Jefferies Financial Group Investor Presentation Deck slide image

Jefferies Financial Group Investor Presentation Deck

■ ■ ■ Capital Raising Update Marketing & Investor Relations team includes 25 professionals (up from 13 in FY 2020), providing global client coverage ■ Added new team member based in Singapore to enhance coverage of the APAC region which now includes professionals based in Hong Kong, Tokyo, and Singapore Despite a challenging capital raising environment, Leucadia's Marketing and Investor Relations Team has raised over $2.4 billion in LTM Q3'23 Selectively expanding team across functional areas and regions to facilitate optimal support for clients and affiliated managers ■ Significant commitments into Point Bonita, JAT Capital, FourSixThree, Manteio, and Pearlstone Point Bonita has reached ~$1.4 billion of overall AUM; the strategy expects to remain closed until early next year as it builds its portfolio and creates additional capacity Strong pipeline for remainder of 2023 and H1 2024 Recent strategy additions are gaining marketing momentum (e.g. Pearlstone and StemPoint) 42% of managers still have less than 3-year track record Long/short hedge funds (e.g. ISO-mts, JAT, Kathmandu, StemPoint, SVI, and 31512 Capital) have performed well YTD on an absolute / relative basis despite a volatile market environment Actively marketing private strategies (e.g. Hildene Private Credit Fund, Monashee Growth Equity Strategy, and Point Bonita) Supporting the Jefferies Finance platform: Additionally, our Marketing and Investor Relations team provides support to our Investment Banking joint venture, Jefferies Finance Significant commitments including $625 million investment from ADIA into Large-Cap BDC Actively marketing JCP Middle Market Direct Lending Fund II See pages 65-70 at the back of this presentation for endnotes. Aggregate NAV-Equivalent AUM(1) (Fiscal Year End 2019 vs Current 2023) $ Billions 11 0.1 FY 2019 Capital Raised (Calendar Year 2020 vs LTM Q3'23) $ Billions 1.1 Jefferies Finance 1.9 ■CY 2020 1.3 All Strategies ex-Jefferies Finance 29 Q3 2023 LTM Q3'23 2.0 2.4 Total Jefferies 60
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