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101: ECP's Damon Callaghan and Sam Byrnes

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Manage episode 426849052 series 1770598
Content provided by Teik Tan and Investment Innovation Institute [i3]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Teik Tan and Investment Innovation Institute [i3] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show!

01:00 How we got started in investing

04:00 Sam: My dad was CEO of Bega Cheese and that got me both interested in business and also made clear that I didn’t want to work in a factory

06:00 Who is ECP? 09:30 Artificial Intelligence and the Australian stock market

13:00 Parallel processing and the ability for GPU’s to work in tandem

15:00 Where do you see the best use cases in Australian companies?

17:00 Hub24 is a good example of AI being used well

22:00 Is AI disruptive, or does it merely cement the dominance of the large incumbents?

23:30 Xero vs MYOB

29:30 Can you defraud a chatbot?

30:00 Corporate use of AI will be a lot slower than what the hyperscalers would like

37:00 Consultants will be the biggest winners from this

37:30 Ethical considerations in implementing AI. Adobe and copyright

45:00 The future of AI is hyper personalisation

Follow the Investment Innovation Institute [i3] on Linkedin Subscribe to our Newsletter Explore our library of insights from leading institutional investors at [i3] Insights

  continue reading

117 episodes

Artwork
iconShare
 
Manage episode 426849052 series 1770598
Content provided by Teik Tan and Investment Innovation Institute [i3]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Teik Tan and Investment Innovation Institute [i3] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show!

01:00 How we got started in investing

04:00 Sam: My dad was CEO of Bega Cheese and that got me both interested in business and also made clear that I didn’t want to work in a factory

06:00 Who is ECP? 09:30 Artificial Intelligence and the Australian stock market

13:00 Parallel processing and the ability for GPU’s to work in tandem

15:00 Where do you see the best use cases in Australian companies?

17:00 Hub24 is a good example of AI being used well

22:00 Is AI disruptive, or does it merely cement the dominance of the large incumbents?

23:30 Xero vs MYOB

29:30 Can you defraud a chatbot?

30:00 Corporate use of AI will be a lot slower than what the hyperscalers would like

37:00 Consultants will be the biggest winners from this

37:30 Ethical considerations in implementing AI. Adobe and copyright

45:00 The future of AI is hyper personalisation

Follow the Investment Innovation Institute [i3] on Linkedin Subscribe to our Newsletter Explore our library of insights from leading institutional investors at [i3] Insights

  continue reading

117 episodes

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