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
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 to asset managers and their clients.
Caroline's background includes many years in the commission management space working with both brokers and asset managers before becoming an entrepreneur in the real estate development world and, more recently, re-focusing on providing expertise to the buy- and sell-sides in front office operations, client strategy, and of course commission management.
Chris's background also covers the buy- and sell-side, with senior roles at Henderson Global, Fidelity, Merrill Lynch, and Citi. Most of those roles covered research and commission management, giving Chris visibility on how the field has developed and, with Caroline, how firms can best use them.
Our conversation covers their backgrounds and where asset managers stand in regards to considering returning to using CSAs or, if they've never used them, how to get started with them.
You can connect with Chris and Caroline on LinkedIn at FGA Consulting Ltd: https://www.linkedin.com/company/fga-consulting-limited
For more information on Castine, including our commission management, research management, compensation, and research evaluation and payment solutions, please visit CastineLLC.com