The Fund AI Pod

Iain Carey
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The Fund AI Pod is a weekly (each Thursday) podcast and video about AI usage in the asset management and funds industry. Each episode interviews a funds professional to learn how they or their firm are using AI in real, practical examples. We hope to inspire others in the funds industry to increase their AI adoption.

  1. 1日前

    EP19: Tony Moroney - Organizational AI Transformation Leader

    𝑻𝒉𝒆 𝒓𝒆𝒂𝒍 𝑨𝑰 𝒕𝒓𝒂𝒏𝒔𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒊𝒔 𝒐𝒓𝒈𝒂𝒏𝒊𝒛𝒂𝒕𝒊𝒐𝒏𝒂𝒍, 𝒏𝒐𝒕 𝒕𝒆𝒄𝒉𝒏𝒊𝒄𝒂𝒍![ In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Tony Moroney, an AI & CX transformation advisor and thought leader in digital leadership with 16 years of international consulting experience advising boards and executive teams on digital disruption, organizational change and AI strategy. Tony is also the author of The Digital Explorer Chronicles, a weekly newsletter exploring how AI, digital technology and organisational change shape enterprise strategy, leadership and governance. In this episode, we explore why most digital transformation programs fail, why AI governance must be designed before deployment rather than retrofitted after, the concept of AI as a corporate partner with agency, and the growing challenge of future leadership in a world where intelligence is distributed and decisions are made in real time. Website & Platforms https://www.thefundaipod.com Sign up to a fortnightly / bi-weekly email newsletter – 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐁𝐫𝐢𝐞𝐟 – with key AI developments for the funds industry, practical use cases, and practical advice from podcast guests. The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. LinkedIn Guest (Tony Moroney): https://www.linkedin.com/in/tonymoroney/ Guest's Firm (Access CX): https://www.linkedin.com/company/access-cx/ Guest's Newsletter (The Digital Explorer): https://www.linkedin.com/newsletters/7278456327977242624/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ Chapters 00:00 Introduction to Tony Moroney 02:33 Digital transformation and AI strategy 11:20 Navigating AI decision making 12:40 Use of AI coding copilots 22:35 The human element of AI strategy 27:24 AI digital worker within an organization 30:05 Balancing risk vs innovation in regulated industries 32:12 AI roadmap strategies to unlock value 36:07 AI washing 37:47 Final takeaway message, book rec, contact details

    40 分鐘

  2. 4月15日

    EP18: Izzy Tennyson - Lawyer at Simmons & Simmons

    𝐌𝐞𝐞𝐭 𝐏𝐞𝐫𝐜𝐲, 𝐒𝐢𝐦𝐦𝐨𝐧 & 𝐒𝐢𝐦𝐦𝐨𝐧𝐬' 𝐩𝐫𝐨𝐩𝐫𝐢𝐞𝐭𝐚𝐫𝐲 𝐀𝐈 𝐩𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐞𝐫𝐚 𝐨𝐟 𝐥𝐞𝐠𝐚𝐥 𝐰𝐨𝐫𝐤! In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Izzy Tennyson, Supervising Associate and AI Champion at Simmons & Simmons, an international law firm with 23 offices globally and a strong focus on financial services, asset management and funds. Simmons & Simmons made a deliberate decision not to rely solely on third-party legal AI tools, but instead to build their own proprietary GenAI platform, Percy. Hosted securely within their private Azure environment, Percy is engineered specifically for legal work, handling long and complex documents with greater precision while maintaining strict data governance and control. We discuss real-world use cases including DPIA drafting, contract redline analysis, due diligence in data rooms, regulatory summarisation, and the rollout of an NDA agent built in partnership with Flank. We also dive into responsible AI governance, mandatory training before access, managing hallucination risk in a legal context, comparing in-house build versus third-party tools like Harvey, and how Simmons & Simmons is thinking about the next phase of agentic workflows. Website & Platforms https://www.thefundaipod.com Sign up to a weekly email newsletter – The Fund AI Brief – with key AI developments for the funds industry, practical use cases, and practical advice from podcast guests. The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Sponsor This episode is brought to you by: zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents. https://www.zentia.io/ LinkedIn Guest (Izzy Tennyson): https://www.linkedin.com/in/izzy-tennyson-b3411643/ Guest's Firm (Simmons & Simmons): https://www.linkedin.com/company/simmons-&-simmons/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (zentia): https://www.linkedin.com/company/zentia-consulting/ Chapters 00:00 Introduction to Izzy and Simmons & Simmons 02:57 Percy: Simmons & Simmons’ AI tool 06:16 Percy’s beginnings and model routing 11:08 Percy’s use case examples 15:52 Addressing hallucinations and false citations 20:19 AI adoption at Simmons & Simmons 24:25 Agents and Flank partnership 28:06 Percy vs Harvey comparisons 30:42 Sharing insights from an AI champion 33:07 Client feedback and AI potential in law

    37 分鐘

  3. 4月8日

    EP17: Alex Dunegan - CEO at Lumint | Currency Management

    𝑭𝒓𝒐𝒎 𝒔𝒑𝒓𝒆𝒂𝒅𝒔𝒉𝒆𝒆𝒕𝒔 𝒕𝒐 𝒂𝒖𝒕𝒐𝒏𝒐𝒎𝒐𝒖𝒔 𝒘𝒐𝒓𝒌𝒇𝒍𝒐𝒘𝒔, 𝑭𝑿 𝒊𝒔 𝒃𝒆𝒊𝒏𝒈 𝒓𝒆𝒃𝒖𝒊𝒍𝒕! In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Alex Dunegan, CEO of Lumint Corporation, a specialist provider of currency management software and services for asset managers and asset owners. Lumint focuses on automating the operational complexity of foreign exchange, helping institutions manage hedging programmes, currency transactions and data workflows that sit outside core investment decisions but are critical to performance and risk management. Alex has spent over 20 years in currency management, previously building and running FX businesses at large institutions before founding Lumint to bring a modern, technology-first approach to a traditionally manual and fragmented part of finance. In this episode, we explore how FX workflows have evolved from spreadsheets to cloud-native, event-driven systems, and how Lumint is using AI across software development, data management and operational automation to deliver scale, speed and risk reduction in currency management. Sponsor This episode is brought to you by: zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents. https://www.zentia.io/ LinkedIn Guest (Alex Dunegan): https://www.linkedin.com/in/alexdunegan/ Guest's Firm (Lumint): https://www.linkedin.com/company/lumint-currency-management/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (zentia): https://www.linkedin.com/company/zentia-consulting/ Website & Platforms https://www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Intro to Alex Dunegan and Lumint 01:28 The evolution of FX trading 07:20 Currency management services 09:36 Automating fund FX flows 11:35 Lumint’s AI journey 17:07 Software coding copilot tools 26:37 Applying machine learning to FX 30:39 Client dynamics and AI capabilities 34:24 Governance and regulations in FX 38:41 Future direction of currency management 41:53 Cora: Expanding into corporate treasury solutions

    45 分鐘

  4. 4月1日

    EP16: Corey Berse - CEO at Soundfront, a Gold HubSpot Partner

    𝑻𝒉𝒆 𝑪𝑹𝑴 𝑩𝒓𝒂𝒊𝒏: 𝑾𝒉𝒚 𝑨𝑰 𝒔𝒕𝒂𝒓𝒕𝒔 𝒘𝒊𝒕𝒉 𝒚𝒐𝒖𝒓 𝒅𝒂𝒕𝒂 𝒇𝒐𝒖𝒏𝒅𝒂𝒕𝒊𝒐𝒏! In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Corey Berse, CEO at Soundfront, a a gold-accredited HubSpot Solutions Partner focused exclusively on financial services firms. HubSpot is a unified CRM platform that connects marketing, sales and service tools into a single structured system of record, enabling organisations to automate workflows, manage relationships and layer AI-driven insights on top of their data. We dive into practical examples including smart properties that auto-populate missing company data, AI-generated personalized outreach for deal teams, automated deal scoring enhanced with LLM inputs, call transcript extraction feeding directly into CRM fields, and how MCP and API connectivity allow HubSpot to sit at the centre of an AI-enabled tech stack. Sponsor This episode is brought to you by: zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents. https://www.zentia.io/ LinkedIn Guest (Corey Berse): https://www.linkedin.com/in/coreyberse/ Guest's Firm (Soundfront): https://www.linkedin.com/company/soundfront/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (zentia): https://www.linkedin.com/company/zentia-consulting/ Website & Platforms https://www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Intro to Soundfront and HubSpot Solutions Partner 05:45 HubSpot’s core functionality 10:03 External data, MCP and custom apps 13:44 HubSpot’s AI journey and use case examples 16:05 HubSpot agents 19:19 Will frontier agents disintermediate HubSpot? 24:49 Best practices for onboarding with HubSpot and AI 29:34 Identifying quick wins with automation 34:55 Insights from HubSpot data 37:47 Key takeaways for considering HubSpot

    40 分鐘

  5. 3月25日

    EP15: Naoise Ó Cearúil - Irish TD for Kildare North

    𝑰𝒏𝒔𝒊𝒅𝒆 𝒕𝒉𝒆 𝑰𝒓𝒊𝒔𝒉 𝒈𝒐𝒗𝒆𝒓𝒏𝒎𝒆𝒏𝒕’𝒔 𝒑𝒍𝒂𝒏 𝒇𝒐𝒓 𝑨𝑰 𝒓𝒆𝒈𝒖𝒍𝒂𝒕𝒊𝒐𝒏 𝒂𝒏𝒅 𝒕𝒉𝒆 𝑵𝒂𝒕𝒊𝒐𝒏𝒂𝒍 𝑨𝑰 𝑶𝒇𝒇𝒊𝒄𝒆! In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Naoise Ó Cearúil, Teachta Dála (Member of Parliament) for Kildare North and Fianna Fáil’s spokesperson on Artificial Intelligence, Gaeilge and Gaeltacht Affairs. As Ireland prepares to implement the EU AI Act and establish a new National AI Office, Naoise is part of the political conversation shaping how government approaches AI regulation, innovation and economic opportunity. Naoise shares how his experience in both tech and public service informs his perspective on AI policy, Ireland’s digital competitiveness, the upcoming National AI Office, plans for an EU AI Summit in Ireland during Ireland’s upcoming EU presidency in 2H26, and how government can balance innovation, regulation and societal impact as AI adoption accelerates. Sponsor This episode is brought to you by: zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents. https://www.zentia.io/ LinkedInGuest (Naoise Ó Cearúil): https://www.linkedin.com/in/naoise-%C3%B3-cear%C3%BAil-td-99aa1538/ Guest's Political Party (Fianna Fáil): https://www.linkedin.com/company/fianna-fail/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (zentia): https://www.linkedin.com/company/zentia-consulting/ Website & Platforms https://www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters00:00 Introduction to Naoise Ó Cearúil08:48 Precursor: National AI Bill 202611:13 The National AI Office16:08 AI’s impact on various sectors in Ireland20:50 Addressing job displacement and AI literacy24:47 Leveraging AI for Irish language and culture27:36 Ireland’s upcoming EU AI Summit34:13 Ireland’s position in global AI leadership40:07 Naoise’s call-to-action and contact details

    43 分鐘

  6. 3月18日

    EP14: Alex Benke – Head of Artificial Intelligence at Ridgeline

    𝐖𝐡𝐞𝐧 𝐀𝐈 𝐥𝐢𝐯𝐞𝐬 𝐢𝐧𝐬𝐢𝐝𝐞 𝐲𝐨𝐮𝐫 𝐬𝐲𝐬𝐭𝐞𝐦 𝐨𝐟 𝐫𝐞𝐜𝐨𝐫𝐝, 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐦𝐨𝐯𝐞𝐬 𝐟𝐚𝐬𝐭𝐞𝐫! In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Alex Benke, Head of Artificial Intelligence at Ridgeline, a cloud-native, front-to-back platform built specifically for asset and wealth managers. Ridgeline was founded by Dave Duffield, the entrepreneur behind PeopleSoft and Workday. Alex has spent nearly 25 years building financial systems, including a decade at JP Morgan and early experience at Betterment, before joining Ridgeline seven years ago. We explore how Ridgeline approaches responsible AI and discuss practical, real-world agent use cases including a knowledge management assistant, trade compliance agent, reconciliation agent, CRM agent, and an observability agent. We also explore data integration, MCP, internal software coding copilots, client adoption, measuring outcomes, the future of investment workflows, and much more! Sponsor This episode is brought to you by: zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents. https://www.zentia.io/ Follow on LinkedIn Guest (Alex Benke): https://www.linkedin.com/in/benke/ Guest's Firm (Ridgeline): https://www.linkedin.com/company/ridgelineai/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (zentia): https://www.linkedin.com/company/zentia-consulting/ Website & Platforms https://www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Introduction to Alex and Ridgeline 04:33 Ridgeline’s AI beginnings 08:07 Initial client facing AI abilities 09:31 Agents and digital coworkers 11:38 Reconciliation agent 13:38 Security and compliance in a regulated industry 18:06 Three additional agent use case examples 21:15 AI models powering Ridgeline 22:33 Integrating external data and MCPs 24:00 Internal software development via coding copilots 25:38 Client adoption & feedback and measuring success & outcomes 31:07 The future of investment management workflows 37:09 Staying current with AI developments and contact details

    39 分鐘

  7. 3月12日

    EP13: Dan Dreher - Solutions Strategist at L&G - Asset Management, America

    𝑨𝑰 𝒊𝒔𝒏’𝒕 𝒋𝒖𝒔𝒕 𝒄𝒉𝒂𝒏𝒈𝒊𝒏𝒈 𝒕𝒆𝒄𝒉, 𝒊𝒕’𝒔 𝒓𝒆𝒔𝒉𝒂𝒑𝒊𝒏𝒈 𝒈𝒍𝒐𝒃𝒂𝒍 𝒄𝒓𝒆𝒅𝒊𝒕 𝒎𝒂𝒓𝒌𝒆𝒕𝒔! In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Dan Dreher, a Solutions Strategist at Legal & General – Asset Management, America, a key division of L&G – a global top ten institutional asset manager with US$1.7 trillion AUM as of June 30, 2025. L&G – Asset Management, America is a solution driven firm specializing in public fixed income, private credit, equity index solutions and custom overlay strategies for the world's largest pensions, insurers, not for profits & healthcare organizations. Dan explains how the AI boom is driving one of the largest capital expenditure cycles in decades and why hyperscalers are increasingly turning to debt markets to finance it. We explore how public bonds, private credit, and infrastructure financing are reshaping fixed income markets, and where investors may find both opportunities and hidden risks. The discussion highlights why underwriting, structure, and active management will be critical as AI transitions from a technology trend into a long-term, debt-funded investment cycle. Sponsor This episode is brought to you by: zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents. https://www.zentia.io/ Follow on LinkedIn Guest (Dan Dreher): https://www.linkedin.com/in/dan-dreher/ Guest's Firm (L&G - Asset Management, America): https://www.linkedin.com/company/legal-and-general-asset-management-america/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (zentia): https://www.linkedin.com/company/zentia-consulting/ Website & Platforms www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Intro to Dan Dreher and L&G – Asset Management, America. 04:40 Broad macro themes in AI CapEx 08:38 Scale of AI CapEx and investor implications 13:58 Financing the AI future 18:56 AI investment opportunities and risks 25:53 Risk adjusted investor focus 28:08 AI themes with greatest opportunity and risk 29:26 Key takeaway message: underwriting matters 30:27 Book recommendation and contact details

    34 分鐘

  8. 3月5日

    EP12: William Wu - CEO at Menos AI | An AI Platform for Fund Managers

    𝐀 𝐖𝐡𝐢𝐭𝐞-𝐥𝐚𝐛𝐞𝐥𝐥𝐞𝐝 𝐀𝐠𝐞𝐧𝐭𝐢𝐜 𝐀𝐈 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐟𝐨𝐫 𝐅𝐮𝐧𝐝 𝐌𝐚𝐧𝐚𝐠𝐞𝐫𝐬 In this week’s episode of The Fund AI Pod, host Iain Carey speaks Junchen (William) Wu, CEO at Menos AI, an AI native FinTech platform that helps hedge funds, asset managers, OCIO, and family offices deploy powerful, secure AI agents to automate workflows and scale investment management and decision making. William Wu’s career has provided him with exposure to the entire hedge fund ecosystem: working at an allocator, a hedge fund service provider, and a hedge fund. In this episode, William covers the evolution of AI in finance, provides multiple AI agent use cases (alpha generation agents, research agents, trade reconciliation agents, total portfolio exposure agents), outlines how their Voice Scoring product helps differentiate manager skill vs luck, and provides a look into future AI capabilities. Sponsor This episode is brought to you by: zentia Consulting - helping asset managers, funds, service providers and enterprises identify and implement their top AI and automation use cases. They can build or co-build solutions for you, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents. https://www.zentia.io/ LinkedIn Guest (William Wu): https://www.linkedin.com/in/williamjunchenwu/ Guest's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Website & Platforms www.thefundaipod.com The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Introduction to William Wu and Menos AI 03:27 The evolution of AI adoption in finance 08:39 Problems Menos AI solves 11:03 Unified intelligence hub 12:31 Alpha generation agents 14:39 Research agent 16:42 Menos AI vs general LLMs 21:05 Augmentation vs replacement 22:33 Voice Scoring – skill vs luck 24:16 Operational agents 29:12 Total portfolio exposure agent 31:59 Future front office AI use cases 34:43 Contacting William and Menos AI

    36 分鐘
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關於

The Fund AI Pod is a weekly (each Thursday) podcast and video about AI usage in the asset management and funds industry. Each episode interviews a funds professional to learn how they or their firm are using AI in real, practical examples. We hope to inspire others in the funds industry to increase their AI adoption.

資料

  • 創作者
    Iain Carey
  • 活躍年份
    2025年 - 2026年
  • 單集
    19
  • 分級
    兒童適宜
  • 版權
    © Iain Carey
  • 節目網站
    The Fund AI Pod

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