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 24 episodes on record and a Required Pod Score of 80.

Declaration Partners hosts the declarations. podcast with Host Todd S. Rich, a business show with 24 episodes published.

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  Episode #24

  Francesco Marzano Bosch, Executive Chairman of Losa Group and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners

  Sep 15, 202659 minS1

  In this episode of the declarations. podcast , Host Todd S. Rich sits down with Francesco “Checo” Marzano-Bosch, Executive Chairman of Losa Group, the family office of the Bosch-Gutiérrez family in Guatemala. Francesco shares how the family’s guiding principle “Unidos somos más fuertes,” or “We are stronger together” has shaped four generations of family, business, and community leadership. He reflects on the influence of his grandmother, the history behind Losa Group, and the family’s stewardship of Corporación Multi Inversiones (CMI), whose businesses include Pollo Campero, food manufacturing, real estate, and renewable energy. The conversation also explores preparing future generations for leadership, balancing private investments with liquidity needs, building long-term partnerships with other families, and using philanthropy to strengthen communities across Latin America. They discuss: → Building and preserving a multigenerational family legacy → Preparing future generations through governance and planned succession → Forming aligned, long-term partnerships with other families → Strengthening communities through philanthropy and responsible stewardship This episode offers insight into how established family enterprises navigate planned generational transitions while maintaining both operational excellence and regional impact. Topics: (00:00:00) - Intro (00:02:18) - The declaration: Stronger together (00:05:27) - Growing up in an entrepreneurial family (00:08:48) - The family business (00:13:33) - Leaving Guatemala for the United States (00:16:02) - The family constitution and preparing the next generation (00:18:05) - Tragedy and resilience (00:21:43) - CMI and Losa: Two entities explained (00:28:06) - Carving your own path while honoring legacy (00:34:54) - Pushing boundaries (00:40:04) - Building transformational projects in Latin America (00:46:46) - Philanthropy and giving back (00:53:12) - Closing questions Todd on LinkedIn - https://www.linkedin.com/in/todd-s-rich-6a091333/ Francesco on LinkedIn - https://www.linkedin.com/in/francesco-marzano-bosch-289b9468/ Losa Group - https://losagroup.co/ Declaration Partners - https://www.declarationpartners.com/

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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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