Travillian

Community bank M&A ALERT!!!

Happy Halloween from Travillian! 🎃 👻 🕷️ 🕸️ #Halloween2024 #companyculture #meettheteam

“Next time, let’s just give them the damn number" — JPMorganChase CEO Jamie Dimon's memorable quote captures the Q3 2024 earnings season frustration.    With investor’s attention span seemingly shorter and shorter, let’s not miss the forest for the trees; our three biggest takeaways from third-quarter earnings:   1️⃣ Margin expansion optimism is consensus, but not a certainty  2️⃣ No major credit concerns yet, though appraisals on coastal office loans continue to have bad data points  3️⃣ Profitability isn’t where it needs to be, M&A is coming back regardless of who wins the election    Dive into the full article to see why these points matter and what might shape banking in 2025 🔗 ➡️ https://lnkd.in/enbjFtV9 #banking #Q3 #earnings #Q3Earnings #investors  

I’m excited to share that I am launching the Private Wealth Management Search practice for Travillian. The firm’s standing as a recruiting and talent advisory leader within the financial services world provides a tremendous catalyst for this new practice. I look forward to building out this new business line for Travillian!

At the NEXT Forum in Atlantic City, hosted by Travillian and Newcleus LLC, we featured a unique interview where Keith Daly, Principal, Banking & Fintech Search at Travillian, sat down with Allen Iverson—well, sort of—to break down the buzz around AI.   Get ready for laughs as Keith and “AI” tackle the latest in fintech.  ➡️ https://lnkd.in/eRHqP83d #artificialintelligence #AI #alleniverson #2024conferences #bankconferences #fintech #banking

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 a glass to the upcoming election, and gain invaluable insights about how the banking industry should prepare for either outcome. Watch the full conversation here! 🔗 ➡️ https://lnkd.in/e4rnJXgR This conversation is also available on: Spotify 🔗 ➡️ https://lnkd.in/eUzM8epd Apple 🔗 ➡️ https://lnkd.in/ehh-imzx Panelists: Trey Maust, Executive Chairman, Lewis & Clark Bank Patrick Ryan, President & Chief Executive Officer, First Bank Mary Kissel, EVP and Senior Policy Advisor, Stephens Moderator: Michael Perito, Head of Bank Strategy, Travillian #2024conferences #bankconferences #politics #banking #2024election

In the latest episode of Travillian Next, Keith Daly, Principal, Banking & Fintech Search at Travillian, speaks with Phil Goldfeder, CEO of the American Fintech Council. From Atlantic City to Utah to NYC to DC to Vegas – you never know exactly where he will be, but one thing is for sure, Phil is fighting tirelessly in the trenches for his members. Travillian is proud to be a strategic partner with the AFC to help educate and advocate for responsible and sound public policy so innovation at small banks and fintechs will not be stifled. In this chat, Phil gives insights on the vibe and trending topics of the many conferences he has attended and moderated over the past few months, culminating with the anticipated AFC Policy Summit on November 19th in Washington DC. The AFC Summit will bring together the top minds in government, technology & banking for an intimate and dynamic discussion on the industry's challenges and opportunities heading into 2025. Watch or listen to the full convo here! 🔗 ➡️ https://lnkd.in/ehRX7n6j Available on YouTube, Spotify, Apple, or wherever you listen to your podcasts. #fintech #2024conferences #electionseason #fintechconference

🔒❓💭 The Certainty of Uncertainty... Michael Perito, Head of Bank Strategy at Travillian, and Isaac Wheeler, Managing Director, Head of Balance Sheet Strategy at Derivative Path, discuss key interest rate hedging strategies amidst market uncertainty, exploring how banks can mitigate rate risk and focus on growth. Now available on YouTube, Spotify and Apple Podcasts ➡️ https://lnkd.in/eVzuJ7vs #interestrates #hedgingstrategies #bankingindustry #2024election

Thank you, Banking+ for sharing this story featuring our Principal, Banking & Fintech Search, Keith Daly! In this interview, Keith discusses fintech partnerships, data rights, and AI regulation with Ian P. Moloney from the American Fintech Council. Check it out! #Fintech #AI #Banking

Catch the hilarious parody NEXT to a Fern, featuring Dave Yancoskie, Managing Partner at Travillian, and Dan Flaherty, CFA, Managing Director of Investment Banking at Janney Montgomery Scott LLC. This skit, inspired by Zach Galifianakis' Between Two Ferns, was a highlight of the NEXT Forum at the Borgata Hotel Casino & Spa in Atlantic City, hosted by Travillian and Newcleus LLC.    You don't want to miss this! 😂🌿 🔗 https://lnkd.in/eHJGvJXy #bankingconference #2024conferences #paraodyskit #betweentwoferns #investmentbanking