In Conversation with Convergence

Convergence Inc.

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. 

  1. 07/14/2025

    Optimism at PwC ft. Declan Byrne

    A great conversation with Declan Byrne - PwC's Asset and Wealth Management Global Assurance Leader Discussion of the PwC footprintOptimism for Asset and Wealth Management at every segmentDisruptive Technology OpportunitiesAsset Management Middle and Back Office OpportunitiesInvestor EducationThe PwC philosophyMany thanks Declan for making the 50th episode outstanding! #pwc #assurance #assetmanagement #middleoffice #backoffice #ai #data

    36 min

  2. 05/29/2025

    Corporate High Performance ft. Marisa Messana

    Featuring professional golfer and founder of Marigold Elite Partners Marisa Messana, this episode includes: Marisa's background playing NCAA golf at Clemson and becoming a professional golfer on the LPGA before founding Marigold Elite PartnersGreat discussion on translating golf to corporate high performanceCreating a competitive advantageThe pillars and focus of Marigold

    24 min

  3. 05/05/2025

    Alternatives at BNY feat. Paul Fleming

    Meet Paul Fleming of BNY, who discusses with George Evans: - Paul's background and move to BNY - The Alts business - Strategic focus of the firm - Key partnerships - AI and democratization of Alts  - Market turmoil

    26 min

  4. 03/27/2025

    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 company - How politics are influencing the market in 2025 - The evolvement of ESG and DEI - Retirement and wealth record keeping businesses - Private credit and the velocity of its expansion - Democratization of alternatives - Recent P&I research

    35 min

  5. 03/03/2025

    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 tailwinds

    34 min

  6. 01/27/2025

    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 more services to markets in over 50 countries - The democratization of alternatives and solutions for the end consumer - Acquisition strategy at Apex - Growth in private credit - Technology and human capital opportunities - The power of Apex Invest - Digital assets and bitcoin  - Apex's differentiation

    28 min

  7. 12/10/2024

    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 administrators - Strategic acquisitions, including technology  companies and administrators - Investment in leadership and training - Accomplishments  in 2024 and an outlook on 2025

    25 min

  8. 11/07/2024

    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 military veterans. Why does this matter? This conversation highlights the often overlooked potential of veterans in the civilian workforce that are critical to America's infrastructure. By empowering veterans to lead and innovate, Cold Bore gives veterans a pathway and opportunities to thrive. Meet Jerry Arteaga - current CEO of Valor Exterior Partners, a PE-backed company. Jerry was also a former Operating Partner at Cold Bore. He will take you through his journey: the transition, why the middle market and what to expect with the baby boomers. Convergence salutes and supports all veterans.

    26 min
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About

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. 

Information

  • Creator
    Convergence Inc.
  • Years Active
    2024 - 2025
  • Episodes
    26
  • Rating
    Clean
  • Copyright
    © 2025 In Conversation with Convergence
  • Show Website
    In Conversation with Convergence