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.
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