Best Rockefeller Capital Management Podcasts (2024)

1
Greg Fleming - Rockefeller Capital Managment 57:29

2d ago57:29

57:29

Greg Fleming is the President and Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March 2018. Greg and I discuss the pivotal Lehman weekend in September of 2008 when he was instrumental in the sale of Merrill Lynch to Bank of America, his thoughts on orga…

1
Is the Glass Still Half Full? A Discussion of What’s Ahead in 2H24 and Beyond 53:13

13d ago53:13

53:13

With everything going on around the world and here at home, it was a shock to many that the U.S. equity market and economy still exhibited such strength in the first half of 2024. What does the rest of the year have in store? Listen to our latest podcast episode, where MWM Head of Asset Management, Adam Compton, and I have a lively conversation abo…

1
Andrea Jung: Follow Your Compass, Not Your Clock - A Business Trailblazer’s Keys to a Passionate Career 38:03

19d ago38:03

38:03

In the ninth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Andrea Jung, the President and CEO of Grameen America, a nonprofit organization dedicated to helping low-income entrepreneurial women build businesses to enable financial mobility, and a member of the board of Rockefe…

1
Housing Crisis | Revolutionizing Build-to-Rent Development, with a16z-backed Mosaic CEO Salman Ahmad 50:19

27d ago50:19

50:19

Salman Ahmad is the CEO and Co-founder of a16z-backed Mosaic, a construction technology company that builds software that makes homebuilding more scalable and efficient. Mosaic was founded in 2017 by Salman and Sep Kamvar, whom were two computer scientists working together at MIT and Stanford developing machine learning algorithms applied in the re…

1
Ken Kencel - President and CEO of Churchill Asset Management 51:43

1M ago51:43

51:43

Ken Kencel is the President & CEO of Churchill Asset Management, a $50 billion dollar platform serving over 700 institutional clients. He shared valuable insights on the growing private credit market, the evolution of the industry, his first job at Drexel, working at Carlyle and then going out on his own to start Churchill from scratch. We also dis…

1
Alex Lebenthal: Connecting Women-Led Businesses to Capital – Inside the Career of a Leading Investment Banker 33:49

1M ago33:49

33:49

In the eighth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Alex Lebenthal, Managing Director and Senior Banker within Rockefeller Capital Management’s Global Investment Banking division. Alex has been a pillar in the financial services industry for over three decades – havin…

1
Jason Schwarz - Wilshire's Content Engine 40:57

2M ago40:57

40:57

Jason Schwarz is Deputy Chief Executive Officer and President at Wilshire, which currently manages over $100 billion in assets and advises on $1.3 trillion. Jason was raised in a legal family, but his path diverged from the expected, fueled by a desire to carve his own niche. He told me, “I think you see this with sons and daughters of successful p…

1
Housing Crisis | The Rise of Home Equity Investments, with Point Co-founder Eoin Matthews 38:03

2M ago38:03

38:03

Eoin Matthews is the Co-founder at Point, a home equity investment company making home equity wealth accessible to homeowners without creating a monthly debt obligation. Homeowners get upfront funds from Point in return for a portion of your home’s future appreciation. Point recently announced an oversubscribed $141M securitization, which marked it…

1
Anthony Scaramucci - The Capital Artist 52:47

2M ago52:47

52:47

Anthony Scaramucci, is the founder and managing partner of Skybridge Capital and the SALT Conference. We had a wide ranging and candid conversation about his new book, his path from Port Washington to the White House, navigating the cutthroat world of Wall Street and politics, adapting his investment style to survive, and the importance of non-tran…

1
Valerie Rockefeller: Living With Legacy - Upholding Family Tradition and Carving a New Path as an Educator 34:14

3M ago34:14

34:14

In the seventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Valerie Rockefeller, an educator, philanthropist, and fifth-generation member of the Rockefeller family. Valerie’s passion for education carried her from the world of West Virginia politics to leading her own classr…

1
Carin-Isabel Knoop - Executive Director of the Harvard Business School Research and Case Writing Division 49:51

3M ago49:51

49:51

Carin-Isabel Knoop is the founder and executive director of the Harvard Business School Research and Case Writing Division. This conversation was spurred by two things, one that I found out on the Business Breakdowns podcast last year that Harvard Business School Publishing is larger than Forbes, and two that I’ve also always been curious about how…

1
First Quarter 2024 Market Update 40:35

3M ago40:35

40:35

Michael Merlin sits down with Adam Compton, Head of MWM Asset Management to discuss current market action, economic numbers, Fed policy, and the effects of inflation and geopolitical events on the U.S. stock market and MWM investment strategy holdings.By Michael Merlin

1
Climate Tech | Sustainability & Economic Benefits From Decarbonizing Real Estate, with Cortex CRO Lisa Rockefeller 35:18

3M ago35:18

35:18

Lisa Rockefeller is the Chief Revenue Officer at Cortex Sustainability Intelligence, the decarbonization platform built for commercial real estate, where she's driving the go-to market strategy. Cortex's advanced AI helps CRE teams amplify operational effectiveness, make informed decisions about capital investments, and tactically address regulatio…

1
Scott Sperling - Co-CEO of Thomas H. Lee Partners 49:13

3M ago49:13

49:13

Scott Sperling is the Co-CEO of Thomas H. Lee Partners. We had an excellent conversation about his time at Harvard Management Company under legendary figures like Walter Cabot and Jack Meyer, his thoughts on the evolution of private equity, the growth of THL, how the firm is structured, his top metrics and how to find new areas of growth. Scott is …

1
The New Generation of Real Estate Tech Venture Capital, with RE Angels GP & Founder Alon Gorbonos 44:25

4M ago44:25

44:25

Alon is the Founder and General Partner of RE Angels, a real estate technology angel fund solely composed of real estate experts with deep and diverse industry expertise focused on early stage startups. Alon also owns and manages several multifamily portfolios throughout the southeast (FL, NC & VA). Alon was the co-founder and managing partner of D…

1
Michael Tiedemann - CEO of AlTi Tiedemann Global 57:35

4M ago57:35

57:35

Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm’s board of directors and chairman of the firm’s internal investment committee. We talk about starting the business with his father, Carl Tiedemann, the former president of DLJ, …

1
Alex Petrone: From Javelin Throwing to the Municipal Markets – The Journey of a Fixed Income Investor 28:07

4M ago28:07

28:07

In the sixth episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group sits down with Alex Petrone, Director of Fixed Income at Rockefeller Asset Management. In her role, Alex is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performan…

1
Future of Office | Coworking is Dead, Long Live Coworking: The New Flex Office Generation, with a16z-backed Codi CEO Christelle Rohaut 36:10

5M ago36:10

36:10

Christelle Rohaut is the Founder and CEO of Codi (backed by a16z), where she's building the walk-to-work revolution. Codi offers turnkey, private office spaces with the most flexible terms on the market. In a matter of days, any company can find a space for their team, with full and part-time options, outsourced office management, and flexible leas…

1
Alex Chaloff - CIO of Bernstein Private Wealth Management 48:56

5M ago48:56

48:56

Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the advantages of scale, and the importance of having a sleep coach. Please enjoy my talk with Alex Chaloff. Alex Chaloff is the Chief Investment Officer of Bernstein Privat…

1
A New Way to Finance Tech-Enabled Real Estate Co's & Lessons from the Proptech Boom Cycle, with Cherry Lawn Capital Managing Partner Robert McDonald 41:08

5M ago41:08

41:08

Robert McDonald is the Managing Partner at Cherry Lawn Capital, on a mission to provide businesses with the real estate capital necessary to scale and the operational capital needed for a successful next venture round. Robert joins Edward, Jeff and Zach to also discuss lessons and takeaways from the previous Proptech boom cycle, and how should foun…

1
Demystifying Family Office Services Part 1 32:51

5M ago32:51

32:51

In Part 1 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management, Emery Bourne and April Gay, MWM Family Office Relationship Managers, and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, dive into what makes family office services different from similar services provided in a typic…

1
Demystifying Family Office Services Part 2 30:39

5M ago30:39

30:39

In Part 2 of this two-part podcast episode, Michael Merlin, Founder of Merlin Wealth Management and Rebecca Mineo, Head of Family Office Solutions for Rockefeller Global Family Office, continue their discussion of several client situations where family office solutions have proven valuable.By Michael Merlin

1
Climate Tech | How to Solve Real Estate's Greatest Challenge, with Measurabl CEO Matt Ellis 45:33

5M ago45:33

45:33

Matt Ellis is the CEO of Measurabl, the world’s most widely adopted ESG solution for real estate. Customers use Measurabl to measure, manage, report, and act on ESG data on more than 15 billion square feet of commercial real estate across 92 countries. Measurabl empowers customers to optimize ESG performance, assess exposure to physical climate ris…

1
Jannah Devine: The Value of Advice - How Curiosity and Care Can Propel Your Career Forward 19:18

6M ago19:18

19:18

In the fifth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Jannah Devine. A Co-Leader of Oglevee & Devine Wealth Partners, her five-person team based in Newport Beach, CA, Jannah discusses the best financial advice she’s…

1
Mark Hurley - Welcome to the Wealth Management Jungle 59:04

6M ago59:04

59:04

Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written several influential papers over the years, and makes some intriguing and provocative points. We go into the mechanics of the wealth management business, how to find talen…

1
Future of Office | The Boring Building Amenity That Makes CRE Investors Money, with Stuf CEO Kat Lau 30:29

6M ago30:29

30:29

Katharine Lau is the CEO and Co-founder of Stuf, a self storage startup delivering modern, tech-enabled storage to consumers and businesses. Stuf partners with real estate owners to monetize basements, garages, and other spaces in commercial buildings as storage, creating new cash flow opportunities for landlords while providing neighborhoods with …

1
Steffen Pauls - Future of Private Equity 53:13

6M ago53:13

53:13

Steffen Pauls is a serial entrepreneur with a long background in the private equity industry. His career started at BCG; he started and sold a fintech company during the dot com era; worked at KKR when it was still a small firm and grew along with it; and then left to start his own company in 2016 called Moonfare - which is a private equity investi…

1
Housing Crisis | Unlocking 2% Mortgages, with Roam Founder & CEO Raunaq Singh 33:56

6M ago33:56

33:56

Raunaq Singh is the founder & CEO of Roam, the platform for purchasing a home with an assumable, low-rate mortgage included. Prior to founding Roam, Raunaq spent a decade in various product and operations roles across Uber, Opendoor and Culdesac. He received a Bachelor's degree in Political Economy from NYU and currently resides in New York City. (…

1
Future of Office | Convene CEO Ryan Simonetti: Building the Largest Office Experience Provider, WeWork's Bankruptcy & Office Predictions for 2024 35:49

7M ago35:49

35:49

Ryan Simonetti is the CEO and co-founder of Convene, a global hospitality company that owns and manages premium Meeting, Event & Workplace locations around the world. His unique expertise in real estate acquisitions, development, and finance has helped catapult Convene to become a pioneer in the commercial real estate industry. Ryan is also the co-…

1
Casey Whalen - Lessons from David Swensen 1:01:33

7M ago1:01:33

1:01:33

Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion at Truuvo partners and now heading up Lazard’s family office partners. Casey and I talk about the many lessons she learned from David Swensen, and I especially liked h…

1
Shelly Lazarus: How to Move the Needle - Inside the Career of an Advertising Trailblazer 36:43

7M ago36:43

36:43

In the fourth episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, sits down with Shelly Lazarus, Chairman Emeritus of Ogilvy, the global advertising, marketing and public relations agency, and a member of the Board at Rockefeller Capital Management. Known to many as one of the most powerful execu…

1
Housing Crisis | Jeff Bezos-backed Real Estate Company Allows Regular People to Invest in Rental Homes, with Arrived CEO Ryan Frazier 44:44

7M ago44:44

44:44

Ryan Frazier is the Co-founder and CEO at Arrived Homes, the Real Estate tech company that Jeff Bezos and Marc Benioff invested in to make the wealth building potential of owning rental homes & vacation rentals more accessible. Ryan and the Arrived team believe they can do that by simplifying the process, and lowering the cost to get started. With …

1
Housing Crisis | The Lawsuit That Will Change Real Estate Forever & Reimagining the Home Buying Experience, with Aalto CEO Nick Narodny 38:35

7M ago38:35

38:35

Nick Narodny is the Founder and CEO at Aalto, a real estate marketplace that lets people buy and sell homes online. Nick previously co-founded Grovo, a microlearning company for real estate agents that was acquired by Cornerstone on Demand. Real Estate runs in the family for Nick, after being raised and inspired by his real estate agent mother and …

1
Fundrise CEO Ben Miller on Real Estate & VC Investment Strategies, Macro Trends for 2024 & Building the Online Blackstone 51:58

7M ago51:58

51:58

Ben Miller is the co-founder and CEO of Fundrise, the largest direct-to-consumer alternative asset manager in the US. Under his leadership, Fundrise has grown to over 2 million active users and over $3 billion in real estate private equity, private credit, and growth-stage venture capital. Ben also serves as Chairman of the Board of three publicly-…

1
Tammi Lauder: From a Psychology Major to Financial Advisor - How Understanding Client Mindsets Benefits Her Advisory Practice 22:30

8M ago22:30

22:30

In the third episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with one of Rockefeller’s leading Private Advisors, Tammie Lauder. A Co-Leader of Landmark Group, her five-person team based in Stamford, CT, Tammie discusses how her background in psychology benefits her clients …

1
Future of Office | WeWork, Adam Neumann, & the Great Startup Delusion, with WSJ Best-seller Author Eliot Brown 46:00

8M ago46:00

46:00

Eliot Brown is the co-author of The Cult of We (with Maureen Farrell), a WSJ best-selling book, and winner of the Financial Times, Fortune, and NPR Best Book of the Year Awards. Eliot covers startups and venture capital for The Wall Street Journal in London. He joined the Journal in 2010, when he was hired to cover commercial real estate in the wak…

1
Avery Sheffield: From Neuroscience to Financial Markets - The Journey of a Leading Portfolio Manager 29:56

8M ago29:56

29:56

In the second episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group sits down with Avery Sheffield, Co-Founder and Chief Investment Officer of VantageRock at Rockefeller Asset Management. In an in-depth interview, they discuss Avery’s journey from a neuroscience major to portfolio manager, the quali…

1
How Multifamily Investors Can Decarbonize Buildings Profitably & Avoid Fines, with Kelvin Founder & CEO Marshall Cox 28:29

8M ago28:29

28:29

Marshall Cox is a PhD in Electrical Engineering, and the Founder and CEO at Kelvin, winner of the MIT Clean energy prize, the Popular Science Innovation Award, and the Verizon Powerful Answers award. The Kelvin team has developed a system that eliminates overheating in pre-war buildings. The system, called the Cozy, is a wireless, low-cost, and eas…

1
Solvable Problems: 3rd Quarter 2023 Recap 45:39

9M ago45:39

45:39

In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 3Q23, the current geopolitical environment, the current fiscal policy environment, and their pote…

1
State of Short-term Rentals & Airbnb Regulation, with Hostaway Founder & CEO Marcus Räder 36:30

9M ago36:30

36:30

Marcus Räder started his first company when he was 11 years old. Since then, he's been learning about the world of business, growing up in an environment where global communication and connectivity gets better each day. With 10 years of experience in EdTech and online marketing at various startups, he decided it was time to help others. By founding…

1
Cannabis Real Estate Opportunities & Challenges, with Zoned Properties CEO Bryan McLaren 36:28

9M ago36:28

36:28

Bryan McLaren is the Chairman & CEO at Zoned Properties, providing regulated Cannabis Real Estate and knowledge since 2014. Cannabis is now legal across 37 US states, and NYC's recent roll-out has put the industry under scrutiny. In this episode, Edward Cohen & Zach Aarons explore the opportunities for Commercial Real Estate investors and retail ow…

1
Ryan Eisenman - The Challenge of Data 42:30

9M ago42:30

42:30

Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments. I thought it would be great to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling one of asset management’s persistent back office issues such as K-1s and …

1
Bridging the Gap Between Short-Term Real Estate Lenders, Borrowers & Investors, with Groundfloor Co-founder Nick Bhargava | Tangent @ Blueprint 8:58

9M ago8:58

8:58

Groundfloor is a private real estate lending marketplace open to non-accredited investors. Groundfloor opens the door to short-term, high-yield returns backed by real estate. Their platform brings together individual investors looking for short-term lending investments and borrowers looking for short-term financing for their specific real estate pr…

1
How to Maximize Multifamily Performance with Renter Analytics, with RCKRBX CEO Michael Broder & COO James Moore 51:01

9M ago51:01

51:01

RCKRBX is the first real estate SaaS platform that puts the voice of the renter at the Multifamily developer's and investor's fingertips, including across key investment, development, marketing, leasing, and management decision points. The platform delivers actionable intelligence around the preferences, priorities, attitudes, and viewpoints that d…

1
Introducing Genius Loves Company 43:18

9M ago43:18

43:18

In the inaugural episode of Genius Loves Company, Rockefeller Capital Management's CEO Gregory Fleming joins Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, and Kristen Sario, Southeast Divisional Director at Rockefeller Global Family Office, as they reveal defining moments in their lives, how these events informed their car…

1
Coming Soon: Genius Loves Company 0:51

10M ago0:51

0:51

Listen to a preview of our newest podcast series, Genius Loves Company, spotlighting the women that are part of Rockefeller Capital Management’s unique network. In candid conversations, our guests share how different life experiences, priorities, and values have led them to personal growth and the ability to deliver value for clients. Stay tuned fo…

1
The Easiest Way to Integrate Multifamily Property Management & Proptech, with Propify CEO & Co-founder Remen Okoruwa | Tangent @ Blueprint 12:16

10M ago12:16

12:16

Remen Okoruwa is product-minded leader who's working to unlock data for the property management industry. Remen and his co-founders met while they were working at Hubspot, and are now bringing their deep expertise about integrations to streamline Multifamily property management operations for all stakeholders. Propify (YC W23) recently raised $3.3M…

1
State of the Self Storage Market, On Demand Storage Models & Creating Value with Social Media Content, with DXD Capital Co-founder Cory Sylvester 55:11

10M ago55:11

55:11

As the Co-Founder of DXD Capital, Cory Sylvester brings 14 years of Real Estate & Finance expertise to revolutionize the Self Storage industry. Passionate about utilizing data and technology, Cory is building the largest platform for building and buying self storage facilities in the US. His Self Storage journey began with co-founding Radius+, a su…

1
Jon Hirtle - An Uninterrupted Chain of Logic 54:32

10M ago54:32

54:32

Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion OCIO firm. I was especially interested to talk to Jon because he is a real process guy, and has been thinking deeply about managers and portfolios for over thirty years. John trained recruits at Paris Island, worked at Goldman, and left with no clients…

1
Solving the Construction Labor Shortage with Mobile Micro-Factories, with Cuby Co-founder Aleks Gampel | Tangent @ Blueprint 5:57

10M ago5:57

5:57

Aleksandr Gampel co-founded Cuby Technologies with Aleh Kandrashou in 2021 to tackle the construction labor shortage. After 200,000 engineering hours, Cuby is setting the stage to commercialize hundreds of mobile micro-factories (MMF's) on or near construction sites to enable developers, general contractors and local partners to build better buildi…

Podcasts Worth a Listen

Rockefeller Capital Management Podcasts

Podcasts Worth a Listen

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