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...
Empowering Wealth Managers: Maximizing Fixed Income Investments with a Strategic Partnership
Whiskey&WealthTech
25 minutes
2 years ago
Empowering Wealth Managers: Maximizing Fixed Income Investments with a Strategic Partnership
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 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 betw...
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...
