Best Rockefeller Capital Management Podcasts (2025)

1
Matt Fleissig - The Service Matrix 55:44

20d ago55:44

55:44

Today, we're charting the remarkable trajectory of a wealth management powerhouse: Pathstone. Joining us is Matt Fleissig, co-founder and CEO. Pathstone is a great case study for the major trends in wealth management over the last ten years. Pathstone’s DNA was from the well-known Harris MyCFO, which was the original dot-com family office formed by…

1
MWM Market Update: Q1 2025 48:14

26d ago48:14

48:14

Join Michael Merlin, Private Advisor and Founder of Merlin Wealth Management and Co-Head of MWM Asset Management, David North, as they discuss key topics and highlights during the first quarter of 2025.By Michael Merlin

1
Sam Cooper: From Competitive Roots to Financial Leadership – Building Confidence and Embracing Change 39:28

30d ago39:28

39:28

In the first Genius Loves Company episode of 2025, Rockefeller’s Head of Enterprise Client Coverage, Laura Esposito, sits down with Sam Cooper, Managing Director and Head of Distribution at Rockefeller Capital Management. In this wide-ranging conversation, Sam describes her career path from her early interest in finance to her current leadership ro…

1
Michael Fisch - Buying Market Leaders 51:17

1M ago51:17

51:17

Michael Fisch is a founder and the CEO of American Securities, a $23 billion private equity firm that originated in the Rosenwald family office. This is a great story of a fabled family office turning their investment DNA into a thriving private equity firm by buying market-leading businesses. William Rosenwald, son of Julius Rosenwald who built Se…

1
Jim Tananbaum - AI and the Language of Biology 46:59

2M ago46:59

46:59

Today’s guest is Jim Tananbaum of Foresite Capital. One of the most exciting places AI is revolutionizing is drug discovery, so I was very excited to have Jim on today. Jim Tananbaum is the founder and chief executive officer of Foresite Capital, a U.S.-focused healthcare investment firm founded in 2011 that has approximately $3.5 billion in assets…

1
Mark Gerson - Master of Networks 49:36

3M ago49:36

49:36

Today’s guest is Mark Gerson of 3i Members. Mark is a remarkable entrepreneur, philanthropist, and master at creating networks. He is most well known for founding Gerson Lehrman Group, the original and largest expert network in the world, and most recently, 3i Members, a global deal network for investors, all of whom have exited a company or led a …

1
2024 Wrapped – Lessons Learned from the Women of Genius Loves Company 38:10

3M ago38:10

38:10

In Genius Loves Company’s final episode of 2024, Kristen Sario, Rockefeller Global Family Office Southeast Divisional Director, and Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group, reflect on their favorite moments, stories and pieces of wisdom shared by extraordinary women in the Rockefeller network this year. Kristen and La…

1
David Salem - Know What You Own 1:10:52

3M ago1:10:52

1:10:52

David Salem has had a remarkable career. He did his undergrad at Middlebury, went to Harvard Business School where he sat next to Seth Klarman, then went to work with Jeremy Grantham at GMO where he became a partner. He started The Investment Fund for Foundations, a groundbreaking way for smaller endowments to benefit from professional investing an…

1
2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority 42:50

3M ago42:50

42:50

Join Michael Merlin, Founder of Merlin Wealth Management, Tim Laffey, Head of Tax Policy and Research at Rockefeller Capital Management, and Jason Thompson, Head of Wealth Strategy at Rockefeller Capital Management, as they take a deep dive into tax policy and estate planning strategies knowing now that a Republican majority will be leading the gov…

1
Jennifer Prosek - Power of Storytelling 57:18

4M ago57:18

57:18

Jennifer Prosek has built a powerhouse communications firm by focusing on asset management. She asked herself, "Why does the financial industry not care about its brand, and why are they so on the back foot about everything?" I was particularly keen to talk to her about how firms struggle to differentiate, especially as formerly low-profile parts o…

1
Zoe Cruz - Morgan Stanley to DeFi 51:36

5M ago51:36

51:36

Zoe Cruz is a prominent figure in the financial services industry, known for her significant contributions and groundbreaking achievements as one of the highest-ranking women on Wall Street. She was named one of the Forbes top 50 women in business four years in a row. With a career spanning over 25 years at Morgan Stanley, where she served as Co-Pr…

1
Mia Cardwell: Building Your Financial Future - A Private Advisor's Keys to Navigating a Career, Raising a Family, and Achieving Your Goals 26:46

5M ago26:46

26:46

In the twelfth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office, sits down for an enlightening conversation with Mia Cardwell, Managing Director of Cardwell Wealth Partners and one of Rockefeller’s leading Private Advisors. This wide-ranging discussion delves into Mia’s client-centric…

1
Nick Sonnenberg On How Efficiency Can Change Your Business 35:02

5M ago35:02

35:02

Would you like to get one day a week back in efficiency gains? Noted efficiency expert, Nick Sonnenberg, CEO of Leverage, talks about his CPR Framework and how it is saving businesses time and money.By Michael Merlin

1
Lisi Madden: Writing Your Own Legacy - Inside the Mind of a Leading Trust and Estate Planner 28:38

6M ago28:38

28:38

In the eleventh episode of Genius Loves Company, Laura Esposito, Rockefeller’s Head of Enterprise Client Coverage Group, sits down with Lisi Madden, Managing Director and Head of Fiduciary Services at Rockefeller Global Family Office. In her role, Lisi is responsible for all activities across both Rockefeller Trust Company, N.A and The Rockefeller …

1
Michael Weisz - Yieldstreet 51:22

6M ago51:22

51:22

Michael Weisz has a real knack for finding unconventional opportunities and a strong entrepreneurial spirit. He cut his teeth in real estate, but quickly found his nuanced understanding of mis-priced risk prepared him for creative investments like litigation and receivable finance and strategies like loans to professional athletes during lockouts. …

1
Ted Seides - Private Equity Deals 53:24

6M ago53:24

53:24

Today’s guest is Ted Seides from Capital Allocators podcast. I first did a print interview with Ted exactly seven years ago, when he had just completed his first book So You Want to Start a Hedge Fund? and had just started his podcast. Since then he has written two more books, Capital Allocators and today’s topic Private Equity Deals and now has on…

1
Angela Mwanza: Scale Your Mountain, Run Your Race - Inside the Journey of a World Citizen and Trusted Financial Advisor 22:52

7M ago22:52

22:52

In the tenth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with Angela Mwanza, one of Rockefeller’s leading Private Advisors and Managing Director of Oryx Legacy Partners, her seven-person team based in New York and San Francisco. In a wide-ranging conversation, Angela sh…

1
Greg Fleming - Rockefeller Capital Managment 57:29

7M 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

8M 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

8M 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
Ken Kencel - President and CEO of Churchill Asset Management 51:43

8M 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

9M 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

9M 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
Anthony Scaramucci - The Capital Artist 52:47

9M 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

10M 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

10M 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

10M 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
Scott Sperling - Co-CEO of Thomas H. Lee Partners 49:13

11M 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
Michael Tiedemann - CEO of AlTi Tiedemann Global 57:35

11M 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

12M 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
Alex Chaloff - CIO of Bernstein Private Wealth Management 48:56

12M 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
Demystifying Family Office Services Part 2 30:39

1y 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
Demystifying Family Office Services Part 1 32:51

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

1y 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

1y 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
Steffen Pauls - Future of Private Equity 53:13

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

1y 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

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

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

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

1+ y 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
Ryan Eisenman - The Challenge of Data 42:30

1+ y 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
Introducing Genius Loves Company 43:18

1+ y 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

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

1+ y 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
Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales 40:07

1+ y ago40:07

40:07

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.…

1
Jan Szilagyi - AI for Portfolio Insight 53:33

1+ y ago53:33

53:33

AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for investors of all stripes. Szilagyi spent most of his career with Stanley Druckenmiller at Duquesne Capital. He was co-CIO of global macro at Lombard Odier and also manage…

1
Conventional Wisdom - Bucking the Trend 1:02:05

1+ y ago1:02:05

1:02:05

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…

1
Stan Miranda - Bain Meets the Yale Model at Partners Capital 58:16

1+ y ago58:16

58:16

Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management. Stan was previously a longtime director at Bain and chairman of their Worldwide Executive Committee and a co-founder of Evolution Global Partners, a venture capital firm affiliated with Kleiner Perkins and TPG. I was interested to talk …

1
Private Placement Life Insurance 43:05

1+ y ago43:05

43:05

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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Rockefeller Capital Management Podcasts

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