In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Charles Anselm, CEO and co-founder of OSYTE, to explore the complexities of managing multi-asset portfolios across public and private markets.

They discuss the growing shift of capital from public to private investments and the resulting liquidity challenges faced by allocators such as family offices and outsourced CIOs.

Charles explains how OSYTE’s platform enhances transparency, portfolio allocation planning, risk management, and liquidity workflow automation, addressing critical issues like capital calls, rebalancing, and order management.

The conversation also delves into Charles’s personal entrepreneurial journey, the unique challenges of fintech product development in regulated markets, and the importance of combining domain expertise with advanced technology, including AI.

Listeners gain valuable perspectives on the future of multi-asset investing, the role of private markets, and how innovative tools can empower sophisticated investors and advisors to make smarter, more efficient investment decisions.

This episode is a must-listen for anyone interested in the evolving landscape of investment management and fintech innovation.

Learn more about Charles's work at https://osyte.com/

Connect with Charles on LinkedIn at https://www.linkedin.com/in/charlesanselm/

Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/

Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com