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
23 episodes
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- Pensions & Investments as a ...
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Season 1
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Episode 47
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34:46
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 ta...
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Season 1
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Episode 46
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33:30
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 administrator for 21 years, now offering mo...
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Season 1
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Episode 45
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28:02
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 and middle- through upper-market a...
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Season 1
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Episode 44
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25:28
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 owners to transition leadership to elite mil...
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Season 1
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Episode 43
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26:02
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, including:Jessica and Tom's ...
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Season 1
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Episode 42
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33:18
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 processing settlement claims with antitru...
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Season 1
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Episode 24
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38:09
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 marketplace,
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Season 1
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Episode 25
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45:53
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 RuleCusto...
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Season 1
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Episode 26
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33:40
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 Sanjiv is bringing his ...
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Season 1
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Episode 41
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32:47
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 premises vs. ...
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Season 1
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Episode 28
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38:32
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 history and entry in the US marke...
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Season 1
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Episode 29
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30:08
The ORIX Strategy ft. Charlie Gilroy
In this episode, host George F. Evans is joined by special guest Charlie Gilroy of
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Season 1
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Episode 30
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36:49
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 diversified co...
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Season 1
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Episode 40
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30:01
Growth and Differentiation at Northern Trust ft. Michael Blake
In this episode, host George F. Evans is joined by special guest Michael Blake of
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Season 1
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Episode 31
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25:27
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
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Season 1
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Episode 32
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34:40
The Importance of Data at RSM ft. Louis Crasto & Alex Bradford
In this episode, George F. Evans is joined by Louis Crasto and
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Season 1
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Episode 33
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40:14
The Flow of Opportunities with Integrum ft. Rosemary Raymond-Sidel
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 ...
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Season 1
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Episode 34
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26:10
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 ...
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Season 1
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Episode 39
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36:39
Staying Competitive with BDO ft. Rob Mirsky
In this episode, George F. Evans is joined by Robert Mirsky of
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Season 1
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Episode 35
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35:57
The Journey of Apex ft. Peter Hughes
This episode features Peter Hughes, Founder and CEO of Apex Group Ltd., joining George F. Evans.In this month's episode:- Peter Hughes walks through the Apex journey and vision- The Apex agenda, including cont...
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Season 1
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Episode 38
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29:17
