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

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

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

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

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

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 analysis
• 𝐉𝐜𝐮𝐫𝐯𝐞𝐈𝐐 – the rise of the “augmented analyst” using generative AI
• 𝐄𝐘 – 2025 survey insights from 100 wealth and asset management executives on GenAI adoption
• 𝐌𝐚𝐩𝐥𝐞𝐬 𝐈𝐫𝐞𝐥𝐚𝐧𝐝 – Irish AI update and what the EU AI Act means for regulated firms
• 𝐁𝐚𝐧𝐤 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-research
• 𝐉𝐜𝐮𝐫𝐯𝐞𝐈𝐐: https://jcurveiq.neetoform.com/18897fbd5b1d9c9c70b
• 𝐄𝐘: https://www.ey.com/en_us/insights/wealth-asset-management/gen-ai-in-wealth-asset-management-survey
• 𝐌𝐚𝐩𝐥𝐞𝐬 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

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

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

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/BiyMq6Qxlcs
• Apple 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