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 • 28 episodes
Whiskey&WealthTech
Latest Episodes
From Risk to Readiness: Rethinking Shareholding Disclosure with Eric Lapham
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 ...
•
Season 1
•
Episode 30
•
19:31
The Future of Goals-Based Investing: Bridging the Gap Between Planning and Portfolio Construction with Nebo Wealth
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 ...
•
Season 1
•
Episode 29
•
24:20
Data, Diversification, and the Rise of Private Markets with Carol Penhale
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 gl...
•
Season 1
•
Episode 28
•
20:12
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...
•
Season 1
•
Episode 27
•
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...
•
Season 1
•
Episode 26
•
31:56