Shows / The SIFMA Podcast

The SIFMA Podcast
SIFMA is the voice of the nation’s securities industry, bringing together the shared interests of hundreds of broker-dealers, banks and asset managers. We advocate for effective and resilient capital markets. Our podcast brings together market and industry experts to make the connection between public policy and finance.
Episodes
The SIFMA PodcastWhat's Ahead for Rates, Jobs and Growth? Featuring Thomas Simons, Jefferies
In episode 6 of the Market Snapshot, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Director of Research Heidi Learner are joined by Tom Simons, Chief…
The SIFMA PodcastMarket Snapshot: What’s Next for Rates and Markets? Featuring Mona Mahajan, Edward Jones
In Episode 05 of Market Snapshot, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Director of Research Heidi Learner are joined by Mona Mahajan, Principal…
The SIFMA PodcastMarket Snapshot: What's Driving the Economic Outlook? Featuring Scott Anderson, BMO
In Episode 04 of Market Snapshot, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner recap recent market developments before…

The SIFMA PodcastRegulating Digital Asset Wallets: Protecting Investors in Tokenized Markets
In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen Jr. is joined by Peter Ryan, Charles DeSimone, and Micah Smith to discuss the…
The SIFMA PodcastMarket Snapshot: Is Productivity Driving Growth? Featuring Tom Porcelli, Wells Fargo
In Episode 03 of Market Snapshot, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Tom Porcelli, Chief…
The SIFMA PodcastBuilding the Future of Operations: Key Takeaways from SIFMA Ops 2026
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…
The SIFMA PodcastMarket Snapshot: Is AI Carrying the Economy? Featuring Marc Giannoni, Barclays
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…
The SIFMA PodcastRegulatory Clarity and Modernization: SEC Perspectives from the 2026 SIFMA C&L Annual Seminar
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…
The SIFMA PodcastDigital Assets at an Inflection Point
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…
The SIFMA PodcastMarket Snapshot: Inflation, Oil Prices, and the Fed with Matthew Luzzetti
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…
The SIFMA PodcastPreparing for Treasury Clearing: Inside the Done-Away Model
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…
The SIFMA PodcastInside Quantum Dawn VIII: Testing Resilience in a Polycrisis
In this episode of the SIFMA podcast, Steve Byron, Managing Director, Head of Technology, Operations, and BCP, is joined by Todd Klesman, Managing Director…
The SIFMA PodcastRetail Investor Trends: Insights from Broadridge's Investor Pulse
In this episode of The SIFMA Podcast, Heidi Learner, Managing Director and Director of Research at SIFMA, speaks with Andrew Guillette, Vice President at…
The SIFMA PodcastInside the Outlook: SIFMA’s 2025 End-Year Economist Survey
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…
The SIFMA PodcastTokenized Securities: The Case for Investor Protection
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…
The SIFMA PodcastA Recap of the Private Markets Valuation Roundtable
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…
The SIFMA PodcastRemarks from SEC Commissioner Mark T. Uyeda at SIFMA's Private Market Valuation Roundtable
In this episode of The SIFMA Podcast, we feature a replay of the remarks made from SEC Commissioner Mark T. Uyeda.
The SIFMA PodcastValuation Practices for Private Market Investments in Retirement Accounts
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…
The SIFMA PodcastValuation Principles and Existing Valuation Guardrails in the Private Markets
In this episode of The SIFMA Podcast, we share a replay from SIFMA’s Private Markets Valuation Roundtable. Panelists explore valuation principles, the…
The SIFMA PodcastInside the Numbers: SIFMA’s US Economic Survey, Mid-Year 2025
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…
The SIFMA PodcastProtecting Senior Investors from Financial Exploitation: A Recap of the World Elder Abuse Awareness Day Webinar
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…
The SIFMA PodcastSIFMA Consolidated Audit Trail (CAT) Reform Recommendations
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…
The SIFMA PodcastRecommendations and Considerations for the SEC’s Crypto Task Force RFI on Digital Assets
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…
The SIFMA PodcastRegulation, Innovation, and Risk: A Recap of SIFMA’s 25th Annual AML Conference
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…
The SIFMA PodcastInsights on the Future of Operations: Highlights from SIFMA Ops
In this episode of The SIFMA Podcast, we recap highlights from SIFMA’s 2025 Operations Conference & Exhibition, held in Orlando, Florida. SIFMA President and…
The SIFMA PodcastFinancial Literacy Month: Insights from the SIFMA Foundation and Charles Schwab
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…
The SIFMA PodcastRethinking Leverage Ratios: Why US Treasuries Should Be Exempt
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…
The SIFMA PodcastShaping the 2025 Regulatory Roadmap: Insights from the SEC and FINRA at SIFMA’s C&L Seminar
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…
The SIFMA PodcastWhat's In Store for the Equity Markets in 2025
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…
The SIFMA PodcastWhat’s In Store for Fixed Income Markets in 2025
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…
The SIFMA PodcastWhat the New Treasury Clearing Timeline Means for Markets
In this episode of The SIFMA Podcast, SIFMA's Chief Operating Officer, Joseph Seidel, sits down with Robert Toomey, the head of SIFMA's capital markets group…
The SIFMA PodcastSIFMA's 2025 Priorities
Recently, SIFMA has met with our Board to set our 2025 priorities on behalf of our members and in support of our mission to promote effective and resilient…
The SIFMA PodcastConsiderations to Prepare for US Treasury Clearing
Who is subject to the SEC's rules? When do they go into effect? What are the margin implications? How will firms account for increased volumes? In this episode…
The SIFMA PodcastHighlights from SIFMA's 2024 Annual Meeting
In this episode of The SIFMA Podcast, we highlight just some of the conversations that took place at SIFMA's Annual Meeting. Our discussions with industry…
The SIFMA PodcastHow Markets Work: A Deep Dive on the Capital Markets Primer
In this episode of the SIFMA Podcast, Ken Bentsen, SIFMA's President and CEO, is joined by Katie Kolchin, SIFMA Managing Director and Head of Research, for a…
The SIFMA PodcastTop 5 Takeaways from SIFMA’s 2024 Ops Conference
In this episode of the SIFMA Podcast, Ken Bentsen, SIFMA’s president, and CEO, sits down with Stephen Byron, Managing Director, Head of Technology, Operations…
The SIFMA PodcastAn Update on the Path to Clearing US Treasuries
In this episode of The SIFMA Podcast, we share a replay of the Treasury Clearing panel discussion at SIFMA’s recent Operations Conference & Exhibition. But…
The SIFMA PodcastThe Flawed Economic Analysis Underpinning SEC Rule Proposals
In this episode of The SIFMA Podcast, SIFMA’s Chief Operating Officer Joseph Seidel sits down with Craig Lewis, former Chief Economist and Director of the…
The SIFMA PodcastThe Latest: Why the Basel III Endgame Must be Re-Proposed
In this episode of The SIFMA Podcast, SIFMA's Chief Operating Officer Joseph Seidel sits down with Dr. Peter Ryan, Managing Director, and Head of International…
The SIFMA PodcastAdvocacy, Action, & Access: Q&A with the 2023-2024 Chair of SIFMA's Board of Directors
In this episode of The SIFMA Podcast, SIFMA president and CEO Kenneth E. Bentsen, Jr. and Ken Cella, Principal and Head of External Affairs for Edward Jones…
The SIFMA PodcastThe Path to Clearing US Treasuries
In this episode of The SIFMA Podcast, SIFMA president and CEO Kenneth E. Bentsen, Jr. sits down with Robert Toomey and William Thum, who outline SIFMA and…
The SIFMA PodcastThe SIFMA Podcast: Why the Basel III Endgame Must Be Re-Proposed
In this episode of The SIFMA Podcast, SIFMA's Joseph Seidel and Dr. Peter Ryan identify and discuss three key takeaways from SIFMA's recent Basel III Endgame…
The SIFMA PodcastThe Move to T+1: The Final 30 Days
In this episode of SIFMA's podcast, Ken Bentsen, SIFMA's President and CEO, and Tom Price, Managing Director of Technology Operations and Business Continuity…
The SIFMA PodcastHow the DOL’s Retirement Rule Conflicts with Investor Needs
In this episode of the SIFMA Podcast SIFMA President & CEO Ken Bentsen sits down with Scott Smith, Director of Advice Relationships at Cerulli Associates, and…
The SIFMA PodcastTapping Into the Talent Pool of Neurodiversity
About 30% of the world is neurodivergent and these are major untapped talent pools. With some minor adjustments and accommodations to workplace processes we…
The SIFMA PodcastRecruiting and Empowering Military Veterans
The military is one of the most diverse organizations in the world. It requires a diverse skill set and grit to be in the service and we learn just how easily…
The SIFMA PodcastLeveraging Diverse Mentors and Sponsors in Career Development
We kick-off part II of our SIFMA DE&I Podcast series with PIMCO’s Head of Public Policy, Libby Cantrill, for a discussion on Libby’s career path starting from…
The SIFMA PodcastTop Five Takeaways from SIFMA’s 2023 Market Structure Conference
In this episode of The SIFMA podcast, Joe Siedel, SIFMA's Chief Operating Officer, and colleague Ellen Greene, Managing Director of Equity and Options Market…
The SIFMA PodcastTop of Mind with SIFMA Insights: September FOMC Rate Pause – What’s Next?
In this episode of Top of Mind with SIFMA Insights, Katie Kolchin, CFA, Head of Research, is joined by Torsten Slok, Chief Economist and Partner at Apollo…
The SIFMA PodcastTop of Mind with SIFMA Insights: What to Look For at Jackson Hole
In this episode of Top of Mind with SIFMA Insights, SIFMA’s Head of Research, Katie Kolchin, CFA, is joined by Dr. Lindsey Piegza, Chief Economist at Stifel…
The SIFMA PodcastSIFMA Insights Spotlight - July 2023 Market Metrics
In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for July 2023. This…
The SIFMA PodcastDeveloping Emotional Connections to Issues of DE&I
In the last episode of Part I of SIFMA’s Diversity, Equity & Inclusion Podcast series, SIFMA EVP and Head of DE&I, Cheryl Crispen sits down with John Taft…
The SIFMA PodcastPrioritizing DE&I as a Business Imperative with a Client-Centered Focus
In the next episode of our DE&I podcast series, SIFMA’s EVP and Head of DE&I, Cheryl Crispen sits down with HSBC Senior Executive Vice President & General…
The SIFMA PodcastSIFMA Insights Spotlight - June 2023 Market Metrics
In this episode of the SIFMA Podcast, SIFMA's Head of Research Katie Kolchin discusses the highlights from SIFMA Insights Monthly Metrics for June 2023. This…
The SIFMA PodcastEnhancing a Culture of Inclusion
In the next episode of SIFMA’s Diversity, Equity, and Inclusion Podcast series, SIFMA’s EVP and Head of DE&I, Cheryl Crispen sits down with Charles Schwab…
The SIFMA PodcastLeveraging a Data-Driven Approach for DEI
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…
The SIFMA PodcastTop 10 Takeaways from SIFMA’s Economist Roundtable Mid-Year Survey
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…
The SIFMA PodcastDedicating DE&I to LGBTQ+ and Other Underrepresented Communities
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…
The SIFMA PodcastSIFMA Insights Spotlight - May 2023 Market Metrics
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…