Sep 14, 2026
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)