TIETOJA TÄSTÄ PODCASTISTA 🔗
Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
Juontajat:
Päivitä taajuus:
every 54 days
Keskimääräinen äänen pituus:
24 minutes
Vierashaastattelut
Englanti
Yhdysvallat
29 jaksoa
vuodesta 7. heinäkuuta 2022
episodic
VIIMEISIN JAKSO 🔗
In Episode 31 of Whiskey & WealthTech, host Alex Serman sits down with Philipp Hemmersbach, CEO and Co-Founder of Kapnative, to explore how artificial intelligence is reshaping private market investing.
Philipp shares how his experience working with wealth managers, family offices, and private …
HAE EDELLISIÄ EPISODEJA
Hae kanavan Whiskey&WealthTech vanhoja jaksoja.
EDELLISET JAKSOT 🔗
In our milestone Episode 30 of Whiskey & Wealthtech, Alex sits down with Eric Lapham from Artius Global to unpack one of the most overlooked—but costly—areas in wealth and asset management: shareholding disclosure compliance. They break down why firms are struggling with manual processes, how o…
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing.
They unpack how Nebo bridges the…
In this Toronto edition of Whiskey & WealthTech, Alex Serman sits down with Carol Penhale, Head of Canada at RIMES Technologies, for a spirited discussion on private markets, data granularity, and wealth trends shaping the future. Over a glass of Glen Breton—the first North American single malt…
In this episode of Whiskey & WealthTech, Alex Serman sits down with Greg Woolf, founder and CEO of AI Think Tank, to sip Knob Creek whiskey and dive into the evolving role of AI in wealth management. From whiskey tasting notes to wealthtech trends, Greg shares his take on generative and agentic…
In this episode of Whiskey & WealthTech, host Alex Serman sits down with Mouctar Bah, Co-Founder and President of the Brussels Africa Hub (BAH), to explore how BAH is creating a frictionless flow of capital between Africa, Europe, and the U.S..
Mouctar shares how BAH bridges investors, policyma…
In this milestone episode of Whiskey and WealthTech, host Alex Serman welcomes back Nayan Madhamshettiwar, Managing Director of Professional Services at First Rate. Together, they celebrate two years of the podcast with a toast to Amrut Fusion, the world's best whiskey of 2024. The conversatio…
Our latest episode of Whiskey and WealthTech, Alex Serman, Managing Director of Wealth and Institutional at First Rate, sits down with Bart Vanhaeren, CEO and co-founder of InvestSuite. Together, they explore the rapidly evolving WealthTech landscape and how InvestSuite is partnering with First Rat…
The wait is over! 🎉 We are thrilled to release a Special Edition of our Whiskey & WealthTech Podcast, featuring an exclusive panel discussion from the London Performance and Risk Summit! Moderated by Steve O’Brien, and including expert panelists Alex Serman, Alexander Shalson, and Paul Farrar.
…
In this episode of ‘Whiskey and WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, sits down with Jay Morison, a seasoned wealth management professional to share his journey through major firms like Morgan Stanley and Merrill Lynch, highlighting his role as a…
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Alex Serman:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.
PODCAST-HAKUKONEET
Voit käyttää verkkosivustoamme etsiäksesi3,827,059-podcasteja ja196,179,209-jaksoja ihmisten, paikkojen tai aiheiden mukaan.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
HAE EDELLISIÄ EPISODEJA
Hae kanavan Whiskey&WealthTech vanhoja jaksoja.
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