Whisky Blends to Financial Trends with Pete Baksh Artwork

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.

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Whiskey&WealthTech

Whisky Blends to Financial Trends with Pete Baksh

January 23, 2024 • Alex Serman • Season 1 • Episode 16

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 the Spaniard" whisky while discussing Pete's fascinating journey in the finance industry. Starting from a background in physics, he entered the trading world, faced challenges during the 2008 financial crisis, and ultimately rose to become the Chief Investment Officer at First National Bank. Pete emphasizes the importance of transparency in whisky and draws parallels with his firm's approach, which values transparency and data-driven decision-making.

Listen to our full episode to hear our unique perspectives on the impact of AI in trading, the blowback against ESG considerations, and the potential dynamics of the market in 2024, and last but not least, the challenges and opportunities in navigating the current economic landscape.