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Rudolf Siebel and Robin Hodgkins - The German Perspective on Research and CSAs
In this conversation we meet Rudolf Siebel, a Managing Director at the BVI German Investment Funds Association.
Insights and news
Analysis, news, and podcasts from the Castine team, on the market it works in every day: commission management, CSA services, research payments, and trader compensation.
Castine's Team Discusses the Unbundling Uncovered CSA Conference in New York - Key Takeaways
In this conversation, several members of the Castine team discuss the key takeaways from the June 11, 2026 Unbundling Uncovered conference in New York.
- Asset Managers
- Brokers and Research Providers
Aaron Walter and Steve Stone - Global CSA Update
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.
- Asset Managers
- Brokers and Research Providers
Castine Conversation - March 11, 2026 - Brijesh Malkan of Singletrack on Markets and CSAs
In this conversation we meet with Brijesh Malkan, the CEO of Singletrack.
- Asset Managers
- Brokers and Research Providers
Bomsi Billimoria - On Supercharging Change
In this conversation we meet with Bomsi Billimoria, Founder and President at EvoXvantage.
- Asset Managers
- Brokers and Research Providers
Doug Leo - Research Invoicing and CSAs at Raymond James
In this conversation we meet Doug Leo, the Head of Commission Management at Raymond James. 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. Our conversation covers Doug's award winning childhood (!) and his work at…
- Brokers and Research Providers
Castine's Team Discusses the Unbundling Uncovered CSA Conference in London - Key Takeaways
In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London.
- Asset Managers
- Brokers and Research Providers
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.
- Asset Managers
- Brokers and Research Providers
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.
- Brokers and Research Providers
Mike Mayhew - Founder and CEO of Integrity Research Associates
In this conversation, Michael Mayhew joins Robin to discuss recent the current status of CSA re-adoption in the UK. Mike is the founder and chairman of Integrity Research Associates, the premier source of information about research firms as well as the leading CSA blog. We recommend everyone signs up for his premium blog, which is often described by leading asset managers as a "must read".
- Asset Managers
- Brokers and Research Providers
CSA Webinar - Moving Forward with Payment Optionality in the UK
(July 15, 2025) Please note that this is an automated transcript of the above mentioned podcast; errors may exist. If you have any questions, please contact Castine.
- Asset Managers
- Brokers and Research Providers
Bob Nowicki - The Lost Art of Commission Management
In this conversation, Bob Nowicki returns to talk about the CSA business from the point of view of CSA brokers. The focus is on how they can easily increase their business and order flow by focusing more on selling CSAs rather than just treating them as an accommodation.
- Brokers and Research Providers
John McGough - The Latest UK News Regarding the Return of Commission Management
In this conversation, we meet John McGough, one of the leaders in commission management spanning the past 20 years. John's expertise started at a SPSI, a brokerage unit of S&P and has expanded to several other brokers, always helping them significantly expand their soft dollar / CSA businesses domestically and globally. John is currently consulting at Castine as our head of business development.
- Asset Managers
- Brokers and Research Providers
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