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.

Episodes

  1. 22 JAN

    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

    39 min

  2. 15 JAN

    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

    43 min

  3. 04/12/2025

    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

    42 min

  4. 27/11/2025

    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

    48 min

  5. 13/11/2025

    EP05: Paper Pulse - Insights from EDS, Microsoft, and PwC Ireland

    In this episode of The Fund AI Pod, host Iain Carey walks through three industry papers in this November edition of the "Paper Pulse" . No guests, simply a bite-sized recap of AI papers relevant to the funds industry. This 15-min episode looks at papers from Equity Data Science, Microsoft, and PwC Ireland then focuses on the key takeaways, especially as they relate to the funds industry. The papers reviewed: 👉 𝐄𝐪𝐮𝐢𝐭𝐲 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 – reimagining research, risk and AI for today’s investment teams 👉 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 – guide to creating an AI learning culture 👉 𝐏𝐰𝐂 𝐈𝐫𝐞𝐥𝐚𝐧𝐝 – leveraging AI agents to reshape Irish IT operating models Links to Full Papers 𝐄𝐪𝐮𝐢𝐭𝐲 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞: https://equitydatascience.com/wp-content/uploads/EDS-White-Paper-Modern-IPM-1.pdf 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭: https://info.microsoft.com/ww-landing-create-an-ai-learning-culture.html?lcid=en-us 𝐏𝐰𝐂 𝐈𝐫𝐞𝐥𝐚𝐧𝐝: https://www.pwc.ie/services/consulting/insights/ai-agents-reshape-irish-it-operating-models Follow on LinkedIn 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 Paper Pulse Episode Overview 01:37 Equity Data Science's Investment Management Process 05:25 Microsoft's Creating an AI Learning Culture 11:11 PwC's AI Agents Reshape Irish IT Operating Models 14:45 Episode Summary and Wrap

    16 min

  6. 23/10/2025

    EP04: Paper Pulse - Insights from Amundi, EY, BNY, Maples, and JcurveIQ Papers

    In this episode of The Fund AI Pod, host Iain Carey launches the first "Paper Pulse" episode. No guests, simply a bite-sized recap of five important AI papers relevant to the funds industry. Across these papers, Iain unpacks the key findings, common themes, what they mean for fund managers, and where he personally agree or challenge the conclusions. The papers reviewed: 𝐀𝐦𝐮𝐧𝐝𝐢 – how AI is transforming investment research and portfolio analysis𝐉𝐜𝐮𝐫𝐯𝐞𝐈𝐐 – the rise of the “augmented analyst” using generative AI𝐄𝐘 – 2025 survey insights from 100 wealth and asset management executives on GenAI adoption𝐌𝐚𝐩𝐥𝐞𝐬 𝐈𝐫𝐞𝐥𝐚𝐧𝐝 – Irish AI update and what the EU AI Act means for regulated firms𝐁𝐚𝐧𝐤 𝐨𝐟 𝐍𝐞𝐰 𝐘𝐨𝐫𝐤 (𝐁𝐍𝐘) – building data-centric operating models for the AI era Links to Full Papers 𝐀𝐦𝐮𝐧𝐝𝐢: https://research-center.amundi.com/article/ai-investment-research𝐉𝐜𝐮𝐫𝐯𝐞𝐈𝐐: https://jcurveiq.neetoform.com/18897fbd5b1d9c9c70b𝐄𝐘: https://www.ey.com/en_us/insights/wealth-asset-management/gen-ai-in-wealth-asset-management-survey𝐌𝐚𝐩𝐥𝐞𝐬 𝐈𝐫𝐞𝐥𝐚𝐧𝐝: https://maples.com/knowledge/ireland-update-ai-insights-for-irish-regulated-entities 𝐁𝐚𝐧𝐤 𝐨𝐟 𝐍𝐞𝐰 𝐘𝐨𝐫𝐤 (𝐁𝐍𝐘): https://www.bny.com/corporate/global/en/insights/improving-operational-models-through-data-and-innovation.html?cid=EPG_OSM_NAEPGMCNIT2512208920_OperationalModels_AllSeg_PUB_AP_LI__TL_&user_id=683924095f6a9022cdbc3d54&sn_type=LINKEDIN&cpost_id=68d0d306e7faef18b9da1343&post_id=100008643384940&asset_id=ADVOCACY_205_68ccd44c826c570ba74d8f15 Follow on LinkedIn 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 'Paper Pulse' Episode Format 02:16 Amundi's Paper: "AI in Investment Research" 06:28 JCurveIQ: Fund Manager's Guide to Generative AI 09:26 EY's "GenAI in Wealth and Asset Management Survey" 13:24 Maples's "AI Insights for Irish Regulated Entities" 17:47 BNY's "Improving Operational Models Through Data and Innovation" 20:32 Takeaway and Themes from all 5 Papers

    22 min
  7. EP03: Jeb Altonaga - Experienced Hedge Fund COO and Sell-Side Leader

    16/10/2025

    EP03: Jeb Altonaga - Experienced Hedge Fund COO and Sell-Side Leader

    In this episode of The Fund AI Pod, host Iain Carey speaks with Jeb Altonaga, an experienced buy-side and sell-side funds expert who shares his own personal journey leveraging AI for efficiencies and investor insights. In addition to AI use cases, you’ll learn about private placement agents, fund raising and executive MBA programs. Sponsor This episode is brought to you by: zentia - helping asset managers, funds, service providers and enterprises identify and implement their top AI use cases. They have a library of ready-made agents - including an RFP agent - that can be configured and deployed to your environment. https://www.zentia.io/ Follow on LinkedIn Guest (Jeb Altonaga): https://www.linkedin.com/in/jebaltonaga/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 Episode Introduction 01:08 Introduction to Jeb Altonaga 06:52 Role of Private Placement Agent 11:37 AI for Investor LP Engagement and CRM 15:51 AI for Investor Insights 20:10 Automating Investor Case Studies 24:32 Protecting Against Hallucinations 27:56 FTE Efficiency Gains with AI 31:39 AI Material in Executive MBAs 34:03 Staying Current with AI 35:53 Finance and AI Podcast Recommendations 37:02 LPs and GPs: The AI Conversation 40:22 RFP Agent 42:47 Future AI Applications in Finance 45:08 First Steps for AI Adoption 47:25 Closing and Host LinkedIn

    48 min

  8. 09/10/2025

    EP02: Bernard Hanratty - An Ireland INED's Insights to AI Adoption in the Funds Industry

    In this episode of The Fund AI Pod, host Iain Carey interviews Bernard Hanratty, a seasoned expert in the funds industry and technology, who acts as an Independent Non-Executive Director (‘INED’) to fund boards. They discuss Bernard's storied career history; the Irish government’s role in AI; a new Irish community called AI²; how directors, boards and CoSecs are impacted by AI; implementing AI at fund management companies; governance and oversight of AI projects. Sponsor This episode is brought to you by: zentia - helping asset managers, funds, service providers and enterprises implement automation and AI agents through their Microsoft ecosystem. https://www.zentia.io/ Follow on LinkedIn Guest (Bernard Hanratty): https://www.linkedin.com/in/bernardhanratty/Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Episodes are also available on other podcasting platforms: 🎙️ YouTube: https://youtu.be/d82kh0nHYe4 🎙️ Apple Podcasts: https://podcasts.apple.com/us/podcast/ep02-bernard-hanratty-an-ireland-ineds-insights-to/id1843639157?i=1000730953462 Chapters 00:00 - The Fund AI Pod 01:03 - Intro to Bernard Hanratty 05:46 - Bernard's AI Interest 07:52 - The Role of the Irish Government in AI 11:37 - Irish Funds' Leadership in AI Adoption 13:22 - AI²: Ireland Community Advocating for the Adoption of AI 21:49 - The Role of an INED in AI Oversight 23:40 - AI Literacy for Directors 27:40 - AI Insights for Boards 29:23 - The Role of AI in Corporate Secretarial Functions 33:06 - Implementing AI in Fund Management Companies 37:14 - Governance and Oversight of AI Projects 41:36 - Connecting with Bernard 42:18 - Closing and Host Contact Details

    43 min

  9. 02/10/2025

    EP01: Diana Dinis - How FinTech bunch is Tackling Private Markets and Fund Administration

    In this episode of The Fund AI Pod, host Iain Carey interviews Diana Dinis, VP of Product at bunch, a fund administration platform. They discuss Diana's extensive background in FinTech, the challenges and strategies of scaling a tech-based startup, and the significant role of AI in automating fund administration processes. Diana shares insights on the current state of automation in the industry, the use of AI for data extraction, and the future potential of AI agents in enhancing operational efficiency. The conversation emphasises the importance of governance in AI implementation and the vision for making private markets more accessible to retail investors. Sponsor This episode is brought to you by: zentia - helping asset managers, funds, service providers and enterprises implement automation and AI agents through their Microsoft ecosystem. https://www.zentia.io/ Follow on LinkedIn Guest (Diana Dinis): https://www.linkedin.com/in/diadin/Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Episodes are also available on other podcasting platforms: YouTube - Video: https://youtu.be/BiyMq6QxlcsApple Podcasts: https://podcasts.apple.com/us/podcast/the-fund-ai-pod/id1843639157 Chapters: 00:00 Opening 00:39 Introduction to Diana Dinis 02:45 Understanding bunch: The Fund Administration Platform 05:01 The Creation of bunch 06:35 Diana's Role and Responsibilities 07:59 Balancing Growth and Resource Allocation 09:22 Automation in Fund Administration 10:39 Leveraging AI and Automation 16:38 Human Oversight in AI Processes 18:15 Client Exposure to AI Tools 18:55 AI Agents in Fund Administration 22:18 AI Models, Tools and Software 24:17 Impact of AI on Engineering Productivity 27:15 AI Benefits 28:27 Fostering an AI Culture at bunch 30:43 Next Focus for AI Application 31:49 Governance Oversight 33:14 The Future of Fund Administration with AI 34:35 Personal Use of AI in Daily Life 36:45 Getting Started with AI 38:57 Key Takeaway and Book Recommendation 40:03 Connecting with Diana and bunch 40:37 Episode Close

    41 min
  • 9 Episodes

About

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.

Information

  • Creator
    Iain Carey
  • Years Active
    2025 - 2026
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © Iain Carey
  • Show Website
    The Fund AI Pod