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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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…
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NEXT Forum: Running with the High Rollers: Investment Session
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…
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Join Us in Supporting Hurricane Helene Relief Efforts
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…
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NEXT Forum: Talent Management Monopoly
The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ Day of Education – Session #1 Talent Management Monopoly –…
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NEXT Forum: All-In on Tech Efficiencies
The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ Day of Education – Session #2 All-In on Tech Efficiencies…
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Ballots & Banknotes: How the 2024 Election Could Rewrite the Regulatory Landscape
Keith Daly, Principal, Banking & Fintech Search at Travillian, sits down with Ian Moloney, SVP and Head of Policy & Regulatory Affairs at the American FinTech Council (AFC), to dive…
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