Discourse on AI Ethics. News, explanation and Interviews with academics, authors, business leaders, creatives and engineers on the subject of autonomous algorithms, artificial intelligence, machine learning, technology ethics and more.
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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Auditing with data: for Performance Auditors and Internal Auditors that use (or want to use) data
Risk Insights, Yusuf Moolla, Conor McGarrity
The podcast for performance auditors and internal auditors that use (or want to use) data. Produced by Risk Insights.
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Experiencing Data w/ Brian T. O’Neill - Data Products, Product Management, & UX Design
Brian T. O’Neill from Designing for Analytics
If you’re a leader tasked with generating business and org. value through ML/AI and analytics, you’ve probably struggled with low user adoption. Making the tech gets easier, but getting users to use, and buyers to buy, remains difficult—but you’ve heard a ”data product” approach can help. Can it? My name is Brian T. O’Neill, and on Experiencing Data—one of the top 2% of podcasts in the world—I offer you a consulting designer’s perspective on why creating ML and analytics outputs isn’t enough ...
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Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
35:14
35:14
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Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive exper…
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This is a bonus episode we're looking back over answers to our question: What scares you about AI?By Ben Byford and friends
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147 - UI/UX Design Considerations for LLMs in Enterprise Applications (Part 1)
25:46
25:46
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Let’s talk about design for AI (which more and more, I’m agreeing means GenAI to those outside the data space). The hype around GenAI and LLMs—particularly as it relates to dropping these in as features into a software application or product—seems to me, at this time, to largely be driven by FOMO rather than real value. In this “part 1” episode, I …
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Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them
1:01:45
1:01:45
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Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, por…
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90. An ethos for the future with Wendell Wallach
1:03:57
1:03:57
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This time we're chatting with Wendell Wallach on moral machines and Machine Ethics, AGI sceptics, the usefulness of the term of artificial intelligence, a new ethic or ethos for human society, ethics as decisions fast and slow, trade-off ethics, the AI oligopoly, the good and bad of capitalism, conciousness, global workspace theory and more...…
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Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
49:31
49:31
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Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr.…
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146 - (Rebroadcast) Beyond Data Science - Why Human-Centered AI Needs Design with Ben Shneiderman
42:07
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Ben Shneiderman is a leading figure in the field of human-computer interaction (HCI). Having founded one of the oldest HCI research centers in the country at the University of Maryland in 1983, Shneiderman has been intently studying the design of computer technology and its use by humans. Currently, Ben is a Distinguished University Professor in th…
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Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?
48:49
48:49
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Today Rusty & Robyn are joined by Gerard O’Reilly from Dimensional Fund Advisors. Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the f…
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89. AI Ethics, Risks and Safety Conference - Special Edition
12:55
12:55
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In this special edition episode we hear vox-pops recorded at the AI Ethics, Risks and Safety Conference in Bristol on the 15th of May 2024. We hear about AI regulations, AI Standards, AI Ethics frameworks, principles, ethics guiding research, awareness of the ethics of AI, and explainable AI.By Ben Byford and Herbie Robson at the AI Ethics, Risks and Safety Conference
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Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
34:21
34:21
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This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base. Key Takeaways [04:26] - Bill has been in the…
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145 - Data Product Success: Adopting a Customer-Centric Approach With Malcolm Hawker, Head of Data Management at Profisee
53:09
53:09
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Wait, I’m talking to a head of data management at a tech company? Why!? Well, today I'm joined by Malcolm Hawker to get his perspective around data products and what he’s seeing out in the wild as Head of Data Management at Profisee. Why Malcolm? Malcolm was a former head of product in prior roles, and for several years, I’ve enjoyed Malcolm’s musi…
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Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It
28:52
28:52
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Today Rusty & Robyn are joined by Jessica Golson, Senior Vice President of Investments and Trading at Carson Wealth Management. Jessica received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking and Investment Science, and minored in Management. In 2012, she received a Mast…
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Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios
45:39
45:39
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Today Rusty & Robyn are joined by Greg Wilensky and Jeremiah Buckley, head of US Fixed Income and Portfolio Manager at JanusHenderson respectively. Greg Wilensky is Head of US Fixed Income and a portfolio manager at Janus Henderson Investors, a position he has held since 2020. Prior to joining the firm, Greg served as senior vice president, directo…
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144 - The Data Product Debate: Essential Tech or Excessive Effort? with Shashank Garg, CEO of Infocepts (Promoted Episode)
52:38
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Welcome to another curated, Promoted Episode of Experiencing Data! In episode 144, Shashank Garg, Co-Founder and CEO of Infocepts, joins me to explore whether all this discussion of data products out on the web actually has substance and is worth the perceived extra effort. Do we always need to take a product approach for ML and analytics initiativ…
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Alex Fink - Leadership Advice from a US Army General
50:43
50:43
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Today Rusty & Robyn are joined by Alex Fink, Retired US Army Major General and former Chief Marketing Officer for the US Army. General Fink last served as the Army’s Chief Marketing Officer and is credited with reinventing the classic “Be All You Can Be” campaign. General Fink served for over 33 years in a variety of domestic and overseas operation…
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Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace
52:24
52:24
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Today Rusty & Robyn are joined by Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors in Denver, CO. Paul Baiocchi is the Chief ETF Strategist at SS&C ALPS Advisors, spearheading the firm’s distribution strategy and execution for the ETF suite as well as the Select Sector SPDRs lineup of ETFs. Paul works closely with the distribution, researc…
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143 - The (5) Top Reasons AI/ML and Analytics SAAS Product Leaders Come to Me For UI/UX Design Help
50:01
50:01
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Welcome back! In today's solo episode, I share the top five struggles that enterprise SAAS leaders have in the analytics/insight/decision support space that most frequently leads them to think they have a UI/UX design problem that has to be addressed. A lot of today's episode will talk about "slow creep," unaddressed design problems that gradually …
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This episode we're chatting with Alex Shvartsman about what is our AI future, human crafted storytelling, the Generative AI use backlash, disclaimers for generated text, human vs AI authorship, practical or functional goals of LLMs, changing themes in science fiction, a diversity of international perspectives and more...…
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Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets
40:28
40:28
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Today Rusty & Robyn are joined by Harry Hartford, a Portfolio Manager at Causeway Capital Management in Los Angeles, CA. Mr. Hartford is the president at Causeway, fundamental portfolio manager, and head of fundamental research. Mr. Hartford co-founded the firm in June 2001 and is a member of the operating committee. From 1996 to June 2001, Mr. Har…
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Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare?
38:13
38:13
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Today Rusty & Robyn are joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael is the Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through …
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142 - Live Webinar Recording: My UI/UX Design Audit of a New Podcast Analytics Service w/ Chris Hill (CEO, Humblepod)
50:56
50:56
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Welcome to a special edition of Experiencing Data. This episode is the audio capture from a live Crowdcast video webinar I gave on April 26th, 2024 where I conducted a mini UI/UX design audit of a new podcast analytics service that Chris Hill, CEO of Humblepod, is working on to help podcast hosts grow their show. Humblepod is also the team-behind-t…
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Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management
51:00
51:00
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51:00
Today Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively. Key Takeaways [03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions. [09:05] - Who have provided some of their key philosophic…
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Ricky Schneider of Fort Washington Investment Advisors - Securitized Income and Structured Products: We’ll Break Down These Terms and What You Should Know About Them
32:34
32:34
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Today Rusty & Robyn are joined by Ricky Schneider, Vice President and Senior Portfolio Manager at Fort Washington Investment Advisors. He is responsible for the commercial mortgage-backed securities portfolios for both Western & Southern Financial Group and third-party institutional clients. Schneider joined the firm in 2019. Prior to Fort Washingt…
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141 - How They’re Adopting a Producty Approach to Data Products at RBC with Duncan Milne
43:49
43:49
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In this week's episode of Experiencing Data, I'm joined by Duncan Milne, a Director, Data Investment & Product Management at the Royal Bank of Canada (RBC). Today, Duncan (who is also a member of the DPLC) gives a preview of his upcoming webinar on April 24, 2024 entitled, “Is that Data Product Worth Building? Estimating Economic Value…Before You B…
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Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market
33:38
33:38
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Today Rusty & Robyn are joined by Matt Brown, Founder and CEO of CAIS. He has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and alternative asset managers can engage an…
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Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024
38:16
38:16
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Today Rusty & Robyn are joined by Jason Mertz, Director and Fixed Income Investment Strategist at AllianceBernstein. Jason works extensively with the firm’s portfolio management, credit research and trading team to monitor and communicate portfolio positioning and analysis to clients around the US. Prior to joining AB in 2016, Mertz worked at Black…
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87. Good tech with Eleanor Drage and Kerry McInerney
53:49
53:49
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This episode we're chatting with Eleanor and Kerry on what is good technology and is it even possible? Technology is political, watering down regulation, the magic of AI, the value of human creativity, how Feminism, Aboriginal, mixed race studies can help AI development? The performative nature tech and more...…
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140 - Why Data Visualization Alone Doesn’t Fix UI/UX Design Problems in Analytical Data Products with T from Data Rocks NZ
42:44
42:44
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This week on Experiencing Data, I chat with a new kindred spirit! Recently, I connected with Thabata Romanowski—better known as "T from Data Rocks NZ"—to discuss her experience applying UX design principles to modern analytical data products and dashboards. T walks us through her experience working as a data analyst in the mining sector, sharing th…
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Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry
39:57
39:57
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As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive…
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Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?
37:00
37:00
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This week, Rusty is joined by Josh Flade from Orion to discuss diversifying asset classes. Joshua is the Deputy Chief Investment Officer of Orion OCIO where he chairs the investment committee and oversees the firm’s four investment verticals: Public Equities, Fixed Income, ETF/Mutual Fund Models, and Private Investments. Previously, Joshua speciali…
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139 - Monetizing SAAS Analytics and The Challenges of Designing a Successful Embedded BI Product (Promoted Episode)
51:02
51:02
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This week on Experiencing Data, something new as promised at the beginning of the year. Today, I’m exploring the world of embedded analytics with Zalak Trivedi from Sigma Computing—and this is also the first approved Promoted Episode on the podcast. In today’s episode, Zalak shares his journey as the product lead for Sigma’s embedded analytics and …
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This is a bonus episode looking back over answers to our question: What is AI?By Ben Byford and guests
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Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it
32:30
32:30
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32:30
This week, Rusty and Robyn are joined by Frank Nickel and Tom LaBarbera from Orion Portfolio Solutions to discuss Direct Indexing. Frank is an experienced investment professional known for his expertise in portfolio management and a history of contributing positively to performance outcomes.. He believes that a rigorously designed, flexible and rob…
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