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Hosted by Unknown Host · 🇺🇸 US · EN-US · 26 episodes
Established thought leaders with verified media credentials.
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 institu
Unknown Host hosts Castine Conversations, a arts show with 26 episodes published.
In this conversation, several members of the Castine team discuss the key takeaways from the June 11, 2026 Unbundling Uncovered conference in New York. John McGough, Moe Ahmed, Tom Smith, and Robin Hodgkins represent tea
In this conversation, Aaron Walter and Steve Stone discuss the status of CSAs from a global perspective with Robin Hodgkins, president of Castine. Topics include the current state of CSAs in the USA but focus more on how
In this conversation we meet with Brijesh Malkan, the CEO of Singletrack. Brij has been an integral part of Singletrack for several years, both as a product manager and heading strategy before becoming the CEO of the fir
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 operational discipline a
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 the same time, Doug is
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 Robin Hodgkins repres
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 CSAs and to demostrat
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. Her background at firms
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 source of information abo
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 more on selling CSAs
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 several other brokers, a
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 Sales, and Robin Hodgkins,
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 has witnessed signific
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 his fortuitous job at Hoe
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 represents clients b
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 workflow and CRM systems
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 over the last 25 year
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 experience in building opera
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 the investment decisio
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 Deutsche Bank and AB Bernstei
Tom Smith
co-founder and chief revenue officer · Massachusetts Rock Cover band 1 Ought 9
2 appearances on this show
Steve Stone
Morgan Lewis
1 appearance on this show
Indy Sarker
Analec
1 appearance on this show
Neil Scarth
Frost Consulting
1 appearance on this show
Stuart Howard
Invesco Ltd
1 appearance on this show
Sarah Ahmed
Artisan Partners
1 appearance on this show
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Castine Conversations is hosted by Unknown Host. The show is categorised under arts and has published 26 episodes.
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