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.
In Conversation with Convergence
Ultimus and the Market ft. Jim Cass
In this episode, we welcome Jim Cass, President of Ultimus LeverPoint Private Fund Solutions, joining George Evans.
This episode features:
- Jim Cass's impressive background and an overview of Ultimus, one of the largest registered and private fund administrators
- The Ultimus 2024 mid-year agenda, including investment in employees and technology
- Market trends such as the democratization of alternatives, increased fund complexity, the uptick in private credit, high interest rates, and how Ultimus is positioned for this changing landscape