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STA Chair Halverson on 2020 Goals Amid COVID-19 Market
Chris Halverson, STA Chairman, discusses his background as a longtime salesman at CAPIS and the STA's 2020 goals amid COVID-19.
Citi Hires Women-Owned Firms to Lead Distribution of $4 Billion Citi Bond Issuance to Commemorate Women's History Month
CAPIS is chosen by Citigroup as one of the women-owned firms to lead a $4 billion bond issuance on their behalf.
CAPIS Expands Outsourced Trading Offering
CAPIS has expanded its Outsourced Trading service by incorporating the capabilities of their ARC (Aggregation, Reconciliation, and Clearing) platform. The newly-formed integration is great news for Registered Investment Advisors (RIAs) that have long sought a solution for the complexities of managing both institutional and wrap/custodial assets.
FLASH FRIDAY: Wrap Powerhouse
A flashback to an article published by Traders Magazine in 2013 about wrap accounts and technology, with updated commentary from Chris Hurley, Mark Viani, and Rob McHeffey, all on the CAPIS sales team.
CAPIS Ups Women’s Initiatives
CAPIS has launched a new charity initiative to use the firm's women-owned status to help empower women. Coleen Donohue and Kimberly Doran, both institutional salespeople, spoke with Traders Magazine about how the donations will work, which charities CAPIS has chosen, and how they're hoping to make a lasting impact on women's and girl's lives.
Outsourced Trading: Opportunity Amid Disruption
Chris Hurley, CAPIS Director of Institutional Sales, weighs in on what questions to ask when considering an outsourced trading firm. He goes on to explain why CAPIS is a conflict-free option for those looking to outsource their trading desk. Information and statistics are also provided about this growing need in the financial services industry.
Firm Joins Outsourced-Trading Field
Outsourced trading shop, Capital Institutional Services (CAPIS), is setting its sights on hedge funds. The Dallas firm, founded in 1977, currently provides trade-execution services to about 500 clients including family offices, insurance companies, mutual funds and pensions. It now wants to compete in the hedge fund arena, where an increasing number of vendors is vying to take over managers' trading operations.
Outsourced Trading: What Is It, and What Might It Mean for You?
Outsourced trading is the latest “hot topic,” but what does it really mean? To some, it is a strategic extension of their current trading capabilities, while others use outsourced trading to minimize overhead costs as they expand their assets under management (AUM). In addition to trading, some want to outsource their middle office and back office functions. In all cases, outsourced trading should be customized to meet the needs of each investment manager.
From Royalty-Payment Reconciler to CFO
Ann Sebert, CFO and Treasurer of CAPIS, discusses how she got her start in financial services and eventually earned her C-suite position. After 16 years serving CAPIS and its clients, Sebert shares her advice for women looking to climb the corporate ladder: "Work hard and be persistent."
Citi Hires Women-Owned Firms to Lead Distribution of $250 Million Citigroup Inc. Subordinated Bond Issuance
Citi hired CAPIS and eight other women-owned firms to handle a $250 million subordinated bond issuance. Citi has been a leader in promoting inclusion by diversifying their suppliers, particularly in providing opportunities to engage in roles that are typically reserved for much larger financial institutions.
US Managers Should Prepare for MiFID II Now!
If you don't think U.S.-based pension funds and plan sponsors will want the same level of transparency as their EU counterparts under MiFID II, then you are fooling yourself. All U.S. managers should begin preparations, even if they are currently “outside the scope.”
Woman-Owned CAPIS Goes After Plan Sponsor Business
Capital Institutional Services is now a full-fledged and certified woman-owned brokerage. And as such, has set its sights on the institutional buyside that has a mandate to trade with brokers run by women.
SEC Examines Wrap Trading Practices
Is trading away from a sponsor a bad thing? Can best execution be achieved given the troubling problems of sponsor rotation? This article explores these questions.
A Trio of Ex-Cowen Execs Open Wrap Trading at CAPIS
CAPIS hires a team to launch CAPIS' managed accounts offering.
Anatomy of a Trading Floor
See pictures of CAPIS' state-of-the-art trading desk.
Agency Brokers Take Role in Credit Markets Recovery
As big brokers retreat from credit markets, agency brokers are stepping in to fill the void in fixed income trading.
Sales Traders are Back in Vogue Amid Volatile Market
In search of 'advocates on every trade,' the buy side increasingly is tapping sales traders to find the other side of block trades or to work orders via algorithms, direct market access and dark pools.
CAPIS' Morrow Shares his Insight into the Buy Side
With recent market volatility and the ongoing fall out from the credit crisis, Jim Morrow, chief operating officer at Capital Institutional Services (CAPIS), an institutional agency broker based in Dallas, sees buy side traders wanting and needing different things from their trading partners.