David Marcus speaks with George Dickson, Jr., Senior EVP and CIO of New York Private Bank & Trust and Emigrant Bank, about the evolution of the firm and the principles that have guided it across market cycles. The discussion covers balance sheet discipline, long-term investing, and the continued development of the Emigrant platform.
Whitney George, CEO of Sprott Inc. and one of the most respected investors in the metals and mining sector, joins David Marcus to discuss value investing, precious metals, and the forces shaping global markets. Whitney reflects on his path from Royce & Associates, where he helped build a leading U.S. small-cap investment platform, to his …
In this episode of Partnering to Create Wealth, David Marcus speaks with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher Jurvetson, Draper Associates, and Draper University. Over his career, Tim has backed some of the world’s most transformative companies, including Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Robinhood, and Coinbase. Tim is …
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 …
In this episode of Partnering to Create Wealth, I’m joined by François de Visscher, co-founder and Executive Chairman of FODIS and one of the most respected advisors to family businesses and family offices worldwide. Over his 45-year career, François has helped families across industries and continents navigate capital, liquidity, and governance challenges while preserving wealth …
In this episode of Partnering to Create Wealth, I’m joined by Matt Regan, CEO of Wealthcare Capital Management — a leading outsourced platform providing RIAs with middle and back-office solutions. Wealthcare supports advisors so they can focus on client relationships and business growth rather than administrative work. The Changing Landscape for RIAs We discuss the …