Hosted by Alex Serman · 🇺🇸 US · EN · 29 episodes
Established thought leaders with verified media credentials.
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.
Alex Serman hosts Whiskey&WealthTech, a technology show with 29 episodes published.
In Episode 31 of Whiskey & WealthTech , host Alex Serman sits down with Philipp Hemmersbach, CEO and Co-Founder of Kapnative, to explore how artificial intelligence is reshaping private market investing. Philipp shares h
In our milestone Episode 30 of Whiskey & Wealthtech , Alex sits down with Eric Lapham from Artius Global to unpack one of the most overlooked—but costly—areas in wealth and asset management: shareholding disclosure compl
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation
In this Toronto edition of Whiskey & WealthTech, Alex Serman sits down with Carol Penhale, Head of Canada at RIMES Technologies, for a spirited discussion on private markets, data granularity, and wealth trends shaping t
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 tastin
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 Afric
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
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 rapidl
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
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 throug
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 Agb
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
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 landsca
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
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. T
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
T une 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 Fi
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 A
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 Fo
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
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Whiskey&WealthTech is hosted by Alex Serman. The show is categorised under technology and has published 29 episodes.
Whiskey&WealthTech has published 29 episodes.
Whiskey&WealthTech regularly covers technology. It sits in the technology category.
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