Whiskey&WealthTech
Episodes
Private Markets are No Longer Opaque: AI, Due Diligence, & the Future of Allocation
26 Feb 2026
Contributed by Lukas
In Episode 31 of Whiskey & WealthTech, host Alex Serman sits down with Philipp Hemmersbach, CEO and Co-Founder of Kapnative, to explore how artifi...
From Risk to Readiness: Rethinking Shareholding Disclosure with Eric Lapham
20 Nov 2025
Contributed by Lukas
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...
The Future of Goals-Based Investing: Bridging the Gap Between Planning and Portfolio Construction with Nebo Wealth
23 Oct 2025
Contributed by Lukas
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...
Data, Diversification, and the Rise of Private Markets with Carol Penhale
31 Jul 2025
Contributed by Lukas
In this Toronto edition of Whiskey & WealthTech, Alex Serman sits down with Carol Penhale, Head of Canada at RIMES Technologies, for a spirited di...
Reimagining the ‘Old Fashioned’ Way: AI’s Disruption in Wealth Management with Greg Woolf
24 Apr 2025
Contributed by Lukas
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 di...
The Global Triangle: Connecting Capital Across Africa, Europe, and the U.S. with Mouctar Bah
20 Feb 2025
Contributed by Lukas
In this episode of Whiskey & WealthTech, host Alex Serman sits down with Mouctar Bah, Co-Founder and President of the Brussels Africa Hub (BAH), t...
Transforming WealthTech with Agentic AI and Raising a Glass to Two Years of Whiskey & WealthTech
19 Dec 2024
Contributed by Lukas
In this milestone episode of Whiskey and WealthTech, host Alex Serman welcomes back Nayan Madhamshettiwar, Managing Director of Professional Services ...
Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors
30 Oct 2024
Contributed by Lukas
Our latest episode of Whiskey and WealthTech, Alex Serman, Managing Director of Wealth and Institutional at First Rate, sits down with Bart Vanhaeren,...
Special Edition: The Spaulding Group's London Performance and Risk Summit Panel Discussion
02 Oct 2024
Contributed by Lukas
The wait is over! 🎉 We are thrilled to release a Special Edition of our Whiskey & WealthTech Podcast, featuring an exclusive panel discussion f...
Balancing Tech, Client Relationships, and Mentorship in Wealth Management with Jay Morrison
29 Aug 2024
Contributed by Lukas
In this episode of ‘Whiskey and WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, sits down with Jay Moriso...
The Journey of Transformation: Embracing WealthTech in the Modern World with Susan Agbenoto
26 Jul 2024
Contributed by Lukas
In this episode of ‘Whiskey and WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the profound imp...
How Trust Enables the Integration of Technology with Bruce McKenzie
30 May 2024
Contributed by Lukas
In our latest episode of Whiskey and WealthTech, our host, Alex Serman, Managing Director of Wealth & Institutional at First Rate, sits down with ...
WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone
01 May 2024
Contributed by Lukas
In this episode of Whiskey&WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the intersections o...
Making a Difference with Purpose-Driven Financial Advice with Derrick Kinney
21 Mar 2024
Contributed by Lukas
In this episode of "Whiskey and WealthTech," host Alex Serman, Managing Director of Wealth and Institutional at First Rate, engages in a spi...
Pouring Wine & Wisdom: Fiduciary Responsibility and Investment Insights
15 Feb 2024
Contributed by Lukas
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 ...
Whisky Blends to Financial Trends with Pete Baksh
23 Jan 2024
Contributed by Lukas
In this episode of "Whiskey&WealthTech," host Alex Sermon, Managing Director at First Rate, is joined by Pete Baksh, Chief Investment Of...
Cask & Career: WealthTech Talk and Community Involvement with Rachel Guy
28 Dec 2023
Contributed by Lukas
Tune into the latest episode of Whiskey and Wealth Tech with our host, Alex Serman, the Managing Director of Wealth and Institutional at First Rate. I...
The Founders Arena with Hamza Qadir - Where Innovation Meets Success
21 Sep 2023
Contributed by Lukas
In this insightful conversation, we had the pleasure of sitting down with Hamza Qadir, a trailblazer in the world of wealthtech as the Managing Direct...
Interactive Summit Designed to Impact and Empower the Wealth Management Industry
10 Aug 2023
Contributed by Lukas
Welcome to the latest episode of Whiskey&WealthTech! In this engaging conversation, we sat down with Patrick Fowler, President and COO of The Spau...
Empowering Wealth Managers: Maximizing Fixed Income Investments with a Strategic Partnership
20 Jul 2023
Contributed by Lukas
Welcome to another episode of Whiskey and WealthTech! In this insightful discussion, we had the pleasure of sitting down with David Curtis, the esteem...
First Rate Single Barrel Pick with Andalusia Whiskey Co
11 May 2023
Contributed by Lukas
First Rate sits down with co-owner of Andalusia Whiskey Co, Ty Phelps, to discuss picking our very own single malt whiskey barrel that we can share an...
Creating Transparency with ESG Data through Strategic Partnerships and Innovation
13 Apr 2023
Contributed by Lukas
In our latest episode of Whiskey and WealthTech, we sat down with ESG expert and CEO of OWL ESG to discuss the challenges of ESG data and the evolutio...
WealthTech & Industry Partnerships Can Provide Tax Reclamation Services
09 Mar 2023
Contributed by Lukas
Jason Yule from WTax joins us in our latest episode to discuss how WealthTech, AI, Machine Learning, and other industry partnerships, such as First Ra...
First Rate Expands Global Team into Latin America
09 Feb 2023
Contributed by Lukas
We sat down with First Rate Ventures Managing Director, and Ventures in WealthTech Podcast host Marshall Smith to discuss our latest First Rate Global...
Leaving a ‘LGSE’ Living out First Rate Values and a Purpose-Driven Primary Aim
20 Dec 2022
Contributed by Lukas
First Rate’s LGSE’s (/ˈleɡəsē/) Podcast host and First Rate Chaplain, Blake Miller, joins us to discuss how our host of the Whiskey&Wealth...
From Static to Dynamic: The Evolution of Digitization in Wealth Management
10 Nov 2022
Contributed by Lukas
From back office processes, to complying with industry regulations and meeting client expectations, the static nature of the wealth management industr...
Fast Track to SEC Compliance
13 Oct 2022
Contributed by Lukas
For years, investment advisors have relied on an outdated system of rules when it comes to governing advertisements, endorsements, solicitations, and ...
Not All Innovation is Created Equal
31 Aug 2022
Contributed by Lukas
In order to build the right AI Model, Deep Domain Expertise and Horizontal Business Knowledge are needed. At First Rate, we understand the economics b...
High West & RegAlytics
07 Jul 2022
Contributed by Lukas
We have invited our very first guest Mary Kopczynski to join us today to taste one of her favorite whiskeys, High West’s Rendezvous Rye, distilled i...