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
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Contact path
Public web form
Booking probability
29%
Guest openness
Selective
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Signup to Generate a PitchWe 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.
Recent episodes include "Castine's Team Discusses the Unbundling Uncovered CSA Conference in New York - Key Takeaways" (17 June 2026, 34 minutes), "Aaron Walter and Steve Stone - Global CSA Update" (27 May 2026, 43 minutes), and "Castine Conversation - March 11, 2026 - Brijesh Malkan of Singletrack on Markets and CSAs" (10 March 2026, 84 minutes).
Castine Conversations publishes roughly monthly, with episodes averaging 41 minutes across 27 episodes.
Booking probability for Castine Conversations is 29%, and the host is rated Selective on guests. Castine Conversations requires a Pod Score of 80 or higher. Castine Conversations's contact route on record: public web form.
The strongest fits for Castine Conversations are Investment Banking & Trading and Investing & Wealth Management. Castine Conversations has an arts audience.
Castine Conversations is an arts show with 27 episodes published.
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Castine Conversations
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...
Castine Conversations
<p>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...
Castine Conversations
<p>In this conversation we meet with Brijesh Malkan, the CEO of Singletrack.</p><p>Brij has been an integral part of Singletrack for several years, both as a product manager and heading strategy before becoming the CEO...
Castine Conversations
<p>In this conversation we meet with Bomsi Billimoria, Founder and President at EvoXvantage.</p><p>Bomsi is a Global Transformation Executive that has spent the last 25 years at large global firms driving operational...
Castine Conversations
<p>In this conversation we meet Doug Leo, the Head of Commission Management at Raymond James. <br/><br/>Doug's leadership at Raymond James has helped them grow to be a major player in commission management. At the same...
Castine Conversations
<p>In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. </p><p>Clive Riddle, Pedro Fernandes, Tom Smith, and Robin...
Castine Conversations
<p>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...
Castine Conversations
<p>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...
Castine Conversations
<p>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...
Castine Conversations
<p>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...
Castine Conversations
<p>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...
Castine Conversations
<p>In this conversation, the decision makers on the ResearchPool and Castine teams talk about how this acquisition came to be. <br/><br/>Pedro Fernandes, the CEO of ResearchPool, Tom Smith, Castine's EVP of Sales, and...
Castine Conversations
<p>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...
Castine Conversations
<p>In this conversation we meet Jack Pollina, the Head of Commission Management, Client Relationship Management, and Sales for Virtu Financial. <br/><br/>Jack has been involved in commission management since his...
Castine Conversations
<p>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...
Castine Conversations
<p>In this conversation we meet Indy Sarker, Founder of Analec.<br/><br/>Indy is a recognized global leader in commission management and brings to it his years of experience in research analysis, publication workflow...
Castine Conversations
<p>In this conversation we meet Neil Scarth, Founder and Principal of Frost Consulting.<br/><br/>Neil Scarth has held a wide range of roles in asset management and investment banking in Europe and North America over the...
Castine Conversations
<p>In this conversation we meet Bob Nowicki, a luminary in the commission management space. <br/><br/>Bob has over three decades of experience and is one of the rare individuals on the Street who has deep experience in...
Castine Conversations
<p>In this conversation we meet Stuart Howard, the Global Head of Research Relationships at Invesco Ltd. <br/><br/>Stuart is responsible for managing the research relationships that Invesco uses to add value to the...
Castine Conversations
<p>In this conversation we meet Sarah Ahmed, the Director of Corporate Access at Artisan Partners. <br/><br/>Sarah Ahmed is a true leader in Corporate Access, learning at the side of wonderful mentors at Deutsche Bank...
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