Private Office

NYPB&T Insights

Welcome to NYPB&T Insights. In this section, we will share news, thoughts, and updates about the firm, the markets, and our products. 
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Intra-Quarterly Update

Intra-Quarterly Update

September 1st, 2026

A sudden sharp equity market selloff in July led to an immediate and robust recovery in August, marking fresh all-time equity market highs. The S&P 500 touched 7,798 mid-month and …

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Building a Private Bank: Discipline, Trust & Long-Term Investing with George Dickson, Jr.

Building a Private Bank: Discipline, Trust & Long-Term Investing with George Dickson, Jr.

March 25th, 2026

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 …

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Value Investing, Gold, and the Future of Real Assets with Whitney George

Value Investing, Gold, and the Future of Real Assets with Whitney George

November 11th, 2025

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 …

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Betting on the Future with Tim Draper

Betting on the Future with Tim Draper

October 28th, 2025

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. …

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Finding the Right Lender: A Conversation with Cirrus Capital’s Jacob Gonzalez

Finding the Right Lender: A Conversation with Cirrus Capital’s Jacob Gonzalez

October 1st, 2025

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 …

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Inside the World of Family Office Direct Investing — with François de Visscher

Inside the World of Family Office Direct Investing — with François de Visscher

September 2nd, 2025

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 …

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