Jefferies Financial Group Investor Day Presentation Deck
Capital Raising Momentum
▪ Raised nearly $3 billion of new capital via our marketing team in 2022 YTD
New clients include institutional investors across North America, Europe, and Asia
Significant commitments into Jefferies Finance (Mid-Cap Direct Lending Fund II),
Point Bonita, Schonfeld, and Weiss
Strong pipeline for remainder of 2022 and 1H 2023
Recent strategy additions are gaining marketing momentum (e.g. 3|5|2 Capital,
Hildene Capital, Illuminate Financial, Manteio Capital, and Pearlstone)
- Long/short hedge funds (e.g. Kathmandu, JAT Capital, and SVI) have performed well
despite a volatile market environment and continue to receive investor interest
– Actively marketing private strategies
▪ Continued interest in custom products and larger strategic relationships
Marketing & Investor Relations team has grown to 25 professionals (up
from 13 in FY 2020), meaningfully increasing client coverage globally
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- Selectively expanding team across functional areas and regions to facilitate optimal
support for clients and affiliated managers
53
Capital Raised
$ Billions
0.1
0.7
Jefferies Finance
IFY 2021
New York
17
2.3
All Strategies ex-
Jefferies Finance
2.0
London
3
YTD 2022
Global Marketing & Investor Relations Team
Stockholm
Frankfurt
2.4
Total
2.7
Hong Kong
3
Americas: 17 | Europe & Middle East: 5 | Asia Pacific: 3
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