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Showing episodes and shows of
Stan Altshller
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Momentum: Where FinTech Meets AI with Stan Altshuller
How Hedge Funds Use AI to Turn Data Overload into Investment Edge
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Ashutosh Agarwal, CEO of Matterfact, to explore how AI is transforming hedge fund research, workflows, and the pursuit of alpha. Drawing from his experience at Millennium and Google, Ashutosh explains why the real power of AI is not just automation - it’s uncovering insights that investment teams would otherwise miss. They discuss AI prompting, workflow design, the rise of podcasts as an investment research source, and how smaller funds can now access capabilities once reserved for th...
2026-05-28
28 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How AI Is Transforming Investment Due Diligence for Asset Managers | Stan Altshuller & Monel Amin
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Monel Amin, founder of DiligenceVault, to explore how AI is reshaping operational due diligence for institutional investors. From managing overwhelming amounts of data to streamlining workflows between allocators and asset managers, Monel explains how technology is transforming one of the most time-intensive areas of investment management. They discuss the evolution of diligence processes, the challenges of fragmented information, and how AI-powered collaboration is helping firms make faster, smarter investment decisions. If you’re looking to modernize due di...
2026-05-14
25 min
Momentum: Where FinTech Meets AI with Stan Altshuller
The New Alpha: How AI Is Democratizing Access to Data
In this episode of Momentum: Where FinTech Meets AI, host Stan Altshuller sits down with Kirk McKeown, CEO and Founder of CarbonArc, to explore how AI is reshaping the economics of data access—and redefining where alpha comes from. For years, alternative data was expensive, fragmented, and largely reserved for hedge funds and institutional investors with deep pockets. Kirk built CarbonArc to challenge that model by making high-value data more accessible through modern, consumption-based pricing and AI-driven analytics. Stan and Kirk break down how traditional financial research evolved into today’s alte...
2026-04-29
36 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How to Get Your Brand Mentioned by ChatGPT and AI Search
Resource Mentioned - https://www.youtube.com/watch?v=15RN0Aee72Y In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Ben Tannenbaum, founder and CEO of AISO, to break down how brands can win visibility in the age of AI search. They explore why SEO isn’t dead but evolving, how ChatGPT actually selects brands, and what “fan-out search” means for your marketing strategy. Ben shares practical strategies to help you get mentioned inside AI tools - from identifying the right questions users are asking to optimizing content...
2026-04-15
45 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How AI and Alternative Data Are Changing Investment Decisions
In this episode Stan Altshuller sits down with Sarah McKenna to explore how AI and alternative data are reshaping decision-making across finance and enterprise. From Google Trends to web data extraction, they discuss how modern data sources are helping organizations uncover signals, track market shifts, and gain a competitive edge. They also break down the challenges behind data collection, including compliance, governance, and the difference between probabilistic and deterministic data. If you’re building data-driven strategies in a regulated environment, this episode shows how to combine AI, automation, and human oversight to make sm...
2026-04-01
31 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How AI Is Transforming Portfolio Intelligence for Asset Managers
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller is joined by Danny Dias and Dean Schaffer from Lightkeeper to explore how AI is reshaping portfolio intelligence for modern investment firms. They discuss the growing complexity of investment data, rising LP expectations, and why traditional tools like spreadsheets are no longer enough. The conversation breaks down how AI-driven analytics and new data frameworks are helping firms improve reporting, decision-making, and responsiveness. If you’re looking to move beyond fragmented data and build a more intelligent, scalable investment process, this episode offers practical insights to help yo...
2026-03-19
32 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How AI Is Democratizing Alternative Data for Hedge Funds
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller speaks with Jack Killea, Head of Data Strategy and Sourcing at Maiden Century, about how AI is changing the way hedge funds discover and use alternative data. They explore how the rapid growth of data sources and AI-powered tools is making sophisticated data strategies accessible not just to large quant funds, but also to smaller fundamental managers. Jack shares insights on the evolution of alternative data, the rise of AI-driven workflows, and how investment teams can cut through overwhelming data...
2026-03-05
36 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How Hedge Funds Use AI to Upgrade Research and Risk Management
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Sandeep Varma and Benjamin Lieblich from Equity Data Science to explore how AI is transforming hedge fund research, portfolio construction, and risk management. They break down how modern funds are moving beyond spreadsheets to integrated data platforms that combine quantitative models with qualitative research. From managing data overload to meeting institutional investor expectations, the conversation reveals how AI-driven workflows help managers make faster, more confident decisions. If you’re looking to institutionalize your research process, im...
2026-02-13
30 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How Community Banks Cut Onboarding from Days to Minutes with AI
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Stephanie Mazzone, SVP of Marketing at Vikar Technologies, to explore how community banks and credit unions are modernizing onboarding without replacing their core systems. Stephanie shares real-world examples of how Vikar helps smaller institutions eliminate manual processes and move from days-long onboarding to minutes. They also discuss the practical role of AI in a highly regulated banking environment - from workflow automation to risk flagging - and what digital transformation actually looks like for community-focused financial institutions...
2026-01-21
15 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How Agentic AI Is Eliminating Finance Workflow Pain Between Contract and Cash
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Leonid Flek, Head of Commercial at Stream OS, to unpack how agentic AI is finally solving the most painful part of financial operations - everything that happens after a contract is signed and before revenue is realized. They explore real-world use cases from data-driven companies, why traditional tools fail to handle complex agreements, and where AI truly adds value versus where human oversight still matters. If your finance or data teams are stuck in manual workflows, broken...
2025-12-24
27 min
Momentum: Where FinTech Meets AI with Stan Altshuller
FinTech for the Underserved: How AI Is Transforming Banking and Payments in Canada
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Shea Malcolmson, Director of Sales at Apaylo, to unpack how technology is reshaping access to banking and payments across Canada. From newcomers and high-risk businesses to emerging markets, Shea shares how FinTech innovation and AI are breaking long-standing barriers in one of the world’s most conservative financial systems. They dive into the realities of modernizing Canadian payments - tackling compliance, fraud detection, and customer experience through automation and AI-driven workflows. You’ll also hear how Halo’s miss...
2025-12-11
21 min
Momentum: Where FinTech Meets AI with Stan Altshuller
Real-Time AI in FinTech: How Conductor Is Redefining Fraud Detection and Data Infrastructure
In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller talks with Quentin Packard, SVP at Conductor, about how real-time data and AI are transforming the FinTech landscape. From modern fraud prevention to personalized customer experiences, Quentin shares how streaming technologies like Kafka are enabling financial institutions to innovate faster, reduce operational costs, and enhance compliance. They also explore how scalable data infrastructure supports embedded finance, why real-time analytics are becoming mission-critical, and how teams can harness AI without creating new security risks. If you’re building or mo...
2025-12-09
24 min
Momentum: Where FinTech Meets AI with Stan Altshuller
How Canoe Intelligence Uses AI to Eliminate Private Fund Data Chaos
In this episode, Stan Altshuller sits down with Michael Muniz, Co-founder and Chief Strategy Officer of Canoe Intelligence, to discuss how AI is reshaping private fund data management. Together, they unpack the real-world challenges asset allocators and institutional investors face when dealing with scattered PDFs, manual data entry, and fragmented post-investment workflows - and how Canoe’s automation engine solves these bottlenecks at scale. You’ll hear how one global bank reduced a 500-person operations team to just 25, why many AI initiatives in finance fail, and what true end-to-end automation looks like...
2025-12-03
26 min
Momentum: Where FinTech Meets AI with Stan Altshuller
From Data Chaos to Clarity: How AI Empowers Hedge Funds to Act Faster
In the debut episode of Momentum: Where FinTech Meets AI, host Stan Altshuller sits down with AI engineer Ady Ngom to explore how hedge funds and investment managers can finally turn data chaos into clarity. Together, they reveal how AI-driven workflows are helping small teams cut through noise, extract meaningful signals, and make faster, more confident investment decisions. From automating research and marketing processes to building agentic AI tools that enrich data and improve lead quality, Stan and Ady share actionable strategies for firms that want to scale intelligently - without sacrificing security or control. ...
2025-11-19
26 min