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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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: 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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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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Bankers Shore Up Their Industry Knowledge at the 2024 NEXT Forum in Atlantic City
Twenty-two financial services experts from 13 states across the U.S. came together in Atlantic City, N.J., as presenters at the first-ever financial services conference, NEXT Forum, co-hosted by Newcleus 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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The ‘Super Bowl’ of Indexing Is Coming June 28: Managing Opportunities and Risks
It’s about time for one of the most anticipated and biggest trading days of the year. Every June, index provider FTSE Russell (Russell) reconstitutes its U.S. indexes, which are key…
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M&A Trends and Outlook: A Q&A with Ted Rosinus, Managing Director at Stephens
In the latest Travillian Next episode, Travillian hosts Brian Love, Head of Banking & Fintech, and Indra Elangovan, Head of Strategic Advisory, sat down with Ted Rosinus, Managing Director at…
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Optimism Amidst Uncertainty: What’s Next for Bank Executives and Balance Sheets?
Discover insights from industry expert Matt Resch, Founder of RT Partners (7/2023 – Present), Co-Head of PNC FIG Advisory (4/19 – 7/2023), and Co-Founder of Ambassador Financial Group (9/2006 –…
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Q3 Bank Earnings Preview and Why We’re Approaching a New Bank Stock Investment Cycle
The bank stock roller coaster ride continued during Q3. Bank stock performance during the third quarter seemed to validate both the hopes and fears of just about all market observers. …
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It’s Time for the Tough to Get Going: Banking in 2023 – An Investment, M&A, and Regulatory Perspective
Recent developments in the bank sector have led to confusion and uncertainty about the road ahead. In this wide-ranging and timely discussion with Travillian’s Head of Banking and Fintech, Brian…
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SVB/SBNY – Insiders Take on the Lead Up to Failure, Auction Process and Suggested FDIC Insurance Revisions
With the credible perspective very few possess, Hernan Hernandez sheds light on this past weekend’s wild events which shockingly led to Silicon Valley Bank and Signature Bank failing. Joined by…
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