Tag
Balance Sheet Management
10 Lessons from SVB with Chris Nichols
In this episode, we discuss Chris Nichols’ most recent blog posts covering the recent bank failures and takeaway lessons for community banks. Subscribe to the Banker to Banker Blog The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and…
Bond Portfolio Strategies to Protect Your Balance Sheet
This week we turn our attention back to the bond portfolio. Robert Biggs and Tom Fitzgerald from SouthState|DuncanWilliams discuss the latest economic forecast and what it means for the investment side of community banks. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily…
The State of Bank M&A with Brady Gailey from KBW
This week we return to the topic of M&A with Brady Gailey from KBW. Brady joined Keefe, Bruyette & Woods, Inc. in 2007, working in the firm’s Atlanta office, and is currently a Managing Director responsible for equity research coverage of roughly 35 regional banks in the Southeastern and Southwestern United States, with a focus…
Managing Your Funding Costs with Jeremy Lucas, Director of Balance Sheet Strategies for SouthState
This week we are revisiting a topic we last discussed in 2020: funding costs. We sit down with Jeremy Lucas, Director of Balance Sheet Strategies for SouthState, to get his take on how community banks should be thinking about the recent rate hikes from a deposit perspective. The views, information, or opinions expressed during this…
Bond Portfolio Strategies in a Rising Rate Environment
This week we’re talking with Tom Fitzgerald and Robert Biggs about the latest moves by the fed, and how community banks should start thinking about their bond portfolio strategies in a rising rate environment. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent…
How SouthState Manages Its Bond Portfolio
This week Tom sits down with Scott Clemmons, Investment Portfolio Manager for SouthState. On How SouthState Manages its Bond Portfolio, they discuss SouthState’s approach to the investment portfolio and needs of its balance sheet. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent…
Rising Rates & Investment Portfolio Strategies for the Coming Months
This week on Rising Rates & Investment Portfolio Strategies for the Coming Months our strategy team discusses the rising rate environment and what it means for your investment portfolio. Click here to access our Loan Pricing & Relationship Profitability Series The views, information, or opinions expressed during this show are solely those of the participants…
Bank’s Post-Pandemic Balance Sheet Playbook
Bankers can be forgiven for not anticipating the start of the pandemic. However, bankers must now be planning their business to capitalize on the transition from a pandemic to an endemic environment. There is convincing evidence that the global economy will transition to an endemic phase after the omicron variant subsides – but caveats abound. …
Bank M&A Forecasting for 2022 with Brady Gailey from KBW
This week we sit down with Brady Gailey from KBW to discuss his outlook for bank M&A as we head into 2022. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees.
Investment Observations and Ideas for the Fourth Quarter
This week we revisit the economy and investment portfolio with Tom Fitzgerald from SouthState’s capital markets group and and Chad McKeithen from Duncan-Williams, SouthState’s broker-dealer. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees.
Recapping the FOMC Meeting & What it Means for the Bond Portfolio
This week we sit down with Todd Davis and Todd Patrick from our fixed-income group to recap the recent FOMC meeting and discuss it’s implications for the bond portfolio. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and…
Managing Your Balance Sheet Through Inflation Fears, Excess Liquidity, and the Steep Yield Curve
This week is all about balance sheet management, inflation fears, and the continued excess liquidity. Tom sits down with Chad McKeithen and Andrew Norrid from our broker-dealer (Duncan-Williams) to make sense of it all. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent…