Greg Fleming
CEO, Rockefeller Capital Management. On 1 show, 1 appearance. The Shows tab opens the full record on each.
executiveoperatoracademicrcm.rockco.com ↗Wikipedia ↗
Fleming has served as the founding CEO of Rockefeller Capital Management since 2018, transforming the historic Rockefeller family office into an independent wealth and asset management firm managing over $100 billion in client assets. He previously served as President and COO of Merrill Lynch and as President of Morgan Stanley Wealth Management.
1shows
1appearances
15statements
2resolved
1supported
0contradicted
50%fully supported
3said about them ↓ Everything Greg Fleming said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Fleming: Progress on ESG metrics is a leading indicator for alpha
“We're focused on ESG improvers as opposed to just ESG leaders. Because we think if a company is making a lot of progress on ESG metrics that we look at, that is often a leading indicator for alpha creation going forward.”
Fleming: US institutional ESG adoption will significantly accelerate, following Europe
“We think that this is a time when the U.S. Is going to follow. It's not always the case when you're looking at whether it's investing or lots of other things in life, but it's so compelling in Europe and so important and now being talked about everywhere in th…”
Fleming: Promoting top revenue generators to leadership is a persistent mistake
“People-intensive businesses often make the mistake of taking the producers, the people that are generating the revenues in one sense or another, whether in asset management it's portfolio managers and investment people, In wealth management, it's private wealt…”
Fleming: Larry Fink's leadership, not just iShares, drove BlackRock's success
“BlackRock's a good example of great leadership. Larry Fink, he's a really good leader, both strategically in terms of where they should go, and putting people in the right seats and motivating them. And that's one reason why that firm has done as well as it ha…”
Fleming: Bank of America's Merrill Lynch acquisition was a spectacular deal
“And actually, with hindsight, it's been a spectacular deal for Bank of America, despite some of the challenges up front.”
Fleming: Gorman's wealth management push successfully differentiated Morgan Stanley
“I thought the business model that James had started to put together was the right one. They had asset management, they had wealth management, they had the investment bank. But the wealth management to me was a key part Of what could differentiate them, and no …”
Fleming: Large wealth firms struggle to integrate advisory with family office services
“Very few people in the industry have both legs of that stool. The big firms have it, but it's very hard for them to make it work together because they're such big firms. And most of the smaller firms are in one or the other, but not trying to bring it all toge…”
Fleming: Gen Z and Millennial demand for ESG investing is permanent
“Those generations are not going to let go of this. This is really coming in a big way.”
Fleming: Social media will force regulators to adapt in wealth management
“I think social media and the way that you're dealing and talking to clients is going to become more and more a part of our business. And regulators will be trying to figure out how and in what ways they allow it to happen because it's just the momentum behind …”
Fleming: Merrill Lynch held 49% stake in BlackRock before 2008 crisis
“We ended up at that time owning 49% of BlackRock, and I went on the board, so I had Intimate insight into BlackRock going into the crisis, which was big asset for Merrill Lynch.”
Fleming: Rockefeller plans footprint in 10 to 20 wealth centers within five years
“And the four or five year strategy is to have A reasonable set of capabilities in 1015, 20 wealth centers in the country, and the products and services that we built to serve those clients and private wealth advisors will then be commensurate in terms of the i…”
Fleming: Rockefeller's fastest growth is in external manager allocations
“The business that we've grown the most since we bought the firm is more external because that's the model they're used to. So if we hire a team from Merrill Lynch or Morgan Stanley, UBS, JP Morgan, they're used to more of an external manager model.”
Fleming: Viking Global backed Rockefeller Capital shortly after Morgan Stanley exit
“Our private equity partner is Viking through their private vehicle, and they've been great partners. They and I talked about doing something like this virtually from the first month or two I left Morgan Stanley.”
Fleming: Advised Derek Jeter on assembling Miami Marlins ownership group
“Derek had some very clear ideas on which part of the country he wanted to be in, and at some point, the Miami franchise was on the market, and we spent a lot of time, talk about getting to know somebody, six, seven, eight months in intensive
Effort to put a gr…”
The other half of the tape: Greg Fleming's own voice is left out of every number here. Other people bring the name up 2 times in 1 episode across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Ted Seides 2
Statements about Greg Fleming, by other people (1)
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Capital Allocators 2
2023 2 mentions in 1 episode
One line per show, most statements first. The link opens Greg's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| CAPITAL ALLOCATORSLEDGER | CEO, Rockefeller Capital Management | 1 | 15 | 50% 1/2 | full record on Capital Allocators → |