The Fund AI Pod

𝐀 𝐖𝐡𝐢𝐭𝐞-𝐥𝐚𝐛𝐞𝐥𝐥𝐞𝐝 𝐀𝐠𝐞𝐧𝐭𝐢𝐜 𝐀𝐈 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐟𝐨𝐫 𝐅𝐮𝐧𝐝 𝐌𝐚𝐧𝐚𝐠𝐞𝐫𝐬In 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.SponsorThis 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 (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 & Platformswww.thefundaipod.comThe Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.Chapters00:00 Introduction to William Wu and Menos AI03:27 The evolution of AI adoption in finance08:39 Problems Menos AI solves11:03 Unified intelligence hub12:31 Alpha generation agents14:39 Research agent16:42 Menos AI vs general LLMs21:05 Augmentation vs replacement22:33 Voice Scoring – skill vs luck24:16 Operational agents29:12 Total portfolio exposure agent31:59 Future front office AI use cases34:43 Contacting William and Menos AI

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. SponsorThis 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 (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 & Platformswww.thefundaipod.comThe Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.Chapters00:00 Intro to Rosanne Werner and the human side of AI03:38 Speed of change in AI05:30 How to start with AI08:21 AI learning and development11:53 Leadership’s role in AI adoption14:02 Critical thinking in the age of AI19:38 Leveraging AI for your career22:38 Measuring AI success via people25:32 Consuming and retaining AI information29:09 AI in regulated industries32:37 Designing a responsible AI program35:29 The AI mindset37:23 How Rosanne stays informed and ways to contact her

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.SponsorThis 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 & Platformswww.thefundaipod.comThe Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.Chapters00:00 Introduction to Hojun and LinqAlpha03:15 Multi-agent architecture09:59 Three categories of agent use cases12:15 Agent deployment and MCP architecture13:52 Addressing hallucinations concerns18:33 Avoiding AI herd effect and enhancing capabilities23:07 New and existing manager AI starting points26:32 Agentic AI in operations28:01 Real-world use cases of AI agents30:45 The future of the front office with AI32:40 Categories of AI adoption types37:58 Integrating LinqAlpha into users’ set-up40:17 Types of clients and needs43:00 Key takeaways and contacting Hojun and LinqAlpha

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! SponsorThis 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 (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 & Platformswww.thefundaipod.comThe Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.Chapters00:00 Introduction to Toby and FINBOURNE03:43 The power of bitemporal data management06:18 Legacy tech vs modern platforms08:27 Data governance and quality control10:58 Partnership with Anthropic and leveraging MCP13:56 Use case: Prospectus Agent16:35 FINBOURNE’s AI beginnings18:16 Agentic AI in operations20:17 Use cases: Rebalancing Agent & Reconciliation Agent23:59 Client engagement and adoption approaches26:03 Migrating from legacy systems to FINBOURNE27:59 AI in investment management30:54 Orchestration and super agents33:14 Impact of AI on employment

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. SponsorThis 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 LinkedInGuest (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.Chapters00:00 Introduction to Edward Bee and SimCorp 03:53 Understanding SimCorp’s role in investment technology06:23 The importance of a unified data platform08:51 SimCorp’s AI journey beginnings11:06 Exploring AI use cases in SimCorp14:44 Real-time data visualization capabilities19:31 AI’s impact on job roles and productivity21:06 Combining structured and unstructured data23:34 Data permissioning25:12 Regional differences in APAC and AI adoption28:32 Client adoption and feedback on AI tools31:57 SimCorp’s R&D strategy for the future35:39 AI’s future in the front office40:00 Final thoughts and podcast recommendations

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!SponsorThis 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 LinkedInGuest (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.Chapters00:00 Introduction to Edwin Chan & Carta05:15 Carta's Tech Stack07:32 Data Governance and Books of Record13:05 Leveraging AI for Enhanced Client Services17:09 Internal AI Applications and Efficiency20:22 Fostering an AI Learning Culture22:28 Sponsor: zentia Consulting23:17 Metrics for Evaluating AI Success25:42 AI Efficiency Repurposed27:49 AI in Software Development31:11 Future of AI in Private Equity32:24 Integrating Front, Middle, and Back Office35:38 Client Adoption and Feedback37:23 Digital Investor Experience38:42 Key Takeaways & Contact Details

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.SponsorThis 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 LinkedInGuest (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.Chapters00:00 Introduction to Duncan Cooper and CDO Role03:06 Starting Scope of CDO06:32 Data Evolution in Asset Servicing12:25 Conducting a Data Audit14:17 Data Trends and Agentic AI20:28 Merging Technology and Business Perspectives25:21 Sponsor: zentia26:14 Duncan's Upcoming Book28:36 Data Products: Starting Points for Firms33:57 AI Rollout Approach37:35 AI Culture, AI Adoption, Change Management41:38 Final Thoughts and Key Takeaways46:34 Contacting Duncan

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 modelsLinks to Full Papers𝐄𝐪𝐮𝐢𝐭𝐲 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞: https://equitydatascience.com/wp-content/uploads/EDS-White-Paper-Modern-IPM-1.pdf𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭: https://info.microsoft.com/ww-landing-create-an-ai-learning-culture.html?lcid=en-us𝐏𝐰𝐂 𝐈𝐫𝐞𝐥𝐚𝐧𝐝: https://www.pwc.ie/services/consulting/insights/ai-agents-reshape-irish-it-operating-modelsFollow on LinkedInHost (Iain Carey): https://www.linkedin.com/in/iaincarey/The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.Chapters00:00 Paper Pulse Episode Overview01:37 Equity Data Science's Investment Management Process05:25 Microsoft's Creating an AI Learning Culture11:11 PwC's AI Agents Reshape Irish IT Operating Models14:45 Episode Summary and Wrap

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 Papers𝐀𝐦𝐮𝐧𝐝𝐢: 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_68ccd44c826c570ba74d8f15Follow on LinkedInHost (Iain Carey): https://www.linkedin.com/in/iaincarey/The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.Chapters00:00 Introduction to 'Paper Pulse' Episode Format02:16 Amundi's Paper: "AI in Investment Research"06:28 JCurveIQ: Fund Manager's Guide to Generative AI09:26 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

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. SponsorThis 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 LinkedInGuest (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.Chapters00:00 Episode Introduction01:08 Introduction to Jeb Altonaga06:52 Role of Private Placement Agent11:37 AI for Investor LP Engagement and CRM15:51 AI for Investor Insights20:10 Automating Investor Case Studies24:32 Protecting Against Hallucinations27:56 FTE Efficiency Gains with AI31:39 AI Material in Executive MBAs34:03 Staying Current with AI35:53 Finance and AI Podcast Recommendations37:02 LPs and GPs: The AI Conversation40:22 RFP Agent42:47 Future AI Applications in Finance45:08 First Steps for AI Adoption47:25 Closing and Host LinkedIn

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.SponsorThis 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 LinkedInGuest (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=1000730953462Chapters00:00 - The Fund AI Pod01:03 - Intro to Bernard Hanratty05:46 - Bernard's AI Interest07:52 - The Role of the Irish Government in AI11:37 - Irish Funds' Leadership in AI Adoption13:22 - AI²: Ireland Community Advocating for the Adoption of AI21:49 - The Role of an INED in AI Oversight23:40 - AI Literacy for Directors27:40 - AI Insights for Boards29:23 - The Role of AI in Corporate Secretarial Functions33:06 - Implementing AI in Fund Management Companies37:14 - Governance and Oversight of AI Projects41:36 - Connecting with Bernard42:18 - Closing and Host Contact Details

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.SponsorThis 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 LinkedInGuest (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/id1843639157Chapters:00:00 Opening00:39 Introduction to Diana Dinis02:45 Understanding bunch: The Fund Administration Platform05:01 The Creation of bunch06:35 Diana's Role and Responsibilities07:59 Balancing Growth and Resource Allocation09:22 Automation in Fund Administration10:39 Leveraging AI and Automation16:38 Human Oversight in AI Processes18:15 Client Exposure to AI Tools18:55 AI Agents in Fund Administration22:18 AI Models, Tools and Software24:17 Impact of AI on Engineering Productivity27:15 AI Benefits28:27 Fostering an AI Culture at bunch30:43 Next Focus for AI Application31:49 Governance Oversight33:14 The Future of Fund Administration with AI34:35 Personal Use of AI in Daily Life36:45 Getting Started with AI38:57 Key Takeaway and Book Recommendation40:03 Connecting with Diana and bunch40:37 Episode Close