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...
Using Tech to Make Marketing Personal at Scale | April Rudin
The WealthTech Podcast
39 minutes
8 months ago
Using Tech to Make Marketing Personal at Scale | April Rudin
In this episode, Mark Wickersham sits down with April Rudin, the founder and CEO of The Rudin Group, to discuss the importance of modernizing financial services brands to appeal to younger generations. April shares her journey of starting the Rudin Group in 2008 during the financial crisis and how she saw a market opportunity to help firms modernize their brands. Throughout the conversation, April highlights key trends for 2025, including the need for personalization over mass appeal and leve...
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...
