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 Regulated Fund Services, Administration Solutions and Compliance
• The client-centric model
• 4 key pillars: A single identity, responsible growth, client excellence and high performance culture
• Market headwinds and tailwinds
• The 2025 vision

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 administration market and the war for talent
and more!

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
- Views on outsourcing
- Views on the next 12 to 24 months - Key market drivers and opportunities
and more!

In this episode, host George F. Evans is joined by special guest Charlie Gilroy of ORIX Corporation USA

Our great conversation with ORIX 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 addressing the growing wealth gap
- The focus on real estate and affordable housing
and more!

In this episode, we welcome John Carson, Head of Sales of Alternative Fund Services at SEI, joining George Evans.

This episode features:

• John's background with an impressive 29 years at SEI
• SEI as a diversified company in fund administration, asset management and technology
• Private credit's heavy growth and competition
• The democratization of alternatives
• SEI global servicing, including solutions in Luxembourg
• The demand in Fund Administration for AI
• Headwinds and tailwinds in 2024 and 2025

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!

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!

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