Convergence, Inc
Convergence, Inc
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In Conversation with Convergence Episode 42 - September 2024
The 42nd episode of In Conversation with Convergence is here! 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 backgrounds
- Integration of acquisitions to strategically close gaps
- Global relationship model for a seamless client experience
- 2024: Profitable growth, tech investments, and global expansion
- 2025: Growth of alternatives and democratization and an emphasis on US brand awareness
- Differentiation through service teams and levels
Watch this podcast and others on our website: www.convergenceinc.com/in-conversation-with-convergence-episode-42-september-2024/
มุมมอง: 36

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In Conversation with Convergence Episode 41 - August 2024
มุมมอง 177หลายเดือนก่อน
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 30 years of industry experience to Waystone at this inflection point - The origin of Waystone, now in 27 jurisdictions with over 1,700 staff - Differentiation through Regu...
In Conversation with Convergence Episode 40 - July 2024
มุมมอง 712 หลายเดือนก่อน
🔊 Episode 40 of In Conversation with Convergence is out now! In this episode, we welcome John Carson, Head of Sales of Alternative Fund Services at SEI, who is joining George Evans. This episode features: John's background, with an impressive 29 years at SEI SEI is a diversified company in fund administration, asset management, and technology Private credit's heavy growth and competition The de...
In Conversation with Convergence Episode 39 - June 2024
มุมมอง 943 หลายเดือนก่อน
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 a...
In Conversation With Convergence Episode 38 - May 2024
มุมมอง 1114 หลายเดือนก่อน
The 38th episode of In Conversation with Convergence is out now! 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 c...
In Conversation with Convergence Episode 37 - April 2024
มุมมอง 955 หลายเดือนก่อน
Our newest podcast episode is available now! The 37th episode of In Conversation with Convergence features George Evans joined by Glen Shields, founder and CEO of GP Fund Solutions. This exciting episode features: - Glen Shields: His background and why he founded GP Fund Solutions (GPFS) - A look inside GPFS: The growth, culture, talent, technology, and how GPFS takes on large clients - The fun...
In Conversation with Convergence Episode 36 - March 2024
มุมมอง 866 หลายเดือนก่อน
Our 36th episode of In Conversation with Convergence is out now, and we have a great guest! In this episode, George F. Evans is joined by the Honorable 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 Impr...
In Conversation with Convergence Episode 35 - February 2024
มุมมอง 547 หลายเดือนก่อน
Just in time for tax season, the 35th episode of our podcast, In Conversation with Convergence, is out now! In this episode, George F. Evans is joined by Rob Mirsky of BDO, who is their Asset Management Practice Leader for Tax. 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 & He...
In Conversation with Convergence Episode 34 - January 2024
มุมมอง 808 หลายเดือนก่อน
🔊 Our 34th episode of In Conversation with Convergence is out now! 🔊 In this episode, George F. Evans is joined by the impressive Rosie 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 ...
In Conversation with Convergence Episode 33 - December 2023
มุมมอง 11010 หลายเดือนก่อน
🔊Episode 33 of In Conversation with Convergence is out now!🔊 In this episode, George Evans is joined by Louis Crasto and Alex Bradford from RSM US 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 C...
In Conversation with Convergence Episode 32 - November 2023
มุมมอง 7011 หลายเดือนก่อน
Episode 32 of In Conversation with Convergence is out now! In this latest episode, host George 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 ...
In Conversation with Convergence Episode 31 - October 2023
มุมมอง 6011 หลายเดือนก่อน
Episode 31 of In Conversation with Convergence Inc is out now!!! 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 - Di...
In Conversation with Convergence EP 30 - September 2023
มุมมอง 136ปีที่แล้ว
In this episode, host George F. Evans is joined by special guest Charlie Gilroy of Orix Corporation USA Our great conversation with ORIX which includes: - Charlie's Background - Background on Orix - New Developments at Orix - The ORIX Middle Market Strategy - Marketplace Headwinds and Tailwinds - How Orix is Positioning Itself to Capitalize on its Macro Economic Outlook - particularly addressin...
In Conversation with Convergence Episode 29 - Aug 2023
มุมมอง 120ปีที่แล้ว
Episode 29 of In Conversation with Convergence Inc is out now!!! 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 Markets - What Aztec is seeing in the market: Headwinds and Tailwinds - Regulatory Change and Oversight - ...
In Conversation with Convergence Episode 28 - June 2023
มุมมอง 79ปีที่แล้ว
Episode 28 of In Conversation with Convergence Inc is out now!!! 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 The Cloud - Funding History (Francisco Partners & The Blackstone Group) - Dynamo's 2023 Agenda - Views on the Fund Administ...
In Conversation with Convergence Episode 27
มุมมอง 64ปีที่แล้ว
In Conversation with Convergence Episode 27
In Conversation with Convergence Episode 26 April 2023
มุมมอง 76ปีที่แล้ว
In Conversation with Convergence Episode 26 April 2023
In Conversation with Convergence Episode 25 March 2023
มุมมอง 209ปีที่แล้ว
In Conversation with Convergence Episode 25 March 2023
Data Company Series Ep. 3 - Maximizing Your Return On Investment On You Data Subscription
มุมมอง 9ปีที่แล้ว
Data Company Series Ep. 3 - Maximizing Your Return On Investment On You Data Subscription
Data Company Series Ep.2 - Questions to Consider After You Evaluated What A Data Provider
มุมมอง 9ปีที่แล้ว
Data Company Series Ep.2 - Questions to Consider After You Evaluated What A Data Provider
Data Company Series Ep.1 - Questions to Consider When Evaluating a Data Provider
มุมมอง 12ปีที่แล้ว
Data Company Series Ep.1 - Questions to Consider When Evaluating a Data Provider
In Conversation with Convergence Episode 24 February 2023
มุมมอง 77ปีที่แล้ว
In Conversation with Convergence Episode 24 February 2023
SEC Proposed Service Provider Rule Webinar Feb 15, 2023
มุมมอง 63ปีที่แล้ว
SEC Proposed Service Provider Rule Webinar Feb 15, 2023
In Conversation with Convergence Episode 23 January 2023
มุมมอง 62ปีที่แล้ว
In Conversation with Convergence Episode 23 January 2023
In Conversation with Convergence Episode 22 December 2022
มุมมอง 81ปีที่แล้ว
In Conversation with Convergence Episode 22 December 2022
In Conversation with Convergence Episode 21 November 2022
มุมมอง 62ปีที่แล้ว
In Conversation with Convergence Episode 21 November 2022
Podcast Episode 9 December 2021
มุมมอง 23ปีที่แล้ว
Podcast Episode 9 December 2021
TEASER In Conversation with Convergence Episode 20 October 2022
มุมมอง 38ปีที่แล้ว
TEASER In Conversation with Convergence Episode 20 October 2022
In Conversation with Convergence Episode 20 October 2022
มุมมอง 155ปีที่แล้ว
In Conversation with Convergence Episode 20 October 2022
In Conversation with Convergence Episode 19 September 2022
มุมมอง 1662 ปีที่แล้ว
In Conversation with Convergence Episode 19 September 2022

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