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Wall Street
Playing the Hits! A Roundtable Discussion with Bridgewater Bank’s Joe Chybowski, AllianceBernstein’s Michael Howard, and Performance Trust’s Matt Shields
Performance Trust’s Matt Shields, AllianceBernstein’s Michael Howard, and Bridgewater Bank’s Joe Chybowski on why capital is flowing again and what separates the banks that can capitalize on it…
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Brent Beardall & Simone Lagomarsino: Two Bank CEOs on Leadership, M&A, and the Deal That Made Them Family
Brent Beardall takes us from the bank file room to the CEO seat, then gets surprised on camera by Simone Lagomarsino for an honest conversation about leadership, M&A, and the deal that made them family…
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Brent Beardall & Simone Lagomarsino: Two Bank CEOs on Leadership, M&A, and the Deal That Made Them Family
Brent Beardall takes us from the bank file room to the CEO seat, then gets surprised on camera by Simone Lagomarsino for an honest conversation about leadership, M&A, and the deal that made them family…
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What Sets the Industry’s Highest-Valued Banks Apart | Deposits, Discipline, and Differentiation
A closer look at why some banks command premium valuations, and how strategy, not just profitability, separates them from the pack…
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What Sets the Industry’s Highest-Valued Banks Apart | Deposits, Discipline, and Differentiation
A closer look at why some banks command premium valuations, and how strategy, not just profitability, separates them from the pack…
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Balance Sheet Truths from Piper Sandler’s Scott Hildebrand, The Hardest Working Man in “Bank Land”
Scott Hildenbrand on Balance Sheet Strategy, Bank Boards, and Market Volatility Travillian’s Brian Love, Head of Banking and Fintech, and…
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Balance Sheet Truths from Piper Sandler’s Scott Hildebrand, The Hardest Working Man in “Bank Land”
Scott Hildenbrand on Balance Sheet Strategy, Bank Boards, and Market Volatility Travillian’s Brian Love, Head of Banking and Fintech, and…
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Wall Street to Main Street: CEOs Dimitar Karaivanov and C.K. Lee on Strategy, Talent, and Long-Term Growth
As community banks face rising complexity, tighter margins, and higher expectations from boards and regulators, leadership backgrounds are evolving. Dimitar…
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Wall Street to Main Street: CEOs Dimitar Karaivanov and C.K. Lee on Strategy, Talent, and Long-Term Growth
As community banks face rising complexity, tighter margins, and higher expectations from boards and regulators, leadership backgrounds are evolving. Dimitar…
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The Technology Takeover in the Desert: An AOBA Recap with Andrew Liesch, Travillian’s Head of Bank Strategy
Bank Director’s Acquire or Be Acquired has long been known as the industry’s marquee M&A conference. But this year in…
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The Technology Takeover in the Desert: An AOBA Recap with Andrew Liesch, Travillian’s Head of Bank Strategy
Bank Director’s Acquire or Be Acquired has long been known as the industry’s marquee M&A conference. But this year in…
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Where to Find Outsized Returns in Bank Land (Hint: Look for Differentiated Stories)
Why Some Banks Outperformed in 2025 Throughout January, I had several management teams ask me what drove some banks to…
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Where to Find Outsized Returns in Bank Land (Hint: Look for Differentiated Stories)
Why Some Banks Outperformed in 2025 Throughout January, I had several management teams ask me what drove some banks to…
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3 Takeaways from the Recent Surge in Bank M&A and 1 Forecast (Plus Deal-Related Stock Ideas for 2026!)
Bank M&A Activity Is Increasing as Regulatory and Economic Frictions Ease The bank M&A environment is on fire! In 4Q25 alone, there…
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3 Takeaways from the Recent Surge in Bank M&A and 1 Forecast (Plus Deal-Related Stock Ideas for 2026!)
Bank M&A Activity Is Increasing as Regulatory and Economic Frictions Ease The bank M&A environment is on fire! In 4Q25 alone, there…
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The Long Game of Bank M&A: Janney and D.A. Davidson on Diligence, Culture, and What Comes Next
From Deal Volume to Deal Quality: What’s Driving Today’s Bank M&A After years of regulatory drag, valuation gaps, and general…
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The Long Game of Bank M&A: Janney and D.A. Davidson on Diligence, Culture, and What Comes Next
From Deal Volume to Deal Quality: What’s Driving Today’s Bank M&A After years of regulatory drag, valuation gaps, and general…
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What Generalist Investors Miss: Piper Sandler’s Stephen Scouten on Bank Performance, Credit, and M&A
This episode brings together host Andrew Liesch, Head of Bank Strategy at Travillian, and Stephen Scouten, Managing Director and Senior…
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What Generalist Investors Miss: Piper Sandler’s Stephen Scouten on Bank Performance, Credit, and M&A
This episode brings together host Andrew Liesch, Head of Bank Strategy at Travillian, and Stephen Scouten, Managing Director and Senior…
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The New Banking Playbook: Three Themes from the NEXT Forum
Last week, more than 150 bank executives and investors filled Lincoln Hall on the second floor of the Philadelphia Union…
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The New Banking Playbook: Three Themes from the NEXT Forum
Last week, more than 150 bank executives and investors filled Lincoln Hall on the second floor of the Philadelphia Union…
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5 Areas of Focus for Bank Stocks in the Coming Months
What a difference a few months can make! In the weeks following April earnings conference calls, the banking industry shifted…
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5 Areas of Focus for Bank Stocks in the Coming Months
What a difference a few months can make! In the weeks following April earnings conference calls, the banking industry shifted…
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The Balance Sheet Moves Piper Sandler’s Scott Hildenbrand Says Banks Should Be Making Now
“All of the banks we talk to, for the most part, live and die by their spread. And I will…
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The Balance Sheet Moves Piper Sandler’s Scott Hildenbrand Says Banks Should Be Making Now
“All of the banks we talk to, for the most part, live and die by their spread. And I will…
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Top Performing Bank Stocks YTD: 3 Names Defying the Sector Slump in 2025
Familiar Themes Emerge in the Top Performing Bank Stocks Year-to-Date At the mid-point of a rollercoaster 2025, we decided it…
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Top Performing Bank Stocks YTD: 3 Names Defying the Sector Slump in 2025
Familiar Themes Emerge in the Top Performing Bank Stocks Year-to-Date At the mid-point of a rollercoaster 2025, we decided it…
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Depository Investment Bankers Unplugged: Real Talk on M&A with Piper Sandler & D.A. Davidson
As the dust settled on the late-2024 surge in bank mergers and acquisitions, one question lingered: was it a fleeting anomaly…
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Depository Investment Bankers Unplugged: Real Talk on M&A with Piper Sandler & D.A. Davidson
As the dust settled on the late-2024 surge in bank mergers and acquisitions, one question lingered: was it a fleeting anomaly…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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,…
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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…
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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…
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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.…
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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.…
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