Shows
Whiskey&WealthTechThe Future of Goals-Based Investing: Bridging the Gap Between Planning and Portfolio Construction with Nebo Wealthn 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 about the evolution of goals-based investing.They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives into:How Nebo’s goals-based optimization engine turns asset allocation into an output, not a starting point.Why personalization at the asset...
2025-10-2324 min
OVNI'sOVNIs Ep. #82 - Romain Serman - Bpifance - La Tech Française et l'Aventure AméricaineDans ce dernier épisode de la série d’été US du podcast OVNIs, Romain Serman, partage son parcours atypique, passant de diplomate français à la Silicon Valley, où il a dirigé l'ouverture du bureau de Bpifrance. Il évoque les défis rencontrés lors de cette transition, notamment le syndrome de l'imposteur face à une industrie qu'il observait de près sans en être un acteur technique. Romain souligne l'évolution de la tech française, autrefois discrète, qui a su attirer l'attention des fonds d'investissement américains grâce à des efforts constants de promotion et de marketing.Au fil de la disc...
2025-08-2236 min
SERMAN - Organic and Electronic House MusicSerman - Organic House EP9Tracklist:
01. Beije - Away (Original Mix) (00:01)
02. Francisco (PT) - Finding the Path (Original Mix) (03:01)
03. Monolink - Powerful Play (Original Mix) (06:57)
04. Foletto, Victor Arruda - Life Gets Hard (Original Mix) (10:33)
05. Radical Fantasy, Max Wexem - Enjoy the Silence (Extended Mix) (13:35)
06. KOAST (US) - Air (Sydka Remix) (16:13)
07. Michael Simon, N'Pot - Glissando (Original Mix) (21:00)
08. PROFF, Diana Miro - Momentum (Extended Mix) (25:00)
09. Sense IS - Kabul (Original Mix) (29:18)
10. Vintage Culture, Max Milner, Layla Benitez - Nirvana (Original Mix) (31:52)
11. Calvin Harris & Ellie Goulding - I Need Your Love (Pretty Pink Remix) (34:15)
12. The Temper Trap - Sweet Disposition (Camille Luciani Mix) (39:22)
13. Adam Port, Keinemusik, Stryv...
2025-08-121h 33Whiskey&WealthTechData, Diversification, and the Rise of Private Markets with Carol PenhaleIn 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 the future. Over a glass of Glen Breton—the first North American single malt—they explore how institutions are navigating the complexities of private asset data, the growing role of target date funds, and Canada’s outsized position in the alternatives space. Carol also shares her insights on the generational wealth transfer, the shift from paper to digital, and the most rewarding aspects of her career in fin...
2025-07-3120 min
SERMAN - Organic and Electronic House MusicSERMAN - The Curve Pt201. Moullinex, GPU Panic & MXGPU - Smalltown Boy (00:01)
02. Samm (BE) - Body Language (01:49)
03. Haska - Wish I Didn't Miss You (JP Candela Extended Remix) (04:59)
04. Ravages of Time - Hey Little Girl (Extended) (07:10)
05. Laurent Simeca - Make Me Feel (Aint no body) (Original Mix) (09:24)
06. Volkoder - Need Your Body (Original Mix) (11:56)
07. Sonata Collective, Tone Blanco - Simon Says (Original Mix) (15:52)
08. Mat.Joe & David Penn - Can’t Get No Love (18:28)
09. Blue Boy - Remember Me (Fedde Le Grand Extended Remix) (21:05)
10. Christian Nielsen - Family (Original Mix) (23:10)
11. Dirty Doering - Dr. Nagel (Original Mix) (25:40)
12. Donati & Amato - Falling (D&A IDOL Club ReVibe) (29:24)
13. Jo...
2025-07-231h 11
SERMAN - Organic and Electronic House MusicDeep Organic House on rainy dayhttps://www.serman.club
01. Noble Spirits, Edu Schwartz - Special Moments (Erdi Irmak Remix) (00:01)
02. Mariano Montori - Roots (Oliver & Tom Remix) (02:45)
03. Leap Seconds - Bushido (Original Mix) (04:46)
04. Mike Kohl - Get Down (Original Mix) (06:42)
05. Wepassana - The Time Fly Bye Bye (Extended Mix) (10:48)
06. Wild Dark, ariaano - Tita Gone (Original Mix) (14:08)
07. Tryger, NAASA - Enda (Extended Mix) (16:36)
08. Gux Jimenez, Dastan (US) - High Priestess (Extended Mix) (20:56)
09. Double Touch - Pomelo (Original Mix) (24:13)
10. Wassu, HAUMS - Star Safari (Extended Mix) (28:36)
11. Newman (I Love), Ivybabyloop - You're Not Alone Feat. Ivybabyloop (Extended Mix) (32:06)
12. Artic White - Voce (Extended Mix) (36:04)
13. Max Lindemann...
2025-07-0959 min
SERMAN - Organic and Electronic House MusicSERMAN - Organic House PT2 28.06.2025Kevin McKay, Elliotte Williams-N’Dure, The Deepshakerz - Blackwater (Extended Mix)
Anza, InfeXus - Free 2 Be (Badrops, Wrigley Remix Extended)
Pambouk, Alber Ensso - Told You (Extended Mix)
Vlad MRPL - Only (Original Mix)
RAFFA GUIDO - Famax (Original Mix)
Emanuele Esposito, Gianni Romano, Helen Tesfazghi, &friends - It’s Not Right (&friends Remake)
Fanfare Ciocarlia, ARKADYAN, GROSSOMODDO - Iag Bari (Yababa) (Extended Mix)
Maximus (Kz) - Mamasay Mamasa (Extended Mix)
Marasi - Out In The Streets (Extended Mix)
Adam Port, Keinemusik, Stryv, Malachiii - Move (feat. Malachiii) (feat. Malachiii)
KIDY - Rhythm Is a Dancer (Original Mix)
ADDAM (BE), ODAR...
2025-07-0631 min
SERMAN - Organic and Electronic House MusicSERMAN - Organic House PT1 01.07.2025Milk & Sugar - Let The Sun Shine 2012 (Tocadisco Remix)
Fritz Kalkbrenner, Ede - Can We Find A Way (Ede Club Remix)
Newman (I Love) - Saraswati (Original Mix)
PROFF, Diana Miro - Momentum (Extended Mix)
Murat Grayson, SHRI (IND) - Mo Ghra (Original Mix)
Foletto, Victor Arruda - Life Gets Hard (Original Mix)
Sebastien Leger - Hutchula (Extended Mix)
Aler - My Saturn (Extended Mix)
Yves Murasca, Rosario Galati - Close Your Eyes (Karol XVII & MB Valence Loco Extended Remix)
Eran Hersh, SYALA, NOTHANKYOU - Summer in Milan (Extended Mix)
Simone Vitullo, Cammora - It Feels So Good (Extended Mix)
...
2025-07-061h 17Whiskey&WealthTechReimagining the ‘Old Fashioned’ Way: AI’s Disruption in Wealth Management with Greg WoolfIn 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 tasting notes to wealthtech trends, Greg shares his take on generative and agentic AI, the changing expectations of wealth managers, and how firms can stay competitive. Whether you're into bourbon or big data, this episode has something for every modern advisor.
2025-04-2427 min
tech 45'Bonus Track = L’IA peut-elle remplacer les investisseurs pro ? (Romain Serman, BPI France USA)Bienvenue dans ton bonus track 🤓C’est un épisode un peu spécial : je n’invite pas une startup cette fois mais un acteur ou observateur de l’écosystème tech (ex= investisseur, journaliste ou banquier) pour aller en détails sur une question précise. Aujourd’hui voici ma question, la tech, et plus précisément l’IA va-t-elle aussi totalement révolutionner le monde de l’investissement, à commencer par le secteur des VC ?Ces fonds déversent chaque année plusieurs milliards sur la French Tech. Je vais poser la question à Romain...
2025-04-1145 min
Divorce, Dating & Empowered Living ShowChild Centered Divorce with Rosalind Sedacca & Hirsch SermanNavigating divorce can be challenging, especially when children are involved. Join guest Rosalind Sedacca, CDC Divorce Coach, Child-Centered Divorce Network as she shares valuable insights on creating a child-centered divorce. Together with host Hirsch Serman, CDFA and founder of Lifecycle Financial, LLC, they’ll explore strategies to prioritize your children’s well-being while managing the financial and emotional aspects of divorce.Don’t miss this important and enlightening episode on The Financial Wellness Hour, only on NEWStreamingNetwork.com.Connect with Hirsch(312) 985-6648 Hirsch@lifecycle.financial https://lifecycle.financial/More about Rosalind Sedacca...
2025-04-1046 mintech 45'Teaser - Romain Serman (BPI France USA)Extrait = l'IA va-t-elle aussi révolutionner le monde de l’investissement ? A commencer par le secteur des VC qui déverse chaque année plusieurs milliards sur la French Tech...Début de réponse avec Romain Serman qui dirige BPI France USA depuis 10 ans, à San Francisco. Bon teaser 🤗Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
2025-04-0904 minWhiskey&WealthTechThe Global Triangle: Connecting Capital Across Africa, Europe, and the U.S. with Mouctar BahIn 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 for African financial professionals✅ Business networking to connect global investors✅ Policy engagement for economic collaboration✅ Research to support data-driven decision-makingMouctar highlights k...
2025-02-2031 min
Divorcing Your Narcissist: You Can't Make This Shit Up!Avoid These Expensive Divorce Tax Mistakes – Steer Clear! Hirsch Serman & Tracy MaloneSubscribe in a reader
http://ia600605.us.archive.org/20/items/avoid-these-expensive-divorce-tax-mistakes-steer-clear-hirsch-serman-tracy-malone-ezmp-3.cc/Avoid%20These%20Expensive%20Divorce%20Tax%20Mistakes%20-%20Steer%20Clear%21%20Hirsch%20Serman%20%26%20Tracy%20Malone%20%5B%20ezmp3.cc%20%5D.mp3
Going through a divorce? Ensure a secure financial future by steering clear of common tax pitfalls. In this comprehensive video guide, we delve deep into the crucial tips and strategies to protect your assets during divorce proceedings. Discover key insights on handling finances, avoiding costly tax mistakes, and making informed decisions. Empower yourself with knowledge that extends beyond legal proceedings. Learn how to navigate the intricate landscape...
2024-12-3100 minWhiskey&WealthTechTransforming WealthTech with Agentic AI and Raising a Glass to Two Years of Whiskey & WealthTechIn 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 models to deliver goal-oriented, compliant, and efficient solutions, transforming client-advisor interactions and driving innovation across the industry. Don’t miss insights on AI trends and the future of we...
2024-12-1911 min
Financial Wellness Hour ShowWhy Building a Divorce Team is Your Best Strategy Guest Hirsch Serman, CDFAWelcome to Dishing on Divorce with Lisa Lisser on NEWStreamingNetwork.com! In today's episode, we explore why building a divorce team is your best strategy. Our guest, Hirsch Serman, CDFA, brings his expertise to highlight the importance of a collaborative approach during divorce. Join us as we delve into the benefits of having a dedicated team to support you through this challenging process. Don't miss this insightful discussion on how to navigate divorce more effectively. Excellent relationship-building professional skilled in Divorce Coaching, Conflicted Co-parenting support, Mindset Coaching and Spiritual Counseling, Nonprofit Planning and Management, Network builder, Branding & Identity, Jewish History...
2024-11-0641 minWhiskey&WealthTechBridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering InvestorsOur 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 the client experience and meet the unique demands of modern investors. From robo-advisory to hybrid investment platforms, this episode dives into the technology transforming wealth management and th...
2024-10-3015 minWhiskey&WealthTechSpecial Edition: The Spaulding Group's London Performance and Risk Summit Panel DiscussionThe 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 using AI to revolutionize performance reporting, making it more efficient, accurate, and impactful. Learn how AI is changing the way wealth managers approach data...
2024-10-0255 minWhiskey&WealthTechBalancing Tech, Client Relationships, and Mentorship in Wealth Management with Jay MorrisonIn 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 impact of global trends on wealth management. Jay also discusses his passion for mentoring young professionals and fostering a culture where individuals can bring their wh...
2024-08-2917 min
2024-07-2835 minWhiskey&WealthTechThe Journey of Transformation: Embracing WealthTech in the Modern World with Susan AgbenotoIn 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 shi...
2024-07-2630 min
Going Solo Network Radio, TV & Podcasts (WGSN-DB) - #1 Singles Talk NetworkHirsch Serman - Preparing Financially For DivorcePreparing Financially For Divorce with Host, Hirsch Serman, MBA, CPA on the Financial Wellness Show, "Live" Bi-Weekly - Tuesday @ 7:00 am PT/10:00 am ET - WGSN-DB Going Solo Network FaceBook & YouTube. www.NEWStreamingNetwork.com. Home of NEW Streaming TV, Going Bold Media, Going Solo Media. and WGSN-DB Going Solo Network Radio, Podcasts, and TV.A bit more about Hirsch... Hirsch Serman, MBA, CPA founded Lifecycle Financial, LLC through his personal experiences related to divorce and the struggles of an aging parent after the sudden loss of her husband. He has worked in finance for over 20 years (including fin...
2024-06-2842 min
Financial Wellness Hour ShowWhy Building a Divorce Team is Your Best Strategy Guest Hirsch Serman, CDFAWelcome to Dishing on Divorce with Lisa Lisser on NEWStreamingNetwork.com! In today's episode, we explore why building a divorce team is your best strategy. Our guest, Hirsch Serman, CDFA, brings his expertise to highlight the importance of a collaborative approach during divorce. Join us as we delve into the benefits of having a dedicated team to support you through this challenging process. Don't miss this insightful discussion on how to navigate divorce more effectively. Excellent relationship-building professional skilled in Divorce Coaching, Conflicted Co-parenting support, Mindset Coaching and Spiritual Counseling, Nonprofit Planning and Management, Network builder, Branding & Identity, Jewish History...
2024-06-2341 min
The Biz Life PodcastEp. 020 - Network will determine Net Worth with Brig Serman (All Things Networking)Join us in this episode of The Biz Life Podcast as we sit down with Brig Serman, the BNI (Business Network International) success coach for multiple chapters and a successful business owner. Brig shares invaluable advice on why and how to start a successful networking program. He also discusses three common pitfalls to avoid and three essential guidelines for maintaining success in your business. This episode is a must-watch for every business owner and entrepreneur looking to enhance their networking skills and grow their business. Don't miss out on Brig's expert insights and practical tips!To reach...
2024-06-1300 min
Dishing On Divorce - Lisa LisserWhy Building a Divorce Team is Your Best Strategy Guest Hirsch Serman, CDFAWelcome to Dishing on Divorce with Lisa Lisser on NEWStreamingNetwork.com! In today's episode, we explore why building a divorce team is your best strategy. Our guest, Hirsch Serman, CDFA, brings his expertise to highlight the importance of a collaborative approach during divorce.Join us as we delve into the benefits of having a dedicated team to support you through this challenging process. Don't miss this insightful discussion on how to navigate divorce more effectively. Excellent relationship-building professional skilled in Divorce Coaching, Conflicted Co-parenting support, Mindset Coaching and Spiritual Counseling, Nonprofit Planning and Management, Network builder, Branding & Identity...
2024-06-0441 minWhiskey&WealthTechHow Trust Enables the Integration of Technology with Bruce McKenzieIn 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 serve his clients better. Listen to the full podcast to see how Bruce and his team at Northern Trust cultivate...
2024-05-3024 min
The Amicable Divorce Network PodcastWe're Talking to Hirsch Serman - Financial Mistakes NOT to Make in Your DivorceIn this episode of the Amicable Divorce Network Podcast, we explore divorce finances with Hirsch Serman, a Certified Divorce Financial Analyst (CDFA). Hirsch breaks down the role of CDFA professionals, focusing on tax implications and asset division strategies gleaned from his 25 years as a CPA. Gain practical insights into navigating tax changes and optimizing asset splits. Tune in for essential advice on achieving financial clarity amid divorce complexities.
As always; be sure to follow and subscribe to the Amicable Divorce Network Podcast so you never miss an episode!
2024-05-0829 minWhiskey&WealthTechWealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina StoneIn 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 whiskey in Puerto Vallarta, reflecting on the journey of First Rate from humble beginnings to a global leader in the industry...
2024-05-0122 min
The Get Ready Money PodcastThe Get Ready Money Podcast with Hirsch Serman: Creating Positive Outcomes During TransitionsSend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Hirsch Serman, Founder of Lifecycle Financial about changing the way we think about money and creating positive outcomes during times of change. In this episode we discussed:Create positive outcomes by considering your values and goals.Living a values based life (focus on what bring you joy and fulfillment).Why you need to consider the long term consequences of all your options. The importance of starting early and the magic of compound interest. Being mindful with your spe...
2024-03-2728 minWhiskey&WealthTechMaking a Difference with Purpose-Driven Financial Advice with Derrick KinneyIn 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 with a tasting of Teeling Irish Whiskey, setting the stage for a discussion on the intricacies of financial success and the role of generosity in wealth management. Derrick shares his journey from financial advisor to advocate for purpose-focused financial investing. He emphasizes the importance of debunking myths around money and empowering individuals to embrace financial abundance while making meaningful contributions to their communities.
2024-03-2128 minWhiskey&WealthTechPouring Wine & Wisdom: Fiduciary Responsibility and Investment InsightsHosted 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. The discussion touches on critical topics such as sustainable withdrawal rates, intergenerational equity, and the shift towards client-focused investing. Campisi emphasizes the need for a client-centric approach, urging professionals to prioritize client goals over statistics.Watch the full podcast to hear about an upcoming series of articles, which will delve into asset allocation, outlining a practical approach to bu...
2024-02-1536 minNarcissist Abuse SupportAvoid These Expensive Divorce Tax Mistakes – Steer Clear! Hirsch Serman & Tracy MaloneSubscribe in a reader
Going through a divorce? Ensure a secure financial future by steering clear of common tax pitfalls. In this comprehensive video guide, we delve deep into the crucial tips and strategies to protect your assets during divorce proceedings. Discover key insights on handling finances, avoiding costly tax mistakes, and making informed decisions. Empower yourself with knowledge that extends beyond legal proceedings. Learn how to navigate the intricate landscape of divorce-related finances, with a focus on tax implications. By the end of this video, you’ll be equipped with valuable insights to make informed choices, en...
2024-02-1300 minWhiskey&WealthTechWhisky Blends to Financial Trends with Pete BakshIn 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...
2024-01-2323 minWhiskey&WealthTechCask & Career: WealthTech Talk and Community Involvement with Rachel GuyTune 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 First Rate Community Trust. They explore the world of whiskey while discussing the latest trends in the tech and wealth industry.The duo samples two unique whiskeys from Ironroot Republic, a Texas-based distillery, while embarking on dynamic discussion about Rachel’s journey in the performance measurement industry. Rachel shares her experiences and her passion for problem-solving in the constantly evolving te...
2023-12-2817 min
TSG Time with Pat and DougAn Interview with Alex SermanIn the final episode of the year, Pat and Doug sit down with Alex Serman. Alex has been with First Rate for seven years and is currently a managing director responsible for the strategic direction and growth of the Wealth Bank/Trust and Institutional markets. Alex attended the Performance Measurement Forum meeting in Porto, Portugal in November where he presented a topic on artificial intelligence. He shares some of the key takeaways with us, including when AI is coming, the risks, and the impact. "So, like any other tool, depending on how you use it, it could be good...
2023-12-1528 minWhiskey&WealthTechWealthTech Visionaries Committed to Empowering Communities and Transforming the Industry with Praveen PagadalaWelcome to a captivating episode of Whiskey and WealthTech, where Alex Sermon, Managing Director of Wealth and Institutional at First Rate, engages in a profound conversation with Praveen Pagadala, Managing Director of First Rate InfoTech office in Hyderabad. Together, they unveil the essence of the services provided by First Rate InfoTech and the noble mission that underscores their operations. The podcast delves deep into the core values of First Rate, with an emphasis on employee development and their commitment to impacting the community. Praveen passionately describes their vision, where empowering marginalized communities and nurturing a cohort of h...
2023-10-1928 min
Podcast KurdîManşet û Sermanşet - 42🎙️Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê li Kurdistanê derketine pêş ji we re radigihîne. Dozên Ceylan Önkol, Musa Anter û malbata Şenyaşar hene.
2023-10-0112 min
Podcast KurdîManşet û Sermanşet - 41Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê li Kurdistanê derketine pêş ji we re radigihîne. Qeyrana aboriyê, rewşa karkeran û binpê kirina mafên mirova hene.
2023-09-2418 minWhiskey&WealthTechThe Founders Arena with Hamza Qadir - Where Innovation Meets SuccessIn 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 Arena. This exclusive cohort program is dedicated to fueling revenue opportunities for burgeoning wealth management and tech startups.The accelerator program is ingeniously crafted to assemble a diverse array of wealth managers and technology service providers, fostering collaboration to uncover growth avenues. A remarkable selection committee, comprising wealth managers, tech providers, and venture capitalists, pools their expertise to offer multifaceted perspectives...
2023-09-2130 min
Podcast KurdîManşet û Sermanşet - 40🎙️Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê li Kurdistanê derketine pêş ji we re radigihîne. Çalakiyên biranîna Jîna Emînî û darbeyê 12ê Îlonê hene.
2023-09-1714 min
Podcast KurdîManşet û Sermanşet - 39Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne.
2023-09-0912 min
Podcast KurdîManşet û Sermanşet - 38Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne.
2023-09-0211 min
Podcast KurdîManşet û Sermanşet - 37🎙️Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê li Kurdistanê derketine pêş ji we re radigihîne. Vê heftê, salvegera qetilkirina Jîna Emînî û rewşa mafê mirova li Bakurê Kurdistanê heye
2023-08-2716 min
Podcast KurdîManşet û Sermanşet - 36
Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne.
2023-08-2014 min
Podcast KurdîManşet û Sermanşet - 35Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne.Di rojevê de Dayikên Şemiyê,qetilkirina jinan û mijarên ku li Kurdistanê derketine pêş hene.
2023-08-1313 minWhiskey&WealthTechInteractive Summit Designed to Impact and Empower the Wealth Management IndustryWelcome 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 Forum. These dynamic forums, fueled by the fervor of dedicated wealth management industry professionals - from institutional asset managers to the vendors that support them - have shaped numerous facets of the industry's evolution. We discuss an array of compelling topics, including performance measurement standardization, risk assessment, attribution, GIPS compliance, and more. Listen to the full episode, where Patrick Fowler shares the co...
2023-08-1013 min
Podcast KurdîManşet û Sermanşet - 34Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê li Başûr, Bakûr, Rojhilat û Rojava mijarên derketine pêş ji we re radigihîne.
2023-08-0615 min
Podcast KurdîManşet û Sermanşet - 33Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne. Di rojevê de rewşa aborî, li Rojava nexweşiya pênceşerê her ku diçe zêde dibe. Û rewşa rojnamegera li Tirkiyê heye.
2023-07-3015 min
Podcast KurdîManşet û Sermanşet - 32🎙️Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê li Kurdistanê derketin pêş ji we re radigihîne.
2023-07-2314 minWhiskey&WealthTechEmpowering Wealth Managers: Maximizing Fixed Income Investments with a Strategic PartnershipWelcome 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 the fascinating realm of explainable AI technology and Machine Learning, specifically exploring their invaluable role in revolutionizing Fixed Income investing for wealth managers. Our conversation shed light on the transformative power of this strategic partnership between First Rate and bondIT. In this engaging podcast episode, we explored the ways in which this cutting-edge technology enables advisors to make informed, intelligent decisions that t...
2023-07-2025 minDivorcing Your Narcissist: You Can't Make This Shit Up!Financially Preparing For Divorce – What You Need To Know – Hirsch SermanSubscribe in a reader
Financially preparing for divorce with a narcissist is often complicated. Assets are hidden, access is denied, and stonewalling create a situation that makes it hard to get basic financial answers. Narcissists lie and gaslight to withhold any financial information. So what do you do? Learn how to financially prepare for divorce with Hirsch Serman. To learn more about how Hirsch can help you visit his website – https://lifecycle.financial
http://ia802705.us.archive.org/18/items/financially-preparing-for-divorce-what-you-need-to-know-hirsch-serman/Financially%20Preparing%20For%20Divorce%20-%20What%20You%20Need%20To%20Know%20-%20Hirsch%20Serman.mp3
2023-07-1100 minNarcissist Abuse SupportFinancially Preparing For Divorce – What You Need To Know – Hirsch SermanSubscribe in a reader
Financially preparing for divorce with a narcissist is often complicated. Assets are hidden, access is denied, and stonewalling create a situation that makes it hard to get basic financial answers. Narcissists lie and gaslight to withhold any financial information. So what do you do? Learn how to financially prepare for divorce with Hirsch Serman. To learn more about how Hirsch can help you visit his website – https://lifecycle.financial
http://ia802705.us.archive.org/18/items/financially-preparing-for-divorce-what-you-need-to-know-hirsch-serman/Financially%20Preparing%20For%20Divorce%20-%20What%20You%20Need%20To%20Know%20-%20Hirsch%20Serman.mp3
2023-07-1100 min
Podcast KurdîManşet û Sermanşet - 31🎙️Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê li Kurdistanê derketin pêş ji we re radigihîne.
2023-07-0814 min
Podcast Kurdî📍Manşet û Sermanşet - 30Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne
2023-07-0215 mintech 45'Teaser – Romain Serman (BPI France USA)Pas d’entrepreneur cette semaine sur tech 45' mais celui qui dirige BPI France aux 🇺🇸
Romain Serman est très sympa tu verras, et surtout très cash ; ensemble, on va parler du gros coup de froid qui frappe la tech américaine (resserrement monétaire > chute du Nasdaq > fin des IPO tech > fin des mega-rounds > baisse des valorisations des startups etc.) ça va faire bientôt 18 moins que ça dure 🥶
On évoquera la situation particulière de San Francisco, où les magasins ferment les uns après les autres alors que dans les rues, la voiture autonome est...
2023-06-2802 min
Podcast KurdîManşet û Sermanşet - 29🎙️Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne.
2023-06-2514 min
Podcast KurdîManşet û Sermanşet - 28🎙️Rojnameger Mehmet Yildirim di rêzebernameya Manşet û Sermanşetê de geşedanên ku vê heftê derketin pêş ji we re radigihîne.
2023-06-1714 min
Podcast KurdîManşet û Sermanşet - 27Rojnameger Mehmet Yildirim Manşet û Sermanşetê de rûdanên vê hefteyê yên li Kurdistanê nirxand.
2023-06-1412 min
Podcast KurdîManşet û Sermanşet - 26Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên vê hefteyê yên li Kurdistanê nirxandiye.
2023-06-0415 min
Podcast KurdîManşet û Sermanşet - 25Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên vê hefteyê yên li Kurdistanê nirxandiye. Di vê podcastê de binpêkirinên mafan ên li girtîgehan, xizanî û li Kurdistanê rewşa civana nirxand.
2023-05-3114 min
Podcast KurdîManşet û Sermanşet - 24Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên vê hefteyê yên li Kurdistanê nirxandiye
2023-05-2114 min
Podcast KurdîManşet û Sermanşet - 23
Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên vê hefteyê yên li Kurdistanê nirxandiye.Di rojeva vê Manşet û Sermanşetê de cejna zimanê kurdî û hilbijartinên giştî yên Tirkiyê heye.
2023-05-1713 minWhiskey&WealthTechFirst Rate Single Barrel Pick with Andalusia Whiskey CoFirst 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 and enjoy with our clients, co-workers and community. We discussed the fermenting, distilling, and aging process that the Andalusia Whiskey Co. goes through to make their ‘Irish-Style’ Single Malt in the unique Texas Hill Country environment.
2023-05-1109 min
Podcast KurdîManşet û Sermanşet - 22🎙️Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên vê hefteyê yên li Kurdistanê nirxandiye.
🎙️Di rojeva vê Manşet û Sermanşetê de hilbijartinên giştî yên Tirkiyê, desteserkirin û girtina rojnamegeran hene.
2023-05-0717 min
Podcast KurdîManşet û Sermanşet - 21Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de geşedanên vê hefteyê yên li Kurdistanê nirxand. Di rojeva vê de operasyonên li hemberî Rojnamevanên kurd, hilbijartinên tirkiyê hene.
2023-04-3013 min
Podcast KurdîManşet û Sermanşet - 20Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de geşedanên vê hefteyê yên li Kurdistanê nirxand.Di rojeva vê de hilbijartinên pêşwext, rewşa girtîgehan û geşedanên di rojevê de cih digirin.
2023-04-2313 min
Podcast KurdîManşet û Sermanşet - 19Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de geşedanên vê hefteyê yên li Kurdistanê nirxand.
2023-04-1915 min
Podcast KurdîManşet û Sermanşet - 19Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de geşedanên vê hefteyê yên li Kurdistanê nirxand.
2023-04-1714 minWhiskey&WealthTechCreating Transparency with ESG Data through Strategic Partnerships and InnovationIn 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 evolution of how that data has been processed and reported over time. Listen to our full podcast to learn how OWL ESG and First Rate have created a strategic partnership to leverage innovation and wealthtech to increase efficiency, enhance transparency, and improve the overall quality of the data.
2023-04-1331 min
Podcast KurdîManşet û Sermanşet - 18
Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de geşedanên vê hefteyê yên li Kurdistanê nirxand.
2023-04-0914 min
Podcast KurdîManşet û Sermanşet - 17Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de geşedanên vê hefteyê yên li Kurdistanê nirxand û behsa proseya hilbijartina 14ê Gulanê kir.
2023-04-0212 min
Podcast Kurdî🎙️Manşet û Sermanşet - 16Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de geşedanên vê hefteyê yên li Kurdistanê nirxand. Wî behsa pîrozbahiyên Newrozê, Remezan û proseya hilbijartinan li seranserê Kurdistanê kir.
2023-03-2512 min
Podcast KurdîManşet û Sermanşet-15Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye
2023-03-1916 min
Podcast Kurdî🎙️Manşet û SermanşetRojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye
2023-03-1215 minWhiskey&WealthTechWealthTech & Industry Partnerships Can Provide Tax Reclamation ServicesJason Yule from WTax joins us in our latest episode to discuss how WealthTech, AI, Machine Learning, and other industry partnerships, such as First Rate are used to help reclaim foreign and withheld taxes for wealth management firms to add value to their clients’ investment performance.
2023-03-0917 min
Podcast Kurdî🎙️Manşet û Sermanşet 13Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye
2023-03-0113 min
Podcast KurdîManşet û SermanşetRojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-02-2609 min
Podcast KurdîManşet û Sermanşet-11Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-02-1909 min
Podcast KurdîManşet û Sermanşet 10Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-02-1210 minWhiskey&WealthTechFirst Rate Expands Global Team into Latin AmericaWe sat down with First Rate Ventures Managing Director, and Ventures in WealthTech Podcast host Marshall Smith to discuss our latest First Rate Global Expansion. We are excited to discuss our acquisition of Finantech, now First Rate Chile, and our strategic objective to impact the community and serve the unique market of Latin America.
2023-02-0915 min
Podcast KurdîManşet û Sermanşet 9Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û Sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-02-0518 min
Shreya Wellness PodcastLearn the Money Habits of Multi-Millionaire Financial Coach Hirsch Serman! EP14Hirsch Serman, MBA, CDFA®, CPA founded Lifecycle Financial, LLC through his personal financial experiences related to several life cycles including divorce and an aging parent. He has worked in finance for over 20 years (including financial planning and tax) and has taught on the university level as well as conducted seminars for high school youth on personal finances. Hirsch is a member of the American Institute of CPA's (AICPAs), the National Association of Divorce Professionals (The NADP), Institute for Divorce Financial Analysts (IDFA), and the American Association of Daily Money Managers (AADMM).
https://www.linkedin.com...
2023-02-0431 min
Podcast KurdîManşet û Sermanşet-8Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-01-2916 min
Podcast KurdîManşet û Sermanşet - 7Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-01-2220 min
Podcast KurdîManşet û Sermanşet - 6Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-01-1519 min
Podcast KurdîManşet û Sermanşet - 5Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
2023-01-0820 min
Podcast KurdîManşet û sermanşet - 4Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
🎙Bi sala nû rw Yildirim êdî dê hefteyê carekê vê bernameya xwe pêşkêş bike.
🎧Kerem bikin. Bila guhê we li ser me be.
2023-01-0119 min
Podcast KurdîManşet û sermanşet - 3Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye.
Kerem bikin. Bila guhê we li ser me be.
2022-12-2117 minWhiskey&WealthTechLeaving a ‘LGSE’ Living out First Rate Values and a Purpose-Driven Primary AimFirst Rate’s LGSE’s (/ˈleɡəsē/) Podcast host and First Rate Chaplain, Blake Miller, joins us to discuss how our host of the Whiskey&WealthTech Podcast and Managing Director of First Rate Wealth, Alex Serman, CIPM, is leaving a legacy in his community by being inducted into Arlington, TX’ 40 Under 40 through his impact in the community and innovative business strategies.
2022-12-2022 min
Podcast KurdîManşet û Sermanşet - 2Rojnameger Mehmet Yildirim di xeleka nû ya Manşet û sermanşetê de rûdanên dawî li herçar parçeyên Kurdistanê û cihanê şîrove kiriye. Kerem bikin. Bila guhê we li ser me be.
2022-12-1321 minWhiskey&WealthTechFrom Static to Dynamic: The Evolution of Digitization in Wealth ManagementFrom back office processes, to complying with industry regulations and meeting client expectations, the static nature of the wealth management industry is coming to an end. However, when it comes to the future of digitization, client facing enhancements are the biggest priorities for most firms. Clients are asking for firms to scale personalization and deliver client reporting at their fingertips. Listen to our latest podcast as we interview industry expert Emil Polito sharing where the industry has come from, its current struggles adopting new technology, and the future of digitization in wealth management.
2022-11-1018 minWhiskey&WealthTechFast Track to SEC ComplianceFor years, investment advisors have relied on an outdated system of rules when it comes to governing advertisements, endorsements, solicitations, and other methods to expand and promote their business. On December 22, 2020, the U.S Security and Exchange Commission (SEC) adopted amendments that consolidated Rule 206(4)-1 (“Advertising Rule”) and Rule 206(4)-3 (“Solicitation Rule”) with intentions to modernize the framework for investment advisor advertising. Listen to our latest podcast with guest Jonathan Boersma, Practice Lead for GIPS and Performance Regulation at Meradia to learn everything you need to know about the new rule and how to strategically prepare your firm for complian
2022-10-1322 minWhiskey&WealthTechNot All Innovation is Created EqualIn order to build the right AI Model, Deep Domain Expertise and Horizontal Business Knowledge are needed. At First Rate, we understand the economics behind the data and believe that signals are more important than just developing complex technical solutions/algorithms. Furthermore, we follow the “Law of Parsimony" and keep the dataset size close to the minimally appropriate, which is crucial. Having more data is not necessarily a good thing if data is not properly stored, cleaned, managed, crunched, and, last but not least, understood. It is mainly a matter of process and business know-how. We...
2022-08-3116 minWhiskey&WealthTechHigh West & RegAlyticsWe 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 in Park City, UT. We will be discussing our partnership with her firm Regalytics and dive deeper into understanding the newest SEC marketing regulation and how firms can prepare for the new regulatory shift about to take effect on November 4th, 2022.
2022-07-0732 min
Split Informed & SplitSmart ShowHirsch Serman - Are we doing it wrongChild Support: Are we doing it wrong? with Elite Guest, Carl Roberts, Split Smart and Hirsch Serman, MBA, CPA Financial Wellness Hours on WGSN-DB Going Solo Network 24/7 Live Streaming Radio, TV & Podcasts - #1 Internet Singles Talk Network (www.goingsolomedia.com) for a Complete Singles Connection (www.goingsolonetwork.com)A bit more about Carl T. Roberts...Life is 10% what happens to us and 90% in how we deal with it. True joy and happiness rarely happens without pain and suffering. Whether it is making lemonade when life gives you lemons or finding that silver lining in a bad...
2021-07-2645 min