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

Ted Seides convenes eight chief investment officers — from a single-family office with one investment professional to one of the world’s largest pension funds — to compare notes on AI in the investment office. Use cases range from AI as a personal productivity tool to changes in investment workflows, organizing institutional knowledge, improving decisions, and ultimately trying to generate alpha. Seides reports consistency in the tools adopted across the group, with divergent views on how far AI should go in the investment process. Guests: Abby Barlow (Westwood), Laura Hill (Advocate Health), Brian Sugrue (Shannonbridge), Jenny Heller (Brandywine), John Lawrence (Rice Management), Matt Bank (GEM), Kristin Kallergis Rowland (J.P. Morgan), Jon Webster (CPP Investments).