Best New York Private Finance / David Marcus Podcasts (2025)

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Inside the World of Family Office Direct Investing with François de Visscher 31:10

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2h ago31:10

31:10

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 avoid common pitfalls, and the keys to sustaining wealth across generations. In this episode of Partnering to Create Wealth, François shares lessons from …

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Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies 23:03

30d ago23:03

23:03

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 s…

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Inside the Deal: How a Food Entrepreneur Used Private Credit to Stay in Control 26:12

2M ago26:12

26:12

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 food entrepreneur who used a loan from NYPF to buy out a minority partner and retain full control of his company. We explore: Why Bob borrowed personally…

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Building Tech Banking on the West Coast — with Will Bowmer, Lincoln International 20:52

2M ago20:52

20:52

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 Brothers bankruptcy. Will discusses building Lincoln’s tech banking practice in San Francisco, the firm’s strength in valuing private companies and privat…

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Family Office Scale and Thoughtful Credit Strategy with Alex Penning of Cresset Capital 16:20

3M ago16:20

16:20

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 rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lendi…

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Independent Sponsors, Deal Networks & GridHawk with Christian Berger 21:06

3M ago21:06

21:06

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 Sponsor Conference, and his utility infrastructure venture, GridHawk.By New York Private Finance / David Marcus

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Inside NYPF: How Our Credit Facilities Work 15:04

4M ago15:04

15:04

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 unique advantages they may offer to clients seeking liquidity without selling their assets.By New York Private Finance / David Marcus

1
Unlocking Capital Without Selling Assets 9:17

4M ago9:17

9:17

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 discuss how New York Private Finance helps clients unlock capital without selling assets, and what you can expect from future conversations with profession…