Uploaded July 2026 | Updated September 2026, 1 week ago
In a conversation with David Rubenstein, Rockefeller Capital Management President and CEO Greg Fleming reflects on his journey from leading Merrill Lynch during the financial crisis to transforming Rockefeller Capital Management into a $200 billion wealth management firm. He also discusses how artificial intelligence will reshape financial advice and why the U.S. fiscal outlook is his biggest economic concern. This interview was recorded on May 13, 2026.
Chapters:
00:02:44 - The Need for Specialized Family Advice
00:03:48 - How Wealthy Families Approach Philanthropy
00:05:55 - Preparing for an IPO: Taking a Company Public
00:07:00 - Macro Outlook: US Economy, Inflation, and AI
00:07:21 - The Threshold of Wealth: "How Much Money Do I Need?"
00:13:21 - Background
00:16:20 - Merrill Lynch and Booz Allen
00:20:27 - The Appeal of Modern Asset and Wealth Management
00:22:04 - The Biggest Regret in your Career
00:22:44 - A Career Defined: His Proudest Achievement
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Like this video? Subscribe to The David Rubenstein Show on YouTube:
youtube.com/channel/UCqsN9MYiu1mKSAsYoF6ppTg
Watch the latest episodes of "The David Rubenstein Show: Peer-to-Peer Conversations" here:
bloomberg.com/peer-to-peer
Learn more about David:
davidrubenstein.com
Connect with us on...
Twitter: twitter.com/business
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In a conversation with David Rubenstein, Rockefeller Capital Management President and CEO Greg Fleming reflects on his journey from leading Merrill Lynch during the financial crisis to transforming Rockefeller Capital Management into a $200 billion wealth management firm. He also discusses how artificial intelligence will reshape financial advice and why the U.S. fiscal outlook is his biggest economic concern. This interview was recorded on May 13, 2026.
Chapters:
00:02:44 - The Need for Specialized Family Advice
00:03:48 - How Wealthy Families Approach Philanthropy
00:05:55 - Preparing for an IPO: Taking a Company Public
00:07:00 - Macro Outlook: US Economy, Inflation, and AI
00:07:21 - The Threshold of Wealth: "How Much Money Do I Need?"
00:13:21 - Background
00:16:20 - Merrill Lynch and Booz Allen
00:20:27 - The Appeal of Modern Asset and Wealth Management
00:22:04 - The Biggest Regret in your Career
00:22:44 - A Career Defined: His Proudest Achievement
--------
Like this video? Subscribe to The David Rubenstein Show on YouTube:
youtube.com/channel/UCqsN9MYiu1mKSAsYoF6ppTg
Watch the latest episodes of "The David Rubenstein Show: Peer-to-Peer Conversations" here:
bloomberg.com/peer-to-peer
Learn more about David:
davidrubenstein.com
Connect with us on...
Twitter: twitter.com/business
Facebook: facebook.com/bloombergbusiness
Instagram: instagram.com/bloombergbusiness
