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Listen In as FactSet and KBW Discuss Key Themes in Banking and the Financial Sector

Companies and Markets

By Sean Ryan  |  March 13, 2024

We sat down for a recorded conversation with our esteemed guest, Tom Michaud, President and Chief Executive Officer of investment bank Keefe, Bruyette & Woods (KBW). Our goal is to provide clients and market followers with in-depth perspectives on the financial sector. We discussed lessons learned in the year since the SVB collapse; the growth and risks of non-bank lending; the interest rate and credit environment; M&A and the potential emergence of a new cohort of G-SIBs; policy considerations; the growth of fintech and applications of AI across the financial sector; and themes to watch over the next 5 - 10 years.

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

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Sean Ryan, CFA

VP/Director

Mr. Sean Ryan is the VP/Director for the banking and specialty finance sectors at FactSet. In this role, he guides the development of FactSet’s deep sector offering in these areas. He joined FactSet in 2019 and prior to that, he covered bank and specialty finance stocks for brokers including Lehman Brothers and Bear Stearns and for sector-focused hedge funds FSI and SaLaurMor Capital. Mr. Ryan earned a Bachelor of Science in industrial and labor relations from Cornell University. He is a CFA charterholder.

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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.