Rockefeller Client Insights

This week Greg Fleming, President and CEO of Rockefeller Capital Management is joined again by Founder and CIO of Breakout Capital and Chairman of Rockefeller International, Ruchir Sharma. Join us as Greg and Ruchir discuss break down their Top 10 Global Trends of 2023. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on February 23 2022.

In this episode, Rockefeller Capital Management President and CEO Greg Fleming sits down with Chip Kaye, CEO of Warburg Pincus to discuss Chip's storied career and some lessons from a leading growth investor. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on October 6, 2022.

This week Rockefeller Capital Management President and CEO Greg Fleming sits down with Jean Hynes, CEO of Wellington Management to discuss leadership, growth and much more. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on July 20, 2022.

This week Rockefeller Capital Management President and CEO Greg Fleming sits down with returning guest Jack Brennan, Chairman Emeritus and Senior Advisor to Vanguard for a one-on-one session to discuss investing, the current market and Jack's storied history as Vanguard President and Chairman. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on June 22, 2022.

Join us this week for another installment of the RCM Client Insights Podcast series, where Rockefeller Capital Management President and CEO Greg Fleming sits down with CEO of Proof Loyalty, Chris Barnes and world-renowned winemakers Jean Hoefliger and Philippe Melka to discuss the art of wine and its connection to the environment and society. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live from 45 Rockefeller Plaza on June 8, 2022.

Join us this week for another installment of the RCM Client Insights Podcast series, where Rockefeller Capital Management President and CEO Greg Fleming sits down with CEO of Brookfield Asset Management, Bruce Flatt to discuss Bruce's storied career and many contemporaneous topics. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on May 13, 2022.

This week Rockefeller Capital Management President and CEO Greg Fleming sits down with Chairman, Co-CEO and Chief Investment Officer at Ariel Investments, John W. Rogers Jr to talk about his storied career and multiple achievements over the years. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on March 23, 2022.

This week Greg Fleming, President and CEO of Rockefeller Capital Management is joined by former Head of Emerging Markets and Chief Global Strategist for Morgan Stanley Investment Management and current Founder and CIO of Breakout Capital and Chairman of Rockefeller International, Ruchir Sharma. Join us as Greg and Ruchir discuss their long-time working relationship, Ruchir's recent move to Rockefeller, and many more pertinent contemporary topics. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on February 23 2022.

Join us for our first episode of 2022, Rockefeller Capital Management President and CEO Greg Fleming sits down for a conversation with Rockefeller Global Family Office CIO Jimmy Chang. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and broadcast live on January 5 2022.

Join us for our final episode of 2021, Rockefeller Capital Management President and CEO Greg Fleming sits down for a conversation with NBA Hall of Famer, 8x NBA All Star and Chairman and President of the Dikembe Mutombo Foundation, Inc., Dikembe Mutombo. Introduction by Tom Martella, VP, Platform Development at Rockefeller Capital Management. Originally recorded and webcast live from 45 Rockefeller Center on December 9 2021.

Sit in this week as Rockefeller Capital Management President & CEO sits down with Dr. Leslie W. Braksick, Co-Founder and Managing Partner at MyNextSeason and ProjectYou and Julian Flannery, CEO of Summus Global to talk guiding the next generation and the digital transformation of Healthcare Delivery. Introduction by Thomas Martella, VP, Platform Development at Rockefeller Capital Management. Originally broadcast live November 5 2021.

Join us this week as Greg Fleming, President & CEO of Rockefeller Capital Management, sits down with three distinguished portfolio managers, Avery Sheffield, Co-Founder & CIO of VantageRock at Rockefeller Asset Management, Dr. Ankur Crawford, EVP & Portfolio Manager at Alger, and Nick Davidoff, Founder & CIO at Entrada Management. Introduction by Thomas Martella, VP, Platform Development at Rockefeller Capital Management. Originally broadcast live on October 15 2021.

Listen in this week as Rockefeller Capital Management President and CEO Greg Fleming sits down for a conversation with President of the Rockefeller Foundation, Dr. Raj Shah. Greg and Dr. Shah discuss the Rockefeller legacy, some of Dr. Shah's career history working with The Bill & Melinda Gates Foundation and many more contemporaneous topics over their hour-long discussion. Introduction by Thomas Martella, Vice President, Rockefeller Capital Management. Originally broadcast live September 8, 2021.

This week Greg Fleming, President and CEO of Rockefeller Capital Management sits down for an engaging one-hour discussion with Chief Executive Officer of UPS, Carol Tomé. Join us as Greg and Carol discuss Carol's monumental career, how she is leading UPS to new heights and a multitude of other contemporary topics. Introduction by Thomas Martella, Vice President, Rockefeller Capital Management. Originally broadcast live August 25, 2021.

Join us this week as Rockefeller Capital Management President and CEO Greg Fleming sits down in conversation with Founder of Patagonia, Yvon Chouinard. Listen in as Greg and Yvon discuss the many facets of his journey as an outdoorsman, a rock climber and an outdoor industry business leader. Introduction by Thomas Martella, Vice President, Platform Development at Rockefeller Capital Management. Originally broadcast live July 22, 2021.

This week Rockefeller Capital Management President and CEO Greg Fleming sits down with Mike Lyons, EVP, Head of Corporate & Institutional Banking at The PNC Financial Services Group to discuss community, corporate culture and lessons they've learned during their time in the Corporate Finance industry. Introduction by Thomas Martella, Vice President, Platform Management at Rockefeller Capital Management. Originally broadcast live June 23, 2021

Join us this week as Greg Fleming sits down with Executive Chairman of Guggenheim Partners, Alan Schwartz. Tune in as Greg and Alan share insights from their years in the banking industry, covering a multitude of contemporaneous topics. Introduction by Thomas Martella, Vice President, Rockefeller Capital Management. Originally broadcast live June 9 2021.

This week Greg Fleming sits down with Vanguard Chairman and CEO, Tim Buckley for an hour long conversation about myriad of contemporary topics. Introduction by Tom Martella, Vice President, Platform Management. Originally broadcast live May 6 2021.

This week Rockefeller Capital Management President and CEO Greg Fleming has an illuminating one hour conversation with President of the Ford Foundation, Darren Walker. Join us as Greg and Darren cover a myriad of contemporary topics over a captivating hour-long discussion. Introduction by Thomas Martella, Vice President, Platform Development, RCM. Broadcast live April 19, 2021.

Join us this week as Rockefeller Capital Management President and CEO Greg Fleming has an exciting hour-long discussion with Former US National Security Advisor, General H.R. McMaster. Introduction by Thomas Martella, Vice President, Platform Development. Broadcast live on March 23, 2021.

In this week's episode of Rockefeller Client Insights, Greg Fleming is in conversation with President and COO of Blackstone Group, Jonathan D. Gray. Join us as Greg and Jon discuss contemporary topics across private wealth management and beyond. Introduction by Thomas Martella, Vice President, Platform Management. Originally broadcast live February 5, 2021.

Joining us as our second guest of 2021 is President and CEO of Franklin Resources, Inc., Jenny Johnson. Listen in as Rockefeller Capital Management President and CEO Greg Fleming speaks with Jenny around topics pertinent to today's investor as well as the next generation. Introduction by Thomas Martella, Vice President, Platform Management, RCM. Originally broadcast live on February 25, 2021.

Our first guest of 2021 is Founder, Chairman and CEO of BlackRock, Larry Fink. Join us as Rockefeller Capital Management President and CEO Greg Fleming speaks with Larry in a compelling hour-long discussion covering various contemporary topics. Introduction by Thomas Martella, AVP, Platform Management, RCM. Originally broadcast live on January 28, 2021.

Jim Messina returns to the series this week for a question and answer session with Greg about the current state of the US Election. Introduction by Tom Martella, AVP, Platform Development, RCM. Originally broadcast live on November 10, 2020.

This week Greg Fleming gets together with Chairman and CEO of Neuberger Berman George Walker IV to discuss the current state of US Politics. Please note the correction to the opening statements that this is our 18th installment. Introduction by Thomas Martella, AVP, Platform Development, RCM. Originally broadcast live November 5, 2020.

This week Greg Fleming is joined by Mark Coombs, CEO of the Ashmore Group for an engaging conversation on Emerging Markets. Listen in as Greg and Mark discuss the latest trends in the space, possible effects on Emerging Markets after the 2020 US Election and much more. Introduction by Thomas Martella, AVP, Platform Development at Rockefeller Capital Management. Originally recorded live October 20, 2020.

On this installment of Rockefeller Client Insights, Greg discusses the upcoming US Presidential Election with Chairman of Signum Global Advisors, Charles Myers. Introduction by Thomas Martella, AVP, Platform Development, Rockefeller Capital Management. Originally broadcast live October 14, 2020.

This week Dr. Jason Kelly, co-founder and CEO of Gingko Bioworks, returns to join us again for another Uniquely Rockefeller Special Client Event. Listen in as Greg Fleming and Dr. Kelly discuss the latest on COVID-19 testing and take questions from colleagues and clients. Introduction by Thomas Martella, AVP, Platform Development Rockefeller Capital Management. Originally broadcast live September 22, 2020.

This week Greg Fleming is in conversation with former President, CEO and Chairman of the Board for the The Boeing Company, James "Jim" McNerney. Listen in as Greg and Jim discuss innovation, leadership and so much more in this wide-ranging dialogue on modern U.S. and global economies. Introduction by Thomas Martella, AVP, Platform Services at Rockefeller Capital Management. Original broadcast live on 10 July 2020.

In this special episode of Rockefeller Client Insights David Rockefeller Jr., moderates a conversation between Melissa A. Berman, President & CEO of Rockefeller Philanthropy Advisors; Sir Ronald Cohen, Chairman of Global Steering Group for Impact Investment, Co-Founder Apax Partners; and Dr. Cecilia A. Conrad, CEO of Lever for Change, MacArthur Foundation; for a wide-ranging dialogue surrounding the commitment to positive change throughout the world.

In this week's conversation, Greg Fleming interviews Chairman, CEO, and Co-Founder of Blackstone Stephen A. Schwarzman. Listen in as they discuss a wide range of topics surrounding the state of geopolitical and economic affairs while exploring implications across a multitude of industries and sectors. Introduction by Thomas Martella, AVP, Platform Development. Originally broadcast live June 12, 2020.

In this 10th episode of Rockefeller Client Insights we get to listen in as Greg Fleming has a dialogue with Connie Ledoux Book, President of Elon University, Brian Casey, President of Colgate University and Dr. Mary Schmidt Campbell, President of Spelman College about the current state of higher education amidst the COVID-19 landscape and what preparations each leader is taking for their respective institutions and communities looking forward into the Fall season. Introduction by Thomas Martella, AVP, Platform Development at Rockefeller Capital Management. Originally broadcast live June 5, 2020.

In this ninth installment of Rockefeller Client Insights, Greg Fleming interviews Ginkgo Bioworks Co-Founder and CEO, Dr. Jason Kelly. The dialogue focuses on private sector innovation surrounding COVID-19. Introduction by Thomas Martella, AVP, Platform Development at Rockefeller Capital Management. Originally broadcast live May 28, 2020.

This week's episode of Rockefeller Client Insights is a discussion between Greg Fleming and Neal Aronson, Founder and Managing Partner of Roark Capital and Dough Kimmelman, Founder and Senior Partner of Energy Capital Partners. The three will discuss a wide range of topics, focusing on the current private equity environment. Originally broadcast live May 22, 2020.

Listen in as Greg Fleming interviews CEO of Bridgewater Associates, David McCormick. The two discuss a wide range of topics, including the current state of the markets, world economies and geopolitical affairs. Introduction by Thomas Martella, AVP, Platform Development at Rockefeller Capital Management. Originally broadcast live May 15, 2020.

Listen in on this sixth installment of Rockefeller Client Insights, where Greg Fleming interviews Laura Tyson, Distinguished Professor of the Graduate School at the University of California, Berkeley and Jim Messina, CEO of the Messina Group, for a wide-ranging dialogue with a focus on the current economic and political environments. Originally broadcast live May 8, 2020.

In this fifth installment of Rockefeller Client Insights Greg Fleming, President and CEO of Rockefeller Capital Management and David Rubenstein, a world renowned financier and philanthropist and Co-Founder and Co-Executive Chairman of The Carlyle Group, interview each other and trade opinions and insights over a wide-range of topics. Introduction by Thomas Martella AVP, Platform Development. Originally broadcast live May 1, 2020.

This week's episode has Rockefeller Capital Management's President and CEO Greg Fleming in conversation with Andrea Jung, President and CEO of Grameen America, Paul Myners, Chair and Partner of Cevian Capital and Former UK Minister of Treasury, and Marty Mannion, Senior Advisor and Former Managing Director of Summit Partners. Listen in as these prominent leaders discuss the retail sector, asset management and a deeper dive into private equity in episode four of Rockefeller Client Insights. Originally broadcast live April 24, 2020.

During this event Rockefeller Capital Management's President and CEO Greg Fleming converses with Executive Board members Jack Brennan former CEO of Vanguard, Shelly Lazarus Chairman Emeritus of Ogilvy, and Brian Kaufmann Portfolio Manager at Viking Global Investors. Listen as they discuss investor sentiment in times of uncertainty, implications and opportunities for brands, and gain perspective through the eyes of a private equity investor. Introduction by Thomas Martella AVP, Platform Development. Originally broadcast live April 17, 2020.

Listen in as Rockefeller Capital Management's CEO Greg Fleming interviews Roviant Sciences Founder and CEO Vivek Ramaswamy. In addition, Jimmy Chang, Rockefeller Asset Management's Chief Investment Strategist, will provide his latest perspectives on "Asia Today" and the markets. Introduction by Joseph Martella, Managing Director and Head of Technology Support. Originally broadcast live on April 3, 2020.

Join Rockefeller Capital Management's President and CEO Greg Fleming as he speaks with Dr. Miles Varn, CEO and Chief Medical Officer of PinnacleCare and Rockefeller Asset Management's Chief Investment Strategist, Jimmy Chang. The conversation is a wide-ranging round-table dialogue regarding the Coronavirus. Listen in as they discuss topics ranging from public health and the US Healthcare System, the global economy and investor portfolios in turbulent markets. Introduction by Joseph Martella, Head of Technology and Support Services at Rockefeller Capital Management. Originally broadcast live March 20, 2020.

Introduction to the Client Insights Series by Rockefeller Capital Management.