Kevin SteinJul 26, 20231 minWhat’s not to like about the Banc of CA/PacWest transaction? BY KEVIN STEIN There’s a lot to like about the Banc of California/PacWest merger announced yesterday. The transaction creates a combined...
Brian GrahamJul 13, 20234 minWhat to Watch for in Second Quarter Bank EarningsBY BRIAN GRAHAM The first half of 2023 has been chaotic for the banking industry: a spate of bank failures, fundamental restructuring of...
Tod GordonJul 12, 20232 minDebunking Deposit DogmaBY TOD GORDON Bank liquidity regulation and resulting practices were derived and honed from the learnings of the Financial Crisis. A...
Kevin SteinJul 10, 20232 minOnly Consolidation Will Save American Community and Regional BanksBY KEVIN STEIN Over my thirty-five years in the banking sector, I’ve witnessed the number of FDIC-insured depositories decline from...
Jonah CraneJun 1, 20236 minPost-GFC Bank Investments by Private Equity, Part 1: The Regulatory PlaybookBY JONAH CRANE, BRIAN GRAHAM, AND KEVIN STEIN Once again, the banking system is under stress and banks are in need of additional capital....
Michele AltMay 12, 20232 minRegulators Need to Finish the Job of Curbing Faulty Banker Incentive Compensation ArrangementsBY MICHELE ALT In the Fed report analyzing the dramatic collapse of Silicon Valley Bank (SVB), Michael Barr, the Fed’s vice chair for...