The Fund AI Pod — searchable YouTube transcripts & AI Q&A

EP28: Proxy Voting Is Always On: Pennant’s Ryan Nowicki Stewart on AI-Native Proxy Voting

Pennant's co-founder argues that proxy voting is ripe for disruption by AI-native tools that replace static PDF summaries with continuous, bespoke analysis. He explains that their platform uses model orchestration and manual eval benchmarks to extract and synthesize data from lengthy proxy statements, enabling clients to apply their own voting policies at scale. He also notes that while AI features are valuable, many clients initially benefit most from improved SaaS-style interfaces.

EP27: Evan Fire | COO at $80B Asset Manager

Evan Fire argues that the key to leveraging AI in asset management is building a 'context layer' that gives AI the firm's or individual's unique knowledge and style, making it instantly valuable. He describes his personal 'second brain' using Obsidian and Claude, which stores everything from health data to work projects, and suggests that organizations should create shared context layers with proper governance. He cautions that AI should augment, not replace, human workers, and that those who fail to adopt AI risk being left behind.

EP26: Dr Deirdre Bane, PhD | Deputy Dean at IOB

Dr. Deirdre Bane argues that AI literacy is fundamentally about judgment, not technical expertise, and compares it to driving a car safely. She emphasizes that professionals must learn to trust, question, and escalate AI outputs, and that for every efficiency gain, there must be a corresponding consideration of risk. She also advises building durable judgment frameworks, especially for younger generations, and suggests that domain knowledge and human oversight become more important as AI matures.

EP25: Shiven Moodley | Serial Entrepreneur & Founder at Novaque

Serial entrepreneur Shiven Moodley discusses his journey from corporate treasury to building fintech, AI, and digital asset ventures, offering insights on entrepreneurship, wealth management, and crypto.

EP24: Davide Martucci | CEO & Co-Founder Next Gate Tech

Davide Martucci, CEO of Next Gate Tech, discusses automating and centralizing back-office operations and data for financial institutions.