A panel of three leading banking analysts from top research and brokerage firms share their insights and views on trends specific to financial institutions during Bank Director’s 2014 Acquire or Be Acquired conference in January. Moderated by Gary R. Bronstein, partner with law firm Kilpatrick Townsend & Stockton LLP, the panel discusses what bank investors consider key in terms of building a strong and profitable business.
Video Length: 46 Minutes
About The Speakers
Gary Bronstein is a partner with Kilpatrick Townsend & Stockton LLP. Gary provides a broad spectrum of strategic advice to financial institution and public company clients. He concentrates on initial public offerings and other specialized public and private capital raising transactions, M&A, proxy contests and a host of other corporate and securities law matters that arise during the life of clients.
Jefferson Harralson is the managing director, financial institutions research at Keefe, Bruyette and Woods a Stifel Company. Mr. Harralson joined KBW in 2002 and is responsible for its small and mid cap bank research groups. In 2012, Mr. Harralson was ranked as the nation’s 2nd leading regional bank analyst according to a Greenwich survey of 216 buy side firms. Mr. Harralson also heads Keefe Bruyette Woods’ southeastern bank research team, writing on 15 banks, ranging from community banks to Bank of America.
Ken Usdin is a managing director and senior research analyst at Jefferies LLC covering the U.S. banking industry. Mr. Usdin joined Jefferies LLC in 2010 and has over eighteen years of experience within the financial services industry, including fifteen years in equity research. Prior to joining Jefferies LLC, Mr. Usdin spent six years at Bank of America Merrill Lynch covering regional banks and trust/custody banks.
William Wallace is the vice president, equity research at Raymond James & Associates, Inc. He joined Raymond James in April 2011 through the acquisition of Howe Barnes Hoefer & Arnett, which he joined in October 2010. Mr. Wallace is responsible for coverage of banks and thrifts primarily located in the Mid-Atlantic and Southeast. Previously, he was an assistant vice president at FBR Capital Markets, where he assisted in the coverage of primarily mid and large cap regional and super-regional banks and thrifts. Mr. Wallace began his equity research career in 2004 at BB&T Capital Markets.