CAPIS

In this clip from the At the Forefront podcast, CAPIS SVP and Director of Transition Management Bryan Gibbs describes how CAPIS helps its clients navigate the transition management process in a way that minimizes cost and risk. Tune in to the full episode for more insights on our transition management services, benchmarks used to assess the success of a transition event and more:?https://lnkd.in/eFgHFhEy #assetmanagement #benchmarks #investmentstrategy #transitionmanagement #riskmanagement

On Thursday, March 20: Join us at 10:00 AM CT/11:00 AM ET as we welcome Gustavo A. Cano of Fund@mental for the latest installment of CAPIS’ Monthly Research Briefing. Stay informed. Register now: https://lnkd.in/e6QtDxc4 #financialwebinar #marketanalysis #capitalmarkets #finance #financiallandscape

Navigating Change: Expert Insights on Transition Management A successful transition event isn’t just about moving assets—it’s about precision, strategy, and minimizing risk. Without the right execution, costs can escalate, market impact can grow, and performance can suffer. Join us on March 27, 2025, at 10:00 AM CT for an in-depth discussion featuring Kerry Richardville, CFA, Senior Institutional Advisor at Mariner and Bryan Gibbs, SVP, Director of Transition Management at CAPIS, who will break down the most effective transition management strategies for mitigating risk, optimizing execution, and setting the right benchmarks for success. Don’t miss this opportunity to gain expert insights for navigating transitions with confidence. Register here: https://lnkd.in/eSwddQTV #transitionmanagement #institutionalinvesting #riskmanagement #marketstrategy #assetmanagement #tradingstrategy #investmentmanagement #capitalmarkets #finance

#ICYMI: What defines a successful transition event??SVP and Manager of Transition Management Bryan Gibbs analyzes key benchmarks firms can use to evaluate success — and why a strong client-transition manager relationship is essential. Read the latest article in our Transition Management series: https://lnkd.in/e8jb6yj8 #assetmanagement #benchmarks #investmentstrategy #transitionmanagement

#ICYMI: In a recent blog, Director of Institutional Sales Chris Halverson explains how CAPIS ARC helps RIAs address crucial issues and meet their fiduciary duty to ensure the best execution for all accounts – all while steering clear of the challenges associated with traditional trade rotation. Read the full article here: https://lnkd.in/esEcD5m5 #ARC #RIAs #bestexecution #investmentmanagement #traderotation

CAPIS’ Director of Institutional Sales, Christopher J. Hurley, was recently quoted in The Dallas Morning News on the rise of "Y’all Street." With the Texas Stock Exchange (TXSE) shaking up the market, major players like the NYSE and Nasdaq are expanding their presence in Texas — solidifying the Lone Star State as a growing financial hub. Hurley notes that NYSE’s move to open a trading hub in Dallas reinforces Texas’ economic growth and its increasing role in the global financial system. He also highlights how lowering barriers to public listings could streamline the process to incentivize more initial public offerings. “The beauty of IPOs is they allow the mom and pop to participate,” he said. Read the full article here: https://lnkd.in/er5eC6dQ #yallstreet #texasfinance #NYSE #tradinghub #IPOs?

Navigating a complex transition event? CAPIS has got you covered. Institutional investors face increasing challenges when executing portfolio transitions — from ensuring cost efficiency and transparency to minimizing market impact. CAPIS’ Transition Management team provides expert guidance and execution strategies to help you manage risk, optimize performance, and achieve seamless transitions. Explore our new Transition Management resource center to access: ??Insights on transition strategy best practices ??Cost analysis and impact assessment methodologies ??Risk mitigation techniques for complex transitions ??How CAPIS delivers tailored solutions for institutional clients Get the knowledge you need to make informed decisions. Explore our comprehensive resource center: https://lnkd.in/eF5MQNj8 #institutionalinvesting #transitionmanagement #portfoliostrategy #investmentsolutions

ICYMI: Unable to join us live for our February Research Briefing featuring Katie Stockton, CMT, of Fairlead Strategies? Read a recap on our website here:? https://lnkd.in/e6BZsKyT Katie covered several topics, including: ?? S&P 500 Analysis: Short- and Intermediate-Term Outlook for Equities ?? International Markets Performance ?? U.S. Dollar and Treasury Yields Outlook ?? And more! If you are interested in viewing the recording and getting all the insights, reach out to your CAPIS sales representative or [email protected] #financialwebinar #marketanaysis #outlook #capitalmarkets #fianciallandscape #finance

Exciting news for the Dallas financial community! CAPIS COO David Choate shared insights with Bloomberg News reporters Katherine Doherty and Joe Lovinger on the newly announced NYSE Texas equities exchange, noting: "NYSE's move to Dallas is going to bring more financial firms with it." With our deep, longstanding roots in Dallas, CAPIS is proud to witness our home city’s expanding influence as an economic powerhouse—bolstered by major expansions from firms like Goldman Sachs and the arrival of the Texas Stock Exchange | TXSE Group Inc. As the market evolves, CAPIS remains dedicated to providing transparent, client-first trading solutions that move in step with these exciting advancements. Read the article: https://lnkd.in/eNd8VjHR sh-to-capture-ipo-business #finance #trading #capitalmarkets #dallas #nyse #stockexchange #marketnews #fintech #economicgrowth #wallstreet?

TOMORROW: Join us at 10:00 AM CT/11:00 AM ET as we welcome back Katie Stockton, CMT, of Fairlead Strategies for the latest installment of CAPIS’ Monthly Research Briefing. Tune in as Katie hits on: ?? Market Outlook & Risk Management: Dive into the chart of the SPX and what it means, including expectations for a deeper correction and key support levels to watch. ?? Technical Indicators Breakdown: Understand how momentum indicators like the MACD are signaling a potential downturn across various sectors. ?? Navigating Volatility: Learn tactical approaches to protecting your portfolio from downside volatility, with takeaways on historical safe-haven assets. ?? Macro Technicals: Explore the outlook for Treasury yields, crude oil, gold and the dollar, including technical levels to watch. Stay informed. Register now: https://lnkd.in/gx6Y3ZEa Q #financialwebinar #marketanalysis #outlook #capitalmarkets #finance #financiallandscape