Delta Air Lines
also referred to as: delta
includes Delta Air Lines Pension Fund
9 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Nov 18, 2024 by Jon Glidden · said 55 times in 2 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Jon Glidden (49), Ted Seides (5), Rajiv Jain (1)
tap a year for its mentions
2026 1 mention in 1 episode
2024 54 mentions in 1 episode
Everything said about Delta Air Lines, oldest first
Nov 18, 2024 neutral
Nov 18, 2024
Nov 18, 2024
Nov 18, 2024
Nov 18, 2024
Delta's Pension Was America's Worst-Funded in 2011 With $14B Shortfall
“The pension today is sixteen billion. Back in those days, the pension was more like seven billion, and it was fourteen billion underfunded on a company with a market cap of seven billion dollars. Funded status was hovering in the upper thirties, low forties, s…”
Nov 18, 2024 positive
Glidden: Delta pledged 5% contributions and a 9% return backstop
“When might Delta not be able to stand up to that pledge that they made in those early days, which is we're going to pay the five percent mandatory. And if you don't hit a nine percent expected return, we're going to stand up and make it like you did make a nin…”
Nov 18, 2024
Delta's 2014 Pension Strategy: 40% Hedge Funds and 50% Leverage
“We go back to July of 2014, and that's the portfolio. 30% privates, 40% hedge funds, 10% cash, borrow 50%. You've got this other 20% funded stuff in case you've got a liquidity event if you really need it. That's what the portfolio looked like back in 2014.”
Nov 18, 2024 positive
Nov 18, 2024 bullish
Delta's Portable Alpha Strategy Generated $2.25B in Net Value Over Decade
“That portable alpha, that's over two hundred million dollars of net value per year for over a decade. 2.25 billion since the inception of the program. Private markets, it's over a billion excess relative to the respective public markets since then.”