Banking, Strategy

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 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.

This conversation is available on Spotify and Apple Podcasts.

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

Tags: Banking, Strategy

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