In Conversation with Convergence Episode 39 - June 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
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