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
Bomsi Billimoria - On Supercharging Change
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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 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.
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.
For more information on EvoXvantage, please visit EvoXvantage.com.
For more information on Castine LLC, including our commission management, research invoicing, compensation, and compliance solutions for investment managers and retail and institutional brokers, please visit CastineLLC.com