2015 Delta Investor Day Presentation

This document provides an overview of XO Group Inc., including its financial performance, business segments, leadership team, and growth strategy. Some key points: - XO Group owns wedding planning site The Knot and parenting site The Bump, with diversified revenue streams including advertising, transactions, and publishing. - The company has transformed under a new leadership team, upgrading products/technology, evaluating assets, and setting a target of double-digit revenue growth and 20% adjusted EBITDA margins. - In 2015, revenue was $142 million across its brands and business segments. The Knot remains the #1 online wedding property with nearly 10 million monthly unique visitors. - Moving forward, the

This document provides an overview and guidance from The AES Corporation regarding its business operations and financial expectations for 2015-2018. Some key points: - AES reaffirms its 2015 proportional free cash flow guidance but lowers adjusted EPS guidance due to foreign exchange and commodity impacts. - For 2016, AES expects strong growth in proportional free cash flow despite lower earnings outlook. Lower maintenance capital expenditures and working capital changes contribute to this growth. - From 2015-2018, AES expects average annual growth of at least 10% in both proportional free cash flow and parent free cash flow. Management believes available cash will support investments, debt paydown, dividends and share buybacks over this period.

This document provides an overview and summary of Textron Inc.'s business segments from a presentation given at the Goldman Sachs Industrials Conference. It discusses several of Textron's business units including Textron Aviation, Bell Helicopter, Industrial, and Textron Systems. For each business unit, it summarizes recent contracts, new product developments, and growth strategies through both organic initiatives and acquisitions. The presentation contains forward-looking statements and cautions that actual results could differ materially from projections.

This investor presentation by Devon Energy provides an overview of the company, highlights recent operational successes, and outlines the strategic plan and capital investment approach for 2017. Key aspects include ramping up activity in core assets like the STACK and Delaware Basin plays to accelerate production and cash flow growth, achieving significant cost savings and efficiency gains, and maintaining a strong financial position.

Cornerstone provides a corporate overview and financial results for the first quarter of 2016. It discusses its evolution from 1999 to the present day with over 2,500 clients, 23 million users, and a global footprint. Cornerstone also reviews its market leadership position, strong growth across key metrics, and clear path to profitability. It outlines the large and growing market opportunity in talent management and its strategies to continue expanding globally, penetrating its large installed base, and pursuing new opportunities in extended enterprise solutions and beyond 2016.

This document provides Level 3's fourth quarter and full year 2015 results. Some key highlights include: - Revenue growth of 2.4% for CNS and Enterprise on a pro forma basis. - Adjusted EBITDA growth of 16% year-over-year and margins expanding 400 basis points. - Free cash flow of $658 million, exceeding expectations. - Achieved $216 million in annualized run-rate synergies from the tw telecom acquisition, exceeding targets. - Improved leverage ratio to 3.8x from 4.4x in the prior year.

The AES Corporation released its first quarter 2016 financial review which included the following key points: - Adjusted EPS decreased from $0.25 to $0.13 primarily due to foreign currency devaluations, lower power prices in the US and Brazil, and a higher quarterly tax rate. - Proportional free cash flow was $253 million, in line with 2015 levels, with decreases in the US, Andes, Europe, and MCAC SBUs offset by increases in Brazil and Asia. - The company is on track to achieve its $150 million, 3-year cost reduction program and its $7.5 billion construction program is advancing on schedule and will be the major driver of future

Mark Hunter, President and CEO of Molson Coors Brewing Company, discussed the company's strategic focus and growth priorities. Molson Coors aims to drive top-line and bottom-line growth through initiatives to earn more revenue and use fewer resources. These include energizing brands, expanding the portfolio, building customer partnerships, driving synergies and cost savings, and investing wisely. Tracey Joubert, CFO, then reviewed Molson Coors' financial profile and targets, including steadily increasing underlying EBITDA and EBITDA margins over the medium term.

- SandRidge plans to spend under $200 million in 2017 developing its assets in the Mid-Continent and North Park Basin regions. - In the Mid-Continent, the company will appraise and develop the Meramec and Osage formations through extended reach lateral drilling in three Oklahoma counties with potential to add significant proved undeveloped reserves. - In the North Park Basin, SandRidge aims to delineate the Niobrara oil resource through a program of exclusively extended reach laterals, with a goal of achieving per-lateral drilling and completion costs below $3 million.

Cornerstone provides a corporate overview and highlights its evolution over the past 15 years. It discusses the opportunity in the market to address changing work needs. Cornerstone has grown to over 2,000 clients, 22 million users, and a presence in 191 countries. It aims to reach $1 billion in revenue by continuing to innovate and expand across market segments, industries, and within its existing client base.

Barclays MLP Corporate Access Day presentation from March 2016 discusses JP Energy Partners' Q4 and full year 2015 performance and provides 2016 guidance. Key points include: - Adjusted EBITDA grew 31% year-over-year in 2015 excluding corporate overhead. - 2016 Adjusted EBITDA guidance of $50-56 million, representing 3-9% growth, driven by expense reductions and efficiency improvements. - 2016 growth capital expenditures estimated at $25-35 million including $15 million for the Silver Dollar Pipeline.

BGC Partners reported strong financial results for Q4 2015 and FY 2015. Revenues for Q4 2015 were up 34% to $692 million and up 43% for FY 2015 to $2.64 billion. Pre-tax distributable earnings were up 26% for Q4 2015 and 34% for FY 2015. BGC maintained a highly diverse revenue base across its financial services and real estate segments. The company has a strong liquidity position of over $1 billion and low leverage of 0.96x, maintaining an investment grade credit profile.

Vulcan Materials Company presented at a management meeting on September 29, 2016. The presentation discussed Vulcan's strategy of empowering strong local leadership, highlighted ongoing commitment to safety, customers, communities, and shareholders, and outlined expectations for a multi-year construction recovery ahead. While pre-construction project pipelines have strengthened, recent lags in construction starts and ongoing capacity constraints in the construction sector are slowing the pace of growth in the near term. Vulcan believes underlying demand drivers remain firmly in place to support a sustained recovery over the longer term.

The document provides an overview of Vulcan Materials' investor day presentation on February 25, 2015. It begins with introductory remarks and a safe harbor statement. The presentation then focuses on Vulcan's core values of safety, health, environmental leadership and respect. It reviews Vulcan's performance during the decline, turnaround and early recovery stages of the construction cycle. The presentation outlines Vulcan's goals of achieving $2 billion in EBITDA and over 255 million tons of aggregates shipments at normal demand levels. It identifies key drivers to reach these goals including volume growth, pricing increases, operating efficiency, sales and production mix improvements and reducing selling, administrative and general expenses. The presentation emphasizes Vulcan's focus on execution through sales

This document provides an overview of RioCan Real Estate Investment Trust's (RioCan) first quarter 2017 results. Some of the key points included: - RioCan uses several non-GAAP financial measures to evaluate performance in addition to GAAP measures. - Funds from operations (FFO) increased 31% year-over-year to $143 million in Q1 2017. Same property net operating income grew 1.5% year-over-year. - RioCan has a conservative balance sheet with a total debt to total assets ratio of 40.5% as of Q1 2017, providing capacity for development and acquisitions. - RioCan maintained a broadly distributed lease maturity

The document provides an overview of AES Corporation's third quarter 2015 financial results and outlook. Key points include: - Q3 2015 adjusted EPS increased slightly to $0.39 per share due to higher contributions from strategic business units, partly offset by foreign currency impacts. - Proportional free cash flow increased to $621 million in Q3 2015, driven by gains in the Andes and Brazil regions. - For 2016, AES expects proportional free cash flow of $1.125-1.475 billion and adjusted EPS of $1.05-1.15 per share, with average annual growth of at least 10% through 2018.

The operations report discusses first quarter 2017 execution across EnLink's asset portfolio. Key highlights include expansion projects in Central Oklahoma bringing total processing capacity to nearly 1 Bcf/d by year-end. In the Delaware Basin, the Lobo system is expanding its capacity to 185 MMcf/d. The Ascension pipeline began operations in Louisiana. In the Midland Basin, the Chickadee crude oil gathering system became operational. Overall, EnLink continues focused execution across its integrated asset base.

- Net revenue for the second quarter of fiscal 2016 was $511 million, down 10% from the previous year. Earnings per share were $0.32 excluding special items, down 3% from the previous year. - Free cash flow on a trailing twelve month basis was $703 million, up 6% from the previous year and representing 32% of revenue. - Guidance for the third quarter of fiscal 2016 forecasts revenue between $535-575 million and earnings per share between $0.38-0.44 excluding special items.

The document provides a summary of TE Connectivity's Q1 2016 earnings. Some key points: - Sales were above guidance at $2.83 billion, down 7% year-over-year but down only 2% organically. Adjusted EPS was above the high end of guidance at $0.84, down 6% year-over-year. - Transportation sales were above expectations, helped by strength in automotive. Industrial sales remained sluggish. Communications sales declined due to weakness in China, appliances, and data/devices markets. - Bookings increased 3% sequentially, with book-to-bill above 1.0 across all segments. Adjusted operating margin was resilient despite macro challenges.

Teekay Corporation reported earnings for Q3 2015. Key highlights include: - Teekay Parent generated $59.8 million in free cash flow in Q3 2015, a 21% increase over Q2 2015, with a strong coverage ratio of 1.49x. - Teekay Parent completed the sale of the Knarr FPSO to Teekay Offshore for $1.26 billion, increasing its dividend by 75% and reducing net debt by $900 million. - Teekay's daughter entities continued to perform well, with all declaring distribution increases in Q3 2015, providing stable cash flows to Teekay Parent. - Looking ahead, Teekay Parent expects higher net revenues

Presentation given by CEO Jeff Weiner, and CFO Steve Sordello, at LinkedIn Q3 2015 Earnings Call. For more information, check out http://investors.linkedin.com/.

It wasn't that long ago that nearly everyone had to go to an office to consult and collaborate with people within a company. Because of this, the pool from which an organization could draw talented, skilled workers was geographically limited as workers needed to be within a reasonable distance of the business. Fortunately, because of technology, those days are pretty much gone. It is now possible to hire and manage remote workers from every part of the world just as easy as it is to hire and manage those still working within the same office.

Jerry Chen, partner at Greylock and former VP of Cloud and Application Services at VMware, shares his Unit of Value framework for startups building a go-to-market strategy. He developed this strategy while managing product and marketing teams at VMware that shipped many “1.0” releases, including VMware VDI, Cloud Foundry, and vFabric, and continues to use the framework to evaluate companies as an investor.

Frank Rimalovski's When & How to Raise Venture Capital workshop slides from the 2016 NYU Entrepreneurs Festival

Presentation given by CEO Jeff Weiner, and CFO Steve Sordello, at LinkedIn Q4 2015 Earnings Call. For more information, check out http://investors.linkedin.com/.

Whether you're a social media expert or a digital novice, these quick tips will help you get the most out of your social media accounts. Join the digital world as a financial advisor with a little help from BPV Capital Management!

This presentation of the economic outlook for the coming decade highlights the key findings from CBO’s report The Budget and Economic Outlook: 2016 to 2026, which was released in January.

Every startup begins with an idea. This is a talk on how to come up with startup ideas and how to use validation to pick the ones worth working on. It's based on the book "Hello, Startup" (http://www.hello-startup.net/). You can find the video of the talk here: https://www.youtube.com/watch?v=GkmiE8d_5Pw

Delta provides a high-level summary of its performance as a high quality company. It consistently produces solid financial results, with record profits, returns, and balance sheet strength. This allows Delta to increase capital returns to shareholders. Delta also has momentum continuing into 2016, with modest capacity growth, a fuel tailwind, and success from commercial and cost initiatives providing solid earnings. Delta is building a more durable business model to produce strong profits and cash flows throughout the business cycle.

Delta aims to deliver sustainable results by addressing near-term issues while driving long-term success through disciplined capital deployment and continued execution on aggressive targets. Key points include: reducing planned capacity growth and aircraft deliveries to improve unit revenue; maintaining investments in the business while strengthening the balance sheet; and returning at least 70% of free cash flow to shareholders. Delta has successfully transformed its business model to differentiate itself operationally and financially in order to achieve sustainable results through the cycle.

Delta is setting a new standard in the airline industry by focusing on efficient capacity growth, sustainable revenue premiums through investments in its network, products, and service, and ongoing cost productivity initiatives. These strategies have led to improved margins, earnings, return on invested capital, and cash flow generation. Delta plans to reinvest approximately half of its operating cash flow back into the business while continuing to strengthen its balance sheet and return cash to shareholders.

Delta is setting a new standard through consolidation, investments in its network, products and services, and capital discipline. This has led to industry-leading operational performance, customer satisfaction, and unit revenue premiums. Delta is focusing on efficient capacity growth and revenue initiatives to continue expanding margins and generating substantial free cash flow. Lower fuel prices in the second half of 2015 provide a $2 billion benefit for Delta and will allow over two-thirds of the savings to flow to the bottom line.

ARC Document Solutions provides document management services to design and construction firms. It has transitioned from primarily print-based services to utilizing cloud and mobile technologies. ARC has over 200 technology professionals developing solutions for the construction industry and has invested over $100 million in research and development. Its clients include thousands of construction, engineering, and design firms. ARC's services include construction document management, managed print services, and archive and information management.

Специалисты UsabilityLab завершили сравнительное исследование сайтов банков – третье по счёту для банковского сектора. Предметом свежего исследования стал популярный канал ДБО интернет-сайт.

Начиная с 2006 года мы провели более 400 проектов, связанных с исследованием пользователей, юзабилити-тестированием, информационной архитектурой, проектированием экранов и другими способами улучшения интерфейсов программных продуктов. Мы занимаем более 50% рынка в сфере юзабилити-услуг в России.

Delta is positioned for long-term success due to its strategic advantages including its domestic network, customer loyalty, strong balance sheet, and culture of operational reliability. Delta delivered strong profits and cash flows in 2017 and expects continued solid results in 2018, with margins stabilizing in the second half of the year as fuel cost increases moderate. Delta is driving efficiency through fleet modernization and network optimization to address non-fuel cost growth, while continuing balanced capital allocation between reinvesting in the business, strengthening its balance sheet, and returning cash to shareholders.

This document discusses Delta's forward-looking statements and provides context for non-GAAP financial measures that will be discussed. It notes that forward-looking statements involve risks and uncertainties that could cause actual results to differ from estimates. It also states that additional information on risks and uncertainties can be found in Delta's SEC filings. The document concludes by saying discussions will involve certain non-GAAP measures, and reconciliations can be found on Delta's website.

Delta reported record profitability in 2014 with $4.5 billion in pre-tax income, almost $1.9 billion higher than 2013. Free cash flow was $3.7 billion. Delta aims to continue expanding margins through disciplined capacity growth, pricing improvements, and cost productivity initiatives while maintaining a balanced approach to capital deployment. This includes reinvesting approximately 50% of operating cash flow back into the business, continuing to strengthen Delta's balance sheet by paying down debt, and returning cash to shareholders.

This document contains projections and forward-looking statements from Delta about its future financial performance. It discusses factors that could cause actual results to differ from projections. The document also notes that non-GAAP financial measures will be discussed and reconciled on Delta's website. It then provides an overview of Delta as a high-quality company that is producing top-line growth and margin expansion to drive superior returns and free cash flow. Specific metrics and goals for operating margins, earnings per share growth, return on invested capital, cash flow, debt reduction, and pension funding are presented.

This presentation discusses Molson Coors' strategic framework and priorities. It summarizes that Molson Coors aims to drive sustainable growth and long-term shareholder returns through brand-led profit growth, cash generation, and disciplined capital allocation with a focus on profit after capital charge. Key priorities for 2017 include integrating the MillerCoors acquisition, achieving cost savings, paying down debt, and delivering top- and bottom-line performance.