Keep Your Fintechs Close, But Your Regulators Closer: The State of BaaS with the Godfather
In one of our final Travillian Next episodes of 2024, join our Head of Bank Strategy, Michael Perito, for this can’t-miss conversation with one of the original architects of Banking-as-a-Service,…
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Talent Talk Unfiltered: Visionaries Vs. Doers
In this episode of Travillian Next, Travillian’s Brian Love, Head of Banking & Fintech, Keith Daly, Principal, Banking & Fintech Search, and Michael Perito, Head of Bank Strategy, break down…
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Never a Dull Moment: Ryan Goldberg’s Journey to Leading One of America’s “Top Credit Unions,” DFCU Financial
Earlier this year, Newsweek named DFCU Financial one of America’s Top Credit Unions. In this episode of Travillian Next, Brian Love, Head of Banking & Fintech at Travillian, was lucky…
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How 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. This…
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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…
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From 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, Investment…
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Don’t Miss the Forest for the Trees: What We Took Away from Q3 Earnings
“…next time, let’s just give them the damn number” – probably the most memorable quote from third quarter 2024 earnings season from none other than J.P Morgan CEO Jamie Dimon,…
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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…
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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…
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The 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,…
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NEXT Forum: Double Down on Your Balance Sheet Strategy
The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ. Day of Education – Session #6 Double Down on…
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Kicking Off Innovation: Lessons from Spring Labs AI-Native Banking & Fintech Conference
Written from the perspective of Keith Daly, Principal, Banking & Fintech Search at Travillian. Last week I attended Spring Labs’ first-ever AI-Native Banking & Fintech Conference in Salt Lake City,…
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NEXT 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:…
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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 one of their senior research analysts covering the regional banking sector, as they dissect…
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