This episode is presented by TriState Capital Bank. TriState Capital Bank is a Pennsylvania chartered bank and a wholly owned subsidiary of Raymond James Financial, Inc. Member FDIC. Specialized Treasury Management is a highly customized service, learn more by visiting - https://tristatecapitalbank.com/wp-content/uploads/TM_Overview.pdf DealCatalyst Homepage - https://www.dealcatalyst.io/ DealCatalyst Events - https://www.dealcatalyst.io/events Private Credit Club - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:58 - Welcome to The Credit Clubhouse & upcoming events 01:56 - Introducing Dustin Goldstein and TriState Capital Bank 02:34 - How treasury management became more strategic 04:30 - Biggest changes: technology and CFO concerns 06:37 - Dustin Goldstein's journey and TriState Capital's model 10:08 - Treasury's importance in bank-client & multibank world 16:03 - Service as the key differentiator in treasury 18:42 - Balancing yield, liquidity, and operational convenience 23:58 - Real-time payments and the future of treasury 31:05 - Staying ahead of sophisticated fraudsters in treasury 36:03 - TriState Capital's new asset-based finance vertical 40:18 - Conventional wisdom, CFO advice, and market opportunities 43:53 - Travel, hobbies, books, and future rate predictions 48:34 - Thank you and where to find DealCatalyst Dustin Goldstein, Executive Vice President, Head of Treasury Management Sales and Strategy, TriState Capital Bank - https://www.linkedin.com/in/dustingoldstein/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
