Capstone

Don’t miss Jack Buckley at the LNG Operations North America Summit in Houston on September 30th! He will discuss FERC, PHMSA, and EPA regulatory requirements for LNG operators. If you plan on attending and want to connect, please reach out to your client manager or events@capstonedc.com. Learn more about the LNG Operations North America Summit here https://lnkd.in/ebEZpHxw Read more of Capstone’s energy policy analysis here: https://lnkd.in/gzNg27kS

Capstone Financial Services Analysts Rohit J. and Will Karmen take a look at the outlook for rent control policies in major cities and how they will impact apartment real estate investment trusts. Key Insight: The adoption or enhancement of rent control policies is unfavorable for apartment REITs that are exposed to high-risk geographies, such as AvalonBay Communities, Inc., UDR, Inc. and Equity Residential. Read Rohit and Will's full analysis: https://lnkd.in/ebbdnpDT Learn more about Capstone's Financial Services policy analysis: https://lnkd.in/gQdQ7SeQ

Congratulations to Nuvei on their acquisition of Payoneer, a leading cross-border payments platform, for approximately $2.75 billion. Capstone is pleased to have advised Nuvei and Advent on this transaction. Learn more about the deal here: https://lnkd.in/eGM8YGRn Learn more about Capstone's regulatory due diligence services: https://lnkd.in/exATj76A

Capstone TMT Analysts Ian Tang, MPP and Kate Lardner unpack the regulatory tailwinds and industry trends impacting identity verification vendors, and what opportunities lie ahead for investors. Key Insight: Capstone believes identity verification and infrastructure providers are an attractive investment prospect, as converging regulatory developments on children's privacy, bot prevention, agentic artificial intelligence, and data privacy spur compliance-driven demand. Hear directly from Kate on Capstone's industry analysis in the video below. Read their full analysis: https://lnkd.in/en9C7Vma Learn more about Capstone's TMT policy analysis: https://lnkd.in/dFmtq3KU #IdentityVerificationVendors #TMTPolicy #CapstoneInsights

Interested in staying ahead of the regulatory and policy landscape? Subscribe to Capstone Catalysts, our weekly insights newsletter that shares our timely analysis every week. From EU energy policy impacting the chemicals industry to what corporates should expect from EU-China relations, our latest Capstone Catalysts newsletter delivers expert analyst insights on key regulatory developments. Subscribe to receive Capstone's weekly insights newsletter→ https://lnkd.in/envGNvA2 #CapstoneInsights #CapstoneCatalysts

Capstone Healthcare Analysts David Mohler and Noah Carroll explore the outlook for The Medicare Advantage (MA) Star Ratings program and how actions by the Centers for Medicare & Medicaid Services (CMS) provide clues for future reforms. Key Insight: Capstone believes the most likely near-term change is CMS pruning the number of measures in the program. Deeper reform to the program's structure would need to come from Congress or from the CMS innovation center, although the latter is more plausible as Congress isn't well positioned to act. Hear directly from Noah as he unpacks what investors should be looking for with upcoming reform. Read their full analysis: https://lnkd.in/e67HKhu8 Learn more about Capstone's Healthcare policy analysis: https://lnkd.in/g4j4c23M

Capstone Financial Analysts Trace Dodge, Franck Djoumessi and Will Karmen take a look at California's upcoming election for Insurance Commissioner and what the front-runners' policies could mean for California's insurance industry. Key Insight: Democratic state Senator Ben Allen,an establishment candidate, is more industry-friendly than Jane Kim, a progressive with various controversial proposals. Read their full analysis: https://lnkd.in/eFux_aNy Learn more about Capstone's Financial Services policy analysis: https://lnkd.in/gQdQ7SeQ

Capstone & Evercore are pleased to present the Outlook for U.S. Power & Data Center Policy in New York City on July 29 featuring Capstone Global Head of Energy & Infrastructure – Eric Scheriff – Captone Senior Adviser and Former Public Utility Commission of Texas (PUCT) Commissioner – Lori Cobos – and additional senior Power & Utilities analysts covering federal, RTO/ISO, and state-level power, utilities, & data centers rulemaking. Don’t miss this unique event. Request an invitation to this exclusive event from your Capstone Client Manager or inquire at rsvp@capstonedc.com.

Capstone Healthcare Analysts Grace Merrill (Totman), Emma Eatwell and Kate Braddom highlight 5 key takeaways from HLTH Europe’s annual conference. Capstone attended the conference in June to learn more about how incumbent digital health players, startup ventures, and investors are thinking about healthcare markets across Europe. Key Insight: European healthcare is undergoing a meaningful shift in AI, medtech, and consumer health, but will face critical bottlenecks related to data infrastructure, procurement, and governance frameworks. Read their full analysis: https://lnkd.in/e3HyaxUK Learn more about Capstone's Healthcare policy analysis: https://lnkd.in/g4j4c23M

Considering ongoing litigation and evolving EPA guidance, Capstone Energy Analysts Walker Livingston and Gianina Flegueras discuss the regulatory developments impacting the plastics and battery industries. Key Insight: Capstone believes battery recycling programs are poised to expand under evolving EPA guidance, while packaging programs face expanding litigation that could reshape how extended producer responsibility fees are set and compliance across state lines. Read their full analysis: https://lnkd.in/emtf22vV Learn more about Capstone's Energy policy analysis: https://lnkd.in/gzNg27kS #ExtendedProducerResponsibility #EPA #EnvironmentalPolicy #CapstoneInsights