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Bio, Work & Ideas

Jack McDonald

Conference affiliation: Apollo Global Management / Redding Ridge

Jack McDonald presented “AI Agents Cut 3-Day Portfolio Builds to Minutes” at AI Engineer.

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1 conference talk

Key ideas

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Redding Ridge uses AI to bring fragmented credit data into portfolio construction and trade reconciliation. The harder work is deciding which information to trust and keeping people responsible for the decisions.

  • McDonald says a 200–400-name mock CLO portfolio that once took two to three days in Excel can now be prepared in minutes for a manager to refine.
    4:02 ↗
  • Automated trade reconciliation recreates a report in about a minute, while the team checks its output daily.
    5:31 ↗
  • Trusted financial data requires resolving competing sources and validating calculations with the people who use them.
    7:56 ↗
  • Time saved on routine tasks can give teams room to question and improve the processes themselves.
    12:53 ↗

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