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Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
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- 319,975
- Described
- 319,974
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Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
111,121-111,180 of 319,975
01
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
02
Page number -1- at the bottom.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
03
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
04
This is an introductory slide for an activist investor deck, establishing the relationship between the investor (Trian) and the target (Lazard).Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
05
The slide uses a vertical arrow timeline to show the progression of the firm's corporate structure and management focus.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
06
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
07
The slide presents a classic activist investment thesis: market cycle timing combined with valuation arbitrage.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
08
The slide outlines specific financial goals (margins, cash deployment) and governance changes to justify management's strategic direction.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
09
The slide uses a standard Bloomberg terminal export format to highlight poor stock performance.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Problem Statement1 hit
10
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
11
Slide 10 of an activist deck, providing a baseline company profile.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
12
The slide highlights a $37bn net inflow and 7% CAGR despite market headwinds.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
13
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
14
The chart is a stacked bar representing the total AUM of $157bn.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
15
The slide uses a gap analysis between GDP contribution and AUM penetration to argue for future growth in emerging markets.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
16
The slide uses a comparative framework to argue for Lazard's superior stability and scale.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
17
The slide uses a grouped bar chart approach to highlight Lazard's superior scale and productivity metrics.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
18
The slide uses two distinct blue callout boxes to group key industry trends.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Complication1 hit
19
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
20
The slide uses a table to frame Lazard as an under-indexed player in the global advisory market.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
21
Page number 20 included in footer.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
22
Uses a bracketed list to contrast long-term drivers with a short-term inhibitor.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
23
The slide uses arrows to visually emphasize growth periods following market troughs.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Loop · Cost Of Inaction1 hit
24
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
25
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
26
The slide uses arrows to visually indicate the direction of change for expense ratios and EBIT.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
27
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
28
The slide uses a split-chart approach to group two distinct peer sets (Advisors vs Asset Managers) and includes specific exclusions for comparability.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
29
The slide uses a split-chart approach to compare two distinct peer groups.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
30
The slide uses peer benchmarks (Greenhill, Evercore) to justify a target margin expansion for Lazard.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
31
The slide uses a two-part structure: Current Status vs. Capital Plan.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
32
The chart uses a green dashed line to indicate the peer average of 5.8%.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
33
The slide uses a bar chart to show the growth from IPO to 2011 and sets a target for 2014.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
34
The slide uses a mix of company-led initiatives and activist-led demands to frame the governance argument.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
35
The slide uses a structured list format to present historical performance and future targets for three strategic pillars.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
36
Includes a callout highlighting the 120% upside potential based on the Mid-case scenario.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
37
Includes detailed breakdown of corporate expenses and non-recurring items.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
38
The slide provides a detailed breakdown of adjustments to revenue, expenses, EBIT, net income, and EPS.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
39
The slide provides a granular reconciliation of GAAP compensation to 'Awarded Compensation' for two peer firms.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
01
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
02
This is page 2 of the deck, indicating a continuation of disclosures.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
03
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
04
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
05
The slide outlines the core argument for a potential split or restructuring of PepsiCo.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
26
The slide uses a series of bar charts to contrast STT and BNY Mellon, emphasizing that STT's operational advantages are not translating into margin superiority.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · 2x2 Matrix1 hit
27
Uses a specific metric introduced by BNY Mellon in Q1 2011 to argue for operational inefficiency at State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
28
The chart uses a mix of grey and colored bars to highlight the average and the subject company (SSGA).State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
29
Uses a peer comparison table to argue for operational improvements.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
30
Includes specific quantitative estimates for excess capital per share and annual capital generation.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
31
Uses a precedent-based argument (Heinz) to justify a specific demand for State Street.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
32
The slide uses a structured argument format to justify a corporate breakup/spin-off.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
33
Page number 32 included at the bottom.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
34
The chart highlights SSgA in blue to distinguish it from peers.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
35
The chart uses a green bar for the industry average and a blue bar for State Street to emphasize the comparison.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
36
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Beat · Satisfaction1 hit
37
Includes a valuation bridge calculation for implied share value.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Mece Breakdown1 hit
38
Includes synergy adjustments and pro-forma calculations for 2006.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
39
Includes a check row to verify the bridge calculations against reported 10-K figures.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
40
The table demonstrates the calculation of adjusted EPS common and compares it to the reported Operating EPS from 8-K filings, showing a zero variance.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
41
Page number 40 at the bottom.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit