A great conversation with Declan Byrne - PwC's Asset and Wealth Management Global Assurance Leader

• Discussion of the PwC footprint
• Optimism for Asset and Wealth Management at every segment
• Disruptive Technology Opportunities
• Asset Management Middle and Back Office Opportunities
• Investor Education
• The PwC philosophy

Many thanks Declan for making the 50th episode outstanding!

#pwc #assurance #assetmanagement #middleoffice #backoffice #ai #data

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 Partners
• Great discussion on translating golf to corporate high performance
• Creating a competitive advantage
• The pillars and focus of Marigold

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

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

George Evans meets with Joe Fisher, Senior Lead Partner at KPMG. They have a great conversation around:

• Joe's background
• KPMG's focus
• AI efforts
• Impact of the new administration
• Market headwinds and tailwinds

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

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

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.

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

In this episode, host George F. Evans is joined by special guests, Michael McCreesh and Bob Donahoe of Battea Class Action Services

Battea Class Action Services is the global leader and expert in processing settlement claims with antitrust and securities litigation.
 
Takeaways from this podcast include:

• Overview of Battea Class Action Services
• How Institutional Investors Can Benefit from Class Action Services
• Case Studies on Alpha Generated From Class Action Services
• Overview of Feb '22 to Feb '23 League Tables
• Convergence recapping YOY League Table movement for Administrators - Primes - Audit Firms and Custodians