708 Photos and videos
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.
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Join us on Thursday, June 18 at 10:00 AM CT / 11:00 AM ET as we welcome @WeisbergerNoah, Chief US Equity Strategist at @bcaresearch for CAPIS’ Monthly Research Briefing.
Register here: capis.zoom.us/webinar/regist…
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In this clip from "At the Forefront," CAPIS COO David Choate discusses how the growth of passive investing is changing the role of active management in public markets.
Full episode: capis.com/at-the-forefront-p…
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In the latest episode of @forefrontcomms’ "At the Forefront" podcast, CAPIS COO Dave Choate offers commentary on the structural role of active management—and what’s at stake as passive investing continues to scale. Watch the full episode: capis.com/at-the-forefront-p…
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CAPIS has integrated with @Broadridge's NYFIX platform and @BlueOceanATS to deliver overnight US equity trading access across 4,000 NMS securities. Read the full announcement: capis.com/broadridge-expands…
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Last chance to vote! CAPIS is up for “Best Agency Broker” in the 2026 @WatersTech Rankings. Voting closes on Friday, May 22: infoprodigital.qualtrics.com…
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CAPIS is shortlisted for “Best Agency Broker” in the 2026 @WatersTech Rankings. Vote now before May 22: infoprodigital.qualtrics.com…
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On May 14 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…
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#ICYMI: CAPIS COO Dave Choate recently shared his perspective on the rise of passive investing — and what it means for price discovery, capital allocation and the future of market growth
Read the full feature in @investmentnews: investmentnews.com/equities/…
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The CAPIS team is heading to the 47th Annual 2026 MOKAN Trust & Financial Conference on May 6-8! CAPIS' Jon Lantz and Coleen Donohue will be on site and look forward to connecting with clients, partners and industry friends.
Full event information: mokantrustconf.com/
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In the first installment of our Outsourced Trading Use Case series, read how an emerging RIA used CAPIS to scale execution, reduce overhead, and strengthen due diligence positioning — without building an internal trading desk: capis.com/capis-ost-use-case…
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CAPIS is heading to the @NDBankers Tri-State Trust Conference in Fargo, ND on April 27–29. SVPs Jon Lantz and Ed O’Dowd will be on-site connecting with the trust & custody community. See you there!
To learn more about our Bank & Trust services, visit: capis.com/service/bank-trust…
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In @investmentnews, CAPIS COO David Choate outlines how passive dominance is reshaping capital allocation—pushing growth to private markets and risking long-term returns.
Read more: investmentnews.com/equities/…
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CAPIS is partnering with @STPIS to deliver a coordinated outsourced trading and operations model—integrating execution with middle- and back-office workflows to reduce friction and support scalable growth.
Learn more: capis.com/stp-investment-ser…
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#ICYMI: Hear from CAPIS COO David Choate in @traders_tweets on how tax policy is distorting investor behavior — and why revisiting the framework could restore parity across pooled investment vehicles: bit.ly/4uR5srw
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Last week, we welcomed Andi Kerenxhi of @Ubineer for CAPIS’ Monthly Research Briefing, where he shared insights on AI-driven CapEx, Big Tech earnings drivers and NVIDIA’s role in the evolving market.
Read the full recap: capis.com/capis-march-2026-r…
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TOMORROW at 10:00 AM CT / 11:00 AM ET: Andi Kerenxhi of @Ubineer will share insights on AI-driven investment strategies during the March edition of CAPIS’ Monthly Research Briefing. Don’t miss it—register now: capis.zoom.us/webinar/regist…
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Structural tax incentives are quietly reshaping market behavior. CAPIS COO David Choate speaks to @traders_tweets on why the mutual fund vs. ETF disadvantage undermines the very active management infrastructure that supports merit-based capital allocation: tradersmagazine.com/am/in-su…
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