Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open

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#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

منذ 5 أيام27:12

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27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

منذ عام واحد 30:30

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The bank advisory community is optimistic that bank M&A activity will rebound in 2025 and they should be, according to Mercer Capital Managing Director Jeff Davis. In the episode, Davis discussed his takeaways from the annual Acquire or Be Acquired Conference, where scores of advisers shared their viewed for M&A activity to be materially stronger this year. Davis also discussed the improving fundamental environment for banks, the outlook for bank valuations and whether institutions should take advantage of the current optionality in the marketplace and pursue capital raises or acquisitions while the window remains open.

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#Business #Street Talk #Nathan Stovall | S #Global Market Intelligence #U.S. Bank

Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open

Street Talk

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published منذ عام واحد

MP3•منزل الحلقة

137 حلقات

#Business #Street Talk #Nathan Stovall | S #Global Market Intelligence #U.S. Bank

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Ep. 136 – An activist’s view of the banking industry 30:41

منذ يومين30:41

30:41

Activist investor John Palmer sees plenty of catalysts for bank stocks, including stronger fundamentals, attractive valuations and a resurgence in M&A activity among regional and community banks. In the episode, Palmer, principal and managing member at PL Capital, discussed his firm’s investment approach, its successful history in running proxy campaigns and how its interactions with bank management teams have changed over time. The veteran investor also shared how PL Capital has encouraged change and offered value to management teams as well as his view on the need for scale at some banks, M&A activity, regulation and bank valuations.…

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Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open 30:30

منذ 5 weeks30:30

30:30

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Ep. 134 - KBW CEO says bank stocks still have room to run 33:05

منذ 11 weeks33:05

33:05

Investors have flocked back to the bank group over the last five months as the fundamental environment has improved and the election results in November added legs to the rally, according to KBW CEO Tom Michaud. In the episode, Michaud discussed improving investor sentiment toward the U.S. bank space, his firm’s expectation for banks’ earnings and credit quality in 2025 and 2026, and the outlook for capital raising and bank M&A activity.…

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Ep. 133 - Six reasons for a brighter bank M&A outlook 28:32

منذ 14 weeks28:32

28:32

The bank M&A pipeline has improved significantly over the past month, and capital is available for institutions looking to grow amid the surge in investor interest in the banking sector, according to Bill Burgess, co-head of financial services investment banking at Piper Sandler. In the episode, Burgess said there are six factors contributing to renewed interest in bank deals, particularly following the recent U.S. elections. He noted that there is pent-up demand for deals after years of stagnation, a rally in bank stock prices has improved seller psychology, and interest rate marks have become more manageable for buyers. He anticipates a shorter regulatory approval process for bank deals and believes larger buyers could return to the M&A arena after getting more clarity on the post-election regulatory framework. Burgess also said capital is abundant for event-driven and growth stories but cautioned against an overly aggressive push for capital issuance driven by rising share prices.…

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Ep. 132 - How the 2024 election could reshape bank regulation and M&A 30:24

منذ 18 weeks30:24

30:24

The U.S. election could change the legislative, supervisory and regulatory framework for the banking industry. In the episode, we discuss what different election outcomes could mean for banks with three guests focused on policy, regulation and rulemaking: Paul Merski, executive vice president, congressional relations and strategy at the Independent Community Bankers of America; Naomi Camper, chief policy officer at the American Bankers Association; and Isaac Boltansky, managing director and director of policy research at BTIG. The group outlined the current regulatory framework under the Biden administration and how it has differed from the Trump administration. The panelists agreed that a Harris presidency could be seen as a continuation of the existing regulatory framework and noted that a Trump victory could lead to significant regulatory shifts, particularly around consumer issues, fintech and bank M&A activity. But, they also noted that both candidates have shared populist views, creating a horseshoe effect of the ideological specturm.…

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Ep. 131 - Bank boards capitulating, pushing for scale to combat challenges 32:48

منذ 22 weeks32:48

32:48

The operating environment remains challenging for many banks but experts at Raymond James’ annual whole loan conference in September 2024 noted there is a growing acceptance and willingness to pursue deals to counter headwinds facing the group. In the episode, three veterans at Raymond James – John Toohig, head of whole loan trading; Bill Sammon, head of financial services capital markets; and Bob Toma, managing director in financial services investment banking – discussed the outlook for bank earnings, the heath of the consumer, the threat from institutions’ exposure to commercial real estate and the impact of lower rates on future performance. The group also discussed how the fundamental environment will impact sentiment among investors and bank boards, the recent rebound in M&A and capital raising activity, and the potential for more deals, including securitizations that help banks derisk their balance sheets.…

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Ep. 130 - How threatened are US banks by the wave of commercial real estate maturities 27:42

منذ 27 weeks27:42

27:42

Rate hikes by the Federal Reserve and changes in post-pandemic behavior have put pressure on commercial real estate (CRE) borrowers needing to refinance loans coming due. The tally is nothing to sneeze at, with approximately $950 billion in CRE mortgages set to mature in 2024, according to S&P Global Market Intelligence's analysis of nationwide property records. In the episode, S&P Global Market Intelligence analysts Tom Mason, Chris Hudgins and Zain Tariq discuss the threat of maturing CRE mortgages and what portion of those loans are in the troubled office sector. The trio also outlined differences in valuations across different CRE categories, the potential read through provided by the publicly traded REIT sector, and how banks are managing their CRE exposures and reacting to regulatory and investor scrutiny into the asset class.…

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Ep. 129 - Investor sees inflection point in bank stocks 28:13

منذ 32 weeks28:13

28:13

Bank stocks and regional bank stocks in particular have rallied over the last month and there is further room to run, according to Joe Fenech, Chief Investment Officer at GenOpp Capital Management. In the episode, recorded on July 16, Fenech said that sentiment towards bank stocks is improving and that the long bear market in bank stocks ended in May 2023. The investor argued that the recapitalization of New York Community Bancorp earlier in 2024 could serve as the turning point of this investment cycle now that “smart money” has rescued one of the sector’s biggest problems. He also sees net interest margin pressure easing and eventually becoming a tailwind for banks and argued that not all commercial real estate (CRE) loans should be seen as high risk and resulting in sizable losses. He also believes M&A activity will increase, driven by succession issues and the need for scale and technology investment.…

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Ep. 128 - Tales from Top Performers: South Plains Financial, Stellar Bancorp and City Holding Co. 28:34

منذ 37 weeks28:34

28:34

Tales from Top Performers features conversations with executives at high-performing banks about their view of current issues, and the greatest challenges and opportunities they see ahead. This episode features executives from three of the highest performing banks in the country: Curtis Griffith, chairman and CEO of Lubbock, Texas-based South Plains Financial; Paul Egge, CFO of Houston-based Stellar Bancorp; and Skip Hageboeck, CEO of Charleston, W. Va.-based City Holding Co. The bankers outlined how they've been able to maintain strong deposit franchises in the face of fierce competition, their outlook for loan growth and credit quality, and the greatest challenges and opportunities they see over the next year.…

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Ep. 127 - The knife fight for deposits could spur more bank deals 26:29

منذ 40 weeks26:29

26:29

Deposits and liquidity remain at the forefront for most bankers and the intense competition for core funding will eventually lead to a resurgence in M&A activity. That was the message delivered by a variety of presenters at S&P Global Market Intelligence’s annual community bankers conference on May 20 and 21, but they acknowledged that transactions face some challenges in the near term, including lower valuations, fewer would-be buyers and regulatory pressures that tend to require more capital in deals. The episode features commentary from banking experts at Ampersand, Curinos, StoneCastle Partners, Performance Trust Capital Partners, Fenimore Kay Harrison, Stephens, Janney Montgomery Scott, Piper Sandler and Klaros Capital.…

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Ep. 126 - Hunting the bears, making the bull case for CRE 26:44

منذ 43 weeks26:44

26:44

The investment community has expressed great concern over commercial real estate and questioned whether a severe downturn could lie on the horizon, but Rich Hill, head of real estate strategy and research at Cohen & Steers, is not in the camp. In the episode, Hill discussed the misconceptions about commercial real estate, the considerable differences in risk across various subcategories and how publicly traded REITs serve as a leading indicator to the private markets. The veteran of the real estate space further argued that the current cycle is very different than the global financial crisis and could represent the greatest opportunity to invest new capital in a generation.…

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Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO 17:02

منذ 50 weeks17:02

17:02

Tales from Top Performers is a new series under the Street Talk banner that will feature conversations with executives at high-performing banks about their bank and experience in the sector; their view of current issues, and the greatest challenges and opportunities they see ahead. The inaugural episode features a discussion between James Beckwith, CEO of Rancho Cordova, Calif-based Five Star Bancorp, a previous winner of S&P's Global Market Intelligence's annual bank rankings, and S&P co-hosts Nathan Stovall, director of financial institutions research, and Jimmy Pittenger, who oversees the firm's US financial institutions commercial team. In the episode, Beckwith discusses how he got into banking, what he loves about the industry, how his institution has built an attractive deposit franchise and managed elevated exposure to commercial real estate, and his view on the greatest challenges and opportunities ahead.…

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Ep. 124 - KBW CEO challenges investors painting banks with broad brush 25:41

منذ 51 weeks25:41

25:41

The banks that failed in the spring of 2023 were outliers that violated some of the golden rules of banking, but many investors continue to unfairly paint the bank group with a broad brush, according to KBW CEO Tom Michaud. In the episode, Michaud discussed the drivers of the large bank failures in 2023 and the idiosyncrasies of those institutions. He further discussed the regulatory response to the liquidity crunch and criticized the Basel III endgame proposal while advocating for deposit insurance reform. The executive also noted that investors continue to treat all banks the same and express concern over their commercial real estate exposures but noted that most of the industry faces an earnings issue rather than a threat to safety and soundness.…

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Ep. 123 - Bank regulators are tipping the scales, could push even harder 18:10

منذ 1 year18:10

18:10

Regulatory scrutiny has intensified in the aftermath of the liquidity crunch that erupted in 2023 and could play an even larger role in bank M&A activity in 2024 by motivating more banks to consider selling, while also standing in the way of some transactions. The episode features views presented by advisers at Hovde Group, KBW and Luse Gorman at the Acquire or Be Acquired conference, commentary from executives at Community Bank System and Columbia Banking System on the current state of bank M&A, and some discussion of the unfolding situation at the New York Community Bancorp.…

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Ep. 122 - Banks’ Q4 results bring shades of ‘95 not ‘08, show credit digesting higher rates 24:57

منذ 1 year24:57

24:57

U.S. banks’ fourth-quarter 2023 earnings demonstrated continued pressure on funding costs and minimal slippage in credit quality. The Street largely took the results in stride, but management teams were hopeful that net interest margin pressure could subside in the second half of 2024 and credit quality would hold up in the face of a higher for longer rate environment, according to Gerard Cassidy, co-head of global financials research at RBC Capital Markets. In the episode, the veteran analyst said he shares that optimistic outlook and believes the current environment is more similar to 1995 when the U.S. economy digested sharp rate hikes by the Federal Reserve and likely will not result in a severe downturn like some investors fear. Cassidy believes bank stocks are a show me story but does see further catalysts on the horizon. The analyst also offered his outlook for bank M&A activity.…

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Street Talk « » Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open

Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open

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Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open