JMP Securities Financial Services Conference
Tuesday, June 19, 2018
10:30 a.m. Eastern time
The St. Regis New York in New York City

Wells Fargo Financial Services Investor Forum
Wednesday, May 23, 2018
Fairmont in Chicago

“Our first quarter revenue represented the strongest first quarter performance in Stifel’s history, as net revenue of $750 million increased by 11% from the same quarter a year ago. We continue to benefit from growth in recurring revenues, which represented 41% of total revenue in the first quarter, as bank revenue and asset management & service fee revenue were both quarterly records. We also generated 39% growth in investment banking revenue as our advisory revenue nearly doubled and equity underwriting revenue was up nearly 50% from the first quarter of 2017. As a result of our revenue growth and focus on expense management, our non-GAAP pre-tax margins improved to 17.3% from 14.9% a year ago. We continue to have a positive outlook for our business as economic growth continues to accelerate and the operating environment remains solid despite increased volatility. Given the increased diversity of our business model, we believe Stifel remains well positioned for continued growth.”

“The addition of the Ziegler businesses is another step in the growth strategy for Stifel. We have worked with the management team at Ziegler in the past and we are excited to add not only a growing and profitable business to our platform but one whose culture of integrity and putting the client first is very similar to our own.”

"Management and our board of directors consistently focus on shareholder returns, whether through investments in new initiatives, acquisitions, share repurchases, or now, dividends on our common stock. Stifel continues to be a growth company but given the strength of our balance sheet and the increased diversity of our business, we are generating significant amounts of excess capital and we believe that a dividend is now appropriate. That said, we will continue to evaluate opportunities that maximize the risk adjusted returns on our capital for the benefit of our common shareholders."

JMP Securities Financial Services & Real Estate Conference
Thursday, June 22, 2017
8:45 a.m. Eastern time
The St. Regis New York in New York City

"We are excited to welcome David to our Board, as he has been a highly respected member of the St. Louis business community for over two decades. His proven long-term success in bringing entrepreneurial spirit and marketing acumen to an established industry and building the strength of a well-known consumer brand will further broaden the professional diversity of our Board."

Wells Fargo Securities Asset Managers
Brokers & Exchange Forum
Tuesday, March 21, 2017
The JW Marriott in Chicago

“We have known the management team at City Financial for a long time and have always been impressed with their leading market position in the public finance and wealth management businesses within the state of Indiana. We believe the addition of City and its growing and profitable business to the Stifel platform further enhances the Company’s growing presence in these two attractive businesses.”

“ISM complements Stifel’s existing European business, particularly within our fixed income platform. ISM is well regarded in the emerging markets and credit research areas, and will add convertible brokerage capabilities for our institutional clients. We are excited to welcome Cliff and his team to Stifel.”

"A priority of ours has been to recruit exceptionally talented leaders to Stifel’s board to add to the leadership of our firm. We’ve found two outstanding candidates who possess a deep understanding of our industry and have each earned great success in their personal careers. We couldn’t be more pleased to welcome them to our board and for their future contribution."

Wells Fargo Securities Conference
Asset Managers, Brokers & Exchanges Forum
Tuesday, March 22, 2016
The JW Marriott in Chicago

"Today marks another transformational achievement in the growth of our Global Wealth Management business. We are very excited to welcome our new associates from Barclays. Through the combination of the depth of Barclays' franchise and the breadth of Stifel's product offerings, we are creating a premier wealth management platform. We've already initiated, and are committed to making, significant investments in our platform with the goal of providing our clients with a superior set of products and services."

"Charlie Eaton and his team are placement experts with a large investor base and a track record of success. As partners, we look forward to expanding our core advisory business and leveraging direct placements with our high net worth platform. This partnership fits very well with our overall growth strategy for the company."

"We are excited about today's announcement and our continued growth in our Global Wealth Management business. Barclays' Wealth franchise in the U.S. is a high-touch, high-service business for sophisticated clients. Combining the depth of Barclays' franchise and breadth of Stifel's product offerings, coupled with an entrepreneurial and client-focused culture, will create the premier wealth management platform in the industry today. Importantly, we know that you do not acquire people, but we are excited about partnering with the professionals at Barclays."

"We have identified a great firm in Sterne Agee to bolster our Global Wealth Management group with the addition of more than 700 financial advisors and independent representatives increasing advisor professionals by 35%. Sterne Agee's fixed income platform is highly complementary to our existing products and services, and together will catapult this business to a new level, continuing the momentum we established with the addition of Knight's fixed income sales and trading business. This acquisition furthers our goal of creating a balanced, well-diversified business mix with wealth management and institutional exposure."