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About This Podcast
We come across hundreds of interesting people and firms in the different projects that we undertake in the commission management and research management space. We thought others would be as fascinated as we are with them.
This podcast introduces us to business leaders, entrepreneurs, and businesses around the globe who have special interest in commission management (aka CSAs and soft dollars), broker/producer compensation, research services (including full RMS, research discovery, compliance, budgeting, and payments thereof). Each person is unique in their background and offers their advice on getting started and how their business operates and grows. We hope you enjoy it!
Castine works with over 50 brokers, 500+ asset managers, and 2000+ research providers with its solution suites. We have clients globally and support them with teams in London, Lisbon, Paris, New Jersey (USA), and Buenos Aires. Our solutions are cloud-based and are used by institutional and retail brokers, investment managers, research providers, and hedge funds worldwide.
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Recent Episodes
Bomsi Billimoria - On Supercharging Change
In this conversation we meet with Bomsi Billimoria, Founder and President at EvoXvantage.Bomsi is a Global Transformation Executive that has spent the last 25 years at large global firms driving…
Doug Leo - Research Invoicing and CSAs at Raymond James
In this conversation we meet Doug Leo, the Head of Commission Management at Raymond James. Doug's leadership at Raymond James has helped them grow to be a major player in commission management. At…
Castine's Team Discusses the Unbundling Uncovered CSA Conference in London - Key Takeaways
In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. Clive Riddle, Pedro Fernandes, Tom Smith, and…
Caroline Bayman and Chris Newson - Where Asset Managers Stand With CSAs
In this conversation, Robin Hodgkins speaks with Caroline Bayman and Chris Newson of FGA Consulting Ltd, a UK-based consultancy that is working with brokers and their clients to help educate them on…
Hester White - CSAs and Client Relationship Management as a Growth Opportunity
In this conversation, Robin Hodgkins speaks with Hester White, an expert in building client relationship teams and focusing broker attention on using CSAs and commission management to fuel growth.…
Mike Mayhew - Founder and CEO of Integrity Research Associates
In this conversation, Michael Mayhew joins Robin to discuss recent the current status of CSA re-adoption in the UK. Mike is the founder and chairman of Integrity Research Associates, the premier…
Bob Nowicki - The Lost Art of Commission Management
In this conversation, Bob Nowicki returns to talk about the CSA business from the point of view of CSA brokers. The focus is on how they can easily increase their business and order flow by focusing…
John McGough - The Latest UK News Regarding the Return of Commission Management
In this conversation, we meet John McGough, one of the leaders in commission management spanning the past 20 years. John's expertise started at a SPSI, a brokerage unit of S&P and has expanded to…
Castine's Acquisition of ResearchPool - A Conversation with the Decision Makers
In this conversation, the decision makers on the ResearchPool and Castine teams talk about how this acquisition came to be. Pedro Fernandes, the CEO of ResearchPool, Tom Smith, Castine's EVP of…
Aaron Walter - Head of Research Management for Janus Henderson on UK Changes for CSAs
In this conversation, we meet Aaron Walter, the Head of Research Management at Janus Henderson, a global investment manager. With 30 years of experience in research and Commission Management, Aaron…
Jack Pollina - Head of Commission Management for Virtu on FCA's final report on rebundling/CSAs
In this conversation we meet Jack Pollina, the Head of Commission Management, Client Relationship Management, and Sales for Virtu Financial. Jack has been involved in commission management since…
Steve Stone - Where Are We with CSA Changes in the UK?
In this conversation we meet Steve Stone, the head of the financial institutions law practice at Morgan Lewis. Steve is a recognized expert in commission management in the US, England, and Europe and…
Indy Sarker - Analec's Founder on Where Commission Management Stands Today
In this conversation we meet Indy Sarker, Founder of Analec.Indy is a recognized global leader in commission management and brings to it his years of experience in research analysis, publication…
Neil Scarth - Commission Rebundling in the UK
In this conversation we meet Neil Scarth, Founder and Principal of Frost Consulting.Neil Scarth has held a wide range of roles in asset management and investment banking in Europe and North America…
Bob Nowicki - Commission Management and the "No Action" Letter
In this conversation we meet Bob Nowicki, a luminary in the commission management space. Bob has over three decades of experience and is one of the rare individuals on the Street who has deep…
Stuart Howard - Global Head of Research Relationships at Invesco Ltd
In this conversation we meet Stuart Howard, the Global Head of Research Relationships at Invesco Ltd. Stuart is responsible for managing the research relationships that Invesco uses to add value to…
Sarah Ahmed - Director of Corporate Access at Artisan Partners
In this conversation we meet Sarah Ahmed, the Director of Corporate Access at Artisan Partners. Sarah Ahmed is a true leader in Corporate Access, learning at the side of wonderful mentors at…
Suzanne Mick Stafford - Expert Services Associate at Mirador on Compensation Management 201 for Wealth Managers
In this podcast we meet Suzanne Mick Stafford, Expert Services Associate at Mirador, LLC. Mirador was founded in 2015 and has grown to be a leader in providing outsourced CTO services and third-party…
Joe Larizza - CEO of Mirador on Compensation Management 101 for Wealth Managers
In this podcast we meet Joe Larizza, the Founder and CEO of Mirador, LLC. Mirador was founded in 2015 and has grown to be a leader in providing outsourced CTO services and third-party solutions to…
Jason Glazer - Head of Product Management at Piper Sandler
In this podcast we meet Jason Glazer. Jason is the Head of Product Management at Piper Sandler, which acquired Cornerstone Macro, where he was the Chief Operating Officer. Jason's travels through…
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Castine Conversations has published 23 episodes since June 2022, covering topics in Arts.
Castine Conversations is currently highly active with new episodes every 2 months. Average episode length is 36m.
