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.
Whiskey&WealthTech
High West & RegAlytics
•
Alex Serman
•
Season 1
•
Episode 1
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 into understanding the newest SEC marketing regulation and how firms can prepare for the new regulatory shift about to take effect on November 4th, 2022.