Travillian Next

By Travillian NextBusiness

Travillian Next episodes

November 21, 2024How Native American Bank is Financing Housing and Economic Growth in Tribal Communities
Brian Love, Head of Banking & Fintech at Travillian, chats with Tom Ogaard, CEO of Native American Bank, about their efforts to boost economic opportunities in Native American communities.
Native American Bank partners with other native loan banks and non-bank native CDFIs to bring financial services to reservation-based communities. They focus on projects such as healthcare facilities, housing, and economic development, aiming to create new jobs and improve the economic opportunities for tribes and tribal communities.
Learn more about how Native American Bank is driving change through these strategic partnerships and innovative projects.
Topics Discussed:
Native American Bank's Mission and Access to Capital

Projects and Partnerships with Native Loan Banks and CDFIs

Addressing Housing, Health Care, and Economic Development Needs

Key Issues in Native American Communities

Optimism for the Future
27 min
November 15, 2024 NEXT Forum: Headliner: Johnny Allison, Chairman, CEO & Co-Founder of Home Bancshares Inc
The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ.
Day of Education – Session #8
Headliner: Johnny Allison, Chairman, CEO & Co-Founder of Home Bancshares Inc - The always colorful, passionate and genuine Johnny talks about the interesting journey of Home Bancshares, provides market commentary and shares stories that shaped his career and life.
This conversation is available on Spotify and Apple Podcasts.
Speaker:
Johnny Allison - Chairman/CEO/Co-Founder, Home Bancshares, Inc.
Moderators:
Joe Fenech, Founder and CIO, GenOpp Capital Management
Brian Love, Head of Banking & Fintech, Travillian
48 min
November 14, 2024From Sea to Shining Sea: Where a Flurry of Red Victories Leaves the Bank M&A and Capital Pipelines
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.
Key Points Covered:
What drove the slight up-tick in M&A and capital raising efforts in the 2-3 months leading up to the election; and what has investor feedback been.

How has the M&A pipeline and conversations shifted post the election outcome for bank executives?

Are bank IPO’s finally coming back, and what does that mean for less liquid, smaller community banks.

Investor positioning in bank stocks after the recent rally – are we still underweight?

Biggest surprise on the horizon for banks in 2025; because nobody ever gets its 100% right.
35 min
October 26, 2024 NEXT Forum: Shhh...Talking Politics in a Speakeasy
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
46 min
October 23, 2024 Fall 2024 - ConferenceMANIA: The Restless Travels of American Fintech Council CEO, Phil Goldfeder
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.

22 min
October 23, 2024The Certainty of Uncertainty: Hedging Strategies for Banks
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:
Implications of recent interest rate cuts.

Challenges posed by market uncertainty, particularly the forward curve.

Importance of effective hedging solutions, especially for smaller banks.

Emphasis on the need for banks to adapt their strategies in response to evolving market conditions.

The significance of acknowledging the unpredictability of interest rates.
16 min
October 18, 2024 NEXT Forum: Double Down on Your Balance Sheet Strategy
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
42 min
October 16, 2024NEXT Forum: Go Back Three Spaces: Reflecting on the State of Embedded Finance
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:
Robert Keil, Chief Fintech Officer, FinWise Bank

Stanley Orszula, Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP

Emily Reisig, SVP, Emprise Embedded Strategic Relationship Leader, Emprise Bank
Moderators:
Jeff Nowicki, Chief Banking Officer, Treasury Prime

Keith Daly, Principal, Travillian
36 min
October 10, 2024 A Visit from KBW to Discuss 3rd Quarter Bank Earnings
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.
20 min
October 09, 2024 NEXT Forum: Bank Empire: M&A and Capital Pursuits
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
45 min