In Conversation with Convergence
Hosted by President and Founder George Evans, Convergence Inc.'s podcast invites guests from the asset management industry and ecosystem to discuss their journeys, their companies, and their views on the state of the industry. Convergence Inc. is a company that provides data as a service to asset managers, allocators, and service providers, delivering data-based insights curated by subject matter experts to provide solutions to top- and bottom-line growth and operational risk.
Episodes
Featuring professional golfer and founder of Marigold Elite Partners Marisa Messana, this episode includes:
- Marisa's background playing NCAA golf at Clemson and becoming a professional golfer on the LPGA before founding Marigold Elite Partners
- Great discussion on translating golf to corporate high performance
- Creating a competitive advantage
- The pillars and focus of Marigold
Meet Paul Fleming of BNY, who discusses with George Evans:
- Paul's background and move to BNY
- The Alts business
- Strategic focus of the firm
- Key partnerships
- AI and democratization of Alts
- Market turmoil
Nikki Pirrello, President and Publisher of Pensions & Investments, speaks with George Evans about a variety of topical issues, including:
- Nikki's background, including her 18 years at P&I
- Pensions & Investments as a company
- How politics are influencing the market in 2025
- The evolvement of ESG and DEI
- Retirement and wealth record keeping businesses
- Private credit and the velocity of its expansion
- Democratizat...
George Evans meets with Joe Fisher, Senior Lead Partner at KPMG. They have a great conversation around:
- Joe's background
- KPMG's focus
- AI efforts
- Impact of the new administration
- Market headwinds and tailwinds
Featuring Georges Archibald, Chief Regional Officer at Apex Group, speaking with George Evans, this episode covers a variety of topics, including:
- Georges' background
- Apex Group as a fund administrator for 21 years, now offering more services to markets in over 50 countries
- The democratization of alternatives and solutions for the end consumer
- Acquisition strategy at Apex
- Growth in private credit
-...
Featuring Steven Millner, CEO and Co-Founder of Gen II Fund Services, this episode covers:
- Steven's background as the co-founder of Gen II for 15 years
- Gen II's exclusive focus on private markets and middle- through upper-market administrators
- Strategic acquisitions, including technology companies and administrators
- Investment in leadership and training
- Accomplishments in 2024 and an o...
Welcome to our very special Veteran's Day edition of In Conversation with Convergence. We are featuring Cold Bore Capital - a veteran-led private equity firm that partners with middle market business owners to transition leadership to elite military veterans.
Why does this matter? This conversation highlights the often overlooked potential of veterans in the civilian workforce that are critical to America's infrastructure....
In this episode host George F. Evans is joined by special guests Kathy Malone and Libby Toudouze of IQ-EQ.
Takeaways from this podcast include:
- An overview of IQ-EQ
- IQ-EQ 2023 Priorities'
- SEC Rule
- Custody Rule
- Service Provider Due Diligence
- ESG, Pricing Risk, and How IQ-EQ Helps Firm's with their ESG Strategy
- IQ-EQ's Biggest Opportunities and Challenges for the Remainder of 2023
In this episode host George F. Evans is joined by special guests Jon Waterman, Brian Lane and William Andreoni, CPA of RSM.
Takeaways from this podcast include:
- RSM's 2023 agenda,
- Challenges in the 2023 marketplace,
- 5 Megatrends: Fintech, Regulatory and Policy Changes, Governance and Risk, The Changing Workforce Dynamic, and Enterprise Agility,
- The launch of a new fund administration business,
- Discussion on the new SEC...
In this episode, host George F. Evans is joined by special guests, Michael McCreesh and Bob Donahoe of Battea Class Action Services
Battea Class Action Services is the global leader and expert in processing settlement claims with antitrust and securities litigation.
Takeaways from this podcast include:
- Overview of Battea Class Action Services
- How Institutional Investors Can Benefit from Class Action Services
- Cas...
George Evans speaks with Alter Domus' Jessica Mead, Regional Executive North America and Executive Board Member, and Tom Gandolfo, Head of Sales North America.
Check out the insights they discuss, including:
- Jessica and Tom's backgrounds
- Integration of acquisitions to strategically close gaps
- Global relationship model for a seamless client experience
- 2024: Profitable growth, tech investments, and global expansion
- ...
Check out a great session of In Conversation with Convergence with Sanjiv Sawhney, CEO of Waystone! Listen to the discussion of the incredible Waystone growth story in our 41st episode, including:
- How Sanjiv is bringing his 30 years of industry experience to Waystone at this inflection point
- The origin of Waystone, now in 27 jurisdictions with over 1,700 staff
- Differentiation through Regulated Fund Services, Administration Solutio...
In this episode, host George F. Evans is joined by special guests David Naab and Ore Adegbotolu of Aztec Group.
Takeaways from this podcast include:
- Overview of Ore, David, and Aztec
- The firm's history and entry in the US markets
- What Aztec is seeing in the market: headwinds and tailwinds
- Regulatory change and oversight
- Views on outsourcing
- Views on the next 12 to 24 months - Key m...
In this episode, host George F. Evans is joined by special guest Hank Boughner, CEO of Dynamo Software.
Takeaways from this podcast include:
- Overview of Dynamo Software
- The firm's history
- On premises vs. the cloud
- Funding history (Francisco Partners & The Blackstone Group)
- Dynamo's 2023 agenda
- Views on the fund administration market and the war for talent
and more...
In this episode, host George F. Evans is joined by special guest Charlie Gilroy of ORIX Corporation USA
Our great conversation with ORIX includes:
- Charlie's background
- Background on ORIX
- New developments at ORIX
- The ORIX middle market strategy
- Marketplace headwinds and tailwinds
- How ORIX is positioning itself to capitalize on its macro-economic outlook, particularly addressing the...
In this episode, we welcome John Carson, Head of Sales of Alternative Fund Services at SEI, joining George Evans.
This episode features:
- John's background with an impressive 29 years at SEI
- SEI as a diversified company in fund administration, asset management and technology
- Private credit's heavy growth and competition
- The democratization of alternatives
- SEI global servicing, including solutions in Luxembourg
- The demand i...
In this episode, host George F. Evans is joined by special guest Michael Blake of Northern Trust. Our great conversation with Northern Trust includes:
- Michael's Background
- Background on Northern Trust
- Growing Northern Trust through Geographic Expansion and Acquisitions
- Northern Trust Client Partnerships and Co-Sourcing
- Differentiation - Whole Office Solution
- The Role of Data in the Nort...
In this episode, George F. Evans is joined by Louis Crasto and Alex Bradford, CPA from RSM US LLP to discuss the private fund adviser rule and its impact on the fund administration industry.
Our great conversation includes:
-About RSM
-The Private Fund Adviser Rule and its Operational Challenges
-The Importance of Data
-The Outsourcing Rule and Co-Sourcing
-Convergence’s ADV Analyzer & Fund Expens...
In this latest episode, host George F. Evans is joined by special guest Frank Anduiza from Ultimus LeverPoint Private Fund Solutions.
Our great conversation with Frank Anduiza includes:
- Frank’s Background
- Profiling Ultimus
- The advantages and influence of PE investments in a Fund Admin
- 2023 Accomplishments
- 2024 Agenda
- Tailwinds and Headwinds in the business
- and more!
In this episode, George F. Evans is joined by the impressive Rosemary Raymond-Sidel of Integrum.
Our great conversation includes:
- An Overview of Integrum’s Investment Strategy & Portfolio
- Reflections on 2023 and Market Opportunities
- Research and Focus Areas for 2024
- The Flow of Opportunities and Market Trends
- Balance Sheet Deals & Expertise
- Tailwinds & Headwinds for 2024
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