
The document details the strategic rationale for the board expansion, including Trian Partners' 9.9% stake and Barings' $354 billion AUM.Invesco Ltd. (IVZ) · Invesco
Press release Activist investor Beat · AttentionLoop · Golden Circle1 hit
73
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
74
The slide uses a blue geometric background typical of Trian's branding.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
75
The slide uses a Trian Partners branded background and includes a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
76
The slide uses a blue background with a subtle geometric pattern, typical of Trian's branding.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
77
The slide uses a Trian Partners branded background with a quote from a former board colleague.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
78
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
79
The slide uses a quote to build credibility for the activist's past performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
80
The slide uses a quote to establish credibility and frame Trian as a constructive partner rather than a hostile actor.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
81
The slide uses a Trian Partners branded background and includes a call to action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
82
Uses Trian Partners branding and 'Vote the Gold Proxy Card' call to action.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
83
The slide uses a quote to preemptively address concerns about short-termism.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
04
The slide provides a snapshot of Ferguson's business profile, valuation, and strategic changes as of late 2019.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor 1 hit
04
Slide 3 of the deck.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
10
The slide uses a simple split-box layout to contrast the two main business units.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
11
Uses a hub-and-spoke diagram to connect the GE logo to three key pillars of value.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
12
The slide highlights the concentration of earnings across five key industrial segments.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
22
The chart highlights GE's relative stability (5% decline) versus the peer average (30% decline).General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
33
The slide uses a split-screen layout to contrast 'Key Divestitures' and 'Key Acquisitions'.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
72
General Electric (GE)General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
01
Slide 1
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
17
The slide uses a 'before and after' framing to demonstrate that initial resistance from management turns into positive collaboration.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
58
The slide uses a timeline-based grid to highlight the stagnation in new brand development.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
81
The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
82
Includes a testimonial quote from Mike Weinstein regarding the Snapple turnaround.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
90
Includes a legend for the blue triangle icon indicating board representation.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
94
The slide uses a list of company logos paired with quotes from former or current CEOs of those companies to build credibility.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit
07
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
16
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
40
PPG Industries, Inc. (PPG)PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit