The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs. In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Charles Anselm, CEO and Co-Founder of OSYTE, an AI-enabled multi-asset investment and liquidity management platform built for the world’s most sophisticated allocators — family offices, outsourced CIOs, and institutional LPs. Charles shares how his experience as Head of Portfolio Management at a $5B OCIO le...
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The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs. In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Charles Anselm, CEO and Co-Founder of OSYTE, an AI-enabled multi-asset investment and liquidity management platform built for the world’s most sophisticated allocators — family offices, outsourced CIOs, and institutional LPs. Charles shares how his experience as Head of Portfolio Management at a $5B OCIO le...
Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner
The WealthTech Podcast
37 minutes
3 months ago
Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner
What if your family had an owner’s manual? In the latest episode of The WealthTech Podcast, we sit down with Josh Kanter—family wealth executive turned fintech founder of leafplanner—to explore the personal story that inspired him to build a tool that helps families preserve and share critical knowledge across generations. Josh shares: ✅ Why information—not just data—is the missing piece in wealth transfer ✅ How leafplanner helps families prepare for succession, not just react to it ✅ What ad...
The WealthTech Podcast
The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs. In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Charles Anselm, CEO and Co-Founder of OSYTE, an AI-enabled multi-asset investment and liquidity management platform built for the world’s most sophisticated allocators — family offices, outsourced CIOs, and institutional LPs. Charles shares how his experience as Head of Portfolio Management at a $5B OCIO le...
