<ul><li>COO David Choate played a critical role in the success of CAPIS in 2024, ensuring operational efficiency and client satisfaction.</li><li>Chris Halverson, Director of Institutional Sales, contributed to CAPIS' growth by expanding the institutional client base.</li><li>The rise of artificial intelligence (AI) technologies was the biggest financial market story of 2024, impacting companies like Nvidia and Microsoft.</li><li>The incoming administration's impact on regulation, energy policy, and domestic spending is the big story to watch in 2025.</li></ul>

Outlook 2025: Dave Choate, CAPIS

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