Jefferies Financial Group Inc. · NYSE:JEF

Jefferies Financial — Investor Day (October 2019)

10 slides from Jefferies Financial's investor day presentation, Oct 16, 2019

  1. Slide 1: Jefferies Financial Group Inc. 2019 Investor Meeting

    Exhibit 99 Jefferies Financial Group Inc. 2019 Investor Meeting Wednesday, October 16, 2019Exhibit 99 Jefferies Financial Group Inc. 2019 Investor Meeting Wednesday, October 16, 2019

  2. Slide 2: Note on Forward Looking Statements

    Note on Forward Looking Statements Certain statements contained herein may constitute forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934 and/or the Private Securities Litigation Reform Act of 1995, regarding

  3. Slide 3: Jefferies Financial Group – Cumulative Return of Capital

    Jefferies Financial Group – Cumulative Return of Capital ($ Millions) $2,500 35% $2,312 30% $2,000 $1,723 25% $1,678 $1,491 $1,500 20% $1,259 15% $1,000 $707 10% $616 $500 5% - - Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Est. (1) (2) Cumulative Capital Returned % of TBV at Launch (1) S

  4. Slide 4: Liquidity Strength Throughout Program

    Jefferies Financial Group – Liquidity Strength Throughout Program ($ Millions) $2,000 $9,000 $1,800 $1,723 $1,678 $8,000 $1,600 $1,491 $1,400 $7,000 $1,259 $1,200 $1,000 $6,000 $800 $707 $616 $5,000 $600 $400 $4,000 $200 - $3,000 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 (1) Cumulative Capital

  5. Slide 5: Growth of Consistent ROE Generating Assets

    Jefferies Financial Group – Growth of Consistent ROE Generating Assets (1) % of Book Value 100% 4 Major Investments 80% 10 Major Investments 60% 40% 67% 55% 20% - (2) (3) At Launch of Program PF Q3 2019 Jefferies Group Merchant Banking (1) Excludes Corporate. (2) April 1, 2018. (3) Pro Forma Book Va

  6. Slide 6: Stock Price vs. TBV / Share

    Jefferies Financial Group – Stock Price vs. TBV / Share Stock Price vs. TBV / Share $29.00 $27.42 $27.01 $26.96 $26.57 $27.00 $26.33 $25.91 $25.00 $23.00 $21.86 $21.00 $19.00 $17.00 $15.00 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 (1) (2) TBV / Share Stock Price (1) Tangible Book Value

  7. Slide 7: Stock Price vs. Adjusted TBV / Share

    Jefferies Financial Group – Stock Price vs. Adjusted TBV / Share Stock Price vs. Adjusted TBV / Share $33.00 $30.94 $31.00 $30.41 $29.68 $29.21 $28.88 $28.45 $29.00 $27.00 $25.00 $23.00 $21.00 $19.00 $17.00 $15.00 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 (1) (2) Adjusted TBV / Share Stock Pri

  8. Slide 8: Appendix

    Appendix 6Appendix 6

  9. Slide 9: GAAP Reconciliation

    Jefferies Financial Group – Tangible Book Value GAAP Reconciliation Reconciliation of Jefferies Financial Group Shareholders' Equity to Tangible Book Value (a Non-GAAP measure) ($ Millions) 3/31/2018 Jefferies Financial Group Shareholders' Equity (GAAP) $ 10,259 Less: Intangible assets, net and good

  10. Slide 10: GAAP Reconciliation

    Jefferies Financial Group – Tangible Book Value GAAP Reconciliation Reconciliation of Jefferies Financial Group Shareholders' Equity to Adjusted Tangible Book Value (a Non-GAAP measure) ($ Millions) 6/30/2018 9/30/2018 11/30/2018 2/28/2019 5/31/2019 8/31/2019 Jefferies Financial Group Shareholders'

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