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,…
Read more
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…
Read more
Bank Board Insights Series Part VII: From Good to Great, Elevate Your Bank’s Performance with Boardroom Mastery!
In this Travillian Next episode, Indra Elangovan, Head of Strategic Advisory at Travillian, and James Stevens, Partner and Co-leader of Financial Institutions Group at Troutman Pepper, discuss effective board governance…
Read more
Bank Board Insights Series Part VI: Crucial Steps for Board Members in Ensuring Effective BSA/AML Oversight
The following article resulted from a discussion between Indra Elangovan, Head of Strategic Advisory, Travillian, and David Caruso, Cofounder and Managing Director of The Dominion Advisory Group, Washington, DC. Boards…
Read more
A Banking & Fintech PR Perspective: People & Communication Make the Bank Go Round
Scott Mills, the President of the highly renowned William Mills Agency, stands at the helm of one of the most prominent public relations and marketing firms specializing in the financial…
Read more
Lessons Learned: Insights from an Ex-FDIC Regulator on Navigating Bank Collapses
Alexander Rolfe, a former FDIC official and current Managing Director at JCSmithAdvisors, recently joined Travillian’s Head of Banking & Fintech, Brian Love, and Head of Strategic Advisory, Indra Elangovan, to…
Read more
The Essence of Balance Sheet Management has Dramatically Changed: Viewpoints from Scott Hildenbrand
From the lens of an astute and forward-thinking balance sheet strategist, the root cause of the crisis goes beyond interest rate risk. This observation comes from none other than Scott…
Read more
High Valued Banks Video Series Continued: A Conversation with Stock Yards’ Ja Hillebrand and Lake City’s David Findlay
Continuing with Travillian Next’s video series highlighting the nation’s highest valued publicly traded banks, Brian Love, Head of Banking & Fintech at Travillian, and Joe Fenech, Chief Investment Officer at…
Read more
Redefining the Role: How a Strategic CFO Thrives in Community Banking
Andy Borrmann is a highly strategic Chief Financial Officer (CFO), having come from a non-traditional upbringing in investment banking and sell-side analysis before finding a home as a CFO in community…
Read more
The Green Scene: Cannabis and Community Banks
As the legal cannabis market continues to grow, many community banks and credit unions are looking for ways to support this thriving industry. Banking cannabis brings its own set of…
Read more
How Banks Can Navigate Gray Skies and Seize Opportunity in 2023
Nate Mittag and Frank Sorrentino, Managing Directors of FIG at Stephens, joined Brian Love, Head of Banking and Fintech at Travillian, in a conversation about the state of the community…
Read more
CEOs of the Highest Valued Banks Reveal Their Recipe for Success
Two of the most well-respected CEO’s in the banking industry – Community Bank System’s Mark Tryniski and ServisFirst Bancshares’ Tom Broughton – join Brian Love, Head of Banking & Fintech…
Read more
The Highest Valued Bank Stocks Share Some Surprising Traits
Why are certain banks consistently valued highest by investors? We recently presented to the Board of Directors of a community bank and in preparation for the discussion, we were asked…
Read more
The Alamo for Community Banks: A Conversation with Matthew Smith – Director of Strategic Initiatives for Independent Banks Association of Texas (IBAT)
As with the Alamo, opposition is coming from all angles these days for community banks. Fintechs, megabanks, Wall Street, Big Tech, and even Walmart all have the advantage of investing billions…
Read more