Financial Markets Outlook – Investing in Bank Stocks

What are the trends for 2018 and beyond that you need to know to serve your clients? Be prepared for the opportunities.  The presentation will review/cover a) the evolution in bank fundamentals from immediately before the financial crisis to now; b) the rate backdrop and how rates impact bank earnings and valuations; c) the impact of the Trump Administration’s initiatives to lessen Dodd-Frank and other post-crisis regulation; d) public market valuations; e) M&A activity and valuations; and f) thoughts on where we go from here.

Wednesday, March 21
Lipscomb University – Swang Business Center, Room 110

Earn one hour of FREE Continuing Education Credit. Approved for: CFP and TN Insurance

3:00 – 3:30 PM – Networking / check-in
3:30 – 5:00 PM – Presentation
5:00 PM – 6:30 PM – Happy Hour at Crow’s Nest in Green Hills

Please let us know you’re coming! RSVP to [email protected]

More about our Featured Speaker:

Jeff K. Davis, CFA is the Managing Director of Mercer Capital’s Financial Institutions Group. The Financial Institutions Group provides valuation and related financial advisory services to banks, thrifts, asset managers, insurance companies and agencies, BDCs, REITs, broker-dealers and financial technology companies. Jeff also is a registered representative with StillPoint Capital, LLC. through which securities-related services are provided.
Prior to rejoining Mercer Capital, Davis spent 13 years as a sell-side analyst providing coverage of publicly traded banks and specialty finance companies helping institutional investors evaluate common equity and fixed income investment opportunities. Jeff was most recently Managing Director of Guggenheim Securities, LLC, and was previously head of the Financial Institutions Group at FTN Equity Capital Markets and prior to that an analyst at J.C. Bradford & Co. His work covering commercial banks was recognized for earnings accuracy and stock picking by Starmine/Forbes in 2005, 2007 and 2009, while his stock selection was ranked second for commercial banks in 2007 by the Wall Street Journal as part of its “Best on the Street” annual ranking of sell-side analysts. While at Mercer Capital in the 1990s, Jeff led the firm’s financial institutions practice, providing valuation and transaction advisory services.
Jeff maintains his securities licenses with StillPoint Capital, LLC. He is a speaker at industry gatherings and to corporate boards on banking and corporate finance matters. He is periodically quoted in the American Banker, Bloomberg News, the Wall Street Journal and other media outlets. Presently, he is an editorial contributor to S&P Global Market Intelligence (previously SNL Financial).