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Investment presentation · 2025-01-16

Fannie Mae and Freddie Mac: The Art of the Deal

Pershing Square Capital Management · Bill Ackman

Fannie Mae Freddie Mac Policy assets Classic

AI summary and analysis

Pershing's presentation on Fannie Mae and Freddie Mac's exit from conservatorship, systematizing the GSE restructuring framework, capital structure and potential paths for common/preferred stock holders.

Key points

  • This is one of Ackman's long-term public investment stories, not an ordinary annual summary; it focuses on how Pershing puts its policy, capital structure, and valuation models together.
  • Central to the demonstration is the path out of conservatorship: government, regulation, capital requirements and shareholder equity must be addressed simultaneously.
  • The information emphasizes restructuring framework rather than short-term catalysis. Such cases are highly dependent on policy windows and legal/regulatory outcomes.
  • Pershing's approach to analysis is typical: he first defines the stakeholders, then establishes possible transaction structures, and finally evaluates the risk-return of different security levels.
  • This classic example represents Ackman's public approach to complex financial/policy assets.

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