Session Presenters

Gary Svec

Managing Director, Investment Banking

Performance Trust Capital Partners, LLC

Breakout IV: 7 Habits of Highly Effective Capital Allocators

What are the 7 ways to avoid the biggest blunders in banking? Year by year, we’ve been seeing seemingly small shifts in shareholder dynamics, capital strategies, asset allocation, deposit mix, competition, technology, etc. But when looking back over the last three decades, the cumulative consequences are catastrophic. This session looks closely at 7 characteristics of the most successful management teams as they have navigated these changes and acted upon opportunities (and avoided the wrong ones) for superior results. We also show how to find strategies to effectively manage and allocate capital given ever-changing market dynamics, volatility and uncertainty.

Session Resources