AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing.

I asked 8 CIOs to share how they're using AI today, including what's working and what isn't, the tools they've adopted, and where they're headed next. They range from a single-family office with one investment professional to one of the largest pension funds in the world with thousands.

What emerged is a range of use cases — from using AI as a personal productivity tool, to changing investment workflows, organizing institutional knowledge, improving decisions, and ultimately trying to generate alpha.

You'll also hear some consistency in the tools currently used and different views on how far AI should go in the investment process.

Featured in this interview:
Abby Barlow, CIO of Westwood Management
Laura Hill, CIO of Advocate Health
Brian Sugrue, CIO of Shannonbridge
Jenny Heller, President and CIO Brandywine Group Advisors
John Lawrence, President of Rice Management Company
Matt Bank, CIO of GEM
Kristin Kallergis Rowland, Global Head of Alternative Investments for J.P. Morgan Asset & Wealth Management
Jon Webster, Senior Managing Director and COO of Technology & Operations at CPP Investments

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)