YouTube 2026-10-20-1
AI Agents Cut 3-Day Portfolio Builds to Minutes — Jack McDonald, Apollo & Michael Manapat, Rowspace
Rowspace cut a CLO mock-portfolio build across 200-400 credit names from 2-3 days in Excel to minutes, about 80-90% complete, with the PM finishing the last 10%. The trust comes from staff encoding which of 20 sources wins, worked out with the client's finance team on site. That human-adjudicated rulebook is what the physics and grant-writing reads are missing.