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Regional Bank Treasurers Archives - NeuGroup

NeuGroup NewsRegional Bank Treasurers
May 5, 2023

Regional Bank Treasurers Meet at Morgan Stanley’s Headquarters

NeuGroup’s Jerry Olivo hosted a timely meeting of Regional Bank Treasurers at Morgan Stanley’s headquarters in Manhattan! Naturally, the discussion revolved around the current banking environment as well as key macro topics including the outlook for inflation, interest rates, and how to be positioned for debt ceiling-related market turmoil. Special thanks to the Morgan Stanley team including Edward Reilly for providing his insights during the opening reception as well as Matthew H., Manan Gosalia, Betanya Aklilu, Richard Myers, and Howard Brocklehurst who each led sessions on these and solutions-related topics. Partner…
Jacob Bromsey
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BankingCash & Working CapitalTalking Shop
November 10, 2022

Talking Shop: How Much Liquidity Does Your Holding Company Maintain?

Editor’s note: NeuGroup’s online communities provide members a forum to pose questions and give answers. Talking Shop shares valuable insights from these exchanges, anonymously. Send us your responses: [email protected]. Member question: “We are a multibillion-dollar bank and have traditionally held cash and liquid securities to cover four quarters of holding company expenses, including opex, debt, preferred and common dividends. We set the upstream dividend from the bank to the holdco to maintain that level every quarter. “After many years of this practice,…
Justin Jones
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BankingCapital Markets
May 12, 2022

Why Morgan Stanley Sees US Economy Avoiding Recession

Economist Robert Rosener tells bank treasurers that rising wages supporting consumption and continued capex by corporates should keep GDP growth above trend. Not everyone thinks the Fed will push the US economy into recession as it raises rates to fight inflation. Robert Rosener, senior US economist at Morgan Stanley, recently told members of NeuGroup for Regional Bank Treasurers that the firm sees just a 25% chance of recession over the next year. “Avoiding recession is our base case, but markets…
Justin Jones
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December 8, 2021

Bank Treasurers Projects & Priorities for Upcoming Year

About this meeting Members will discuss some key projects and priorities for 2022 including the LIBOR transition, surge in deposits, and investing in a low rate environment. About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10 billion in total assets. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys and, professional networking.…
Jacob Bromsey
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BankingCapital Markets
November 10, 2021

Stars Aligned for Now on Bank Subordinated Debt, Preferred Stock

Morgan Stanley says regional banks should consider moving up offerings to this year given volatility risk. Regional and mid-cap banks are looking to raise capital, whether to refinance existing debt, buy back stock or support balance sheet growth, and the market is hot—at least for now, according to Morgan Stanley bankers presenting at a recent meeting of NeuGroup for Regional Bank Treasurers. But volatility in the aftermath of last week’s Fed meeting could prompt institutional investors to pull back.So banks considering…
Justin Jones
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September 15, 2021

Regional Bank Treasurers Bi-Weekly Meeting

About this meeting Regional Bank Treasurers will meet to discuss the key takeaways from the H2 meeting and agree on the next steps and action plans.   About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10 billion in total assets. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys and, professional networking.…
Jacob Bromsey
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September 2, 2021

NeuGroup for Regional Bank Treasurers H2 2021 Meeting

About this meeting Regional bank treasurers will gather to discuss a wide range of topics including the LIBOR transition, deposit modeling, portfolio investing, and share repurchase strategies. Morgan Stanley will once again sponsor this peer group with is now in its 17th year. About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10 billion in total assets. The group follows…
Jacob Bromsey
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September 2, 2021

Regional Bank Treasurers Finalize Agenda and Format for October H2 Meeting

About this meeting Members will finalize the content and format of the upcoming H2 2021 meeting on October 6th. This session will likely include an update on the M&A landscape, the likely direction of interest rates and yield curve, and the latest considerations around the LIBOR transition including internal systems. About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10…
Jacob Bromsey
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August 24, 2021

US Regional Bank Treasurers Portfolio Investment Strategies and Tools

About this meeting In this session, OakNorth will discuss their ON Credit Intelligence Suite data-driven software and the work they have done with several regional banks to transform commercial lending allowing for the building of deeper relationships with clients. About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10 billion in total assets. The group follows NeuGroup’s time-tested approach for…
Jacob Bromsey
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August 24, 2021

Regional Bank Treasurers Hear from Kroll Bond Rating Agency

About this meeting Members will have the opportunity to hear from Ethan Heisler from Kroll Bond Rating Agency who will discuss the key takeaways from his most recent newsletter. Topics to be discussed will include the challenge of investing excess deposits, as well as a potential announcement by the Fed about tapering quantitative easing. About this Peer Group NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks…
Jacob Bromsey
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