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 interviews eight chief investment officers and senior allocators—ranging from solo single-family offices to multi-billion-dollar sovereign and pension funds—about how artificial intelligence is transforming the modern investment office. The allocators share practical use cases including document synthesis, internal software development, investment memo stress-testing, and red teaming, while debating the boundary between automated workflows and irreproducible human judgment.
- Abby Barlow ran Westwood Management as a sole investment professional for three years without hiring junior staff by deploying Claude as a dedicated virtual analyst. Read →
- J.P. Morgan Asset & Wealth Management tracks $250 billion in alternative assets by applying autonomous agents directly to unstructured documents, from private placement memorandums to bespoke side letters. Read →
- Matt Bank revealed that GEM flipped its software budget within twelve months, moving from 90% third-party tools to 90% in-house software development. Read →
- Jenny Heller at Brandywine Group Advisors built an internal operating model that moves AI adoption past sandbox experiments into core allocator workflows. Read →
- Jon Webster leads artificial intelligence deployment across 2,000 investment professionals managing $580 billion at CPP Investments on behalf of 22 million Canadians. Read →
- Allocators are establishing strict internal lines against using machine learning tools to write investment memos, treating memo writing as cognitive labor that produces the investment edge. Read →