Castine

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.

28 items

Audience
Pedro Fernandes - Founder and CEO of ResearchPool
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Podcast

Pedro Fernandes - Founder and CEO of ResearchPool

In this podcast we meet Pedro Fernandes. Pedro is the founder and CEO of ResearchPool, which provides workflow management tools, research discovery, and ESG meeting and interaction management to asset managers worldwide. ResearchPool's products are also used by the sell-side to monetize research, monitor consumption, expand distribution, and help with compliance issues around MiFID II. We discuss how ResearchPool was formed and some of the interesting opportunities that have come their way as…

  • Asset Managers
Steve Dimitriou - Founder of Mayflower Advisors
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Podcast

Steve Dimitriou - Founder of Mayflower Advisors

In this podcast we meet Steve Dimitriou. Steve is the founder and managing partner of Mayflower Advisors, which has operated since 2002 and now manages over $1.7B in assets. Mayflower launched an RIA firm in 2020 and we cover what led to that decision and the steps they've taken on the rollout. Steve has lots of words of wisdom for those who are thinking of setting up RIA's in this informative interview.For more information on Mayflower Advisors, including their private wealth management and…

  • Asset Managers
  • Brokers and Research Providers
Mike Carrodus - Founder of Substantive Research
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Podcast

Mike Carrodus - Founder of Substantive Research

In this podcast we meet Mike Carrodus, who is the founder and CEO of UK-based Substantive Research. We cover Mike's background in this episode and will meet up again in a future episode to discuss more about the creation of Substantive Research. Substantive was formed in 2015 and provides research discovery and research spend analytics, both of which provide immense value-add to any manager. The firm also runs what is considered to be the "go to" conference for information about commission…

  • Asset Managers
  • Brokers and Research Providers

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