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
Hester White - CSAs and Client Relationship Management as a Growth Opportunity
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 such as Nomura, Jefferies, and Peel Hunt establish her as a true leader in her field and one to pay attention to.
Hester's experience covers everything from sales to corporate access and from managing CSA teams all the way to sitting on management committees. She brings a depth of expertise to the brokerage community that colleagues, clients, and even vendors can benefit from.
Our conversation covers Hester's background as her career unfolded and her thoughts on the latest developments in the UK and the EU around commission management.
You can connect with Hester on LinkedIn at: https://www.linkedin.com/in/hester-white-7694a3b/
For more information on Castine LLC, including our commission management, compensation, and research solutions for investment managers and retail and institutional brokers, please visit CastineLLC.com