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
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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:
Links to Full Papers
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.
Follow on LinkedIn
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.
Follow on LinkedIn
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
Episodes are also available on other podcasting platforms:
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