Technology & Innovation

Welcome to Liquid Mobius, in this house we obey the laws of thermodynamics!

Advancing AI applications for institutional investment

Technology innovation requires respecting fundamental constraints rather than promising impossible breakthroughs. My approach to AI research and development centers on practical applications that enhance rather than replace institutional decision-making, grounded in real-world understanding of how capital systems function under pressure.

Through Liquid Mobius, my independent AI research lab, I focus on constraint-driven, closed-loop inference methodologies that address identified gaps in current generative AI applications for institutional use. This work is informed by 25+ years of institutional investment experience and validated through practical application across governance and commercial contexts.

The intersection of artificial intelligence and institutional investment presents significant opportunities for improving research quality, risk assessment, and decision-making frameworks. However, successful implementation requires understanding both technological capabilities and institutional constraints - regulatory requirements, governance structures, and the practical limitations of real-world capital allocation.

Current Research Focus

Liquid Mobius AI Research Lab

Patent-pending breakthrough in constraint-driven, closed-loop inference for generative models, addressing current limitations in AI applications for institutional investment contexts. Research developed through King Edward VI Foundation governance work with clear intellectual property ownership and commercial validation pathway.

Institutional AI Applications

Practical development and testing of AI-enhanced processes across Global

Fund Search platform operations and endowment governance activities. Focus on applications that improve analytical capability while maintaining regulatory compliance and institutional accountability requirements.

This research bridges academic AI development with practical institutional needs, creating solutions that enhance rather than disrupt existing governance and investment frameworks while delivering measurable improvements in analytical capability and decision-making support.

Current Focus Areas

Asset Manager Search & Research

Leading UK operations for Global Fund Search, I work at the intersection of live investor intent and real-time manager positioning across public and private markets. This provides unique visibility into how allocators define strategic objectives and how managers interpret, reframe, or respond to them. I help institutional clients structure research requirements, define data requests, and develop targeted questionnaires that align with investment objectives, particularly in responsible investment and private markets.

Multi-Asset Implementation

Drawing on over a decade supporting UK defined benefit and Defined Constibution pension schemes through fiduciary management and Master Trust platforms, I understand the practical challenges of translating investment strategy into portfolio reality. This includes navigating LDI, de-risking, credit allocation, illiquid assets, and responsible investment implementation across client bases with varied technical understanding, time horizons, covenant strengths, and funding positions.

Institutional Model Analysis

My interest lies in how institutional portfolios maintain clarity and resilience under real-world constraints - whether from illiquidity, ESG delivery gaps, fragmented governance, shifting policy expectations, or unmodeled systemic risks. I focus particularly on second-order effects and implementation frictions that undermine portfolio resilience but escape conventional analysis.