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 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/
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 management. The conversation explores how that discipline has enabled the bank to navigate major financial crises — from 1987 to 2008, the pandemic, and recent banking volatility.
They also discuss the firm’s investment philosophy, including its focus on transparency, tax efficiency, and portfolio construction through ETFs and separately managed accounts. George explains how helping clients truly understand what they own — and the risks they’re taking — is central to the bank’s approach.
Finally, the conversation turns to the evolution of the broader Emigrant platform, including the development of specialized businesses and the growing role of the venture ecosystem under Michael Milstein, culminating in the transformation of 22 Vanderbilt into a hub for innovation and investment.
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