Partnering to Create Wealth
Podcast Description
Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners.This series explores a unique corner of the private credit market through conversations with industry participants—including wealth managers, investment bankers, entrepreneurs, independent sponsors, and legal advisors—as well as NYPF professionals who share insights on underwriting, structuring, and client success stories.👉 Learn more: https://nyprivatefinance.com/ 🔗 Connect with NYPF: https://www.linkedin.com/company/nypf/
Podcast Insights
Content Themes
The podcast covers themes such as private credit strategies, lending processes, and wealth management, featuring episodes like Family Office Scale and Thoughtful Credit Strategy and Unlocking Capital Without Selling Assets. Each episode focuses on unique insights from industry experts about leveraging illiquid assets for capital.
Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners.
This series explores a unique corner of the private credit market through conversations with industry participants—including wealth managers, investment bankers, entrepreneurs, independent sponsors, and legal advisors—as well as NYPF professionals who share insights on underwriting, structuring, and client success stories.
👉 Learn more: https://nyprivatefinance.com/
🔗 Connect with NYPF: https://www.linkedin.com/company/nypf/
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-revenue-generating activities is critical to growth and enterprise value.
Whether you’re an advisor, investor, or simply curious about where wealth management is headed, this conversation offers practical insights and a clear-eyed view of the future.
Disclaimer
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