2025-06-04-Jefferies-邀请_与前联邦存款保险公司（FDIC）主席耶莱娜·麦克威廉姆斯的专家电话会议（美国东部时间6月27日上午11点）_9页_261kb

Equity Research: Expert Call with Jelena McWilliams

Overview

This report highlights an invitation to an expert telephone conference call featuring Jelena McWilliams, former Chairman of the Federal Deposit Insurance Corporation (FDIC) and Managing Partner of the Financial Institutions Group at Cravath, Swaine & Moore. The call will discuss regulatory developments and financial trends, providing insights relevant to investors in the consumer finance sector. Hosted by Jefferies analysts, the event aims to explore key topics in banking and financial markets.

Call Details

• Date: Friday, June 27th, 2025
• Time: 11:00 AM ET / 8:00 AM PT
• Registration Link: Click Here to Register (provided in full content)
• Restrictions: Limited to Jefferies clients; media and press not authorized to participate.

Key Topics

The discussion will cover:

• Latest regulatory developments across financials, including Fed, FDIC, OCC, and Stress Tests.
• M&A environment and capital requirements like CCAR and CAMELS.
• Basel III guidelines and their implementation.
• Implications of restructured CFPB on banks and financial stability.
• Potential impacts of tariffs on financial institutions.
• Updates on fintech innovations and crypto developments.
• Forward-looking trends in the financial industry.

Hosts

• John Hecht, Jefferies Managing Director (Consumer Finance & Fintech Analyst)
• David Chiaverini, Jefferies Managing Director (Banks Analyst)

Speaker: Jelena McWilliams

Ms. McWilliams brings extensive experience as former FDIC Chairman and a leader in financial regulation. Her background includes oversight of bank supervision during the COVID-19 pandemic, involvement in interagency policy, and expertise in digital assets, fintech, and consumer protection. She is known for innovations like the Mission Driven Bank Fund and has testified before U.S. Congress.

Analyst Certification and Disclosure

All analysts involved certify that their views reflect personal opinions and disclose potential conflicts of interest. The report includes extensive disclosures regarding compensation, client relationships, and regulatory compliance, ensuring transparency. Investment recommendations are provided with ratings such as Buy, Hold, or Underperform, based on fundamental analysis and market expectations.