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 New York - Key Takeaways
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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