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...
Democratizing Alternatives for Family Offices | Jacob Miller, Opto
The WealthTech Podcast
39 minutes
7 months ago
Democratizing Alternatives for Family Offices | Jacob Miller, Opto
Jacob Miller, Co-Founder Opto Investments, discusses with Mark Wickersham, Host of The WealthTech Podcast, the evolving landscape of private markets and the democratization of alternative investments for wealth managers. Drawing on his extensive background in finance—from his time at Bridgewater to co-founding Opto—Jacob thoughtfully lays out how technology is transforming the traditional world of private markets, making them more accessible and efficient. The conversation highlights the crit...
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...
