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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
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319,974
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1

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Slide collection

112,501-112,560 of 319,975

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01
Slide 1
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
02
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
03
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
04
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
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The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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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
09
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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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
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The chart illustrates a consistent upward trend in global financial assets, supporting the thesis of long-term growth for the subject company (BK).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
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The chart highlights deposit growth during 2001, 2008-2009, 2011, and 2012-2013.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The chart includes an annotation explaining a sharp drop in the ratio due to the consolidation of investment management funds.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The chart uses a yellow dashed box to highlight Bank of NY Mellon.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
19
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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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
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The slide uses a valuation buildup approach to justify a specific per-share value increase based on interest rate sensitivity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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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
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The slide uses a stacked bar chart for historical data and a line chart for the recovery projection.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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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
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Uses a causal-chain style mapping to link regulatory requirements to operational outcomes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses stacked bar charts to illustrate the components of regulatory requirements, highlighting the increase in capital buffers.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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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
29
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
30
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 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
33
The chart highlights a clear upward trend in the expense-to-revenue ratio, supporting the activist thesis of operational inefficiency.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
34
The slide uses a red arrow for headcount growth and a green arrow for revenue growth to visually emphasize the disparity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
35
Uses a simple equation format to visualize the problem of fragmentation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The slide uses a timeline format to illustrate a pattern of serial acquisitions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
37
The Bank of New York Mellon (BK)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
40
The slide uses a dual-chart layout to highlight performance divergence between two financial institutions.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
45
The red arrow visually emphasizes the performance gap between the two companies in 2014.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
46
The chart highlights BK's outlier status in headcount management compared to peers like Bank of America, which shows a significant reduction.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
47
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
48
The chart uses callouts to explicitly quantify the margin gap at three points in time.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
49
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
50
Uses red dashed ellipses to highlight the period of decline.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
52
The chart highlights BK's lagging growth relative to competitors, with a specific callout on the 115% growth mark for BK at 4Q14.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
53
The chart uses an indexed baseline (3Q11 = 100%) to compare growth rates across different institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
07
Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
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The slide uses indexed charts to show that corporate costs are outpacing revenue growth, suggesting operational inefficiency.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
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The slide uses a visual arrow to emphasize the upward trend in compensation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
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Uses a three-column layout to categorize the sources of lost credibility.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The CallLoop · David Goliath1 hit
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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
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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
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Epiq Systems, Inc. (EPIQ)Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The VictoryLoop · David Goliath1 hit