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 compliance. They break down why firms are struggling with manual processes, how one missed filing can trigger fines in the hundreds of thousands, and why automation is quickly becoming the industry standard. Kicking things off with a pour of a classic bourbon, Maker’s Mark, Eric...
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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 compliance. They break down why firms are struggling with manual processes, how one missed filing can trigger fines in the hundreds of thousands, and why automation is quickly becoming the industry standard. Kicking things off with a pour of a classic bourbon, Maker’s Mark, Eric...
Cask & Career: WealthTech Talk and Community Involvement with Rachel Guy
Whiskey&WealthTech
17 minutes
1 year ago
Cask & Career: WealthTech Talk and Community Involvement with Rachel Guy
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. 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 t...
Whiskey&WealthTech
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 compliance. They break down why firms are struggling with manual processes, how one missed filing can trigger fines in the hundreds of thousands, and why automation is quickly becoming the industry standard. Kicking things off with a pour of a classic bourbon, Maker’s Mark, Eric...
