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 Services, a PE backed company. Jerry was also an 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

In this episode host George F. Evans is joined by special guests Jon Waterman, Brian Lane and William Andreoni, CPA of RSM.

Takeaways from this podcast include:

• RSM's 2023 agenda,
• Challenges in the 2023 marketplace,
• 5 Megatrends: Fintech, Regulatory and Policy Changes, Governance and Risk, The Changing Workforce Dynamic, and Enterprise Agility,
• The launch of a new fund administration business,
• Discussion on the new SEC rule on service provider selection,
• The SVB fallout,
• and more!

In this episode host George F. Evans is joined by special guests Kathy Malone and Libby Toudouze of IQ-EQ.

Takeaways from this podcast include:

• An overview of IQ-EQ
• IQ-EQ 2023 Priorities'
• SEC Rule
• Custody Rule
• Service Provider Due Diligence
• ESG, Pricing Risk, and How IQ-EQ Helps Firm's with their ESG Strategy
• IQ-EQ's Biggest Opportunities and Challenges for the Remainder of 2023

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!