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
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 from our UK, EU, and USA groups and provide their insights on where the CSA market is headed in the United Kingdom as well as other points brought up in the conference.
The opinions made are solely those of the Castine members and do not represent any specific participant at the conference.
For more information on Castine, including our commission management, research management, compensation, and research evaluation and payment solutions, please visit CastineLLC.com