GIỚI THIỆU VỀ TẬP NÀY
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—they explore how institutions are navigating the complexities of private asset data, the growing role of target date funds, and Canada’s outsized position in the alternatives space. Carol also shares her insights on the generational wealth transfer, the shift from paper to digital, and the most rewarding aspects of her career in financial technology and data.
Tiếng Anh
Hoa Kỳ
BẢN CHÉP ÂM THANH 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Whiskey&WealthTech.
CÁC TẬP KHÁC TRONG PODCAST NÀY
In this episode of ‘Whiskey and WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the profound impact of change and technology in our day-to-day operations with Susan Agbenoto, CIPM, Director of Investment Performance at Opus Investment Management. …
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…
In our latest episode of Whiskey and WealthTech, our host, Alex Serman, Managing Director of Wealth & Institutional at First Rate, sits down with Bruce McKenzie, Senior VP of Northern Trust Company. Bruce delves into the critical role of trust in his enduring career and the esteemed reputation …
In this episode of Whiskey&WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the intersections of business innovation, purpose-driven leadership, and the evolving landscape of wealth management. In this special episode we sit down with Dave and …
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Alex Serman, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
CHỈNH SỬA
Cảm ơn bạn đã giúp cơ sở dữ liệu podcast luôn cập nhật.