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About This Podcast
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.
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Recent Episodes
S1E50 Optimism at PwC ft. Declan Byrne
A great conversation with Declan Byrne - PwC's Asset and Wealth Management Global Assurance LeaderDiscussion of the PwC footprintOptimism for Asset and Wealth Management at every segmentDisruptive…
S1E49 Corporate High Performance ft. Marisa Messana
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…
S1E48 Alternatives at BNY feat. Paul Fleming
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 -…
S1E47 State of the Market with Pensions & Investments ft. Nikki Pirrello
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-…
S1E46 KPMG's Focus ft. Joe Fisher
George Evans meets with Joe Fisher, Senior Lead Partner at KPMG. They have a great conversation around:Joe's backgroundKPMG's focusAI effortsImpact of the new administrationMarket headwinds and…
S1E45 Growth Opportunities with Apex ft. Georges Archibald
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…
S1E44 Strategy with Gen II ft. Steven Millner
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…
S1E43 Veterans in Finance ft. Jerry Arteaga
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…
S1E24 Battea's Class Action Services ft. Michael McCreesh & Bob Donahoe
In this episode, host George F. Evans is joined by special guests, Michael McCreesh and Bob Donahoe of Battea Class Action ServicesBattea Class Action Services is the global leader and expert in…
S1E42 Alter Domus' Global Relationship Model ft. Jessica Mead & Tom Gandolfo
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,…
S1E25 Trends with RSM ft. Jon Waterman, Brian Lane & William Andreoni
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…
S1E26 Due Diligence and ESG with IQ-EQ ft. Kathy Malone & Libby Toudouze
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-EQIQ-EQ 2023 Priorities'SEC RuleCustody…
S1E41 The Key Pillars of Waystone ft. Sanjiv Sawhney
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…
S1E29 Key Opportunities with Aztec ft. David Naab and Ore Adegbotolu
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…
S1E28 The Cloud & Alternative Investments with Dynamo Software ft. Hank Boughner
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…
S1E30 The ORIX Strategy ft. Charlie Gilroy
In this episode, host George F. Evans is joined by special guest Charlie Gilroy of ORIX Corporation USAOur great conversation with ORIX includes:- Charlie's background - Background on ORIX- New…
S1E40 Alternative Fund Services at SEI ft. John Carson
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 SEISEI as a…
S1E31 Growth and Differentiation at Northern Trust ft. Michael Blake
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…
S1E32 The Financial Services Industry in 2024 ft. Frank Anduiza
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…
S1E33 The Importance of Data at RSM ft. Louis Crasto & Alex Bradford
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…
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In Conversation with Convergence has published 26 episodes since May 2024, covering topics in Business.
In Conversation with Convergence is currently sporadic with new episodes monthly. Average episode length is 32m.
