Lazard
Logotype for Lazard Inc

Lazard (LAZ) investor relations material

Lazard UBS Financial Services Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Lazard Inc
UBS Financial Services Conference 2026 summary11 Feb, 2026

Leadership vision and strategic priorities

  • New CEO brings three decades of global investment experience and aims to drive Lazard's asset management forward with a focus on delivering, growing, and capitalizing on profitable growth.

  • Key priorities include improving investment performance, scaling successful products, and enhancing operating margins through cost discipline and product rationalization.

  • Appointment of a new CIO and COO to strengthen investment oversight and operational efficiency.

  • Emphasis on leveraging the breadth of the platform and fostering collaboration across investment teams.

  • AI and technology investments are targeted to improve research, client experience, and operational efficiency.

Growth initiatives and market opportunities

  • Achieved $8.5 billion in net inflows in 2025 (excluding a large client exit) and nearly $3 billion in January 2026, with positive flows across the US, Europe, and Asia.

  • Focused on scaling core strategies such as systematic equities, global listed infrastructure, and emerging markets, while exploring new areas in public and private markets and wealth management.

  • Active ETF business grew from zero to $1 billion AUM across seven products, with plans to expand in the US and Europe.

  • White space opportunities identified in public markets, private assets, and wealth, with a selective approach to M&A and partnerships.

  • Intermediary and wealth channels are key growth vectors, supported by investments in field teams and thought leadership, including geopolitical advisory.

Margin improvement and operational efficiency

  • Margins are below industry average, with a focus on growing high-margin products and rationalizing underperforming, sub-$100 million strategies.

  • Ongoing review of the product portfolio and cost structure, with new leadership driving process improvements and cost controls.

  • Global operating model under review to optimize centralization versus localization and unlock efficiencies.

  • AI expected to automate research, client communications, and back-office tasks, freeing up resources for higher-value activities.

  • Incremental investments prioritized for front-line distribution and intermediary support to drive sales growth.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Lazard earnings date

Logotype for Lazard Inc
Q1 202624 Apr, 2026
Lazard
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Lazard earnings date

Logotype for Lazard Inc
Q1 202624 Apr, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Lazard Ltds financial Advisory segment offers various financial advisory services regarding mergers and acquisitions, capital advisory, restructurings, shareholder advisory, sovereign advisory, capital raising, and other strategic advisory matters. This segment provides advice on strategic transactions and financing alternatives to corporations, partnerships, institutions, governments, and municipalities. The segment also offers financial valuations; fairness opinions relating to capital-raising transactions; debt restructuring advice in connection with out-of-court restructurings and Chapter 11 proceedings; shareholder advisory relating to activist shareholders or hostile takeovers of public companies; advice on capital structuring and intercreditor issues for financing of acquisition of companies through leveraged buyouts or other transactions for private equity funds; advice on the reduction of corporate expenses; analysis on the tax implications of strategic transactions; and certain litigation consulting services.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage