Partnering to Create Wealth

In this episode of Partnering to Create Wealth , David Marcus sits down with George Dickson, Jr., Senior EVP and CIO of New York Private Bank & Trust, and Emigrant Bank, to discuss the evolution of Emigrant Bank and the principles that have guided the institution across decades of market cycles. George shares how the bank transformed from a traditional savings institution into a modern private...

Whitney George, CEO of Sprott Inc. and one of the most respected names in value investing and the metals sector, joins David Marcus for a wide-ranging discussion on markets, cycles, and conviction. Whitney reflects on his path from Royce & Associates , where he helped build a $40B small-cap platform, to his leadership at Sprott, where he’s steering one of the world’s premier asset managers in...

David Marcus sits down with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher Jurvetson, Draper Associates, and Draper University. Tim has backed some of the world’s most transformative companies including Baidu , Tesla , Skype , SpaceX , Twitch , Hotmail , Robinhood , and Coinbase , and was an early, vocal advocate of Bitcoin . We cover: 🧠 How Tim spots opportunit...

In this episode of Partnering to Create Wealth , David Marcus speaks with Jacob Gonzalez, co-founder and Head of Debt Capital Markets at Cirrus Capital Partners. Jacob shares his journey from Cornell to investment banking, private equity, and now building Cirrus Capital alongside his partner, Ryan Ridgeway. Together, they’ve carved out a niche working hands-on with lower-middle-market businesses t...

François de Visscher, co-founder and Executive Chairman of FODIS, joins me to discuss how family offices approach direct investing. We cover the opportunities and challenges families face, how to avoid common pitfalls, and the keys to sustaining wealth across generations. In this episode of Partnering to Create Wealth , François shares lessons from 45 years of advising families worldwide — from th...

Matt Regan, CEO of Wealthcare Capital Management, joins me to explore the forces reshaping the wealth management industry and what RIAs must do to thrive in the decade ahead. We discuss the accelerating shift of assets toward independent advisors, the realities behind fee compression, the role of technology in building scalable practices, and the shortage of next-generation advisors. Matt also sha...

In this episode, I’m joined by Leigh Hoagland, co-founder and former CEO of New York Private Finance and now senior advisor to the firm. Leigh shares the backstory of a borrower we’ll call “Bob”—a food entrepreneur who used a loan from NYPF to buy out a minority partner and retain full control of his company. We explore: Why Bob borrowed personally instead of through the company How we structured...

Will Bowmer, Managing Director and Co-Head of Technology at Lincoln International, joins David to share his path from corporate law to investment banking, including his time navigating the Lehman Brothers bankruptcy. Will discusses building Lincoln’s tech banking practice in San Francisco, the firm’s strength in valuing private companies and private markets, and how AI is reshaping dealmaking and...

Alex Penning, Managing Director and Head of Banking and Lending at Cresset Capital, joins the show to discuss how Cresset helps clients think strategically about credit. We talk about the firm’s rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lending partners and solutions.

David Marcus speaks with Christian Berger of McGuireWoods about his unique role as a business development leader in a top law firm, the rise of independent sponsors, the McGuireWoods Independent Sponsor Conference, and his utility infrastructure venture, GridHawk.

In this episode, I’m once again joined by my colleague and New York Private Finance co-founder, Brian Bristol. We discuss key features of NYPF's credit facilities, how they’re structured, and the unique advantages they may offer to clients seeking liquidity without selling their assets.

In this first episode of Partnering to Create Wealth , I’m joined by my colleague Brian Bristol as we introduce the podcast and explain how it can serve investors, entrepreneurs, and advisors. We discuss how New York Private Finance helps clients unlock capital without selling assets, and what you can expect from future conversations with professionals across the capital markets.