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    Gerard CassidyRBC Capital Markets

    Gerard Cassidy's questions to State Street Corp (STT) leadership

    Gerard Cassidy's questions to State Street Corp (STT) leadership • Q1 2025

    Question

    Gerard Cassidy from RBC asked for details on the sources and risks of the firm's loan growth and for a broader perspective on how potential regulatory changes, like Basel III endgame and SLR modifications, might impact State Street.

    Answer

    Interim CFO Mark Keating identified loan growth opportunities in subscription lines, BDC lending, and middle-market CLOs, often linked to their private markets clients. CEO Ronald O'Hanley added that the balance sheet is deployed to support fee-based businesses. Regarding regulation, O'Hanley anticipates constructive changes to capital and liquidity rules, which would benefit the market system, though the incremental impact on trust banks might be limited. He sees a path to a more favorable regulatory environment overall.

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