Whiskey&WealthTech
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.
Podcasting since 2022 • 25 episodes
Whiskey&WealthTech
Latest Episodes
Reimagining the ‘Old Fashioned’ Way: AI’s Disruption in Wealth Management with Greg Woolf
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 w...
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Season 1
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Episode 27
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27:45
The Global Triangle: Connecting Capital Across Africa, Europe, and the U.S. with Mouctar Bah
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...
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Season 1
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Episode 26
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31:56
Transforming WealthTech with Agentic AI and Raising a Glass to Two Years of Whiskey & WealthTech
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 Amru...
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Season 1
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Episode 25
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11:18
Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors
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 Wealt...
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Season 1
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Episode 24
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15:19
Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion
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 pane...
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Season 1
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Episode 23
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55:22