In Conversation with Convergence

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 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

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

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

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

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