the declarations. podcast with Host Todd S. Rich

Foundational Principles and Aspirational Insights from Thought Leaders in Investing https://www.declarationpartners.com/podcast

the declarations. podcast with Host Todd S. Rich is a business podcast hosted by Declaration Partners, with 23 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Declaration Partners hosts the declarations. podcast with Host Todd S. Rich, a business show with 23 episodes published.

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  Episode #23

  Sherry Pryor Witter, Managing Partner, Founder & CIO of The Witter Family Office and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners

  Aug 4, 20261h 2mS1

  Host Todd S. Rich and Sherry Pryor Witter, Managing Partner, Founder, and CIO of the Witter Family Office explore the evolution of a single-family office built on discipline and agility. A Juilliard-trained pianist by age seven and a Wall Street intern by fourteen, Sherry shares her journey from starting her first hedge fund at 22 to co-founding the Witter Family Office in 2011 with her husband Michael, youngest grandson of Wall Street legend Dean Witter. She shares how a philosophy of service shapes every decision she makes, from portfolio construction to parenting, and why she believes each generation must make its own money. They discuss: →Sherry's declaration to be of service, and how it shapes her approach to investing, philanthropy, and parenting →Why single-family offices can remain nimble and agile →How the Witter family's military heritage and philanthropic legacy inform investment and giving decisions →The "micro urgent, macro patient" mindset that now guides her decisions Todd S. Rich: https://www.linkedin.com/in/todd-s-rich-6a091333/ Sherry Pryor Witter: https://www.linkedin.com/in/sherrypwitter/ The Witter Family Office: https://www.witter.nyc/old-home Declaration Partners: https://www.declarationpartners.com Meditations by Marcus Aurelius: https://a.co/d/03u3E9xF The Daily Stoic by Ryan Holiday & Stephen Hanselman: https://a.co/d/0dfRC4K2 Topics: (00:00:00) - Intro (00:01:45) – Sherry’s Declaration (00:02:36) - Daughter of a soldier (00:06:03) – Learning discipline (00:08:31) - Early start on Wall Street (00:12:26) - Becoming a trader not a banker (00:15:08) - Style drift and swinging for home runs (00:16:15) - Starting a hedge fund at 22 (00:18:33) - The Dean Witter legacy (00:22:49) - Gen one mindset (00:27:32) - Crypto and AI (00:34:40) - Why single-family office (00:40:16) - Family office structure and governance (00:44:50) - Philanthropy and giving back (00:47:10) - Partnership with purpose (00:50:35) - Health struggles and gratitude (00:54:57) - Closing questions

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  Episode #21

  Tripp Friedler, Founder & Co-Managing Partner at FreeGulliver and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners

  May 12, 20261 hourS1

  <p>In this episode, Todd S. Rich sits down with Tripp Friedler, Founder & Co-Managing Partner at FreeGulliver, to explore a deeply personal and philosophical approach to wealth, purpose, and legacy. Tripp shares the origins of his “Free Gulliver” concept, rooted in the idea that the greatest constraints in life are often self-imposed, and explains how his work focuses on helping individuals understand where they truly are before charting a path forward. The conversation weaves through his unconventional career, family influences, and the emotional turning points that shaped both his business and worldview. From navigating loss to redefining success, Tripp offers a pe...

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  Episode #20

  David M. Rubenstein, Co-Founder and Co-Chairman of The Carlyle Group and Owner of the Baltimore Orioles and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners

  Apr 15, 202633 minS1

  <p>In our most recent episode of declarations. and the first episode recorded in front of a live audience, Host Todd S. Rich is joined at the NY Historical by David M. Rubenstein,  Co-Founder and Co-Chairman of The Carlyle Group and Owner of the Baltimore Orioles, to explore the enduring legacy of the Declaration of Independence and its relevance today. David breaks down the document’s origins, its most influential passage, and the historical context that shaped its meaning. The conversation moves beyond history into the importance of preserving foundational documents, the lessons of the American Revolution, and how those ide...

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  Episode #19

  Ian Ross, Founder & Managing Principal of SomeraRoad, and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners

  Apr 6, 202651 minS1

  <p>Todd Rich sits down with Ian Ross, Founder & Managing Principal of SomeraRoad, to explore the mindset and strategy behind building a modern real estate platform rooted in opportunistic investing. Ian shares his “declaration” for SomeraRoad, emphasizing entrepreneurial grit, disciplined execution, and a commitment to continuous learning. The conversation traces his journey from early exposure to real estate and finance through the GFC, to founding his firm and scaling it across multiple verticals. Along the way, Ian explains how identifying dislocation, leaning into complexity, and staying relentlessly curious have shaped both his investment philosophy and company culture.</p><p> </p><p>The...

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  Episode #18

  Paul Carbone, Co-founder & President of Pritzker Alternative Strategies and Co-founder & Vice Chairman of Pritzker Private Capital

  Feb 11, 20261h 2mS1

  <p>Host Todd S. Rich speaks with Paul Carbone, Co-founder & President of Pritzker Alternative Strategies and Co-founder & Vice Chairman of Pritzker Private Capital, to discuss his career in investing, the development of family capital platforms, and the role of flexibility in long-term ownership. Paul discusses his professional journey, perspectives on private markets, succession planning, family office collaboration, and the influence of personal experience on leadership and civic engagement.</p><p>Topics:</p><p>(00:00:00) - Intro</p><p>(00:02:05) - Paul’s personal declaration: family and inspiration</p><p>(00:04:37) - Paul’s early life and career beginnings</p><p>(00:08:21) - Transition to inve...

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