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
The Journey of Transformation: Embracing WealthTech in the Modern World with Susan Agbenoto
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Alex Serman
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Season 1
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Episode 21
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 of Investment Performance at Opus Investment Management.
Join Alex and Susan as they explore the rapid advancements in technology, wealthtech innovations and evolution, long-term sustainability, and the shift to remote work, highlighting how these industry transformations are reshaping our industry. Susan shares personal anecdotes on embracing change for personal growth and resilience, while Alex provides insights into practical strategies for navigating career shifts as well as industry and societal changes. Tune in to the full episode todiscover how keeping an open mind to innovation and new technology can lead to a more fulfilling and dynamic future for personal and business growth.