Capital Allocators · Monday, September 14, 2026
Brian Shagrew, CIO of Shannonbridge Investments, details their AI strategy focusing on three categories: AI embedded in existing vendors, the co-pilot suite, and an internally developed 'investment brain' named General Gist. The private markets team initiated the 'General Gist' project, emphasizing uniform document titling and categorization for a structured data approach.
“We are using it primarily in three categories. We have the AI embedded in existing vendors. This is pretty nascent. Very low evidence of vendors incorporating AI much in existing software. The second category, which is where we're using it the most, is the co-pilot suite. This has come a long way in the last year across SharePoint, emails, etc.”
“Being part of a large healthcare system has one of the unique aspects that we have. We have an internal data science team. We've created an investment brain. The private markets team has started it. They've named it General Gist.”
“We've spent a lot of time working on how to set the groundwork with uniform document titling, categorization. Think of this as a service that historically you might have paid someone to host and implement a tool. But instead, I've said, I'm going to see what I can build first.”