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In Conversation with Convergence

Hosted by Convergence · business · EN-US

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About this Podcast:

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.

Pitch Analysis

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Contact path

Public web form

Booking probability

19%

Guest openness

Selective

80/100
Required Score

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Questions about In Conversation with Convergence

What is In Conversation with Convergence 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.

Who hosts In Conversation with Convergence?

In Conversation with Convergence is hosted by Convergence. The show has published 26 episodes to date.

What has In Conversation with Convergence covered recently?

Recent episodes include "Optimism at PwC ft. Declan Byrne" (14 July 2025, 36 minutes), "Corporate High Performance ft. Marisa Messana" (29 May 2025, 24 minutes), and "Alternatives at BNY feat. Paul Fleming" (5 May 2025, 26 minutes).

How often does In Conversation with Convergence publish?

In Conversation with Convergence publishes roughly monthly, with episodes averaging 33 minutes across 26 episodes.

How hard is it to get booked on In Conversation with Convergence?

Booking probability for In Conversation with Convergence is 19%, and the host is rated Selective on guests. In Conversation with Convergence requires a Pod Score of 80 or higher. In Conversation with Convergence's contact route on record: public web form.

Who should pitch In Conversation with Convergence?

The strongest fits for In Conversation with Convergence are Investment Banking & Trading and Investing & Wealth Management. In Conversation with Convergence has a business audience.

About the host

Convergence hosts In Conversation with Convergence, a business podcast with 26 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #50

    Optimism at PwC ft. Declan Byrne

    Jul 14, 202536 minS1

    <p>A great conversation with Declan Byrne - PwC's Asset and Wealth Management Global Assurance Leader</p>Discussion of the PwC footprintOptimism for Asset and Wealth Management at every segmentDisruptive Technology...

  • Episode #49

    Corporate High Performance ft. Marisa Messana

    May 29, 202524 minS1

    <p>Featuring professional golfer and founder of Marigold Elite Partners Marisa Messana, this episode includes:</p>Marisa's background playing NCAA golf at Clemson and becoming a professional golfer on the LPGA before...

  • Episode #48

    Alternatives at BNY feat. Paul Fleming

    May 5, 202526 minS1

    <p>Meet Paul Fleming of BNY, who discusses with George Evans:<br/><br/>- Paul's background and move to BNY<br/>- The Alts business<br/>- Strategic focus of the firm<br/>- Key partnerships<br/>- AI and democratization of...

  • Episode #47

    State of the Market with Pensions & Investments ft. Nikki Pirrello

    Mar 27, 202535 minS1

    <p>Nikki Pirrello, President and Publisher of Pensions & Investments, speaks with George Evans about a variety of topical issues, including:</p><p>- Nikki's background, including her 18 years at P&I</p><p>- Pensions &...

  • Episode #46

    KPMG's Focus ft. Joe Fisher

    Mar 3, 202534 minS1

    <p>George Evans meets with Joe Fisher, Senior Lead Partner at KPMG. They have a great conversation around:</p>Joe's backgroundKPMG's focusAI effortsImpact of the new administrationMarket headwinds and tailwinds

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  • Episode #45

    Growth Opportunities with Apex ft. Georges Archibald

    Jan 27, 202528 minS1

    <p>Featuring Georges Archibald, Chief Regional Officer at Apex Group, speaking with George Evans, this episode covers a variety of topics, including:</p><p>- Georges' background<br/>- Apex Group as a fund administrator...

  • Episode #44

    Strategy with Gen II ft. Steven Millner

    Dec 10, 202425 minS1

    <p>Featuring Steven Millner, CEO and Co-Founder of Gen II Fund Services, this episode covers:<br/><br/>- Steven's background as the co-founder of Gen II for 15 years<br/>- Gen II's exclusive focus on private markets and...

  • Episode #43

    Veterans in Finance ft. Jerry Arteaga

    Nov 7, 202426 minS1

    <p>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...

  • Episode #24

    Battea's Class Action Services ft. Michael McCreesh & Bob Donahoe

    Oct 7, 202438 minS1

    <p>In this episode, host George F. Evans is joined by special guests, Michael McCreesh and Bob Donahoe of Battea Class Action Services<br/><br/>Battea Class Action Services is the global leader and expert in processing...

  • Episode #42

    Alter Domus' Global Relationship Model ft. Jessica Mead & Tom Gandolfo

    Oct 7, 202433 minS1

    <p>George Evans speaks with Alter Domus' Jessica Mead, Regional Executive North America and Executive Board Member, and Tom Gandolfo, Head of Sales North America.<br/><br/>Check out the insights they discuss...

  • Episode #26

    Due Diligence and ESG with IQ-EQ ft. Kathy Malone & Libby Toudouze

    Oct 7, 202434 minS1

    <p>In this episode host George F. Evans is joined by special guests Kathy Malone and Libby Toudouze of IQ-EQ.<br/><br/>Takeaways from this podcast include:</p>An overview of IQ-EQIQ-EQ 2023 Priorities'SEC RuleCustody...

  • Episode #25

    Trends with RSM ft. Jon Waterman, Brian Lane & William Andreoni

    Oct 7, 202446 minS1

    <p>In this episode host George F. Evans is joined by special guests Jon Waterman, Brian Lane and William Andreoni, CPA of RSM.<br/><br/>Takeaways from this podcast include:</p>RSM's 2023 agenda,Challenges in the 2023...

  • Episode #41

    The Key Pillars of Waystone ft. Sanjiv Sawhney

    Sep 9, 202433 minS1

    <p>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:</p>How Sanjiv is...

  • Episode #29

    Key Opportunities with Aztec ft. David Naab and Ore Adegbotolu

    Sep 4, 202430 minS1

    <p>In this episode, host George F. Evans is joined by special guests David Naab and Ore Adegbotolu of Aztec Group.<br/><br/>Takeaways from this podcast include:<br/>- Overview of Ore, David, and Aztec<br/>- The firm's...

  • Episode #28

    The Cloud & Alternative Investments with Dynamo Software ft. Hank Boughner

    Sep 4, 202439 minS1

    <p>In this episode, host George F. Evans is joined by special guest Hank Boughner, CEO of Dynamo Software.<br/><br/>Takeaways from this podcast include:<br/>- Overview of Dynamo Software<br/>- The firm's history<br/>...

  • Episode #30

    The ORIX Strategy ft. Charlie Gilroy

    Sep 4, 202437 minS1

    <p>In this episode, host George F. Evans is joined by special guest Charlie Gilroy of ORIX Corporation USA<br/><br/>Our great conversation with ORIX includes:<br/>- Charlie's background <br/>- Background on ORIX<br/>...

  • Episode #40

    Alternative Fund Services at SEI ft. John Carson

    Aug 5, 202430 minS1

    <p>In this episode, we welcome John Carson, Head of Sales of Alternative Fund Services at SEI, joining George Evans. </p><p>This episode features:</p>John's background with an impressive 29 years at SEISEI as a...

  • Episode #31

    Growth and Differentiation at Northern Trust ft. Michael Blake

    Jul 2, 202425 minS1

    <p>In this episode, host George F. Evans is joined by special guest Michael Blake of Northern Trust. Our great conversation with Northern Trust includes:<br/><br/>- Michael's Background<br/>- Background on Northern...

  • Episode #32

    The Financial Services Industry in 2024 ft. Frank Anduiza

    Jul 2, 202435 minS1

    <p>In this latest episode, host George F. Evans is joined by special guest Frank Anduiza from Ultimus LeverPoint Private Fund Solutions. <br/><br/>Our great conversation with Frank Anduiza includes:<br/>- Frank’s...

  • Episode #33

    The Importance of Data at RSM ft. Louis Crasto & Alex Bradford

    Jul 2, 202440 minS1

    <p>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. <br/> <br/>Our great...

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