The SIFMA Podcast

In this episode of The SIFMA Podcast , host Steve Byron is joined by Shawn Quant, Chief Information & Operations Officer at Piper Sandler and Chair of SIFMA’s Operations & Technology Board Subcommittee, and Deb Guarino, Managing Director at BNY Pershing and Chair of the SIFMA Operations & Technology Committee. Recorded following the 2026 SIFMA Operations Conference & Exhibition, th...

In Episode 02 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Marc Giannoni, Chief U.S. Economist at Barclays, to discuss the evolving U.S. economic outlook.   The conversation explores the resilience of consumer spending, the outlook for growth and the labor market, persistent inflation pressures, and the Federal Reserve’s poli...

In this episode of The SIFMA Podcast , Saima Ahmed introduces two conversations from the 2026 SIFMA C&L Annual Seminar featuring SEC Chairman Paul Atkins with SIFMA President and CEO Ken Bentsen, and SEC Commissioner Hester Peirce with Morgan Stanley’s Eric Grossman. Together, the discussions examine regulatory clarity, modernization of legacy frameworks, SEC–CFTC coordination, digital assets,...

In this episode of the SIFMA Podcast, Ken Bentsen speaks with SIFMA’s Peter Ryan about the rapid evolution of digital assets, tokenized markets, and stablecoins. They discuss how regulatory clarity, institutional adoption, and emerging market infrastructure are accelerating the integration of tokenization across the capital markets ecosystem. 

A monthly podcast examining the forces shaping markets and the broader economy. In the inaugural episode, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Matthew Luzzetti, Chief U.S. Economist and Head of U.S. Economic Research at Deutsche Bank, to discuss the evolving macroeconomic backdrop, including inflation risks, oil prices, higher interest ra...

In this episode of The SIFMA Podcast , Steve Byron speaks with Charles DeSimone, Ray Agoglia, and Elaine Li about the U.S. Treasury and Repo Clearing Done-Away Model Design Considerations report, published with EY in December 2025. 

In this episode of the SIFMA podcast, Steve Byron, Managing Director, Head of Technology, Operations, and BCP, is joined by Todd Klesman, Managing Director, Financial Services, Cyber, and Technology, and Andy Retrum of Protiviti to discuss the Quantum Dawn VIII After Action Report . Their conversation explores key findings from the November 2025 exercise, including lessons from a polycrisis scenar...

In this episode of The SIFMA Podcast , Heidi Learner , Managing Director and Director of Research at SIFMA, speaks with Andrew Guillette , Vice President at Broadridge, about insights from Broadridge’s Investor Pulse — a data-driven resource built on real investor holdings and activity rather than surveys or sentiment. 

In this episode of The SIFMA Podcast , SIFMA President and CEO Kenneth E. Bentsen, Jr. reflects on the recent Member Briefing where he was joined by Scott Anderson, Ph. D. , Chief US Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Roundtable, and Heidi Learner , Managing Director, Director of Research at SIFMA. Together, they unpack key takeaways from SIFMA’s 2025 End-Ye...

In this episode of the SIFMA Podcast, Kenneth E. Bentsen Jr. , President and CEO of SIFMA, joins Charles DeSimone and Peter Ryan to discuss the critical importance of investor protections in markets for tokenized securities. 

In this episode of The SIFMA Podcast,  we feature a replay of the remarks made from SEC Commissioner Mark T. Uyeda. 

In this episode of The SIFMA Podcast,  we share a replay from SIFMA’s Private Markets Valuation Roundtable. Panelists explore valuation principles, the guardrails already in place, and common misconceptions about valuing private assets — and discuss how greater transparency around valuation practices can help build confidence and address these misconceptions. 

In this episode of The SIFMA Podcast, we share a replay from SIFMA’s Private Markets Valuation Roundtable. Panelists explore how private assets are allocated and evaluated in retirement and professionally managed accounts, the challenges of valuing private vs. public assets, and best practices for fiduciaries navigating these investments. 

In this new episode of The SIFMA Podcast,  SIFMA COO Joe Seidel is joined by Lindsey Keljo, Head of SIFMA AMG, and Lisa Bleier, Head of Wealth Management, Retirement, and State Government Relations, to share key takeaways from the Private Markets Valuation Roundtable, including: Why private and public markets work best together How valuation practices are evolving What private markets could mean f...

In this episode of The SIFMA Podcast , SIFMA President and CEO Kenneth E. Bentsen, Jr. reflects on the recent Member Briefing where he was joined by Scott Anderson, Ph. D. , Chief US Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Roundtable. Together, they unpack key takeaways from SIFMA’s 2025 Mid-Year Economic Survey, conducted following the June FOMC meeting. 

In this episode of The SIFMA Podcast, SIFMA's President and CEO speaks with Lisa Bleier, Head of Wealth Management, Retirement, and State Government Relations at SIFMA, and Jennifer Spoeri, Executive Director of NAPSA. Together, they unpack key takeaways from the recent World Elder Abuse Awareness Day webinar and discuss the broader efforts by both organizations to protect senior investors fr...

In this episode of The SIFMA Podcast , SIFMA President and CEO Kenneth E. Bentsen, Jr., is joined by colleague Joe Corcoran, Managing Director and Associate General Counsel, to discuss SIFMA’s recommendations to the Securities and Exchange Commission on how to reform the Consolidated Audit Trail, or the CAT. Together, they discuss: Background on CAT Why CAT is back in the Spotlight SIFMA’s key rec...

In the latest episode of The SIFMA Podcast , SIFMA President and CEO Kenneth E. Bentsen Jr. is joined by colleagues Peter Ryan and Charles DeSimone to unpack SIFMA's response to the SEC Crypto Task Force’s request for information on digital assets. Together, they discuss: Key issues raised by Commissioner Hester Peirce’s statement SIFMA's policy recommendations on securities classificati...

In this episode of The SIFMA Podcast, we recap key moments from SIFMA’s 2025 Anti-Money Laundering & Financial Crimes Conference, held in Washington, DC. SIFMA President and CEO Kenneth E. Bentsen, Jr. , is joined by Saima Ahmed , SIFMA's Executive Vice President and General Counsel, and Bernard Canepa , Managing Director and Associate General Counsel at SIFMA, to discuss insights from th...

In this episode of The SIFMA Podcast, we recap highlights from SIFMA’s 2025 Operations Conference & Exhibition, held in Orlando, Florida. SIFMA President and CEO Kenneth E. Bentsen, Jr. , is joined by Chief Operating Officer Joseph Seidel and Stephen Byron , Managing Director and Head of Technology, Operations, and Business Continuity. Together, they unpack insights from two standout sessions:...

In recognition of Financial Literacy Month, SIFMA President and CEO Kenneth E. Bentsen, Jr. hosts a discussion with Lisa Hunt, Managing Director and Head of International Services at Charles Schwab, and Melanie Mortimer, President of the SIFMA Foundation. In this episode of The SIFMA Podcast , they explore the critical role of the financial services industry in advancing financial education, the w...

In this episode of The SIFMA Podcast , SIFMA Chief Operating Officer Joseph Seidel is joined by Dr. Guowei Zhang , Managing Director at SIFMA, to unpack the critical role of leverage ratios in the U.S. Treasury market – and why exempting them from leverage ratio calculations may be key to strengthening market resilience. Together, they explore: How current leverage ratio requirements, implemented...

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen, Jr. sits down with SIFMA General Counsel Saima Ahmed to unpack key takeaways from the 2025 SIFMA Compliance & Legal Annual Seminar. They discuss top regulatory priorities, evolving compliance expectations, and what’s on the horizon. With exclusive conversations live from the Seminar floor, this episode brings you...

In this episode of The SIFMA Podcast, SIFMA’s President and CEO, Kenneth E. Bentsen, Jr., sits down with Katie Kolchin, CFA to discuss the latest U.S. Equity Market Structure Compendium . This report summarizes market activity and themes in 2024, including: the AI boom, market concentration, higher-for-longer rates, earnings growth, and more. 

In this episode of The SIFMA Podcast, SIFMA’s President and CEO, Kenneth E. Bentsen, Jr., sits down with Katie Kolchin, CFA to discuss the themes and market metrics that are shaping the U.S. fixed income markets in 2025.