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Securities offered through CAPIS, member of FINRA & SIPC, an institutional broker dealer that does not provide investment advice. Content is educational and should not be construed as a recommendation. Investments involve risks, losses may exceed the amount of principal invested.
In our October Monthly Research Briefing, John Fagan and Brendan Walsh of Markets Policy Partners discussed the Fed, the midterms, AI regulation and geopolitical risk. Read the full recap: capis.com/capis-october-2026…
Join us tomorrow, Thurs., Oct. 22 at 11 AM ET for CAPIS’ Monthly Research Briefing with Markets Policy Partners, covering macro, geopolitics, the midterms, Fed policy, AI and more. Register: capis.zoom.us/webinar/regist…
Equity managers use commissions to pay for research. Fixed income managers still write checks from P&L. The rules haven't changed, so is it time to revisit? capis.com/revisiting-fixed-i…
On Thursday, October 22: Join us as we welcome back Markets Policy Partners for the latest installment of CAPIS’ Monthly Research Briefing. Keep an eye on our social channels for a look at the topics we'll discuss!
Stay informed. Register now: capis.zoom.us/webinar/regist…
Heading to #STA2026 in D.C. Oct. 14 to 16? Connect with Chris Halverson of CAPIS to talk commission management and research funding. capis.com/contact-us-capis/
Outsourced trading is picking up as emerging managers look for partners who can cover trading, tech, accounting and people. CAPIS and STP talk about the trend on the latest At the Forefront episode. forefrontcomms.com/episode-9…
Years after MiFID II, commission rates and research usage are telling a new story. Our 2026 report finds developed and emerging market rates have stabilized and research usage is rebounding, while U.S. rates hold steady. capis.com/commission-rates-a…
In the latest episode of the "At the Forefront" podcast, CAPIS' Chris Hurley & @STIPIS's Jeff Hooks discuss how the CAPIS-STP outsourced trading & ops model came together — and what this strategic partnership offers merging managers.
Listen here: forefrontcomms.com/episode-9…
Every September 11, we remember those we lost and the first responders who gave everything that day.
This year, our team is packing meals for 9/11 Day's National Day of Service.
Learn more or find a way to get involved: 911day.org/
On September 7 at 10:00 AM CT / 11:00 AM ET, join CAPIS' Monthly Research Briefing with Andi Kerenxhi of Ubineer for the latest market outlook.
Register now: capis.zoom.us/webinar/regist…
Scaling past $1B in AUM? Your trading infrastructure needs to scale with you. Our latest use case explores how CAPIS helps established RIAs bring structure, transparency & scalability to a growing broker network — from pre-trade through settlement. Read: capis.com/capis-outsourced-t…
The number of U.S. public companies has fallen by roughly half since 1997. Our COO David Choate argues the SEC's Registered Offering Reform is a meaningful step toward reversing that trend.
Read more: tradersmagazine.com/am/how-s…
Join us TOMORROW, Thursday, August 27 at 10:00 AM CT / 11:00 AM ET for the August edition of CAPIS' Monthly Research Briefing featuring @StocktonKatie of Fairlead Strategies. Register now: capis.zoom.us/webinar/regist…
As pioneers in trading and commission management, CAPIS is celebrating its 50th anniversary this year — and a legacy of excellence. CEO Ann Sebert looks back at our founding, the milestones since, and the principles that have guided us from Day 1: capis.com/new-landscape-same…
On August 27 at 10:00 AM CT / 11:00 AM ET, join CAPIS' Monthly Research Briefing with Katie Stockton of Fairlead Strategies for her latest technical market outlook.
Register now: capis.zoom.us/webinar/regist…
Celebrating 50 years of transparency, trust & execution excellence. Since 1977, CAPIS has pioneered commission management & high-touch execution across equities, fixed income & options. Stay tuned as we spotlight our people, milestones & more. Here's to the next chapter!
#ICYMI: CAPIS has been named a finalist for Outsourced Trading Provider of the Year in this year's @Hedgeweek US Awards!
Voting is open now, and we'd be grateful for your support. Cast your vote here: awards.hedgeweek.com/us-awar…
CAPIS has been shortlisted for the Hedgeweek US Awards 2026 in the category of Outsourced Trading Provider of the Year. Cast your vote here before August 14th: hwawards2026.evalato.com/pub…
Thank you for your support!
Last week, CAPIS' Ed O'Dowd sat down with @MarketsPolicy and @ForbesTate to discuss the Washington developments shaping today's market outlook—from the Fed and fiscal policy to geopolitics and the 2026 midterms.
Missed it? Catch the replay: capis.com/capis-july-2026-re…
Join us TOMORROW, Thursday, July 16 at 10:00 AM CT / 11:00 AM ET, as CAPIS welcomes @MarketsPolicy for the latest Monthly Research Briefing. Get the latest insights on the policies shaping today’s financial landscape. Register today: capis.zoom.us/webinar/regist…
