Skip to main content

Where Diversification Meets Innovation

Investor Day

Agenda

8:30 AM – 9:00 AM
Company & Strategy Overview
Speaker: Ken Vecchione, President and Chief Executive Officer
9:00 AM – 9:20 AM
Deposit Initiatives
Speakers: Dale Gibbons, Vice Chairman and Chief Banking Officer | Craig Lee Huntington, Head of HOA Banking
9:20 AM – 9:30 AM
Q&A
9:30 AM – 9:40 AM
BREAK
9:40 AM – 10:00 AM
Commercial Banking
Speakers: Tim Bruckner, Chief Banking Officer | Mike Lederman, Head of Innovation Banking Group
10:00 AM – 10:20 AM
Lender Finance & Corporate Trust
Speakers: Brent Edgecumbe, Senior Managing Director, Lender Finance | Jocelyn Lynch, President and CEO, Western Alliance Trust Company
10:20 AM – 10:40 AM
Mortgage Banking
Speakers: David Bernard, Head of Specialized Mortgage Services | Josh Adler, Chief Executive Officer, AmeriHome
10:40 AM – 10:50 AM
Q&A
10:50 AM – 11:00 AM
BREAK
11:00 AM – 11:20 AM
Risk Management & Credit
Speakers: Emily Nachlas, Chief Risk Officer | Lynne Herndon, Chief Credit Officer
11:20 AM – 11:35 AM
Technology & AI
Speaker: Sonny Sonnenstein, Chief Information Officer
11:35 AM – 12:05 PM
Financial Outlook
Speaker: Vishal Idnani, Chief Financial Officer
12:05 PM – 12:15 PM
BREAK
12:15 PM – 12:45 PM
Q&A
Download Agenda

Presentation

Speakers

Company

Financial
Highlights

$99Bn

Total Assets

75%

Commercial Loans / Loans (HFI)

50

States with Commercial Relationships

23.1%

EPS Growth

15.3%

ROATCE

1.12%

ROAA

$9Bn

Total Capital

Note: Balance sheet data as of March 31, 2026; profitability and efficiency data for FY 2025; adjusted efficiency ratio reflects removal of deposit fees.

  1. AZ state-chartered bank, member Federal Reserve Bank of San Francisco
  2. Reflects non-GAAP financial measure; the comparable GAAP financial measure, as well as the reconciliation to the comparable GAAP financial measure, can be found in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025

Investor Day

Resource
Library

Downloads & Links

Videos