Whiskey&WealthTech
By Alex Serman
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Category: Technology
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Episodes: 29
Description
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.
| Episode | Date |
|---|---|
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Private Markets are No Longer Opaque: AI, Due Diligence, & the Future of Allocation
|
Feb 26, 2026 |
|
From Risk to Readiness: Rethinking Shareholding Disclosure with Eric Lapham
|
Nov 20, 2025 |
|
The Future of Goals-Based Investing: Bridging the Gap Between Planning and Portfolio Construction with Nebo Wealth
|
Oct 23, 2025 |
|
Data, Diversification, and the Rise of Private Markets with Carol Penhale
|
Jul 31, 2025 |
|
Reimagining the ‘Old Fashioned’ Way: AI’s Disruption in Wealth Management with Greg Woolf
|
Apr 24, 2025 |
|
The Global Triangle: Connecting Capital Across Africa, Europe, and the U.S. with Mouctar Bah
|
Feb 20, 2025 |
|
Transforming WealthTech with Agentic AI and Raising a Glass to Two Years of Whiskey & WealthTech
|
Dec 19, 2024 |
|
Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors
|
Oct 30, 2024 |
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Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion
|
Oct 02, 2024 |
|
Balancing Tech, Client Relationships, and Mentorship in Wealth Management with Jay Morrison
|
Aug 29, 2024 |
|
The Journey of Transformation: Embracing WealthTech in the Modern World with Susan Agbenoto
|
Jul 26, 2024 |
|
How Trust Enables the Integration of Technology with Bruce McKenzie
|
May 30, 2024 |
|
WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone
|
May 01, 2024 |
|
Making a Difference with Purpose-Driven Financial Advice with Derrick Kinney
|
Mar 21, 2024 |
|
Pouring Wine & Wisdom: Fiduciary Responsibility and Investment Insights
|
Feb 15, 2024 |
|
Whisky Blends to Financial Trends with Pete Baksh
|
Jan 23, 2024 |
|
Cask & Career: WealthTech Talk and Community Involvement with Rachel Guy
|
Dec 28, 2023 |
|
The Founders Arena with Hamza Qadir - Where Innovation Meets Success
|
Sep 21, 2023 |
|
Interactive Summit Designed to Impact and Empower the Wealth Management Industry
|
Aug 10, 2023 |
|
Empowering Wealth Managers: Maximizing Fixed Income Investments with a Strategic Partnership
|
Jul 20, 2023 |
|
First Rate Single Barrel Pick with Andalusia Whiskey Co
|
May 11, 2023 |
|
Creating Transparency with ESG Data through Strategic Partnerships and Innovation
|
Apr 13, 2023 |
|
WealthTech & Industry Partnerships Can Provide Tax Reclamation Services
|
Mar 09, 2023 |
|
First Rate Expands Global Team into Latin America
|
Feb 09, 2023 |
|
Leaving a ‘LGSE’ Living out First Rate Values and a Purpose-Driven Primary Aim
|
Dec 20, 2022 |
|
From Static to Dynamic: The Evolution of Digitization in Wealth Management
|
Nov 10, 2022 |
|
Fast Track to SEC Compliance
|
Oct 13, 2022 |
|
Not All Innovation is Created Equal
|
Aug 31, 2022 |
|
High West & RegAlytics
|
Jul 07, 2022 |