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The Smartest Insurers in the Room: How Medicare Advantage Insurers Continue to Evade

The Smartest Insurers in the Room: How Medicare Advantage Insurers Continue to Evade

by hjankura | Aug 31, 2021 | Insights

By: Grace TotmanAugust 31, 2021 — In 1997, President Clinton and Republicans championed a new form of Medicare: managed Medicare offered by private insurance companies, an interesting artifact of how far to the left Democrats have moved on health policy. Now known as...
From ‘False Solutions’ to Climate Policy Planks: How Congressional Dems Have Changed Position on Climate Solutions

From ‘False Solutions’ to Climate Policy Planks: How Congressional Dems Have Changed Position on Climate Solutions

by hjankura | Aug 24, 2021 | Insights

By: Josh PriceAugust 24, 2021 — On August 22, 2019, presidential-hopeful Bernie Sanders released his $16 trillion plan to address climate change, setting a goal of a 100% renewable electric grid by 2030.  Echoing...
What the Infrastructure Bill Means for Netflix, Google, and Other Internet Service Providers

What the Infrastructure Bill Means for Netflix, Google, and Other Internet Service Providers

by hjankura | Aug 18, 2021 | Insights

By Matt WiederrechtAugust 18, 2021 — Capstone believes the Senate’s passage of the $1.2 trillion infrastructure bill last week brought us a big step closer towards its becoming law, which we continue to believe has 80% odds of happening. Should it pass, the bill will...
Showing Our Work: How Capstone Pursues Accuracy in Predictions

Showing Our Work: How Capstone Pursues Accuracy in Predictions

by hjankura | Aug 16, 2021 | Insights

By David Barrosse, CEOAugust 17, 2021 — Fundamentally, we do two things at Capstone. We make policy predictions, and then we model how those predictions will impact companies or sectors. However, the prediction business has a very poor reputation, especially in the...
From ‘False Solutions’ to Climate Policy Planks: How Congressional Dems Have Changed Position on Climate Solutions

Delta Variant to Cause Long, Broad Rise in COVID Cases; Renewing Pressure for Mask Mandates, Additional Precautions

by hjankura | Aug 10, 2021 | Insights

By Hunter HammondAugust 10, 2021 — Capstone believes a broader, longer-lived wave of COVID-19 cases is likely to develop in the coming months, likely adding mounting pressure on governments to institute mask mandates and businesses to take precautionary steps to...
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The investment adviser or investment adviser representative in question may only transact business in this state if first licensed, excluded, or exempted from the state investment adviser or investment adviser representative licensing requirements; and individualized responses to persons in this state by the investment adviser or investment adviser representative that involve either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation, will not be made without compliance with the state investment adviser or investment adviser representative licensing requirements, or an applicable exemption or exclusion.

An At-Risk Primary Care Provider

We added value by…

Predicting the policy and rate changes for Medicare Advantage

Quantifying the impact on 10-year per-member-per-month revenue projections

Creating a strategy to optimize payments under various regulatory scenarios

Connect

A Global Mining Company

We added value by…

Predicting the policy landscape around US mining reform efforts in response to global critical mineral supply chain shortages

Quantifying the impact of geopolitical instability and supply chain shortages on the company

Creating a strategy to domesticate the company’s critical mineral supply chain, minimizing geopolitical risk

Connect

A 340B Company

We added value by…

Predicting the policy and regulation for the 340B drug pricing program

Quantifying the impact of likely regulation and legislation on script revenue in on-site vs. contract pharmacies

Creating a strategy to gain an investment advantage in a volatile policy space

Connect

A Risk Adjustment Vendor

We added value by…

Predicting the policy changes to Medicare Advantage and risk adjustment

Quantifying the impact of changes to the risk scoring system

Creating a strategy for investing into the risk adjustment ecosystem

Connect

A UK Motor Vehicle Insurance Provider

We added value by…

Predicting the policy landscape outlook for tax incentives for electric vehicle purchases through salary sacrifice schemes

Quantifying the impact of higher Benefit-in-Kind tax rates on employee take-up rates of company car schemes

Creating a strategy around the broader UK transport decarbonization agenda and opportunities for car leasing

Connect

A Global Private Equity Firm

We added value by…

Predicting the policy landscape for commission payments in the EU and Swedish insurance brokerage sector

Quantifying the impact of a ban on fund kickbacks on the company’s future revenue

Creating a strategy to offset the revenue loss by moving to a fee-based model

Connect

A Hydrogen-Focused Energy Company

We added value by…

Predicting the policy landscape around hydrogen in European countries the company was considering entering

Quantifying the impact of policy support on its market entry strategy in the next five years

Creating a strategy for our client to expand in the countries with the most favorable future markets

Connect

An American Defense Company

We added value by…

Predicting the policy and regulatory environment enabling US governments and utilities to adopt technology that supports wildfire prediction and mitigation

Quantifying the impact of future spending on technology investment for wildfire fighting to inform the development of a new service offering

Creating a strategy for the company to design its product with an informed view of customer needs and procurement requirements

Connect

A Global Energy Corporation

We added value by…

Predicting the policy and regulatory outlook for Carbon Capture and Storage and CO2 pipelines in the Midwestern United States

Quantifying the impact of Midwestern regulatory developments and stakeholder perspectives on the company’s project

Creating a strategy to mitigate risk while maximizing the likelihood that the company’s project succeeds

Connect

A US-Based Global Airline

We added value by…

Predicting the policy landscape around sustainable aviation fuel (SAF)

Quantifying the impact of policy support on the company’s investment plans over the next five years

Creating a strategy for building a SAF ecosystem among the industry and its suppliers to help the company achieve its sustainability goals

Connect

A Major Korean Conglomerate

We added value by…

Predicting the policy landscape around the introduction of voluntary environmental protection credits

Quantifying the impact of the voluntary credits as a new revenue stream for decarbonization projects

Creating a strategy for the Chair’s office to become a leader in this space and incentivize the private sector to decarbonize without direct government support

Connect

A Global Transit Infrastructure Company

We added value by…

Predicting the policy landscape around the Biden administration’s infrastructure bill before its passage to anticipate areas of opportunity

Quantifying the impact of new funding on the company’s existing and potential customer base, as well as how their customers will likely invest the funds

Creating a strategy to utilize billions of dollars in pre-RFP projects that helped the client prioritize regions and projects for their broker-dealer teams and get ahead of the competition

Connect