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featured image for the Convergence insights post "Trusted AI Starts With Trusted Data"
November 6, 2026

Trusted AI Starts With Trusted Data

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In Conversation with Convergence, Episode 44: George Evans and Steven Millner of Gen II Fund Services Discuss Acquisitions and Digital Servicing

George Evans talks with Steven Millner, CEO and co-founder of Gen II Fund Services, about Gen II’s private markets focus, its investors and acquisitions including its European expansion, team building and digital investor services, 2024’s headwinds and milestones, and priorities for 2025, including retail access and private credit.

George Evans
December 9, 2024

In Conversation with Convergence, Episode 43: George Evans and Jerry Arteaga of Valor Exterior Partners Discuss Veterans in Business

In a Veterans Day special, George Evans talks with Jerry Arteaga, CEO of Valor Exterior Partners and an operating partner at veteran-led private equity firm Cold Bore Capital, about veterans’ transition into business, the skills they bring, lower middle market opportunity, and baby-boomer succession.

George Evans
November 7, 2024

In Conversation with Convergence, Episode 42: George Evans, Jessica Mead, and Tom Gandolfo of Alter Domus Discuss Growth and Lift-Outs

George Evans talks with Jessica Mead and Tom Gandolfo of Alter Domus about its US acquisitions and the Cinven investment, its global relationship model, technology and data priorities, new offices in India and the Philippines, lift-outs and co-sourcing, fundraising headwinds, and plans for 2025.

George Evans
October 7, 2024

The State of Gender Diversity in the Asset Management Industry

Convergence tracked C-Suite hiring across the asset management industry from December 2018 to October 2023, finding women's share of C-Suite roles rose from 19% to 21% across 41,320 hiring opportunities. Existing advisers hired women at a higher rate than their 2018 baseline; startup advisers and closures lagged behind it.

Lauren Evans
January 10, 2024

SEC Sweep into Marketing Rule Violations – Charges Against Nine Investment Advisers

Convergence found that 7 of 9 investment advisers cited in the SEC's 2023 marketing rule enforcement sweep, or 78%, had a multi-hatted Chief Compliance Officer, more than triple the rate Convergence tracks industry-wide. The SEC cited all nine for advertising hypothetical performance in violation of the 2020 Marketing Rule.

George Gainer
September 18, 2023

Convergence SEC Webinar Polling Responses

Responses to three polling questions from Convergence's February 15, 2023 webinar on SEC proposed rule IA-6176: 54% of respondents monitor service providers once per year, 36% only when a significant change occurs, and 8% quarterly. The SEC withdrew the proposal in June 2025.

John Phinney
March 9, 2023

In Conversation with Convergence, Episode 19: George Evans and Glenn Shields of GP Fund Solutions Discuss Consolidation and Self-Administration

George Evans and Glenn Shields, founder and CEO of GP Fund Solutions, discuss administrator consolidation, the almost 30% of closed-end funds still self-administered, bolt-on services, and the outlook for 2023. Evans then reviews league table growth for August 2021 to August 2022.

George Evans
October 3, 2022

In Conversation with Convergence, Episode 18: George Evans and Reid Thomas of JTC Group Discuss ESG Funds as Specialty Funds

George Evans and Reid Thomas, chief revenue officer of JTC Group, discuss ESG funds as specialty funds, administrator consolidation, measuring ESG impact from accounting data, and JTC’s plans for 2023. Evans then reviews fund growth in four service-provider markets for July 2021 to July 2022.

George Evans
September 6, 2022

The Operational Future of Alternative Investments: Industry Reflections with KPMG

Based on Episode 16 of the "In Conversation with Convergence" podcast, hosted by George Evans with KPMG guests Joseph Fisher and John Budzyna, this piece examines how virtualization, the war for talent, hybrid-work culture, and changing investor demands are reshaping alternative asset operating models.

George Evans
July 22, 2022

In Conversation with Convergence, Episode 14: George Evans and Matt Lowe of Langham Hall Discuss Organic Growth and the Fundraising Cycle

George Evans and Matt Lowe, head of the U.S. at Langham Hall, discuss organic growth, returning to the office, market volatility, and a faster fundraising cycle. Evans then reviews league table growth for April 2021 to April 2022.

George Evans
April 26, 2022

In Conversation with Convergence, Episode 13: George Evans and Anup Kumar of Linedata Discuss Private Credit and Co-Sourcing

George Evans and Anup Kumar of Linedata discuss outsourcing after COVID, private credit, cybersecurity, artificial intelligence in the back office, talent challenges, and co-sourcing. Evans then reviews league table growth for March 2021 to March 2022.

George Evans
March 29, 2022

ADV Filing Quality as a Leading Indicator of Compliance Stress

97% of 16,144 SEC-registered investment advisers had at least one error or omission in their Form ADV filing. Convergence measures filing accuracy, consistency, and frequency across the full market continuously. What the data reveals about compliance stress is visible long before the SEC arrives.

John Phinney
January 31, 2022

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