Welcome to the latest CMO edition of At the Forefront: Fintech Conversations!
To learn more about this podcast and explore our episode archive, click here.
In this installment, Forefront VP and Head of Content Sam Belden is joined by Chris Hurley, SVP and Director of Institutional Sales at CAPIS, an institutional broker that offers outsourced and supplemental trading services to the buy side community.
Sam and Chris discuss why internationally domiciled firms looking to trade in the U.S. make a particularly good use case for outsourced trading and the factors driving the need for these services.
The trend of outsourced trading has caused overseas managers to look to outsourced trading providers based in the U.S. to help them trade during local U.S. hours, access better liquidity pools and manage any trade breaks that may occur in real-time, Chris explains. In effect, utilizing an outsourced trading provider solves age-old complications related to time zones.
The pair dives into CAPIS’ business model and the various types of outsourced trading offered, and the specific challenges that CAPIS can solve for these firms when acting as a trusted outsourced trading provider.
Another key topic covered was some of the top criteria that buy-side firms should keep in mind when evaluating the landscape of outsourced trading providers. Chris states that an unconflicted trading model and thorough experience are two key indicators of a solid partner.
Tune in to gain insights into these topics and more, including Chris’ take on the driving factors behind the influx of internationally domiciled firms looking to trade in the U.S., and what makes overseas trading with CAPIS an unrivaled experience.
If you’d like to learn more about CAPIS and their outsourced and supplemental trading services, you can visit capis.com for more information.
See below for a breakdown of what was discussed. Happy listening!
Timestamps:
1:10: The increase in overseas firms looking to trade in the U.S. and some of the challenges they face in doing so
3:00: An overview of CAPIS’ outsourced trading service offering
6:25: Operational benefits that the right provider can offer to an internationally domiciled firm
8:00: Criteria that managers should use to evaluate a potential outsourced trading provider
