AI in the Investment Office: 8 CIOs on What’s Working

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 — what’s working, 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 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 real consistency in the tools being used, and sharp differences on how far AI should go in the investment process. Featured in this conversation: • Abby Barlow, CIO of Westwood Management • Laura Hill, CIO of Advocate Health • Brian Sugrue, CIO of Shannonbridge • Jenny Heller, President & CIO of Brandywine Group Advisors • John Lawrence, President of Rice Management Company • Matt Bank, CIO of GEM • Kristin Kallergis Rowland, Global Head of Alternative Investments, J.P. Morgan Asset & Wealth Management • Jon Webster, Senior Managing Director & COO of Technology & Operations, CPP Investments Chapters: 00:00 Introduction — 8 CIOs on AI 01:01 Abby Barlow — Westwood Management (single-family office) 21:12 Laura Hill — Advocate Health ($26B) 36:41 Brian Sugrue — Shannonbridge 53:47 Jenny Heller — Brandywine Group Advisors 1:05:57 John Lawrence — Rice Management Company ($8.5B) 1:15:03 John’s AI-generated board presentation 1:15:31 Matt Bank — GEM ($14B OCIO) 1:29:07 Kristin Kallergis Rowland — J.P. Morgan ($250B) 1:45:42 Jon Webster — CPP Investments ($580B) Try ALEX by Admired Leadership: https://tryalex.admiredleadership.com/ Subscribe to the mailing list: https://capitalallocators.com/ Access Transcript with Premium Membership: https://capitalallocators.com/signup/ Subscribe on Apple Podcast: https://podcasts.apple.com/us/podcast... Follow Ted on Twitter:   / tseides   Follow Ted on LinkedIn:   / tedseides   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) #CapitalAllocators #AIinvesting #InstitutionalInvesting #CIO #AllocatorEdge #AlternativeInvestments #Endowments #PensionFunds