The Fund AI Pod

Iain Carey
  • 5.0 (2)
  • Entrepreneurship
  • Updated Weekly

The Fund AI Pod is a weekly (each Wednesday) 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. The goal is to inspire others in the funds industry to increase their AI adoption.

  1. Jun 10

    EP22: Declan Sheehy - Fund Services Veteran, Consultant, Author

    𝑰𝒏𝒔𝒊𝒈𝒉𝒕𝒔 𝒇𝒓𝒐𝒎 𝒕𝒉𝒆 𝒂𝒖𝒕𝒉𝒐𝒓 𝒐𝒇 𝒕𝒉𝒆 𝒃𝒐𝒐𝒌 '𝑫𝒊𝒔𝒓𝒖𝒑𝒕𝒊𝒗𝒆 𝑰𝒏𝒏𝒐𝒗𝒂𝒕𝒊𝒐𝒏 𝒊𝒏 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔' In this week’s episode of The Fund AI Pod, host Iain Carey speak with Declan Sheehy, Consultant, Author, and Fractional CRO at One Blackwater. Declan spent 18 years as CTO and COO at HSBC Alternative Investments, overseeing growth from $200M to $31.6B AUM, before moving into consulting and authoring Disruptive Innovation in Financial Services. In this episode, we cover the real versus hype of AI in fund management, why siloed data is blocking the industry’s progress, the ESG and energy paradox that AI creates, how boards should govern AI accountability under the EU AI Act, and why partnering beats building from scratch for firms looking to become AI-native. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 https://www.thefundaipod.com Sign up to a monthly 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 (Declan Sheehy): https://www.linkedin.com/in/declan-sheehy/ Guest's Firm (One Blackwater): https://www.linkedin.com/company/one-blackwater-consultancy-limited/ Host (Iain Carey): https://www.linkedin.com/in/iaincarey/ Host's Firm (Menos AI): https://www.linkedin.com/company/menos-ai/ Additional Information www.menosai.com - AI Platform for the Buyside www.AMATguide.org - Industry-led Asset Management AI Transformation (AMAT) Guide, due out Q4 2026. Episode chapters: 00:00 Introduction to Declan Sheehy 02:34 Innovation trends in financial services 04:40 AI hype vs reality 09:23 Data as a foundation 12:02 ESG and sustainability in a power hungry AI world 16:50 AI use cases in the front office 21:23 AI use cases in the middle office 24:04 AI literacy by boards and directors 28:05 Book: Disruptive Innovation in Financial Services 30:45 First steps towards AI enablement 34:27 The future of jobs post AI 36:57 Takeaway message and book recommendation Music licensed through Soundstripe.Code: TA8ZULVDLZIDPJFT

    39 min

  2. May 27

    EP21: Shu Bai - Hedge Fund Portfolio Manager

    𝑨𝑰 𝒊𝒔 𝒓𝒆𝒔𝒉𝒂𝒑𝒊𝒏𝒈 𝒉𝒐𝒘 𝒉𝒆𝒅𝒈𝒆 𝒇𝒖𝒏𝒅𝒔 𝒓𝒆𝒔𝒆𝒂𝒓𝒄𝒉, 𝒖𝒏𝒅𝒆𝒓𝒘𝒓𝒊𝒕𝒆 & 𝒔𝒕𝒓𝒆𝒔𝒔 𝒕𝒆𝒔𝒕 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒊𝒅𝒆𝒂𝒔! AI moves so fast that this episode, recorded March 31st (only 8 weeks ago), already has significantly dated ARR for Anthropic ($25B to $44B). In this week’s episode of 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐏𝐨𝐝, host Iain Carey speaks with Shu Bai, a hedge fund portfolio manager who has worked at well-known shops such as Balyasny, Davidson Kempner, and Barron Capital. Shu has spent his career investing across technology, semiconductors, software and internet businesses, with a focus on investing for the long-term. In this episode, we explore how AI is reshaping the technology investment landscape, from chips and cloud infrastructure through to applications and vertical software. Shu shares how hedge funds are evaluating AI winners and losers, why the market is undergoing a massive repricing exercise around long-term moats and cash flows, and how he personally uses AI to accelerate research, challenge investment theses and monitor market signals 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 (Shu Bai): https://www.linkedin.com/in/shuyang-shu-bai-32085910/ 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 Shu Bai’s investing career 02:58 Shifts in the investment landscape 05:26 AI impact on Microsoft and Google 10:43 Investing across the AI lifecycle 17:50 Cost perspectives: US vs China 21:55 Sustainable tech advantages in the age of AI 27:32 AI in investment management research 32:00 Shorting companies vulnerable to AI 35:43 The AI hype: reality vs expectations 43:14 High impact use case in investing

    47 min

  3. May 20

    EP20: Pat Starling - Foundry AI at FactSet

    𝑰𝒏 𝒕𝒉𝒆 𝑨𝑰 𝒆𝒓𝒂, 𝒕𝒓𝒖𝒔𝒕𝒆𝒅 𝒂𝒏𝒅 𝒆𝒙𝒑𝒍𝒂𝒊𝒏𝒂𝒃𝒍𝒆 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒅𝒂𝒕𝒂 𝒎𝒂𝒕𝒕𝒆𝒓𝒔 𝒎𝒐𝒓𝒆 𝒕𝒉𝒂𝒏 𝒆𝒗𝒆𝒓! In this week’s episode of 𝐓𝐡𝐞 𝐅𝐮𝐧𝐝 𝐀𝐈 𝐏𝐨𝐝, host Iain Carey speaks with Pat Starling, a member of the leadership team at FactSet's newly formed AI Foundry. FactSet is one of the big four market data suppliers, serving over 241,000 users across 9,000 firms globally, providing financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. Pat has spent nearly 20 years at FactSet in various roles. In this episode, we cover how FactSet is rebuilding its data stack for AI, FactSet’s AI Foundry, the practical difference between APIs and MCPs for financial data delivery, client use cases, AI helping research analysts, how FactSet builds auditability and trust into AI generated answers, and what buyside clients are actually doing with AI right now. 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 (Pat Starling): https://www.linkedin.com/in/patrick-starling/ Guest's Firm (FactSet): https://www.linkedin.com/company/factset/ 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 FactSet and Pat Starling 04:23 FactSet AI Foundry 08:45 FactSet’s AI beginnings and journey 12:07 Client use cases 16:22 MCPs vs APIs for data delivery 21:19 Relationship with model providers 25:15 Query model optimization 32:43 MCP ready data 34:57 Insights into client’s AI journey 38:16 AI in research management 41:43 Book recommendation and contact details

    44 min

  4. Apr 22

    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 min

  5. Apr 15

    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 min

  6. Apr 8

    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 min

  7. Apr 1

    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 min

  8. Mar 25

    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 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

The Fund AI Pod is a weekly (each Wednesday) 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. The goal is to inspire others in the funds industry to increase their AI adoption.

Information

  • Creator
    Iain Carey
  • Years Active
    2025 - 2026
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © Iain Carey
  • Show Website
    The Fund AI Pod

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