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 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.

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 (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 & Platforms

www.thefundaipod.com

The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.

Chapters

00:00 Introduction to William Wu and Menos AI

03:27 The evolution of AI adoption in finance

08:39 Problems Menos AI solves

11:03 Unified intelligence hub

12:31 Alpha generation agents

14:39 Research agent

16:42 Menos AI vs general LLMs

21:05 Augmentation vs replacement

22:33 Voice Scoring – skill vs luck

24:16 Operational agents

29:12 Total portfolio exposure agent

31:59 Future front office AI use cases

34:43 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.

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 (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 & Platforms

www.thefundaipod.com

The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.

Chapters

00:00 Intro to Rosanne Werner and the human side of AI

03:38 Speed of change in AI

05:30 How to start with AI

08:21 AI learning and development

11:53 Leadership’s role in AI adoption

14:02 Critical thinking in the age of AI

19:38 Leveraging AI for your career

22:38 Measuring AI success via people

25:32 Consuming and retaining AI information

29:09 AI in regulated industries

32:37 Designing a responsible AI program

35:29 The AI mindset

37:23 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.

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 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 & Platforms

www.thefundaipod.com

The Fund AI Pod can also be found on YouTube, Spotify and Apple Podcasts.

Chapters

00:00 Introduction to Hojun and LinqAlpha

03:15 Multi-agent architecture

09:59 Three categories of agent use cases

12:15 Agent deployment and MCP architecture

13:52 Addressing hallucinations concerns

18:33 Avoiding AI herd effect and enhancing capabilities

23:07 New and existing manager AI starting points

26:32 Agentic AI in operations

28:01 Real-world use cases of AI agents

30:45 The future of the front office with AI

32:40 Categories of AI adoption types

37:58 Integrating LinqAlpha into users’ set-up

40:17 Types of clients and needs

43:00 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!

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