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About This Podcast
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/
🔗 Connect with NYPBT: https://www.linkedin.com/company/new-york-private-bank-trust/
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Recent Episodes
S2E1 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…
S1E11 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…
S1E10 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…
S1E9 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…
S1E8 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…
S1E7 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…
S1E6 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…
S1E5 Building Tech Banking on the West Coast — with Will Bowmer, Lincoln International
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…
S1E4 Family Office Scale and Thoughtful Credit Strategy with Alex Penning of Cresset Capital
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…
S1E3 Independent Sponsors, Deal Networks & GridHawk with Christian Berger
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…
S1E2 Inside NYPF: How Our Credit Facilities Work
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…
S1E1 Unlocking Capital Without Selling 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…
Frequently Asked Questions
Partnering to Create Wealth has published 12 episodes since May 2025, covering topics in Business, Investing.
Partnering to Create Wealth is currently highly active with new episodes monthly. Average episode length is 23m.
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