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
Interactive Summit Designed to Impact and Empower the Wealth Management Industry
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Alex Serman
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Season 1
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Episode 12
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.
These dynamic forums, fueled by the fervor of dedicated wealth management industry professionals - from institutional asset managers to the vendors that support them - have shaped numerous facets of the industry's evolution. We discuss an array of compelling topics, including performance measurement standardization, risk assessment, attribution, GIPS compliance, and more.
Listen to the full episode, where Patrick Fowler shares the continued impact of the Spaulding Group Performance Measurement Forums.