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Investor Presentaiton

Unaudited Reconciliation of U.S. GAAP Net Income to Net Income, As Adjusted ($ in millions, except per share values) 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Q3 9M $84 $160 $427 $986 $388 $254 $527 $287 $402 $107 $318 Net income attributable to Lazard Ltd - U.S. GAAP Basis Adjustments: Charges pertaining to staff reductions 2 Charges pertaining to cost saving initiatives 1 103 Expenses associated with the business realignment Amount attributable to LAZ-MD Holdings Tax benefit allocated to adjustments Private Equity incentive compensation' 31 18 18 4 2. 25 65 ā˜ Charges pertaining to Senior Debt refinancing 13 22 Gain on partial extinguishment of TRA obligation (net of tax) Recognition of deferred tax assets (net of TRA accrual) 21 MBA Lazard acquisition and Private Equity revenue adjustment 20 Valuation Allowance for changed tax laws Acquisition-related (benefits)/costs 25 26 Reduction of deferred tax assets (net of TRA reduction) 1 Reduction of tax receivable agreement obligation 15 15 Expenses associated with ERP system implementation Expenses related to office space reorganization Expenses associated with Lazard Foundation 27 12 29 Private Equity investment adjustment 30 32 Losses associated with restructuring and closing of certain offices Expenses associated with restructuring and closing of certain offices 33 Adjustment for full exchange of exchangable interests 19: Tax adjustment for full exchange Amount attributable to LAZ-MD Holdings Net Income, as adjusted Weighted average shares outstanding: U.S. GAAP, diluted As adjusted, diluted Diluted Net Income per share: U.S. GAAP Basis As adjusted LAZARD 68 (21) (23) (4) (15) (13) 133 (10) (27) 2 (3) 12 54 63 4 7 7 (259) (294) (12) (13) 12 34 7 (19) 217 (6) 25 29 11 2 10 ''N' G = ''''' (1) 13 0 1 200 24 16 (1) 7 2 1 $195 $269 $428 $480 $410 $501 $539 $385 $410 $111 $358 129,326 135,117 133,737 133,813 133,245 132,634 132,480 129,768 116,080 113,483 112,994 114,140 133,737 133,813 133,245 132,634 132,480 129,768 117,348 113,904 113,781 114,566 $0.65 $1.44 $1.21 $2.01 $3.20 $7.40 $2.92 $1.91 $4.06 $2.44 $3.54 $0.94 $2.78 $3.20 $3.60 $3.09 $3.78 $4.16 $3.28 $3.60 $0.98 $3.13 See endnotes for information regarding non-GAAP adjustments. 43
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