News Article / Web Printout - HOUSE_OVERSIGHT_012050

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Extraction Summary

4

People

6

Organizations

1

Locations

2

Events

2

Relationships

1

Quotes

Document Information

Type: News article / web printout

File Size: 927 KB

Summary

A Bloomberg article from October 4, 2017, details Greg Fleming's appointment as CEO of the newly formed Rockefeller Capital Management. The firm, created in partnership with the Rockefeller family office, is set to be acquired by Viking Global Investors. The document is stamped with a House Oversight Bates number.

People (4)

Name	Role	Context
Greg Fleming	Incoming CEO	Former Morgan Stanley executive becoming CEO of Rockefeller Capital Management.
Jennifer Surane	Author	Bloomberg reporter.
Simone Foxman	Author	Bloomberg reporter.
James Gorman	CEO	CEO of Morgan Stanley who indicated he would stay on, prompting Fleming's departure.

Organizations (6)

Name	Type	Context
Viking Global Investors		Hedge fund backing the new firm and becoming majority owner.
Rockefeller Capital Management		New wealth-management firm created with the Rockefeller family office.
Rockefeller family office		Joining with Fleming to create the new firm.
Morgan Stanley		Former employer of Greg Fleming.
Merrill Lynch & Co.		Former employer of Greg Fleming.
Bloomberg		Source of the article.

Timeline (2 events)

2017-10-04

Announcement of Viking Global backing Rockefeller Wealth Firm led by Fleming.

New York

Greg Fleming Viking Global Investors Rockefeller Family Office

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2018 (Early)

Expected completion of the deal where Viking Global acquires Rockefeller Capital Management.

New York

Viking Global Investors Rockefeller Capital Management

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Locations (1)

Location	Context
New York	Location of the 'New York-based company' (Rockefeller Capital Management).

Relationships (2)

Greg Fleming → Professional Conflict → James Gorman

Fleming left Morgan Stanley after Gorman indicated he planned to stay on at least five more years.

Greg Fleming → Business Partnership → Rockefeller Family

Fleming is joining with the Rockefeller family office to create a wealth-management firm.

Key Quotes (1)

"Many wealthy families own companies that they need to take public or sell... They’re looking for strategic advice, and they’re looking for interesting investments."

Source

HOUSE_OVERSIGHT_012050.jpg

Quote #1