The Fund AI Pod

𝑭𝒓𝒐𝒎 𝒑𝒓𝒆𝒅𝒊𝒄𝒕𝒊𝒐𝒏 𝒎𝒂𝒓𝒌𝒆𝒕𝒔 𝒕𝒐 𝑴𝑪𝑷, 𝑩𝒆𝒏𝒛𝒊𝒏𝒈𝒂 𝒊𝒔 𝒓𝒆𝒘𝒓𝒊𝒕𝒊𝒏𝒈 𝒕𝒉𝒆 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒎𝒆𝒅𝒊𝒂 𝒑𝒍𝒂𝒚𝒃𝒐𝒐𝒌! In this week's episode of The Fund AI Pod, host Iain Carey speaks with Brad Olesen , Chief Content Officer at Benzinga . Benzinga is a financial data and media company embedded across major brokerage platforms including Robinhood, Fidelity, and Schwab, delivering news, earnings data, and analytics to millions o...

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 Disrup...

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, Davi...

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-part...

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 autho...

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 deliber...

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 prog...

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 organisa...

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 Offic...

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...

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 dri...

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...

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...

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 synth...

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...

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 regiona...

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 case...

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 s...

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 indust...

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...

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 asse...

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 a...

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,...