The SIFMA Podcast

In the next episode of the 2023 SIFMA Diversity, Equity & Inclusion Podcast series, SIFMA EVP and Head of DE&I, Cheryl Crispen sits down with Alliance Bernstein Global Head of Diversity & Inclusion and Corporate Citizenship, Vanessa Cox-Irvin to discuss the firm's commitment to diversity and inclusion and their efforts to recruit and retain diverse colleagues in the financial serv...

In this episode of the SIFMA Podcast, SIFMA's Katie Kolchin highlights the top ten results from our 2023 mid-year survey.  After that, we’ll share a conversation between our president and CEO, Ken Bentsen, and the Chair of our Economist Roundtable, Dr. Lindsey Piegza, managing director and chief US economist for Stifel.

In the first episode of our DE&I podcast series and to honor pride month, SIFMA EVP and Head of DE&I, Cheryl Crispen sits down with JPMorgan Chase Managing Director and Global Head of LGBTQ+ Affairs, Brad Baumoel, for a discussion on the firm’s DE&I centers of excellence, in particular for LGBTQ+, and how they deliver impact for underrepresented and marginalized communities. They dig i...

In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for May 2023. This report analyzes market metrics and trends for volatility, prices, and volumes in the U.S. equities and listed options markets. She also highlights an interesting market theme for the month.

In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for April 2023. This report analyzes market metrics and trends for volatility, prices and volumes in the U.S. equities and listed options markets. She also highlights an interesting market theme for the month.

The SIFMA Economist Roundtable brings together chief U.S. economists from nearly 30 global and regional financial institutions. Its semiannual survey, published prior to the upcoming Federal Open Market Committee (FOMC) meeting, compiles the median economic forecast of Roundtable members.

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen, Jr. sits down with our team to discuss the potential impacts of the U.S. Securities and Exchange Commission's far-reaching equity market structure proposals and walk through our recently filed comment letters. Ellen Greene, Managing Director, Equity and Options Market Structure, Chris Killian, Managing Director,...

In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for March 2023. This report analyzes market metrics and trends for volatility, prices and volumes in the U.S. equities and listed options markets. She also highlights an interesting market theme for the month.

Top of Mind with SIFMA Insights is a new series within the SIFMA Podcast. We'll be talking with experts from across the industry about key issues impacting the capital markets and financial industry. In this first episode, SIFMA's Head of Research, Katie Kolchin, CFA is joined by Dr. Lindsey Piegza, Chief Economist at Stifel and Chair of the SIFMA Economist Roundtable, to discuss the Fed...

In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for February 2023. This report analyzes market metrics and trends for volatility, prices and volumes in the U.S. equities and listed options markets. She also highlights an interesting market theme for the month.

 In this episode of The SIFMA Podcast, SIFMA’s President & CEO, Kenneth E. Bentsen, Jr., sits down with Katie Kolchin, Managing Director and Head of Research for SIFMA, to dig into equity and related market performance and find out what a difference a year makes. They'll also discuss what’s in store for 2023. 

In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for January 2023. This report analyzes market metrics and trends for volatility, prices and volumes in the U.S. equities and listed options markets. She also highlights an interesting market theme for the month.  

In this episode of the SIFMA Podcast, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Sabrina Bailey, Global Head of Investment & Wealth Solutions, Data & Analytics Division from LSEG (London Stock Exchange Group) to discuss three key trends in wealth management – digitization, hyper-personalization, and self-directed investing. 

In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for December, our final report for the year looking back at 2022. This report analyzes market metrics and trends for volatility, prices and volumes in the U.S. equities and listed options markets. She also highlights an interesting market theme for the mont...

In this episode of the SIFMA Podcast, SIFMA's Katie Kolchin highlights the top ten results from our survey.  After that, we’ll share a conversation between our president and CEO, Ken Bentsen, and the Chair of our Economist Roundtable, Dr. Lindsey Piegza, managing director and chief US economist for Stifel.

In this episode of The SIFMA Podcast, SIFMA's Ken Bentsen sits down with the Secretary of the U.S. Department of Treasury, Janet L. Yellen to discuss the state of the markets and their resiliency in the face of volatility. This conversation was recorded live from the 2022 SIFMA Annual Meeting in New York City. 

In this episode of The SIFMA Podcast, SIFMA’s Rob Toomey sits down with Bradley Ziff from Sia Partners to discuss a recent study on the impact of additional public transparency for secondary market transactions in the treasury market. They uncover what kind of impact this would have on market participants and on the market generally.

In this episode of The SIFMA Podcast, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Tom Price, SIFMA Managing Director, Operations, Technology and BCP, and Anthony Macchiarulo, Senior Associate, Financial Services Operations, to discuss SIFMA's efforts, in conjunction with DTCC and ICI, to accelerate the settlement cycle from T+2 to T+1 and the recently published T+1 Playbo...

In this episode of The SIFMA Podcast, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Lindsey Piegza, Ph. D, Chief Economist and Managing Director for Stifel Nicolaus & Co. and Chair of the SIFMA Economic Advisory Roundtable, to discuss the outlook for the U.S. economy and results from SIFMA's recent survey of chief economists from 27 global and regional financial institu...

In this far-ranging discussion at the 2022 Operations Conference & Exhibition, Kenneth E. Bentsen, Jr., SIFMA’s president and CEO, sits down with Thomas Pluta, Global Head of the Linear Rates Trading Business at J.P. Morgan and 2022 Chair of SIFMA’s Board of Directors, to explore SIFMA’s priorities on behalf of our members including:The State of the MarketsTreasury Market StructureThe Regulato...

In this episode of The SIFMA Podcast, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Lindsey Keljo who is Managing Director and Head of SIFMA’s Asset Management Group and Jamie Gershkow, Partner at Stradley Ronon for a discussion on the SEC’s proposed reforms to money market fund rules.

In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Ken Cella, Principal of the Client Strategies Group at Edward Jones for a conversation on how the pandemic has shaped the way advisors and clients approach the “New Retirement.”We discuss its four pillars of health, family, purpose and finances. We’ll also explore ho...

In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Joseph E. Sweeney, President, Advice & Wealth Management, Products and Service Delivery for Ameriprise, Inc., for an introspective discussion on how the advisor-client relationship has evolved in recent decades. We look at the pivotal role that technology has pla...

In this episode of The SIFMA Podcast, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Tom Price, Managing Director, Operations Technology & BCP, and Tom Wagner, Managing Director, Financial Services Operations, for a discussion on the financial services industry's cybersecurity efforts. Cyberattacks didn't stop during the pandemic. Rather, they increased. From WannaC...

In this episode of our Wealth Management Leadership podcast series, SIFMA president & CEO Kenneth E. Bentsen, Jr. sits down with Primerica’s PFS Investments CEO Estee Faranda for a discussion on reaching middle-income investors.