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
Trends with RSM ft. Jon Waterman, Brian Lane & William Andreoni
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Convergence Inc.
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Season 1
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Episode 25
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 rule on service provider selection,
- The SVB fallout,
- and more!