HeyJaredTravillian Next
Travillian Next, launched in early 2020, is dedicated to producing original, behind-the-scenes content for the banking & fintech industries.http://www.travilliannext.com/
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Episode #2 - Avi Upreti, Principal, AI Strategist at Hebbia (opens the original)
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Welcome to the second episode of Travillian Next: Investment Banking Edition! Hosted by Dave Yancoskie, Managing Partner & Head of Investment Banking at Travillian, and Adam Yancoskie, Principal, Investment Banking, with guest Avi Upreti, Principal, AI Strategist at Hebbia. Cutting Through the AI Fluff From Guggenheim fintech banker to building the AI tools he wished he'd had in the seat Coverage to origination: setting triggers across hundreds of sponsor portfolio companies when oil prices move
Episode #1 - John Butler, Head of Insurance Investment Banking at Piper Sandler (opens the original)
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Welcome to the first episode of Travillian Next: Investment Banking Edition! Hosted by Dave Yancoskie, Managing Partner & Head of Investment Banking Search at Travillian, with guest John Butler, Managing Partner & Head of the Insurance Investment Banking Group at Piper Sandler. Secrets To Sustained Success Over Time • Security can no longer be a second hat on the IT manager's desk• AI agents are exploiting decades-old control gaps — the Hugging Face breach• Governance beats technology; no silver
Your Deposits Have Commitment Issues: The Economy's Humming, So Why Is Money Walking Out the Door? (opens the original)
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Your deposits aren't as loyal as they used to be. Nationwide's Mark Hackett and Wolf & Company's Jeff Marsico explain why money is on the move, even in a strong economy, and what community banks should do about it.The economy looks good: consumers are spending, the stock market is healthy, and the AI build-out is fueling growth. So why is it getting harder for banks to hold onto deposits? On this episode of Travillian Next, Brian Love, Head of Banking & Fintech at Travillian, zooms out with Mark
The CISO Conversation: When You Need One, What to Look For, and How to Structure the Role (opens the original)
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At most community banks, cybersecurity sits with an IT manager who already owns hardware, software, vendor risk, and board reporting. AI agents are now exploiting the same access control and segmentation gaps the industry has known about for twenty years, and that job has outgrown one desk. Amber Buker, Chief Research Officer at Travillian, sits down with Chris Bedel , Founder, President and CEO of Bedel Security , and Cyrene Wilke , COO of Verve, a Credit Union , to work through what security l
How CNB Bank Built a New Growth Engine by Listening to Women Entrepreneurs: Mary Kate Loftus, President, Impressia Connect, CNB Bank (opens the original)
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Many niche banking initiatives rely more heavily on tailored messaging and distribution than on fundamentally differentiated financial products. But building a real growth engine requires a clean slate, a willingness to innovate at the product level, and deep research into the customers a bank wants to serve. Amber Buker, Chief Research Officer at Travillian, sits down with Mary Kate Loftus, President, Impressia Connect, CNB Bank, to break down the tactical playbook for truly serving women entre
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