Investors’ View of the Industry Today and Outlook for Tomorrow
Date:
April 16, 2020
Time:
45 Minutes
Location:
On-Demand
In response to the recent COVID-19 situation in the U.S., we cancelled the 9th Annual Community Bankers Conference, April 14-16 in Dallas. Instead, we are hosting select panels from the Conference via webinar. Please join us for timely content to help you navigate this challenging time.
Views from the Trenches: Investors’ Views of the Industry Today and Outlook for Tomorrow
Assessing current valuations in the industry and how this should inform banks’ strategic plans
How will the turmoil in the markets impact capital raising, M&A activity?
Driving value in the near term and preparing for the next credit cycle
What can banks do to respond to the recent disruption in the markets?
Looking through the crystal ball: What does the future hold?
Nathan StovallDirector of FIG Research, S&P Global Market Intelligence
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks, insurers and fintechs. Full Bio
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks, insurers and fintechs. Nathan has nearly 20 years of experience covering the financial institutions sector, with a focus on U.S. banks. He publishes in-depth analysis on the drivers of bank strategy and profitability and forecasts for the U.S. bank sector. He is the author of the banking blog, Street Talk, and host of the podcast by the same name.
During his tenure, he has regularly covered and participated on the conference circuit as a speaker and moderator of panels and webinars focused on major issues facing banks. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times, The Economist and has appeared on CNBC, Fox Business News and NPR's Planet Money. Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism. Minimize
S&P Global Contributor
William BurgessManaging Director, Co-Head of Financial Services Investment Banking, Piper Sandler
Bill Burgess is a managing director and co-head of investment banking in the financial services group at Piper Sandler. Full Bio
Bill Burgess is a managing director and co-head of investment banking in the financial services group at Piper Sandler. Based in the firm’s Chicago office, he has extensive financial industry experience and maintains a specific focus on mergers and acquisitions and capital raising for depositories and insurance institutions.
Previously, he was a principal and co-head of Investment Banking at Sandler O’Neill + Partners, L.P. While at Sandler O'Neill, Burgess was involved in a number of transactions for depository institutions, including the sale of MB Financial to Fifth Third Bancorp, the sale of PrivateBancorp to CIBC; the sale of FirstMerit Corp. to Huntington Bancshares; First Midwest Bancorp’s acquisitions of Northern States Financial, Standard Bancshares, NI Bancshares, Great Lakes Financial and Banco Popular (Chicago); the merger of Baylake Corp and Nicolet Bankshares; the sale of Taylor Capital Group to MB Financial and First National of Nebraska’s sale of its merchant acquiring business to TYSYS. Burgess advised clients on equity and debt capital issuances, including Comerica, Wintrust Financial, Associated Banc-Corp, First Busey Corp., and AgStar Financial Services, among others.
Prior to joining Sandler O’Neill, Burgess was a managing director in the financial institutions group of Goldman, Sachs & Co. where he worked in investment banking for over 10 years. As a senior investment banker, he was responsible for coverage of Midwestern financial institutions, including over 35 publicly traded companies. Burgess advised clients on a wide range of transactions, including Sears Roebuck in its sale of Sears Credit to Citigroup; Household International in its sale to HSBC Holdings; and U.S. Bancorp in its merger with Firstar Corp. Over the course of his career, Burgess has been involved in more than 30 domestic and cross-border M&A transactions whose total value exceeds $60 billion and over 30 capital underwriting and corporate finance transactions with proceeds of over $20 billion.
Prior to joining Goldman Sachs, Burgess was a Lieutenant in the United States Navy from 1994-1998. His military service included leading a 135-man division on the aircraft carrier USS Kitty Hawk and two deployments to the Persian Gulf in support of U.N. no-fly zones over Iraq. He was awarded Navy Commendation and Navy Achievement Medals for exemplary performance and leadership during his deployments in the Persian Gulf, South America and the Caribbean.
Burgess holds a Masters of Business Administration degree in finance from the Graduate School of Business at The University of Chicago and a bachelor’s degree in economics with honors and distinction from the United States Naval Academy. Minimize
S&P Global Contributor
Steven RussellPortfolio Manager, Senior Research Analyst, Emerald Advisors
Mr. Russell is a Co-Manager of the Emerald Banking & Finance Fund Full Bio
Mr. Russell is a Co-Manager of the Emerald Banking & Finance Fund, a Co-Manager of the Emerald Small Cap Value and SMID Cap Value portfolios and a Senior Research Analyst for Emerald Advisers. In addition, he is a member of the Portfolio Management team at Emerald Direct Lending Advisers, LLC and is a Portfolio Manager for the Emerald Financial Services Private Equity Fund I, LP. Prior to joining Emerald in 2005, Mr. Russell founded Greenwood Advisers, LLC. Previously, he served as Managing Director of iNetworks, LLC a private equity firm located in Western Pennsylvania. Prior to joining iNetworks, LLC, Mr. Russell served as Senior Vice President and Portfolio Manager of Emerald Advisers, where he served as Manager of the Emerald Technology Fund and co-manager of the Emerald Select Banking Fund. He was also a Principal and Founding Partner of Emerald Venture Capital.
Mr. Russell served as Senior Private Equity Analyst for the Pennsylvania Public School Employees’ Retirement System (PSERS), where he administered PSERS’ $1.2 billion commitment of private investments, including leveraged buyouts, distressed investments, mezzanine and growth equities. From 1996 to 1997, he administered PSERS’ $400 million Developmental Fund and $100 million Absolute Return Program. Mr. Russell serves on the Board of Arbitrators for the Financial Industry Regulatory Authority (FINRA), and has appeared on CNBC, Bloomberg Television and other investment oriented programs. He has been quoted in various international media, including The Wall Street Journal, Smart Money Magazine, Bloomberg Business News, Dow Jones News Service and Market Watch. Mr. Russell received both his JD and MBA degrees from Temple University and a BA degree in Banking and Finance from Morehouse College. Mr. Russell is licensed to practice law in the State of New Jersey and has passed the NASD Series 63 exam. Minimize
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