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Patrick Slain
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Sep 28, 2026
Fintech Takes Banking x Parlay Finance presents Agent of Record: Overseeing the AI Agent Org Chart (Episode 6)
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6:08Kia HaslettHOST
So like, how did it, like when you realized you were, these agents were proliferating and that you were managing not just a you know, not just taking care of this household, taking care of your kids and their daycare requirements, but also the staff, like what was that thought process for you? Were you like, oh my God, like I have another job at my house now or, or like, or how did you like tackle that?
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6:35Patrick SlainGUEST
But for for sure, there's a level of management that goes into it, especially when you're starting out doing something like this.
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6:43Patrick SlainGUEST
You know, I have the org chart that I've built has like a chief investment officer, basically a family office structure that you'd have for employees.
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6:54Patrick SlainGUEST
I tried to think of how to basically democratize what a, you know, a person of means has access to, and how do you, how do you bring it down to the lowest common denominator? So like the chief investment officer looks at my investment portfolio and it, uh, It looks at allocations and it actually does look throughs into like if I have ETFs, it looks through those ETFs into actual holdings to determine concentrations and all of that.
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7:23Patrick SlainGUEST
And it writes like a weekly report for me if like positions have changed and like where we are against our benchmarks.
44 MINS LATER