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Greg Fleming

CEO, Rockefeller Capital Management · 1 appearance on the record.

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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.

15statements → 6claims → 2claims resolved → 3.8/5average certainty → 1.73/5average debate potential → ≈4.5/5argument clarity, estimated → 3said about them ↓

1 supported 1 partly supported 0 contradicted 4 not checkable as stated how the 6 claims stand · each chip opens the sources

3 predictions · 3 assertions · 3 opinions · 3 insights · 3 disclosures · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 2 are resolved, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Greg argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
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.”
Greg Fleming Mar 16, 2020 ▶ 10:52 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
50% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Greg Fleming on measured tape to publish a rate. This says nothing about how they speak.

Everything Greg Fleming said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
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.”
Greg Fleming Mar 16, 2020 ▶ 32:13 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Prediction Not checkable as stated
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…”
Greg Fleming Mar 16, 2020 ▶ 38:04 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Insight
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…”
Greg Fleming Mar 16, 2020 ▶ 11:41 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Opinion
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…”
Greg Fleming Mar 16, 2020 ▶ 12:35 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Opinion
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.”
Greg Fleming Mar 16, 2020 ▶ 16:57 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Opinion
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 …”
Greg Fleming Mar 16, 2020 ▶ 21:46 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Insight
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…”
Greg Fleming Mar 16, 2020 ▶ 24:09 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Prediction Not checkable as stated
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.”
Greg Fleming Mar 16, 2020 ▶ 32:51 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Prediction Not checkable as stated
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 …”
Greg Fleming Mar 16, 2020 ▶ 1:01:41 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Assertion Supported
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.”
Greg Fleming Mar 16, 2020 ▶ 10:52 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Disclosure
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…”
Greg Fleming Mar 16, 2020 ▶ 27:28 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Assertion Not checkable as stated
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.”
Greg Fleming Mar 16, 2020 ▶ 39:19 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Disclosure
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.”
Greg Fleming Mar 16, 2020 ▶ 45:01 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Disclosure
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…”
Greg Fleming Mar 16, 2020 ▶ 57:04 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Assertion Partly supported
Fleming: Appointed youngest co-president in Merrill Lynch history in 2007
“Because when I was made co-president in 2007, I was the youngest president, I think, in the history of Merrill Lynch.”
Greg Fleming Mar 16, 2020 ▶ 13:31 Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)

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 on Capital Allocators. 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)

Opinion
Jennifer Prosek: Rockefeller Capital Offers Unmatched Hospitality in Wealth Management
“Does anyone else in wealth management do that? The answer is no.”
Jennifer Prosek Jul 15, 2024 ▶ 22:22 Jennifer Prosek – Nailing the Narrative (EP.396)

Every mention by year

tap a year for its mentions
0011212023episodesmentions
0112023episodes it came up in
0010.5212023episodesmentions per episode
2023 2 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP Mar 16, 2020 48m
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