Join us for this can’t miss episode of Travillian Next with Scott Studwell, Stephens' Head of U.S. Depositories and Co-Head of Equity Capital Markets, and Frank Sorrentino, Managing Director at Stephens, as they join our own Michael Perito, Travillian’s Head of Bank Strategy, to discuss what the current outlook for bank M&A and capital issuing looks like post election. The political red wave that took over Washington D.C. over the past week leaves bank investors clearly optimistic about the outlook for the banking industry, although what does this mean for bank M&A and capital raising efforts, which have been at historic lows for about two years at this point.

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ.

Day of Education – Session #7

Shhh...Talking Politics in a Speakeasy - Tip a glass to the upcoming election, and gain invaluable insights about how the banking industry should prepare for either outcome.

Panelists:

Trey Maust, Executive Chairman, Lewis & Clark Bancorp

Pat Ryan, President & Chief Executive Officer, First Bank

Mary Kissel, EVP and Senior Policy Advisor, Stephens, Inc

Moderator:
Mike Perito, Head of Bank Strategy, Travillian

In the latest episode of Travillian Next, Keith Daly, Principal, Banking & Fintech Search at Travillian, speaks with Phil Goldfeder, CEO of the American Fintech Council. From Atlantic City to Utah to NYC to DC to Vegas – you never know exactly where he will be, but one thing is for sure, Phil is fighting tirelessly in the trenches for his members. Travillian is proud to be a Strategic Partner with the AFC to help educate and advocate for responsible and sound public policy so innovation at small banks and fintechs will not be stifled.

In this chat, Phil gives his insights on the vibe and trending topics of the many conferences he has attended and moderated over the past few months culminating with the much anticipated AFC Policy Summit on November 19th in Washington DC. The AFC Summit will bring together the top minds in government, technology & banking for an intimate and dynamic discussion on the challenges and opportunities facing the industry heading into 2025.

In this episode of the Travillian Next, host Michael Perito, Head of Bank Strategy at Travillian, speaks with Isaac Wheeler, Managing Director, Head of Balance Sheet Strategy at Derivative Path, about the current state of interest rate hedging strategies in the banking sector. At a time of heightened rate uncertainty, it’s important to understand all the tools available to help reduce rate risk and free up human and financial capital to focus on growing the bank in a challenging competitive environment.

This conversation is available on Spotify and Apple Podcasts.

Key points covered:

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ.

Day of Education – Session #6

Double Down on Your Balance Sheet Strategy - Two of the foremost experts in community bank balance sheet management reveal their perspectives and strategies for navigating risk and staying financially sound in today's volatile market.

Panelists:
Scott Hildenbrand, Head of Depository Fixed Income, Piper Sandler

Brian Leibfried, Head of Bank Insights, Performance Trust Capital Partners

Moderators:
Mike Perito, Head of Bank Strategy, Travillian

Isaac Wheeler - Managing Director, Head of Balance Sheet Strategy, Derivative Path

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ.

Day of Education – Session #5 Go Back Three Spaces: Reflecting on the State of Embedded Finance - A discussion covering the risks, rewards and current opportunities for community banks pursuing an embedded finance strategy.

This conversation is available on Spotify and Apple Podcasts.

Panelists:

Moderators:

Join Michael Perito, Travillian’s Head of Bank Strategy, and Catherine Mealor, Managing Director at KBW and on of their senior research analysts covering the regional banking sector, as they dissect investor’s sentiment and expectations ahead of third-quarter bank earnings.

KBW has recently published a couple differentiated research reports looking at how the bank industry could be impacted by lower short-term rates and earnings expectations for the third quarter. This episode digs deep on the current state of the bank market, including highlighting the biggest upside and risks to forward earnings growth. Catherine also explains the delicate balance with institutional investors’ focus between near-term earnings performance and longer-term growth and importantly provides some of her top picks looking ahead to 2025.

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

The 2024 NEXT Forum, hosted by ⁠Travillian⁠ and ⁠Newcleus LLC⁠ at the Borgata Hotel & Casino in Atlantic City, NJ

Day of Education - Session #3

Running with the High Rollers - Hearing from notable public and private bank investors in the space will help banks understand how to best story tell and develop strategies that are relevant and proven

Panelists:
Joe Fenech, Founder and CIO, GenOpp Capital Management

Sundeep Rana, Managing Principal, Castle Creek Capital

David Honold, Principal, Patriot Financial Partners

Moderator:
Mike Perito, Head of Bank Strategy, Travillian

In the latest episode of Travillian Next, host Brian Love, Head of Banking & Fintech at Travillian, sits down with community bankers from North Carolina and Tennessee to discuss the profound impact of Hurricane Helene.

The storm has left a trail of devastation, affecting countless families and businesses in its wake. At the time of this release, the death toll has reached over 230 individuals with hundreds more still unaccounted. Financial costs could total over $30 billion and the rebuilding of these communities will take years.

Our guests, Lynn Johnson, Chief Operating Officer, EVP at North Carolina Banker’s Association, Billy Carroll, President & CEO at SmartBank, and John Hunter, Senior Vice President and Tri-Cities Community President at Trio South Bank, share accounts of the challenges their communities are facing and the vital role local banks are playing in the recovery process. Summed up very well by Billy on the long road ahead for folks affected by Hurricane Helene, he said, “Don’t forget about it….Stay plugged into what’s going on in all of these communities…Look for opportunities to help.”

While relief efforts are underway, there is still much to be done to help rebuild these communities. Your support can make a difference in the lives of those affected by this disaster. By donating to trusted organizations, you can help provide essential resources and long-term aid.

Here are four organizations you can support today: