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.
Episodes
25 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
Balancing Tech, Client Relationships, and Mentorship in Wealth Management with Jay Morrison
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 Morga...
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Season 1
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Episode 22
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17:24
The Journey of Transformation: Embracing WealthTech in the Modern World with Susan Agbenoto
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 ...
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Season 1
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Episode 21
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30:13
How Trust Enables the Integration of Technology with Bruce McKenzie
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 tr...
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Season 1
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Episode 20
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24:00
WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone
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 managem...
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Season 1
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Episode 19
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22:27
Making a Difference with Purpose-Driven Financial Advice with Derrick Kinney
In this episode of "Whiskey and WealthTech," host Alex Serman, Managing Director of Wealth and Institutional at First Rate, engages in a spirited conversation with financial advisor Derrick Kinney. The episode kicks off with a tasting of Teelin...
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Season 1
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Episode 18
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28:05
Pouring Wine & Wisdom: Fiduciary Responsibility and Investment Insights
Hosted by Alex Serman, Managing Director of Wealth and Institutional at First Rate, this episode takes a unique turn away from whiskey to explore the world of port wine with guest Stephen Campisi from the Pensar Group. The dis...
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Season 1
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Episode 17
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36:53
Whisky Blends to Financial Trends with Pete Baksh
In this episode of "Whiskey&WealthTech," host Alex Sermon, Managing Director at First Rate, is joined by Pete Baksh, Chief Investment Officer at First National Bank of Mount Dora. They explore the unique blend of Compass Box's "The Story of...
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Season 1
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Episode 16
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23:11
Cask & Career: WealthTech Talk and Community Involvement with Rachel Guy
Tune into the latest episode of Whiskey and Wealth Tech with our host, Alex Serman, the Managing Director of Wealth and Institutional at First Rate. In this episode, Alex is joined by Rachel Guy, Managing Director of First Rate Community Tr...
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Season 1
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Episode 15
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17:34
The Founders Arena with Hamza Qadir - Where Innovation Meets Success
In this insightful conversation, we had the pleasure of sitting down with Hamza Qadir, a trailblazer in the world of wealthtech as the Managing Director of The Venture Center and a visionary Founder behind The Founders Arena. This exclusive coh...
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Season 1
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Episode 13
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30:28
Interactive Summit Designed to Impact and Empower the Wealth Management Industry
Welcome to the latest episode of Whiskey&WealthTech! In this engaging conversation, we sat down with Patrick Fowler, President and COO of The Spaulding Group, to delve into the captivating members-only Spaulding Group Forum. Th...
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Season 1
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Episode 12
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13:17
Empowering Wealth Managers: Maximizing Fixed Income Investments with a Strategic Partnership
Welcome to another episode of Whiskey and WealthTech! In this insightful discussion, we had the pleasure of sitting down with David Curtis, the esteemed Head of Global Client Business at bondIT. Together, we delved into the fascinating realm of...
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Season 1
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25:21
First Rate Single Barrel Pick with Andalusia Whiskey Co
First Rate sits down with co-owner of Andalusia Whiskey Co, Ty Phelps, to discuss picking our very own single malt whiskey barrel that we can share and enjoy with our clients, co-workers and community. We discussed the fermenting, distilling, a...
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Season 1
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Episode 9
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9:11
Creating Transparency with ESG Data through Strategic Partnerships and Innovation
In our latest episode of Whiskey and WealthTech, we sat down with ESG expert and CEO of OWL ESG to discuss the challenges of ESG data and the evolution of how that data has been processed and reported over time. Listen to our full podcast...
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Season 1
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Episode 8
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31:58
WealthTech & Industry Partnerships Can Provide Tax Reclamation Services
Jason Yule from WTax joins us in our latest episode to discuss how WealthTech, AI, Machine Learning, and other industry partnerships, such as First Rate are used to help reclaim foreign and withheld taxes for wealth management firms to add ...
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Season 1
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Episode 7
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17:56
First Rate Expands Global Team into Latin America
We sat down with First Rate Ventures Managing Director, and Ventures in WealthTech Podcast host Marshall Smith to discuss our latest First Rate Global Expansion. We are excited to discuss our acquisition of Finantech, now First Rate Chile, and ...
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Season 1
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Episode 6
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15:30
Leaving a ‘LGSE’ Living out First Rate Values and a Purpose-Driven Primary Aim
First Rate’s LGSE’s (/ˈleɡəsē/) Podcast host and First Rate Chaplain, Blake Miller, joins us to discuss how our host of the Whiskey&WealthTech Podcast and Managing Director of First Rate Wealth, Alex Serman, CIPM, is leaving a legacy in his...
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Season 1
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Episode 5
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22:51
From Static to Dynamic: The Evolution of Digitization in Wealth Management
From back office processes, to complying with industry regulations and meeting client expectations, the static nature of the wealth management industry is coming to an end. However, when it comes to the future of digitization, client facing enh...
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Season 1
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Episode 4
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18:14
Fast Track to SEC Compliance
For years, investment advisors have relied on an outdated system of rules when it comes to governing advertisements, endorsements, solicitations, and other methods to expand and promote their business. On December 22, 2020, the U.S Security and...
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Season 1
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Episode 3
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22:24
Not All Innovation is Created Equal
In order to build the right AI Model, Deep Domain Expertise and Horizontal Business Knowledge are needed. At First Rate, we understand the economics behind the data and believe that signals are more important than just developing complex techni...
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Season 1
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Episode 2
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16:14
High West & RegAlytics
We have invited our very first guest Mary Kopczynski to join us today to taste one of her favorite whiskeys, High West’s Rendezvous Rye, distilled in Park City, UT. We will be discussing our partnership with her firm Regalytics and dive deeper ...
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Season 1
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Episode 1
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32:39