Raymond James Financial : 2019 Analyst & Investor Day Presentation slides
June 21, 2019 at 06:30 pm IST
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FORWARD LOOKING STATEMENTS
Certain statements made in this presentation may constitute "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. Forward-looking statements include information concerning future strategic objectives, business prospects, anticipated savings, financial results (including expenses, earnings, liquidity, cash flow and capital expenditures), industry or market conditions, demand for and pricing of our products, acquisitions and divestitures, anticipated results of litigation and regulatory developments or general economic conditions. In addition, words such as "believes," "expects," "anticipates," "intends," "plans," "estimates," "projects," "forecasts," and future or conditional verbs such as "will," "may," "could," "should," and "would," as well as any other statement that necessarily depends on future events, are intended to identify forward-looking statements. Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks described in our filings with the Securities and Exchange Commission (the "SEC") from time to time, including our most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q, which are available at www.raymondjames.com and the SEC's website at www.sec.gov. We expressly disclaim any obligation to update any forward-looking statement in the event it later turns out to be inaccurate, whether as a result of new information, future events, or otherwise.
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2019 ANALYST & INVESTOR DAY
Agenda
8:15 am
Registration & Breakfast
9:00 - 9:30 am
Welcome & General Overview
Paul Reilly
Chairman & CEO, Raymond James Financial
9:30 - 10:00 am
Private Client Group
Scott Curtis
President, Private Client Group
10:00 - 10:20 am
Fixed Income / Public Finance
John Carson
President, Raymond James Financial
10:20 - 11:30 am
Technology Platform Demonstrations
Vin Campagnoli
Chief Information Officer, Raymond James Financial
11:30 am - 12:00 pm
Raymond James Bank
Steve Raney
President & CEO, Raymond James Bank
12:00 - 12:30 pm
Financial Review & Closing
Jeff Julien
CFO, Raymond James Financial
12:30 - 1:30 pm
Lunch
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WELCOME & GENERAL OVERVIEW
Paul Reilly
Chairman & CEO, Raymond James Financial
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OVERVIEW OF RAYMOND JAMES FINANCIAL
NET REVENUES*
FISCAL 2018
$ MILLIONS
Total Net Revenues $7.3 billion
KEY FACTS(as of March 31, 2019)
Headquartered in St. Petersburg, FL
Founded in 1962; public in 1983
Approximately7,900financial advisors
$796 billionof AUA
RJF shareholders' equity of$6.4 billion
Market capitalization of approximately$11.3 billion
*Pie chart above does not include intersegment eliminations or the Other segment
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Raymond James Financial Inc. published this content on 21 June 2019 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 June 2019 12:59:04 UTC
Raymond James Financial, Inc. specializes in financial services. Revenues (including intragroup) by activity break down as follows:
- investment services (76.9%): securities brokerage, stock exchange intermediation, intervention on equity, interest rate and foreign exchange markets, derivatives, trading services, etc. for private and institutional clients;
- retail banking and merchant banking (15.7%);
- asset management (6.9%): USD 196.4 billion in assets under management at the end of September 2023;
- other (0.5%).
Revenues are distributed geographically as follows: the United States (91.3%), Canada (4.9%) and Europe (3.8%).
RAYMOND JAMES FINANCIAL, INC. 
