CAPIS is heading to the Iowa Bankers Conference Oct. 6–8! CAPIS' Coleen Donohue and Kelly Eskildsen will be onsite to discuss how CAPIS supports banks with outsourced trading solutions that preserve efficiency and transparency. Also attending? Let’s connect!

In our recent blog, we explore how outsourced trading – and solutions like CAPIS ARC – help TAMPs ensure fairness in aggregated trading, enable trade-aways & step-outs at scale and preserve transparency for managers and clients. Read more: capis.com/closing-the-ex…

The SEC approval of TXSE represents a new chapter in how issuers, investors and market participants engage with the fast-growing financial hub. CAPIS COO David Noël Choate was recently quoted in the Dallas Morning News discussing this milestone: bit.ly/3KpDEIj

In this clip from At the Forefront, CAPIS' Bryan Gibbs explains why communication between a transition manager & client is critical throughout the trading process. Tune in to the full episode: capis.com/capis-bryan-gi…

On Thursday, October 23: Join us at 10:00 AM CT/11:00 AM ET as we welcome back Markets Policy Partners for the latest installment of CAPIS’ Monthly Research Briefing. Register now: capis.zoom.us/webinar/regist…

Each asset class brings its own “personality” to a transition event, creating unique risks, logistics, and timing challenges. In a recent blog, we explore how transition managers navigate those nuances to preserve performance and avoid surprises: capis.com/transition-man…

#ICYMI: CAPIS' David Choate and Tim Conway appeared on “At the Forefront” to discuss CAPIS’ acquisition of TD Securities’ plan sponsor services business. Tune in to the full episode to learn what this milestone means for our team and our clients: capis.com/capis-talks-ac…

Join us TOMORROW, Thursday, October 23, at 10:00 AM CDT as we welcome Markets Policy Partners for the latest installment of CAPIS’ Monthly Research Briefing. Register now: capis.zoom.us/webinar/regist…

Benchmarks are the foundation of accountability in transition management. Without alignment in advance, post-trade results risk being ambiguous – or even misleading. In a recent blog, we explored how to evaluate each benchmark and select the right one: capis.com/transition-man…

From illiquid small caps to the opaque fixed income landscape, every asset class adds its own complexity during a transition. In this blog, we explore how savvy transition managers stay a step ahead to protect performance and reduce risk: capis.com/transition-man…

CAPIS is proud to sponsor The Hunt, Cheetah's 2025 Client Conference. SVP & Director of Bank & Trust Services Jon Lantz and SVP Ed O’Dowd will be on site in Tucson from November 10–13 — please reach out directly to connect!

On Thursday, November 20: Join us at 10:00 AM CT/11:00 AM ET as we welcome Katie Stockton, CMT of Fairlead Strategies for the next CAPIS Monthly Research Briefing. Register now: capis.zoom.us/webinar/regist…

The next chapter of outsourced trading is here. Read our latest blog to explore how CAPIS' OST capabilities help asset managers modernize their fixed income and derivatives trading while preserving control: capis.com/expanding-the-…

Now live: CAPIS’ new eBook for institutional investors navigating portfolio transitions. Learn how to minimize cost, manage risk, and maintain performance through every phase of the transition lifecycle. Download here: capis.com/a-practical-gu…

Join us TOMORROW, Thursday, November 20 at 10:00 AM CT / 11:00 AM ET for the August edition of CAPIS’ Monthly Research Briefing featuring Katie Stockton, CMT of Fairlead Strategies. Register now: capis.zoom.us/webinar/regist…

In a new video from TABB Group, CAPIS COO David Choate joins Michael Scotti to break down why fewer early-stage firms are going public and what it will take to reverse the trend. Watch the full conversation live from SecurityTradersAssn.: tabbforum.com/videos/tabbfor…

A successful transition starts long before trading begins. Structure, planning and coordination are key to controlling cost and protecting performance. Our eBook breaks down phases of the transition lifecycle and how to manage each effectively. Read more: capis.com/a-practical-gu…

We loved celebrating Thanksgiving together at the CAPIS office last week! From great food to even better company, it was a great chance to step away from the day-to-day and share some time as a team. Wishing everyone a warm, safe, and happy Thanksgiving from all of us at CAPIS.

Timing drives transition outcomes. Acting too soon or waiting too long can both create unnecessary cost and exposure risk. CAPIS’ new eBook explores how thoughtful execution timing helps protect performance and improve efficiency. Download here: capis.com/a-practical-gu…

Active management isn’t optional — it’s essential. As more assets move into index strategies, markets rely even more on active investors for price discovery, innovation, and efficient capital allocation. CAPIS COO David Choate breaks it down in Institutional Investor: institutionalinvestor.com/article/opinio…