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
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 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 Expense Practices Analyzer
-SEC Examination Priorities for Advisers to Private Funds
-Headwinds and Tailwinds for 2024