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. 3일 전

    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

    34분

  2. 3월 5일

    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

    36분

  3. 2월 26일

    EP11: Rosanne Werner - CEO at XcelerateIQ | Organisational Change Leader

    𝐈𝐟 𝟗𝟑% 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐀𝐈 𝐛𝐮𝐝𝐠𝐞𝐭 𝐠𝐨𝐞𝐬 𝐨𝐧 𝐭𝐞𝐜𝐡 𝐚𝐧𝐝 𝟕% 𝐨𝐧 𝐩𝐞𝐨𝐩𝐥𝐞, 𝐲𝐨𝐮’𝐫𝐞 𝐬𝐨𝐥𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐰𝐫𝐨𝐧𝐠 𝐩𝐫𝐨𝐛𝐥𝐞𝐦. In this week’s episode of The Fund AI Pod, host Iain Carey speaks Rosanne Werner, CEO at XcelerateIQ, an internationally recognised data and AI culture and mindset change leader, with a decade of driving large-scale transformation at Coca-Cola and beyond. She’s a sought-after speaker at events like Big Data London and The AI Summit London, where she teaches leaders how to bridge the human-tech divide in AI adoption. In this episode, Rosanne takes us beyond the usual AI hype to what truly makes AI stick in organisations: people, habits and culture. We discuss a range of topics from AI learning, leadership’s role in adoption, critical thinking, building everyday AI habits, trust building and rewiring mindsets so that technology amplifies human capability rather than overwhelming it. 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 (Rosanne Werner): https://www.linkedin.com/in/rosanne-werner/ Guest's Firm (XcelerateIQ): https://www.linkedin.com/company/xcelerateiq/ 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 Intro to Rosanne Werner and the human side of AI 03:38 Speed of change in AI 05:30 How to start with AI 08:21 AI learning and development 11:53 Leadership’s role in AI adoption 14:02 Critical thinking in the age of AI 19:38 Leveraging AI for your career 22:38 Measuring AI success via people 25:32 Consuming and retaining AI information 29:09 AI in regulated industries 32:37 Designing a responsible AI program 35:29 The AI mindset 37:23 How Rosanne stays informed and ways to contact her

    42분

  4. 2월 19일

    EP10: Hojun Choi - Co-Founder and CEO at LinqAlpha

    In this week’s episode of The Fund AI Pod, host Iain Carey speaks Hojun Choi, co-founder and CEO at LinqAlpha, an AI-native research platform purpose-built for public markets investors. LinqAlpha helps hedge funds and asset managers eliminate research friction by deploying multi-agent AI systems that ingest structured and unstructured data, run quantitative analysis via coding agents, and synthesize insights across asset classes. In this episode, we go deep into multi-agent AI architecture in the front office, addressing hallucinations risks, categories of agent use cases, why agents bridge the gap between discretionary and systematic investing, front office AI adoption types, and 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 LinkedInGuest (Hojun Choi): https://www.linkedin.com/in/hojunchoi1214/ Guest's Firm (LinqAlpha): https://www.linkedin.com/company/linqalpha/ 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 Hojun and LinqAlpha 03:15 Multi-agent architecture 09:59 Three categories of agent use cases 12:15 Agent deployment and MCP architecture 13:52 Addressing hallucinations concerns 18:33 Avoiding AI herd effect and enhancing capabilities 23:07 New and existing manager AI starting points 26:32 Agentic AI in operations 28:01 Real-world use cases of AI agents 30:45 The future of the front office with AI 32:40 Categories of AI adoption types 37:58 Integrating LinqAlpha into users’ set-up 40:17 Types of clients and needs 43:00 Key takeaways and contacting Hojun and LinqAlpha

    46분

  5. 1월 22일

    EP09: Toby Glaysher - Chairman at FINBOURNE Technology

    In this week’s episode of The Fund AI Pod, host Iain Carey speaks with Toby Glaysher, Chairman at FINBOURNE Technology, a financial technology company that provides a cloud-native, API-first investment data management platform. Toby Glaysher is a titan of the funds industry with 37+ years’ experience in asset servicing and the funds industry. In this episode, Toby covers a broad range of topics including FINBOURNE’s unique data management and capabilities, leveraging MCP to integrate to their APIs, multiple practical AI use cases, governance and benefits of AI to the industry, and 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 (Toby Glaysher): https://www.linkedin.com/in/toby-glaysher-6b1368363/ Guest's Firm (FINBOURNE Technology): https://www.linkedin.com/company/finbourne/ 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 Toby and FINBOURNE 03:43 The power of bitemporal data management 06:18 Legacy tech vs modern platforms 08:27 Data governance and quality control 10:58 Partnership with Anthropic and leveraging MCP 13:56 Use case: Prospectus Agent 16:35 FINBOURNE’s AI beginnings 18:16 Agentic AI in operations 20:17 Use cases: Rebalancing Agent & Reconciliation Agent 23:59 Client engagement and adoption approaches 26:03 Migrating from legacy systems to FINBOURNE 27:59 AI in investment management 30:54 Orchestration and super agents 33:14 Impact of AI on employment

    39분

  6. 1월 15일

    EP08: Edward Bee - Head of APAC at SimCorp

    In this episode of The Fund AI Pod, host Iain Carey speaks with Edward Bee, Head of APAC at SimCorp. SimCorp provides integrated investment management solutions and services for the global buy-side. Edward is an experienced FinTech professional who succinctly shares SimCorp’s data strategy, AI journey including multiple buy-side use cases, “barrier-to-effort” concept, insights into APAC regional nuances, AI’s impact to the front office, SimCorp’s next gen UX, and 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. They have a library of ready-made agents that can be configured and deployed to your environment - RFP Agent; Knowledge Management Agent; FOBO Rec Agent; and more. https://www.zentia.io/ Follow on LinkedIn Guest (Edward Bee): https://www.linkedin.com/in/edwardbee/ Guest's Firm (SimCorp): https://www.linkedin.com/company/simcorp/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Introduction to Edward Bee and SimCorp 03:53 Understanding SimCorp’s role in investment technology 06:23 The importance of a unified data platform 08:51 SimCorp’s AI journey beginnings 11:06 Exploring AI use cases in SimCorp 14:44 Real-time data visualization capabilities 19:31 AI’s impact on job roles and productivity 21:06 Combining structured and unstructured data 23:34 Data permissioning 25:12 Regional differences in APAC and AI adoption 28:32 Client adoption and feedback on AI tools 31:57 SimCorp’s R&D strategy for the future 35:39 AI’s future in the front office 40:00 Final thoughts and podcast recommendations

    43분

  7. 2025. 12. 04.

    EP07: Edwin Chan - Carta | Transforming Private Equity

    In this episode of The Fund AI Pod, host Iain Carey speaks with Edwin Chan, Managing Director and Regional Head, Europe & UK at Carta, an all-in-one software platform for managing private capital. This episode focuses on Carta's vision for streamlining the entire lifecycle of private markets, their unique tech stack, data governance, AI for enhanced client services, internal AI use cases, fostering an AI culture, metrics for AI evaluation, the future of AI in private markets, 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. They have a library of ready-made agents that can be configured and deployed to your environment - RFP Agent; Knowledge Management Agent; FOBO Rec Agent; and more. https://www.zentia.io/ Follow on LinkedIn Guest (Edwin Chan): https://www.linkedin.com/in/edwin-chan-aca/ Guest's Firm (Carta): https://www.linkedin.com/company/carta--/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Introduction to Edwin Chan & Carta 05:15 Carta's Tech Stack 07:32 Data Governance and Books of Record 13:05 Leveraging AI for Enhanced Client Services 17:09 Internal AI Applications and Efficiency 20:22 Fostering an AI Learning Culture 22:28 Sponsor: zentia Consulting 23:17 Metrics for Evaluating AI Success 25:42 AI Efficiency Repurposed 27:49 AI in Software Development 31:11 Future of AI in Private Equity 32:24 Integrating Front, Middle, and Back Office 35:38 Client Adoption and Feedback 37:23 Digital Investor Experience 38:42 Key Takeaways & Contact Details

    42분

  8. 2025. 11. 27.

    EP06: Duncan Cooper - Chief Data Officer

    In this episode of The Fund AI Pod, host Iain Carey speaks with Duncan Cooper, an experienced data expert with prior roles as Chief Data Officer at Northern Trust, Head of OMNI Digital Services at BNY and more. This episode covers the role and focus of a CDO, data audit, data trends, agentic AI, combining technology and business perspectives, Duncan's upcoming book, data products for asset servicing and buy-side, AI culture and more. Sponsor This episode is brought to you by: zentia - 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. They have a library of ready-made agents that can be configured and deployed to your environment - RFP Agent; Knowledge Management Agent; FOBO Rec Agent; and more. https://www.zentia.io/ Follow on LinkedIn Guest (Duncan Cooper): https://www.linkedin.com/in/duncan-cooper-1113722/ Guest's Firm (Duruedma): https://www.linkedin.com/company/duruedma-limited/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts. Chapters 00:00 Introduction to Duncan Cooper and CDO Role 03:06 Starting Scope of CDO 06:32 Data Evolution in Asset Servicing 12:25 Conducting a Data Audit 14:17 Data Trends and Agentic AI 20:28 Merging Technology and Business Perspectives 25:21 Sponsor: zentia 26:14 Duncan's Upcoming Book 28:36 Data Products: Starting Points for Firms 33:57 AI Rollout Approach 37:35 AI Culture, AI Adoption, Change Management 41:38 Final Thoughts and Key Takeaways 46:34 Contacting Duncan

    48분
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소개

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.

정보

  • 제작진
    Iain Carey
  • 방송 연도
    2025년 - 2026년
  • 에피소드
    13
  • 등급
    전체 연령 사용가
  • 저작권
    © Iain Carey
  • 웹사이트 보기
    The Fund AI Pod

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