Jefferies Financial Group Investor Presentation Deck
Endnotes
These notes refer to page 53
(1) # of Clients based on accounts with >$1m in Annualized Client Revenues.
(2) Rankings sourced from Coalition Greenwich 2022 Fixed Income Study.
(3) Period reflects Q3'23 YTD annualized metrics.
These notes refer to page 54
(1) MarketAxess 9M YTD August 2023.
(2) TradeWeb 9M YTD August 2023.
These notes refer to page 59
(1) Total Select Asset Management Revenue is a non-GAAP measure. See Appendix for Non-GAAP reconciliation.
(2) LAM revenues ex Oak Hill is a non-GAAP measure, which represents $586M of Investment Return less revenues of $175M generated as a result of the sale of Oak Hill in 2022.
These notes refer to page 60
(1) AUM includes aggregate NAV and NAV-equivalent Assets Under Management held by us and our affiliated asset managers as of each period end.
These notes refer to page 61
(1) AUM includes aggregate NAV and NAV-equivalent Assets Under Management held by us and our affiliated asset managers as of each period end.
(2) Represents revenue share agreement.
(3) Equity investment made 10/7/19. Not wholly-owned by Jefferies.
(4) Not wholly-owned by Jefferies.
(5) Jefferies Finance (JFIN) is a 50/50 joint venture between Jefferies and Mass Mutual Life Insurance Company. Leucadia Asset Management's share of net earnings from JFIN is included in Investment
Banking net revenues.
Jefferies
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