Capital Allocators – Inside the Institutional Investment Industry Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Mar 16, 2020
Greg Fleming, the founding CEO of Rockefeller Capital Management, shares his remarkable journey from law to finance, highlighting key leadership lessons amid the 2008 financial crisis. He discusses the marriage of technology and personalized client interactions in asset management, along with the firm's strong commitment to ESG investing. Fleming reflects on his bond with Yankee legend Derek Jeter and their shared philanthropic efforts. He also emphasizes the importance of routine for personal growth and the evolving landscape of finance shaped by technology.
AI Snips
Chapters
Transcript
Episode notes
Career Pivot
- Greg Fleming's career pivot from law to management consulting at Booz Allen and Hamilton shaped his path.
- This experience provided invaluable insights into diverse industries and global business practices.
Strategic Focus
- Focus on a few key strategic priorities, not too many.
- Communicate these priorities clearly and consistently for success.
Industry Expertise
- Expertise in financial institutions and asset management positioned Greg Fleming for leadership at Merrill Lynch.
- This background proved crucial during the 2008 financial crisis.