Best SIFMA Podcasts (2025)

1
Financial Literacy Month: Insights from the SIFMA Foundation and Charles Schwab 29:22

12d ago29:22

29:22

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…

1
57: How a SIFMA Foundation Survey has Revealed What Parents Really Want — and What It Means for Financial Education 17:44

15d ago17:44

17:44

Today, we're thrilled to welcome back Melanie Mortimer, President of the SIFMA Foundation — the nation’s leader in youth investor and financial education. Melanie holds a Master’s in International Management and an MBA from Aoyama Gakuin University in Tokyo, and a BA in English from Agnes Scott College in Georgia. In this episode, we dive into the …

1
Rethinking Leverage Ratios: Why US Treasuries Should Be Exempt 8:01

18d ago8:01

8:01

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 c…

1
Shaping the 2025 Regulatory Roadmap: Insights from the SEC and FINRA at SIFMA’s C&L Seminar 1:01:42

26d ago1:01:42

1:01:42

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 f…

1
What's In Store for the Equity Markets in 2025 14:50

2M ago14:50

14:50

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.…

1
What’s In Store for Fixed Income Markets in 2025 10:30

2M ago10:30

10:30

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.By SIFMA

1
What the New Treasury Clearing Timeline Means for Markets 16:33

2M ago16:33

16:33

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, William Thum, managing director in SIFMA’s Asset Management Group, and Stephen Byron, the head of SIFMA’s operations and technology group, to discuss the recent compliance extension from the …

1
SIFMA's 2025 Priorities 31:29

3M ago31:29

31:29

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 capital markets. In this episode of The SIFMA Podcast, SIFMA's president and CEO, Ken Bentsen, and SIFMA's COO, Joseph Seidel, sit down to discuss SIFMA’s priorities for the year ahead.…

1
56: How the World Bank's Wendy Teleki is empowering women entrepreneurs around the globe 23:59

5M ago23:59

23:59

In this episode of the Banking on Girls podcast, we are excited to feature Wendy Teleki, the Head of the Women Entrepreneurs Finance Initiative (We-Fi) at the World Bank. We-Fi plays a crucial role in supporting women entrepreneurs in over 60 developing countries by enhancing their access to finance, markets, skills, and technology. Wendy has been …

1
Considerations to Prepare for US Treasury Clearing 30:31

5M ago30:31

30:31

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 of The SIFMA Podcast, SIFMA's COO, Joseph Seidel, sits down with EY's Brendan Maher and SIFMA's Steve Byron, William Thum, and Rob Toomey to answer these questions and more.…

1
55: How UCLA's Professor Hal Hershfield's work in connecting to your future self can change savings habits and transform lives 28:54

6M ago28:54

28:54

In this episode of Banking on Girls, we’re joined by Professor Hal Hershfield, a distinguished expert in marketing, behavioral decision-making, and psychology at UCLA’s Anderson School of Management. As the author of Your Future Self: How to Make Tomorrow Better Today, Professor Hershfield explores how understanding and connecting with our future s…

1
54: How Maura Cunningham, Founder of Rock the Street, Wall Street is changing the landscape for girls and finance 22:25

6M ago22:25

22:25

In this inspiring episode, we sit down with Maura Cunningham, founder of Rock the Street, Wall Street—a groundbreaking non-profit organization dedicated to empowering high school girls by teaching them the fundamentals of math, investing, and finance. Maura brings over 25 years of Wall Street experience in finance and wealth management, as well as …

1
Highlights from SIFMA's 2024 Annual Meeting 13:37

6M ago13:37

13:37

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 leaders like BlackRock's Larry Fink and Edward Jones' Penny Pennington include top-of-mind issues including: The expanding role of the capital markets and their potential to positively impact soc…

1
53: What your children are learning about money on social media and how to start a conversation with them 7:37

7M ago7:37

7:37

In this episode, we discuss how parents can help their kids, especially girls, think critically about financial advice they encounter on social media. We cover essential conversations that empower children to evaluate information effectively and build a solid understanding of money management. For those interested in more on this topic, this episod…

1
How Markets Work: A Deep Dive on the Capital Markets Primer 21:10

7M ago21:10

21:10

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 discussion around the recently updated SIFMA Insights Primer series. This series of reports explains the inner workings of capital markets, breaking down important technical and regulatory nua…

1
Top 5 Takeaways from SIFMA’s 2024 Ops Conference 15:24

7M ago15:24

15:24

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, and Business Continuity, SIFMA to discuss the 5 key takeaways from SIFMA’s 2024 Operations and Technology Conference and what’s ahead in the operations space.…

1
52: How Milken Institute's Cheryl Evans is helping solve America's problem with lifetime financial security 25:16

7M ago25:16

25:16

My guest today is Cheryl Evans who leads the Lifetime FInancial Security Program at the Milken Institute and recently released the paper Shifting the Retirement Paradigm: Moving Towards Financial Security. As a mom herself to a teen daughter Cheryl cautions, “No one's coming to rescue you - be your own hero!” Listen here to learn: Why you need to m…

1
An Update on the Path to Clearing US Treasuries 55:33

8M ago55:33

55:33

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 first, SIFMA’s Chief Operating Officer, Joseph Seidel, sits down with panel moderator Robert Toomey and SIFMA Asset Management Group’s Bill Thum to outline what firms need to be doing today to p…

1
The Flawed Economic Analysis Underpinning SEC Rule Proposals 31:07

8M ago31:07

31:07

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 Division of Economic and Risk Analysis, or DERA, at the SEC, to discuss the SEC’s approach to economic analysis as the basis for rule proposals.By SIFMA

1
51: REWIND EPISODE How money mindset and business coach Rasa DiSalvo’s career with athletes, executives and celebrities began as a volleyball player in Lithuania 23:16

8M ago23:16

23:16

Today's epsiode is a rewind of my conversation with Rasa DiSalvo, a business and high-performance coach, transformational speaker, and athlete. Rasa has coached founders, pro-athletes, Hollywood celebrities, corporate executives, and CEOs. Rasa’s passion for human potential and high performance has been uniquely shaped by a career as an athlete, wh…

1
50: REWIND EPISODE How Australian diplomat Kylie Hargreaves' early life and travels formed her views on leadership and financial literacy 22:39

9M ago22:39

22:39

Today’s episode is a rewind of my converstion with Kylie Hargreaves, Chair of the Australian Alliance for Energy Productivity and Deputy Chair for Regional Development Australia. Kylie is an experienced diplomat and is passionate about water, waste and energy. She has over 25 years experience in Federal and State Governments, including as Australia…

1
The Latest: Why the Basel III Endgame Must be Re-Proposed 9:05

9M ago9:05

9:05

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 Capital Markets and Strategic Initiatives, to discuss the status of the Basel III Endgame proposal in the United States. A recent study found that the proposal would cause U.S. economic grow…

1
49: REWIND EPSIODE How Dr. Marlene Kanga became a global role model for women in STEM 31:17

9M ago31:17

31:17

This episode is a rewind of my conversation with Dr. Marlene Kanga. Dr. Kanga who lives in Sydney, Australia and is an outstanding leader and engineer. She was the second female President of the World Federation of Engineering Organisations (WFEO), from 2017-2019. In that capacity she represented over 30 million engineers around the world. She hold…

1
48: REWIND EPISODE How Darline Llamas Llopis transformed her passion for sports into a career in finance with the NF 15:12

10M ago15:12

15:12

Today’s epsiode is a rewind of my converstion with Darline Llamas Llopis, the Vice President of Finance and Retail of the Miami Dolphins football team and the Florida Formula 1 Grand Prix. Prior to joining the Dolphins, she was the Director of Finance and Controller of the Los Angeles Rams football team. She has an MBA from UCLA and Masters of Acco…

1
47: REWIND EPISODE How Mayor Paige Cognetti's financial skills have guided her through life and career 25:13

10M ago25:13

25:13

This episode is a rewind episode of my conversation with Mayor Paige Cognetti, the first female Mayor of Scranton, Pennsylvania. Prior to becoming Mayor, Mayor Cognetti advised the Pennsylvania Auditor General on the oversight of public school districts and care for older adults. Mayor Cognetti also served in the Obama administration as a senior ad…

1
46: REWIND EPISODE How Berenice Giannini's upbringing as a young girl in Mexico led to the successful launch and sale of her e-commerce venture 22:55

11M ago22:55

22:55

This episode is a rewind of my conversation with entrepreneur Berenice (“Bere”) Giannini. Giannini is not a typical venture-backed founder. She’s a Mexican immigrant and solo entrepreneur who launched and exited her first venture-funded company, eTailPet, after a 20-year-long career outside the tech ecosystem in only four years. After earning an MB…

1
Advocacy, Action, & Access: Q&A with the 2023-2024 Chair of SIFMA's Board of Directors 23:41

11M ago23:41

23:41

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 and 2023-2024 Chair of SIFMA's Board of Directors, discuss SIFMA's commitment to fostering effective and efficient capital markets, our role on behalf of the membership, and the goals we have s…

1
45: REWIND EPISODE How Savvy Ladies is changing the culture of money silence for women 23:36

11M ago23:36

23:36

This episode is a rewind of my conversation with Judy Herbst, the Executive Director of Savvy Ladies, a non-profit organization that offers a FREE financial help line and financial planning education to women. Savvy Ladies is completely independent from any financial institution or organization and its resources are provided free of charge. You can…

1
The Path to Clearing US Treasuries 21:37

12M ago21:37

21:37

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 SIFMA AMG's partnership to advance multiple workstreams and short-term deliverables that will set the stage for long-term implementation. These include standard documentation, enhancements to mar…

1
44: The Milken Institute's Nicole Valentine tells us what the future of the finance looks like and the implications for young women 20:53

12M ago20:53

20:53

This is episode is recorded at the 2024 Milken Global Conference in Beverly Hills, California. My guest is Nicole Valentine, the director, Fintech at the Milken Institute with over a decade of financial services and innovation experience. Nicole's work engages policymakers to improve access to capital and financial inclusion. She is frequently feat…

1
The SIFMA Podcast: Why the Basel III Endgame Must Be Re-Proposed 27:22

12M ago27:22

27:22

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 Roundtable. The Basel III Endgame package of reforms: Is unprecedented in its scale and scope and deviates from its original intent; Must be re-proposed in full for both substantive and legal …

1
43: What I learned at the United Nations about the status of women in the world today 8:41

1y ago8:41

8:41

In this episode of Banking on Girls, I reflect on my experience at the United Nations 68th Commission on the Status of Women, highlighting the urgent need for gender financial inclusion. From the grandeur of the General Assembly Hall to intimate panel discussions, the event showcased global efforts to address disparities in economic empowerment. In…

1
The Move to T+1: The Final 30 Days 19:28

1y ago19:28

19:28

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, discuss the final days leading up to the transition to T+1 day settlement. They discuss the industry's readiness for the transition, the history of settlement cycles, and the benefits of T+1.…

1
42: What your child is learning about money on social media and the conversations you need to be having 24:52

1y ago24:52

24:52

In this episode I speak with Josina Kamerling, the Head of Regulatory Outreach for the Europe, Middle East, and Africa (EMEA) region for the CFA Institute, about their recently released paper The Finfluencer Appeal: Investing in the Age of Social Media. Josina tells us that financial regulatory systems around the world are not fit for purpose for d…

1
41: REWIND EPISODE How aeronautical engineer Karina Montilla Edmonds' early exposure to math led her to advocacy for women in STEM 23:15

1y ago23:15

23:15

This is a REWIND EPISODE where my guest is Karina Montilla Edmonds an aeronautical engineerr and leader in the field of innovation and technology transfer. Karina has a distinguished career spanning from the Obama Administration to tech companies such as Google. She currently serves as the Senior Vice President and Global Head of Academies and Univ…

1
40: How CEO Elizabeth Rossiello became one of the 1.5% of female fintech founders globally 23:34

1y ago23:34

23:34

My guest today is Elizabeth Rossiello the CEO and founder of AZA Finance, a fintech company which is accelerating global access to frontier markets through an innovative infrastructure. In this episode Elizabeth tells us how she became one of the 1.5% of female fintech founders globally. Elizabeth also gives us a lesson on cryptocurrency, and tells…

1
60 days to T+1 with SIFMA’s Tom Price 27:17

1y ago27:17

27:17

Tom Price, Managing Director, Technology, Operations, and Business Continuity at SIFMA, and John Oleon, Managing Director, Clearing & Settlement Operations at Clear Street, join Clear Street’s Chief Operating Officer, Andy Volz, for a conversation on the impact of a shortened settlement cycle. Two months out from T+1, this episode covers best pract…

1
39: How SIFMA Foundation President, Melanie Mortimer, is teaching 12 million girls about investing and personal finance 27:44

1y ago27:44

27:44

My guest today is Melanie Mortimer the President of the SIFMA Foundation. SIFMA is the Securities Industry and Financial Markets Association, and the SIFMA Foundation is the nation’s leader in youth investor and financial education that ensures all young people, regardless of background, have access to transformative knowledge and tools to prepare …

1
38: How CEO Martine Ferland successfully guided her firm through the pandemic, the issues she sees facing women, and the money lessons she has passed down to her children 29:12

1y ago29:12

29:12

My guest today is Martine Ferland, the Chief Executive Officer of Mercer, a $5 billion global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. She also serves as Vice Chair of Marsh McLennan, Mercer’s parent company, the leading global professional services firm in risk,…

1
How the DOL’s Retirement Rule Conflicts with Investor Needs 11:40

1y ago11:40

11:40

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 Lisa Bleier, Head of Wealth Management and Retirement and State Government Affairs at SIFMA. They discuss new findings issued by SIFMA and Cerulli Associates regarding the current landscape o…

1
37: How some early concepts learned in childhood can influence later adult money behaviors 7:09

1y ago7:09

7:09

In this episode we discuss some of the early learning concepts for children that are thought to lead to adult money behaviors and habits. We discuss ways in which parents can think about engaging children to develop their concepts and skills in some of these areas.By Raising Money-Wise Girls LLC

1
36: How UChicago's Rebecca Maxcy is changing the money dialogue for parents and kids 23:38

1+ y ago23:38

23:38

My guest today is Rebecca Maxcy, the Director and Principal Investigator at the University of Chicago Financial Education Initiative, where she has led the research and development of finEDge, a single-semester financial education course for high school students and Talking Cents, conversation cards developed to engage people in conversations about…

1
35: Why bestselling financial journalist Farnoosh Torabi says facing your money fears can help women build wealth 27:38

1+ y ago27:38

27:38

Today I speak with Farnoosh Torabi, bestselling Financial Author and creator of the So Money Podcast, which has had over 25 million downloads. Farnoosh holds a degree in Finance and International Business from Pennsylvania State University and a Masters in Journalism from Columbia University. As one of the US’s favorite money experts, she’s been fe…

1
Allow me to introduce myself: Building trust through relationships 17:38

1+ y ago17:38

17:38

How does a startup financial services firm become a trusted partner in just five years? Chief Operating Officer Andy Volz welcomes guests Blaine Hurty, Managing Director, Capital Introduction, and Kristina Leo, Director, Corporate Access, to discuss the importance of building and maintaining relationships in delivering value-added services for clie…

1
34: REWIND EPISODE How Lacy Filipich succesfully retired at 31 and why she's teaching kids to do the same 23:13

1+ y ago23:13

23:13

Today is a REWIND Episode where I speak with Lacey Filipich, the Founder of Money School which helps people become financially independent and raise financially capable kids. Money School is also the title of her award-winning book which was the winner of the best book 2022 at the Money Awareness and Inclusion Awards. Lacey graduated as valedictori…

1
33: REWIND EPISODE How Entertainment Industry CEO Sarah Harden is on a mission to change the narrative for Women in Hollywood and at Home 25:22

1+ y ago25:22

25:22

This episode is a Rewind Episode of my conversation with Entertainment Industry CEO Sarah Harden who leads Reese Witherspoon's company Hello Sunshine. Sarah has led Hello Sunshine’s rapid growth as a premium content studio and direct-to-consumer media brand. Prior to her time with Hello Sunshine, she was President of Otter Media, and spent 10 years…

1
Tapping Into the Talent Pool of Neurodiversity 20:19

1+ y ago20:19

20:19

About 30% of the world is neurodivergent and these are major untapped talent pools. With some minor adjustments and accommodations to workplace processes we can enable these colleagues to work in this industry, be their very best and create an inclusive culture. In the latest episode of our SIFMA DE&I podcast series, we sat down with JPMorgan Chase…

1
Recruiting and Empowering Military Veterans 19:31

1+ y ago19:31

19:31

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 veterans can translate those skills into the financial services industry. In the next episode of our SIFMA DE&I Podcast series, we chat with Academy Securities Founder and CEO, Chance Mims on…

1
32: How Cherie Blair’s childhood lessons led to her championing entrepreneurship for women and impacting millions of lives 25:31

1+ y ago25:31

25:31

My guest today is Lady Cherie Blair CBE KC, founder of the Cherie Blair Foundation for Women, a leading international human rights lawyer, a passionate campaigner for women’s equality, and wife of former British Prime Minister Tony Blair. Cherie studied law at the London School of Economics, she’s a King’s Counsel, and a founding member of Omnia St…

1
Leveraging Diverse Mentors and Sponsors in Career Development 25:05

1+ y ago25:05

25:05

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 what sparked her initial interest in finance to her time on Capitol Hill and the journey that has led to her current role at PIMCO. She shares insights on the role of mentors and sponsors thr…

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Podcasts Worth a Listen