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 institu

Castine Conversations is a arts podcast hosted by Unknown Host, with 27 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Castine Conversations, a arts show with 27 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Castine Conversations

  Castine's Team Discusses the Unbundling Uncovered CSA Conference in New York - Key Takeaways

  Jun 17, 202634 min

  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 teams from our Business Development, Implementation, and Sales teams and provide their insights on where the CSA market is headed globally, but with a special focus on where they're heading in the United Kingdom. We also cover the many comments about AI that surfaced during 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

  ListenShow Notes
• 

  Castine Conversations

  Aaron Walter and Steve Stone - Global CSA Update

  May 27, 202643 minS0

  <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 how CSAs and "payment optionality" are being re-introduced to the United Kingdom. Where brokers and asset managers stand on rolling out CSAs, what actual and perceived hurdles exist, and when full use of CSAs is likely in the UK.</p><p>Aaron Walter is the Head of Research Management at Janus Henderson, a global investment manager and has over 30 years of experience...

  ListenShow Notes
• 

  Castine Conversations

  Castine Conversation - March 11, 2026 - Brijesh Malkan of Singletrack on Markets and CSAs

  Mar 10, 20261h 24mS0

  <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 of the firm. His experience with markets, CSAs, CRMs, and where AI can bring value to capital markets and beyond makes for a conversation that dives deep into many different arenas, winding up on where CSAs are heading in the UK and beyond. </p><p>Our conversation starts with Brij's background and the different firms and roles that led to where he i...

  ListenShow Notes
• 

  Castine Conversations

  Bomsi Billimoria - On Supercharging Change

  Feb 19, 202632 minS0

  <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 discipline and cost transformation at scale.  He founded EvoXvantage focusing on cost transformation, process optimization, AI enabled operations and technology modernization to quickly deliver measurable efficiencies and cost savings.</p><p>Our conversation covers Bomsi’s background, his executive roles at large global organizations and the reasons he founded EvoXvantage.  This conversation is with Tom Smith, Castine’s Executive Vice President.</p><p>For more information on Evo...

  ListenShow Notes
• 

  Castine Conversations

  Doug Leo - Research Invoicing and CSAs at Raymond James

  Jan 15, 202645 minS0

  <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 time, Doug is very involved in the invoicing for the research that Raymond James creates. Hundreds of clients require invoices for the research they consume, and Doug has expanded his remit to cover that as well.  <br/><br/>Our conversation covers Doug's award winning childhood (!) and his work at different brokers focusing on commission management. We discuss his experience with research invoicing and...

  ListenShow Notes

Recent guests on Castine Conversations. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.