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 Trust
- Growing Northern Trust through Geographic Expansion and Acquisitions
- Northern Trust Client Partnerships and Co-Sourcing
- Differentiation - Whole Office Solution
- The Role of Data in the Northern Trust Business - Internal Data, External Data, and Data Science
- and more!

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 Background
- Profiling Ultimus
- The advantages and influence of PE investments in a Fund Admin
- 2023 Accomplishments
- 2024 Agenda
- Tailwinds and Headwinds in the business
- and more!

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

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 Market Opportunities
- Research and Focus Areas for 2024
- The Flow of Opportunities and Market Trends
- Balance Sheet Deals & Expertise
- Tailwinds & Headwinds for 2024

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

In this episode, George F. Evans is joined by Robert Mirsky of BDO, who is the Co-Head of their Asset Management Practice.

Our great conversation includes:
An Overview of BDO
Priorities for 2024 & How to Remain Competitive
The Crucial Role of Technology in Meeting Client Needs
Tailwinds & Headwinds in the Market
Outsourcing and the Growth of Asset Servicers
A Focus on Global Regulation & Tax

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 continued international expansion, providing robust asset servicing instead of just Fund Administration, building a strong client-focused culture and the importance of world class execution

- ESG

- Current market headwinds and tailwinds

In this episode, George F. Evans is joined by the Hon. Manisha Singh, founder and principal of the Sunstone Strategy Group.

Our great conversation includes:
- The Honorable Manisha Singh - Recent US State Department Assistant Secretary for the Bureau of Economic and Business Affairs
- Manisha’s impressive background & journey in the private and public sectors
- Her founding of DC-based Sunstone Strategy Group
- 2020-2024 economic growth - The pandemic - Have we fully rebounded?
- Global elections in 2024 - 50% of the world's population is voting in 2024
- AI’s potential to impact elections, both positively and negatively - Will there be an AI bubble?
- and more!