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Strategic Alignment AcrossLeucadia Asset ManagementAt the foundation of the platform is a focus on strategic alignment across LAM, its asset managers and its institutional investors.

OVERVIEW

Leucadia Asset Management (“LAM”) is a diversified alternative asset management platform offering predominantly institutional clients an innovative range of investment strategies through its affiliated asset managers.

At the foundation of the platform is a focus on strategic alignment across LAM, its asset managers and its institutional investors. LAM provides its affiliated asset managers with access to stable long-term capital, robust operational infrastructure, as well as global distribution. LAM offers investors the opportunity to invest alongside Jefferies Financial Group Inc. (“JEF”) (through its subsidiaries), which maintains investments with and/or revenue share or equity interests in the asset managers on the platform.

By The Numbers

Affiliated Boutiques 21^*

Capital $17BN^**

Assets $45BN^***

Highlights

1979

Leucadia National Corporation (LUK) is founded

2004

Jefferies Group and MassMutual form Jefferies Finance

2008

LUK acquires initial stake in Jefferies Group

2013

LUK acquires remaining stake in Jefferies
LAM platform launches effort to expand asset management business in LUK
LUK acquires Topwater Capital Partners

2018

LAM enters into strategic relationship with Schonfeld Strategic Advisors
LUK renamed Jefferies Financial Group Inc.
Kathmandu joins LAM platform

2019

Point Bonita Capital joins LAM platform
LAM enters strategic relationship with Monashee Investment Management

2020

LAM enters into strategic relationship with Dymon Asia Capital
LAM enters into strategic relationship with FourSixThree Capital
LAM enters into strategic relationship with JAT Capital Management
3|5|2 Capital joins LAM platform

2021

LAM announces strategic relationship with Strategic Vision Investment (“SVI”)
LAM announces strategic relationship with Manteio Capital

2022

LAM announces strategic relationship with Hildene Capital Management
LAM announces strategic relationship with Tephra Digital
LAM announces strategic relationship with Illuminate Financial
LAM announces strategic relationship with Pearlstone Alternative
LAM announces strategic relationship with ISO-mts Capital Management

2023

LAM announces strategic relationship with StemPoint Capital
LAM announces strategic relationship with Catenary Alternatives Asset Management

2024

LAM announces strategic relationship with GREYKITE

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Asset Managers Investors

Alignment with Managers: Committed to Asset Manager’s Long-Term Success

Stability Long-term
commitment Infrastructure
and support

VALUE TO ASSET MANAGERS more

LAM benefits from the permanent capital, brand and resources of its parent, JEF. With over 40 years of investing experience, JEF seeks value by creating, acquiring, building and operating a diverse set of businesses and strategies.

LAM maintains substantial investments and/or equity stakes in its affiliated asset managers, affording each the necessary time to grow at the speed most suitable for it's strategy and business.

LAM helps new and established asset manager affiliates institutionalize their businesses. LAM may provides centralized infrastructure, strategic business development, operations, compliance and capital raising.

Opportunity to Co-invest Alongside Jefferies Financial Group

A key benefit to investors, when allocating assets to LAM, comes from the strategic investments and/or equity interests its parent, JEF, has with affiliated asset managers. This approach has aligned LAM’s investment objectives with those of its investors.

Investment
Opportunity Solid
Foundation Relationships

benefits to investors more

LAM offers investors an opportunity to deploy capital alongside its parent company, JEF, further aligning LAM’s interests with those of its clients.

JEF’s strong balance sheet and institutional infrastructure provides LAM’s affiliated asset managers with potential access to significant stable capital. This positions them for long-term success.

LAM’s relationships, along with those of JEF's subsidiaries (including the investment bank Jefferies LLC.), enable the firm to provide additional insights and opportunities to its affiliated asset managers.

^*Leucadia Asset Management provides a central infrastructure and support hub for the diverse strategies on the platform, which includes strategic business development, operations, compliance and capital raising support.
^**Includes equity and long term debt as of August 31, 2023.
^***Represents Net Asset Value or Net Asset Value Equivalent as of December 31, 2023. The aggregate AUM of the LAM platform includes direct assets under management as well as AUM of certain asset management activities with Jefferies Financial Group and AUM of affiliated asset managers in which LAM has a revenue share or equity interest, and/or with which JEF has invested balance sheet capital.

Strategic Alignment Across

Leucadia Asset Management

Strategic Alignment Across

Affiliated Asset Managers

Strategic Alignment Across

Institutional Investors

OVERVIEW

By The Numbers

Highlights