Castine Conversations
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.
Castine Conversations
Latest Episodes
Castine Conversation - March 11, 2026 - Brijesh Malkan of Singletrack on Markets and CSAs
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 firm. His experience ...
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 operational discipline and cost transforma...
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 the same time, Doug is very...
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 Robin Hodgkins represent teams fr...
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 CSAs and to demostrate the benefits of CSAs t...