Jefferies Financial Group Investor Presentation Deck
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Capital Raising Update
Marketing & Investor Relations team includes 25 professionals (up from 13 in FY 2020), providing global
client coverage
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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
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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
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