Whiskey&WealthTech

Alex Serman
  • 5.0 (3)
  • TECHNOLOGY
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.

  1. FEB 20

    The Global Triangle: Connecting Capital Across Africa, Europe, and the U.S. with Mouctar Bah

    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 Africa, Europe, and the U.S.. Mouctar shares how BAH bridges investors, policymakers, and financial institutions to unlock investment opportunities across the African continent—beyond traditional aid models. They discuss the four pillars of BAH’s mission: ✅ Capacity building fo...

    32 min

  2. 12/19/2024

    Transforming WealthTech with Agentic AI and Raising a Glass to Two Years of Whiskey & WealthTech

    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 a toast to Amrut Fusion, the world's best whiskey of 2024. The conversation dives deep into the advancements in AI within wealth management, exploring the transformative potential of Agentic AI. Nayan explains how this next-generation technology moves beyond large language mod...

    11 min

  3. 10/30/2024

    Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors

    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 rapidly evolving WealthTech landscape and how InvestSuite is partnering with First Rate to pioneer solutions that blend advanced technology with a deep understanding of human behavior. Bart shares insights into how InvestSuite’s tools are empowering financial institutions to enhance ...

    15 min

  4. 10/02/2024

    Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion

    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 including expert panelists Alex Serman, Alexander Shalson, and Paul Farrar. In this insightful episode, the panel delves into the transformative power of Artificial Intelligence (AI) in wealth management. Alex Serman offers a behind-the-scenes look at how First Rate is usin...

    55 min

  5. 08/29/2024

    Balancing Tech, Client Relationships, and Mentorship in Wealth Management with Jay Morrison

    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 through major firms like Morgan Stanley and Merrill Lynch, highlighting his role as an architect of new ventures. The conversation delves into the nuances of managing multiple stakeholders as a COO, the importance of aligning technology with client-advisor relationships, and the imp...

    17 min

  6. 07/26/2024

    The Journey of Transformation: Embracing WealthTech in the Modern World with Susan Agbenoto

    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 ...

    30 min

  7. 05/30/2024

    How Trust Enables the Integration of Technology with Bruce McKenzie

    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 critical role of trust in his enduring career and the esteemed reputation of his firm. As an advisor that is constantly and consciously working towards building and maintaining trust with clients, he discusses how critical it is to vet and leverage trusted technology to s...

    24 min

  8. 05/01/2024

    WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone

    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 landscape of wealth management. In this special episode we sit down with Dave and Trina Stone, the visionary founders of First Rate, for an insightful conversation spanning from the origins of their company to its enduring legacy. Join Alex, Dave, and Trina as they sip on Mexican...

    22 min
See All (25)

Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Alex Serman
  • Years Active
    2022 - 2025
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2025 Whiskey&WealthTech
  • Show Website
    Whiskey&WealthTech

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