Capital Alpha SELL

Capital Alpha Partners Call Fall Financials Policy Lookahead Sept. 18 September 11, 2026

Sep 13, 20262 pages

From the report报告摘录Immediate Policy Catalysts: Sept.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Call: Fall Financials Policy Ian Katz Lookahead | Sept.

RELATED RESEARCH Key Senate Races, Warsh, Clarity: Call Summary Capital Alpha Partners financial policy analyst Ian Katz will hold a call Friday, September 09, 2026 Sept. 18 at 10 AM ET / 3 PM BST to look ahead at some of the key policy issues for financials for the rest of the year. The registration link is here. Finance Week: Clarity's Rough Recess; SEC Moves; CFTC & Perps September 08, 2026

Pulte Posts Rattle Housing Credit Topics of discussion will include: Scoring September 04, 2026 The future of crypto legislation and regulation. (The Senate is scheduled to hold a procedural vote on the Clarity Act on Sept. 15.) Financial Policy Reversals: Likelihood of Major Change Under a Democratic President Kevin Warsh and interest rates. (The FOMC rates decision is Sept. 16.) September 01, 2026

Bank regulation and supervision, including rules or proposals on Basel endgame, liquidity/LCR, asset thresholds and stress testing.

The legal and political battle over prediction markets.

How the CFTC will handle the perpetual futures market.

Will the midterms affect financial regulation and policymaking?

What will happen to Trump 2.0 financial regulations if the Democrats win the presidency in 2028?

Call Details: Date: Friday, Sept. 18 Time: 10 AM ET / 3 PM BST Registration link

If you would like to attend but can’t, please register, and we will send you the replay.

Capital Alpha Partners, LLC / 600 Pennsylvania Ave. SE / Suite 220 / Washington, DC 20003 1 of 2

ANALYST CERTIFICATION The following analysts hereby certify (1) that their views about any and all of the subject companies and securities discussed in this report are accurately expressed and (2) that no part of their compensation was, is, or will be directly or indirectly related to the views expressed in this report: Ian Katz.

IMPORTANT DISCLOSURES This publication is for private circulation and distribution in its entirety; it is provided to you for information purposes only. This is not an offer to buy or sell or the solicitation of an offer to buy or sell any security/instrument or to participate in any particular trading strategy. Capital Alpha Partners, LLC (“Capital Alpha”) makes every effort to use reliable, comprehensive information, but we do not represent or warrant that it is accurate or complete. The views in this publication are those of Capital Alpha and are subject to change without notice. Capital Alpha has no obligation to update its opinions or the information in this publication. Capital Alpha may provide its services to public and private companies that are referenced in, or that have a financial interest in the subject matter of, Capital Alpha’s research. Neither Capital Alpha nor any of its officers, directors, partners, employees, or affiliates accepts any liability whatsoever for any direct or consequential loss arising from any use of this publication or its contents. Analysts may own securities of the issuers discussed herein.

© Copyright Capital Alpha Partners, LLC (2026). All rights reserved. No part of this publication may be reproduced, sold, or redistributed without the prior written permission of Capital Alpha Partners, LLC.

Capital Alpha Partners, LLC / 600 Pennsylvania Ave. SE / Suite 220 / Washington, DC 20003 2 of 2

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