In Conversation with Convergence Por arte de portada

In Conversation with Convergence

De: Convergence Inc.
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  • Resumen

  • 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.

    © 2024 In Conversation with Convergence
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Episodios
  • Growth and Differentiation at Northern Trust ft. Michael Blake

    Growth and Differentiation at Northern Trust ft. Michael Blake
    Jul 2 2024

    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!
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    25 m
  • The Financial Services Industry in 2024 ft. Frank Anduiza

    The Financial Services Industry in 2024 ft. Frank Anduiza
    Jul 2 2024

    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!
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    35 m
  • The Importance of Data at RSM ft. Louis Crasto & Alex Bradford

    The Importance of Data at RSM ft. Louis Crasto & Alex Bradford
    Jul 2 2024

    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
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    40 m
Economía
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