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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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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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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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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Where a Wild Election Season Stands Today: Insights from Policy Strategist Brian Gardner

Join Michael Perito, Travillian’s Head of Bank Strategy, and Brian Gardner, Chief Washington Policy Strategist at Stifel Financial Corp., as they discuss the current state of the Presidential election, and…

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Bank Sentiment Turning? What We Learned from Second Quarter Earnings

Expert Insights: Raymond James Analyst David Feaster on Bank Earnings, Market Sentiment, and Future Outlook Michael Perito, Head of Bank Strategy at Travillian, sat down with David Feaster, Senior Analyst…

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