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The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ.
Day of Education - Session #4
Bank Empire: M&A and Capital Pursuits - Perspectives from industry experts on M&A and Capital considerations for banks and credit unions.
This session is also available on Spotify and Apple Podcasts.
Panelists:
Frank Sorrentino, Managing Director of Investment Banking, Stephens, Inc.
Jeff Cardone, Partner, Luse Gorman
Jake Dalaya, Chief Strategy Officer, Capital Bank
Moderators:
Brian Love, Head of Banking & Fintech, Travillian
Paul Davis, Founder, The Bank Slate
By Travillian Next5
66 ratings
The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ.
Day of Education - Session #4
Bank Empire: M&A and Capital Pursuits - Perspectives from industry experts on M&A and Capital considerations for banks and credit unions.
This session is also available on Spotify and Apple Podcasts.
Panelists:
Frank Sorrentino, Managing Director of Investment Banking, Stephens, Inc.
Jeff Cardone, Partner, Luse Gorman
Jake Dalaya, Chief Strategy Officer, Capital Bank
Moderators:
Brian Love, Head of Banking & Fintech, Travillian
Paul Davis, Founder, The Bank Slate

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