ABOUT MARTY MOSBY, Managing Director, Stifel Financial, Enterprise Risk & Management Analytics

Marty joined Stifel through the merger with Vining Sparks in 2022. He has been a bank research analyst for over 10 years.  He utilizes his past experience of managing a regional bank to cover 20 of the largest U.S. banks.  Prior to covering banks, Marty was an executive manager at First Horizon National Corporation where over his 20-year career he served as Chief Financial Officer, Head of Investor Relations and Strategic Planning, ALCO Chairperson and Chief Economist. As CFO, Marty guided First Horizon through four years of Sarbanes-Oxley and directed the Treasury, Tax, Controller, M&A, Strategic Planning, and Investor Relations Departments.  He was ranked first by Integrity Research and Investors’ performance, won Bank Analyst Annual Best Investor Relations at a Mid-Cap Bank award twice and was recognized by Investor Relations Magazine for one of the best Roadshows of any mid-sized company.  Marty holds a Master’s degree in Economics from the University of Pennsylvania and a Bachelor’s degree in Economics from the University of Memphis.

PRESENTATION:

FIVE CRITICAL STRATEGIC TRAPS THAT FACE U.S. COMMUNITY BANKS IN 2023: In his presentation Marty will highlight strategic traps that face the U.S. Community Banks in 2023 along with tips to avoid them. 

ROUND TABLE DISCUSSION:

LET’S TALK LIQUIDITY: A discussion on access to liquidity and what challenges banks face.