Allocators wear many hats—so can AI really replace us? Discover the three phases of AI maturity that map the journey ahead⁠3-Step Framework podcast⁠

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⁠LinkedIn: AI for Allocators Newsletter⁠⁠LinkedIn: Shaun Ng

The greatest risk in AI isn't inaction—it's wasted action on tools that quickly become obsolete. Here are 4 foundational moves designed to create lasting agility for your Investment Office.

⁠3-Step Framework podcast⁠

3-Step Framework YouTube

⁠LinkedIn: AI for Allocators Newsletter⁠

⁠LinkedIn: Shaun Ng

3-Step Framework podcast⁠

Pain Mistakes to Avoid Blog Post under Deep Research

⁠LinkedIn: AI for Allocators Newsletter⁠

YouTube: AI for Allocators

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⁠LinkedIn: Shaun Ng

Efficiency is just the opening act. AI’s real disruption for allocators is only beginning.
Here are 5 often-overlooked ways AI is reshaping the investment office—from due diligence to deepfakes.

3-Step Framework podcast

AI Deep Research podcast

LinkedIn: AI for Allocators Newsletter

LinkedIn: Shaun Ng

People keep asking me, “What’s one AI tool I can use right now that’s actually useful for allocators?”
This post is my honest answer — and a walk-through of how to make it work.

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Feel free to connect with me on LinkedIn.

Welcome to the debut episode of AI for Allocators, where we kick off a vital conversation about helping capital allocator leaders thrive in the age of AI.

Fittingly, this podcast was generated with the help of AI—because why not put the technology we’re exploring to work?

In this premiere, we go beyond the headlines to confront a pressing risk facing Investment Offices: quiet obsolescence. We lay out why setting a clear direction on AI today is crucial to future-proofing your investment office and staying relevant.

You’ll learn three immediate actions you can take:

• Communicate your stance on AI internally

• Launch an AI Task Force

• Track tangible progress using clear KPIs

To make it easier, we also share two free, proven tools:

• A sample AI Policy to provide clarity and guardrails

• A KPI Tracking Template to help measure real impact

AI for Allocators is your go-to source for high-leverage insights and practical, no-fluff guidance. Our mission is to cut through the noise and highlight the 20% of actions that drive 80% of the results—boosting both Operational and Investment alpha.

We’re here to share, simplify, and support a smarter AI journey for the LP community.