Partnering to Create Wealth

New York Private Finance / David Marcus
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Partnering to Create Wealth

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/

Episodes

  1. 14H AGO

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

    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 private markets, and how AI is reshaping dealmaking and advisory work. Along the way, he reflects on lessons from past market cycles and what’s driving today’s technology M&A landscape.

    21 min

  2. JUN 19

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

    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 lending partners and solutions.

    16 min

  3. JUN 4

    Independent Sponsors, Deal Networks & GridHawk with Christian Berger

    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.

    21 min

  4. MAY 19

    Inside NYPF: How Our Credit Facilities Work

    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.

    15 min

  5. MAY 16

    Unlocking Capital Without Selling Assets

    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 professionals across the capital markets.

    9 min
  • 5 Episodes

About

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/

Information

  • Creator
    New York Private Finance / David Marcus
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2025 Partnering to Create Wealth
  • Show Website
    Partnering to Create Wealth

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