Partnering to Create Wealth is a podcast from New York Private Bank & Trust, hosted by David Marcus. NYPB&T is the private-wealth division of Emigrant Bank which was founded in 1850 and is one of the oldest and largest privately held banks in the United States.
The series explores how entrepreneurs, investors, and family offices build and sustain wealth in today’s evolving financial markets. Guests include leaders from finance, technology, sports, and entertainment who share real-world insights on investing, innovation, and the business of success.
👉 Learn more: https://nypbt.com/ (https://nypbt.com/)
🔗 Connect with NYPBT: https://www.linkedin.com/company/new-york-private-bank-trust/ (https://www.linkedin.com/company/new-york-private-bank-trust/)
Building a Private Bank: Discipline, Trust & Long-Term Investing, with George Dickson, Jr.
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 banking platform, while maintaining a conservative, client-first approach to risk and capital man...
12 Nov 2025
Value Investing, Gold, and the Future of Real Assets with Whitney George
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 precious metals and critical materials. Topics include: • The evolution of small-cap and val...
29 Oct 2025
Betting on the Future with Tim Draper
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 opportunities in industries ripe for disruption🚀 Why he’s “crazy optimistic” about Gen Z founders, AI, and space expl...
1 Oct 2025
Finding the Right Lender: A Conversation with Cirrus Capital’s Jacob Gonzalez
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 to find the right lenders, prepare for diligence, and secure tailored credit solutions. We discuss:...
11 Sept 2025
Inside the World of Family Office Direct Investing with François de Visscher
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 the importance of strategy over opportunism, to how direct investments can reinforce a family’s iden...
12 Aug 2025
Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies
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 shares candid insights on regulatory pressures, the impact of robo-advisors, and why outsourcing non...
22 Jul 2025
Inside the Deal: How a Food Entrepreneur Used Private Credit to Stay in Control
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 companyHow we structured the loan using a blend of illiquid private equity and a participating interestWhat made this deal ...
8 Jul 2025
Building Tech Banking on the West Coast — with Will Bowmer, Lincoln International
Will Bowmer of Lincoln International recounts his career in tech banking and explains how AI transforms dealmaking in an interview with David.
19 Jun 2025
Family Office Scale and Thoughtful Credit Strategy with Alex Penning of Cresset Capital
Alex Penning of Cresset Capital explores Cresset's strategic credit approach, integrated family office services, and lending solutions for business owners, in an interview.
4 Jun 2025
E3 - Independent Sponsors, Deal Networks & GridHawk with Christian Berger
David Marcus interviews Christian Berger, who discusses the growing role of independent sponsors and his infrastructure venture, GridHawk.
19 May 2025
E1 – Unlocking Capital Without Selling Assets
Brian Bristol introduces the Partnering to Create Wealth podcast with the host and explains how New York Private Finance helps clients unlock capital without selling assets in this interview.
19 May 2025
E2 – Inside NYPF: How Our Credit Facilities Work
Brian Bristol explains New York Private Finance's credit facilities, outlining their structure and advantages for clients seeking liquidity without asset sales in this interview episode with the host.
Who has been a guest on Partnering to Create Wealth
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Alex Penning
Christian Berger
Brian Bristol
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