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.
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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.
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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