We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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Join Michael Merlin, Founder of Merlin Wealth Management at Rockefeller Capital Management and various friends, colleagues and experts as they take complicated financial concepts and break them down to simple, easy to understand ideas. Important Information: https://rcmbrand.rockco.com/MWM%20Podcast%20Legal%20Disclaimer.pdf
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A new era is upon us, and Tangent💚 is back with our fourth new limited series, hosted by Proptech entrepreneur Edward Cohen, and venture capitalists Jeffrey Berman (Partner at Camber Creek) and Zach Aarons (Co-founder and GP at MetaProp). Tangent unites Proptech founders💡, real estate investors🏢, urban leaders🏙 and passionate creators🌎 who are improving our communities and cities. Join us to learn how we can solve present day challenges with innovative technology and greater collaboration. 💚 ...
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Future1 is a video show & podcast created to educate Institutional Investors, Family Offices, and High Net Worth investors about technologies that will transform the world and how we live in it. This is done by featuring the most sophisticated investors and brilliant entrepreneurs in the industry to share thought leadership. Note: The material contained on this web series & podcast is for informational purposes only and should not be construed as an offer or a recommendation to buy or sell a ...
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Alex Lebenthal: Connecting Women-Led Businesses to Capital – Inside the Career of a Leading Investment Banker
33:49
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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…
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Housing Crisis | The Rise of Home Equity Investments, with Point Co-founder Eoin Matthews
38:03
38:03
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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…
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Valerie Rockefeller: Living With Legacy - Upholding Family Tradition and Carving a New Path as an Educator
34:14
34:14
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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…
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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
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1
Climate Tech | Sustainability & Economic Benefits From Decarbonizing Real Estate, with Cortex CRO Lisa Rockefeller
35:18
35:18
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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…
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1
The New Generation of Real Estate Tech Venture Capital, with RE Angels GP & Founder Alon Gorbonos
44:25
44:25
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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…
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Alex Petrone: From Javelin Throwing to the Municipal Markets – The Journey of a Fixed Income Investor
28:07
28:07
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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…
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Future of Office | Coworking is Dead, Long Live Coworking: The New Flex Office Generation, with a16z-backed Codi CEO Christelle Rohaut
36:10
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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…
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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
41:08
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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…
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1
Demystifying Family Office Services Part 1
32:51
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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…
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Demystifying Family Office Services Part 2
30:39
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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
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1
Climate Tech | How to Solve Real Estate's Greatest Challenge, with Measurabl CEO Matt Ellis
45:33
45:33
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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…
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Jannah Devine: The Value of Advice - How Curiosity and Care Can Propel Your Career Forward
19:18
19:18
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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…
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Future of Office | The Boring Building Amenity That Makes CRE Investors Money, with Stuf CEO Kat Lau
30:29
30:29
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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 …
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Housing Crisis | Unlocking 2% Mortgages, with Roam Founder & CEO Raunaq Singh
33:56
33:56
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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. (…
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Future of Office | Convene CEO Ryan Simonetti: Building the Largest Office Experience Provider, WeWork's Bankruptcy & Office Predictions for 2024
35:49
35:49
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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-…
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Shelly Lazarus: How to Move the Needle - Inside the Career of an Advertising Trailblazer
36:43
36:43
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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…
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Housing Crisis | Jeff Bezos-backed Real Estate Company Allows Regular People to Invest in Rental Homes, with Arrived CEO Ryan Frazier
44:44
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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 …
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Housing Crisis | The Lawsuit That Will Change Real Estate Forever & Reimagining the Home Buying Experience, with Aalto CEO Nick Narodny
38:35
38:35
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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 …
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Fundrise CEO Ben Miller on Real Estate & VC Investment Strategies, Macro Trends for 2024 & Building the Online Blackstone
51:58
51:58
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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-…
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Tammi Lauder: From a Psychology Major to Financial Advisor - How Understanding Client Mindsets Benefits Her Advisory Practice
22:30
22:30
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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 …
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Future of Office | WeWork, Adam Neumann, & the Great Startup Delusion, with WSJ Best-seller Author Eliot Brown
46:00
46:00
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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…
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Avery Sheffield: From Neuroscience to Financial Markets - The Journey of a Leading Portfolio Manager
29:56
29:56
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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…
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How Multifamily Investors Can Decarbonize Buildings Profitably & Avoid Fines, with Kelvin Founder & CEO Marshall Cox
28:29
28:29
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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…
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Solvable Problems: 3rd Quarter 2023 Recap
45:39
45:39
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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…
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State of Short-term Rentals & Airbnb Regulation, with Hostaway Founder & CEO Marcus Räder
36:30
36:30
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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…
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1
Cannabis Real Estate Opportunities & Challenges, with Zoned Properties CEO Bryan McLaren
36:28
36:28
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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…
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Bridging the Gap Between Short-Term Real Estate Lenders, Borrowers & Investors, with Groundfloor Co-founder Nick Bhargava | Tangent @ Blueprint
8:58
8:58
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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…
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How to Maximize Multifamily Performance with Renter Analytics, with RCKRBX CEO Michael Broder & COO James Moore
51:01
51:01
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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…
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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…
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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…
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The Easiest Way to Integrate Multifamily Property Management & Proptech, with Propify CEO & Co-founder Remen Okoruwa | Tangent @ Blueprint
12:16
12:16
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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…
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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
55:11
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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…
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Solving the Construction Labor Shortage with Mobile Micro-Factories, with Cuby Co-founder Aleks Gampel | Tangent @ Blueprint
5:57
5:57
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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…
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CoreLogic CIO John Rogers on 22K Data Sources to Power Real Estate, Affordable Housing Development & Mitigate Climate Risk | Tangent @ Blueprint
9:21
9:21
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John Rogers is the Chief Innovation Officer at CoreLogic, leading R&D on the biggest asset class in the world - the US Real Estate Economy, and driving new product development to market via an iconic property & location intelligence platform called Discovery. This platform allows clients that rely on data, insights, models and answers to drive grow…
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Zillow Co-Founder Spencer Rascoff on the New Proptech Wave, Democratizing Access with Housing Innovation, & LA Tech Ecosystem
14:07
14:07
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Spencer Rascoff co-founded and ran Zillow for a decade as its CEO. Spencer is also the co-founder at Pacaso and, through his startup studio and VC firm, 75 & Sunny, is an active angel investor in more than 100 companies and is incubating several more. Rascoff is a NYT’s best selling author based in LA who focuses on Proptech, the future of work and…
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Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales
40:07
40:07
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In this episode….Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Emiliano Roman, Strategic Advisory- Managing Director at Rockefeller Capital Management to discuss what strategic options business owners should consider when thinking about selling their business in the current market environment.…
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Housing Crisis | It's Not a Mortgage, It's Not Renting, It's Acre, with Acre Homes CEO & Co-founder Mike Schneider
38:14
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Mike Schneider is the CEO & Co-founder of Acre Homes. Acre combines the ease of renting with the financial upside of owning. Acre is available in Raleigh-Durham, and will be launching in Atlanta and Nashville soon. Previously, Mike served as the VP of Technology Strategy at RE/MAX, and Co-founded First, a real estate tech company that leveraged mac…
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Housing Crisis | Using Robots to Build Homes Faster & Cheaper, with BotBuilt CEO Brent Wadas
40:23
40:23
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40:23
Brent Wadas is the CEO at BotBuilt, a Y-Combinator Construction technology company based in Durham, NC that is revolutionizing building homes with robots to address the labor shortage and housing affordability crisis. Brent served in the US Army in Afghanistan after 9/11, where he fulfilled his patriotic calling. BotBuilt employs a methodology that…
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Creating Pro-housing Ecosystems, with Ivory Innovations' Chief Innovation & Strategy Jenna Louie
46:03
46:03
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Jenna Louie leads partnerships and strategic outreach at Ivory Innovations, and was previously an investor with the Urban Development Deal Team at Stanford. Ivory Innovations' mission is to catalyze innovation in housing affordability by promoting the most compelling ideas in housing by convening industry experts, inspiring students to tackle housi…
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The Real Deal's Amir Korangy on the Future of Real Estate Media, Building Hybrid Real Estate Communities & AI Opportunities & Threats
57:48
57:48
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Amir R. Korangy is an Iranian-American publisher and film producer, who founded the business magazine, The Real Deal, about real estate and finance news. He also produced the PBS documentary, "Building Stories", about architect Costas Kondylis. Amir Korangy is also an adjunct associate professor of media and real estate at New York University where…
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Conventional Wisdom - Bucking the Trend
1:02:05
1:02:05
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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 2Q23 and the future market environment. Two books mentioned in this episode: How to Invest by Dav…
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Housing Crisis | Transforming Housing Development with Workforce Creation & Political Innovation, with Inherent L3C CEO Tim Swanson
46:26
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Timothy Swanson is the President & CEO of Inherent L3C, a Chicago-based low profit LLC focused on enabling and empowering long term affordable homeownership and generational wealth creation through modular housing development, workforce platform and a smart home marketplace for future homeowners. 💚Learn more: ➡️Inherent L3C (site) - Transforming li…
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In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with David O'Leary, Head of Insurance and Annuities at Rockefeller Capital Management to discuss Private Placement Life Insurance and Private Placement Variable Annuities and the different ways they can be leveraged.…
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How to Increase Workplace Efficiency, Improve Tenant Well-being & Reach Sustainability Goals, with Enlighted CEO Stefan Schwab
39:53
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Stefan Schwab is the CEO of Enlighted (acquired by Siemens), a Proptech provider of IoT solutions at the intersection of people, space, and work. Enlighted combines cognitive environmental IoT sensors and lighting controls that connect to intelligent workplace experience apps, offering a singular, scalable, interoperable solution to address a spect…
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Bonus | Discomfort Zone: What Have You Changed Your Mind About? Ft. Steve Eisman, Zach Aarons, Nick Romito, Kevin Ortner, Imran Noorani & Noah Isaacs
10:19
10:19
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This is a Tangent Special episode. Discomfort Zone: the art of stepping out of your comfort zone to pivot in business and in life, and the science of changing your mind when you are faced with new facts and acquire new experiences. (0:25) - Zach Aarons (GP & Co-founder at MetaProp) (3:03) - Nick Romito (CEO & Founder at VTS) (3:47) - Kevin Ortner (…
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Financial Planning for Millennials and Gen Z
27:29
27:29
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In this episode….Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Thomas Patton, Financial Advisor for MWM's High Net Worth Team to discuss the importance of financial priorities - spending, saving, and investments.By Michael Merlin
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Housing Crisis | Rent-to-Invest & Build Residential Real Estate Wealth, with Roots Co-founder Daniel Dorfman
42:49
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Daniel Dorfman is the Co-founder at Roots, an Atlanta-based company aiming to help 1 million people create wealth through residential real estate investing and their innovative ''Rent it like you own it'' program. 💚Learn more: ➡️Roots (site) - The real estate portfolio that creates wealth for you and its Residents 💚Feature: ➡️Dottid (book a demo) -…
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In this episode Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with the MWM Asset Management team to discuss the current markets and the economy. Adam Compton, Head of Asset Management MWM, John Wagner, Associate Portfolio Manager, Grady O’Gara, Head of Trading, and David North, Investment Research, weigh in on MW…
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AI Opportunities for Real Estate, Regional Banks' Impact on CRE & Creating Value with Software, with Dealpath CEO Mike Sroka
45:53
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Mike Sroka, CEO and Co-founder of Dealpath, a leading cloud-based software platform for commercial real estate investment and development teams, including Blackstone, Nuveen, Oxford Properties and L+M. Mike currently also contributes to Forbes' Real Estate Council, and previously worked as a PM at Zynga. Edward & Jeff are joined by friend of Tangen…
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