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Matching slides 110,471
Current window 69,151-69,180
Pages 3,683
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69,151-69,180 of 110,471
03
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
05
The slide uses a numbered list to outline the core argument for intervention.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
06
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
08
The slide uses red dashed circles to draw attention to BNY Mellon's market share in both charts.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
11
The slide uses a pie chart for revenue mix and a stacked bar chart to show growth in specific fee segments during a market downturn.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
13
The chart illustrates a trend of de-risking the balance sheet over an 8-year period.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
14
Shows BK's superior risk profile compared to BAC, WFC, and JPM.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
15
The chart uses a dual-axis approach to show absolute deposit volume (stacked bars) and a percentage ratio (line graph).The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
20
The chart illustrates a clear downward trend in NIM over a decade.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
23
Includes a CEO quote from 2010 to support the thesis on TED spreads.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
25
The slide uses a timeline-like structure to show that regulations are persistent and evolving.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
28
The slide uses a 2x3 grid of colored boxes to categorize strategic focus areas.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
31
Uses red text and dashed boxes to emphasize the missed $3.38 EPS target.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
32
Uses a 'before-after' style comparison of claimed targets vs. actual results to undermine management credibility.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
38
Uses a waterfall chart to show projected growth components and a bar chart with target overlays to show the gap between actual and projected EPS.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
39
The slide uses a red dashed line to represent the target and a red arrow to visualize the 'ROE Gap'.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
41
Uses company-provided sensitivity analysis to contrast with actual stagnant performance.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
42
Uses a table to contrast claimed program savings against targeted savings.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
43
The slide uses a bar chart to visually demonstrate that gross expenses grew by 12% while revenue only grew by 2%, undermining the 'Operational Excellence' narrative.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
44
The slide uses a combination of a bar chart and a table to illustrate the headcount discrepancy.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The chart highlights BNY Mellon in red to emphasize its outlier status.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
51
Uses a bar chart to highlight the performance gap between BK and a peer.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
60
Uses a combination of bar charts to show the gap between stated goals and actual financial outcomes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
61
The table uses checkmarks and x-marks to visualize the inconsistency in accounting adjustments.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
63
The slide uses a red dashed circle to highlight the 4% growth rates for both Core Revenue and Core Expense, visually emphasizing the lack of margin expansion.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
03
The slide establishes credibility by highlighting the firm's ownership stake and past portfolio companies.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor 1 hit
05
The slide uses a 'Marcato' branding, likely an activist investor presentation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
11
The slide uses a stock price chart to argue that the Board's rejection of a $20 offer was flawed because the market has not valued the company at that level since.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
12
The slide uses a 'villain' framing technique to characterize the board's governance actions as hostile to shareholder interests.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
60
The slide highlights a discrepancy between management's guidance and the analyst's conservative assumptions regarding U.S. land sales.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit