Capital Markets Investors
Capstone's Capital Markets Advantage
Proposed regulation and a burgeoning activist philosophy on the part of regulators is transforming industry. Our team complements its expertise in policy and politics with substantial investment buy-side and sell-side experience. We rigorously identify and quantify regulatory and political risks and opportunities in a wide swath of companies and specific transactions, providing differentiated insight in the process.
We dig deeper
Our process always involves a deep-dive analysis of state, federal, and international, and global policy. Our analysts mine news outlets, legislation, events, and other public resources to come up with unique investment ideas with a policy angle. We leverage our extensive outreach to relevant industry associations, advocacy groups, regulators, policymakers, and think tanks to gain a solid understanding of the relevant political landscape and the issues at hand. Our analysts focus on the minutiae of public policy by reading and reviewing public documents, including proposed rules and comment letters, proposed and enacted legislation, as well as policy meetings and hearings.
We engage
Our analysts regularly consult with our clients to help them understand important policy issues. An engagement with Capstone includes the ability to request ad-hoc policy research on existing and potential investments. At the direction of clients, our team can quickly identify key regulatory issues impacting investments. We treat client requests with complete confidentiality. Our focus on a fee-based model, rather than one requiring us to drive trading volume among our clients, allows us to maintain a more compact customer base permitting a more robust dialogue with our clients than our peers.
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Our Latest Insights
How the Dept. of Government Efficiency Will Use Its Platform
November 25, 2024 By Elena McGovern, co-head of Capstone’s National Security Team, Michael Wang, National Security analyst, and Hunter Hammond, Macro Policy analyst Capstone believes that the greatest near-term impact of the Department of Government Efficiency (DOGE)...
The Red Wave, Coming Tax Battles, and Why They May Spur Affordable Housing Crisis Action
November 18, 2024 By Makenzy Mohrman, Capstone Financial Services analyst As the political tides shift in Washington—and with that shift, the likely end of many Biden-era housing affordability initiatives—policies to tackle the housing affordability crisis face a...
Key Questions After the Election and What They Mean for Trump’s Policy
November 10, 2024 By Thomas Dee, Capstone’s Head of Research and Strategy Capstone believes, as we penned last week, Donald Trump’s second term will not be like his first. President-elect Trump’s overwhelming mandate and ability to allow easy confirmation of his...
