Research Library
Explore Capstone’s library of published research, past event recordings, and upcoming event invitations. Our Client Portal provides unlimited access to Capstone’s insights across all sectors and allows clients to request to attend our exclusive events with ease.
OTPP Acquires a Stake in 7IM
The SVB Failure: Regulators’ Policy Response Becomes Clearer
By Thomas Dee, Managing Director of Capstone’s Financial and Business Services practice April 3, 2023 - US banking regulators testified before...
Capstone LLC Publishes The Most Underappreciated Developments in Financial Services for 2023
Capstone LLC is sharing its annual outlook on the most underappreciated policy developments that will play a big role in how 2023 shapes up for investors and companies in the financial services sector.
The Underappreciated Rise of EU Financial Services Price Regulation
By Sebastiaan Bierens July 18, 2022 — Price regulation in the EU financial services industry historically has been seen as a last resort. It...
Fintech 2022 Regulatory Preview
Regulators Play Catchup with Fintechs Download January 26, 2022 Fintech companies, which have sped their pace of innovation amid the COVID-19...
The New World of Higher Interest Rates
By: David Barrosse, CEONovember 30, 2021 — In the aftermath of the financial crisis, I had the pleasure of working on financial regulation...
Policy Shakeout from the GameStop Saga: Retail Brokers, Short Selling & Market Making
In this research commentary, Capstone discusses four policy debates we expect to emerge from the recent market volatility.February 5, 2021 -...
Fannie, Freddie, and the Long Path Out of Government Conservatorship
Our Call: Since Capstone’s founding, our analysts have covered Fannie Mae (FNMA) and Freddie Mac (FMCC), the two government-sponsored...
Public Funding for Pre-K and its Risks and Opportunities in a For-Profit Provider’s Business Model
The Request: Capstone advised a client on the potential acquisition of a for-profit early childhood education provider. Specifically, we...
