In Conversation with Convergence Episode 39 - June 2024

In this episode, we welcome Jim Cass, President of Ultimus LeverPoint Private Fund Solutions, joining George Evans.
This episode features:
Jim Cass's impressive background and an overview of Ultimus, one of the largest registered and private fund administrators
The Ultimus 2024 mid-year agenda, including investment in employees and technology
Market trends such as the democratization of alternatives, increased fund complexity, the uptick in private credit, high interest rates, and how Ultimus is positioned for this changing landscape
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