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

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

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

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 years building financial systems, including a decade at JP Morgan and early experience at Betterment, before joining Ridgeline seven years ago.

We explore how Ridgeline approaches responsible AI and discuss practical, real-world agent use cases including a knowledge management assistant, trade compliance agent, reconciliation agent, CRM agent, and an observability agent. We also explore data integration, MCP, internal software coding copilots, client adoption, measuring outcomes, the future of investment workflows, 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, provide AI training, build governance oversight programs, and offer off-the-shelf pre-packaged agents.

https://www.zentia.io/

Follow on LinkedIn

Guest (Alex Benke): https://www.linkedin.com/in/benke/

Guest's Firm (Ridgeline): https://www.linkedin.com/company/ridgelineai/

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 Introduction to Alex and Ridgeline

04:33 Ridgeline’s AI beginnings

08:07 Initial client facing AI abilities

09:31 Agents and digital coworkers

11:38 Reconciliation agent

13:38 Security and compliance in a regulated industry

18:06 Three additional agent use case examples

21:15 AI models powering Ridgeline

22:33 Integrating external data and MCPs

24:00 Internal software development via coding copilots

25:38 Client adoption & feedback and measuring success & outcomes

31:07 The future of investment management workflows

37:09 Staying current with AI developments and contact details

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 driven firm specializing in public fixed income, private credit, equity index solutions and custom overlay strategies for the world's largest pensions, insurers, not for profits & healthcare organizations.

Dan explains how the AI boom is driving one of the largest capital expenditure cycles in decades and why hyperscalers are increasingly turning to debt markets to finance it. We explore how public bonds, private credit, and infrastructure financing are reshaping fixed income markets, and where investors may find both opportunities and hidden risks. The discussion highlights why underwriting, structure, and active management will be critical as AI transitions from a technology trend into a long-term, debt-funded investment cycle.

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 (Dan Dreher): https://www.linkedin.com/in/dan-dreher/

Guest's Firm (L&G - Asset Management, America): https://www.linkedin.com/company/legal-and-general-asset-management-america/

Host (Iain Carey): https://www.linkedin.com/in/iaincarey/

Host's Firm (zentia): https://www.linkedin.com/company/zentia-consulting/

Website & Platforms

www.thefundaipod.com

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

Chapters

00:00 Intro to Dan Dreher and L&G – Asset Management, America.

04:40 Broad macro themes in AI CapEx

08:38 Scale of AI CapEx and investor implications

13:58 Financing the AI future

18:56 AI investment opportunities and risks

25:53 Risk adjusted investor focus

28:08 AI themes with greatest opportunity and risk

29:26 Key takeaway message: underwriting matters

30:27 Book recommendation and contact details

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