Family Office Virtual Summit: Collective Intelligence

Family Office Virtual Summit: Collective Intelligence

The BlackRock Family Office Virtual Summit hosted 450 clients from the US, Canada, LatAm and EMEA, providing an agenda oriented around networking and BlackRock’s collective intelligence: thought leadership; impact, sustainability; private markets; China opportunities and megatrends.

Overview of the virtual summit

Our inaugural virtual and global BlackRock Family Office Virtual Summit was designed to bring a global community of Family Office clients together using technology to drive connectivity, networking and thought leadership. We brought our “Collective Intelligence to Your Family Office” - our sharpest, most current thinking from the best minds at BlackRock, the family office community, and beyond.

Five key Family Office Virtual Summit highlights

  1. Leaders need to have a clear purpose – one that connects authentically with all their stakeholders and takes a long-term view.
  2. A dynamic approach across asset classes, regions and instruments is vital to navigating a post-COVID market landscape.
  3. Sustainability is no longer a peripheral investment consideration – it’s central to portfolio construction.
  4. Private market allocations are an increasing focus for Family Offices both for diversification and return considerations.
  5. Our current environment has only sharpened the need for true consultative partners who understand the unique needs of Family Offices.

Keynote sessions

A founder’s view: A conversation with Larry Fink

Our dedicated BlackRock founder, Chairman and CEO, Larry Fink, tunes in from home with Philipp Hildebrand, Vice Chairman of BlackRock. Larry and Philipp discuss the pressing issues and opportunities that confront family office investors today.

Impact investing: Reshaping capitalism

Can we reshape the very way we think about investing to bring impact to the side of profit? Brian Deese, Global Head of Sustainable Investing at BlackRock and Sir Ronald Cohen, Chair of the Global Steering Committee for Impact Investment debate.

Creating change: A view from The IKEA Foundation

Deborah Winshel, Global Head of Social Impact at BlackRock and Per Heggenes, CEO of the IKEA Foundation discuss the IKEA Foundation’s strategy: translating its philanthropic investments into systemic change that achieves its goals and purpose.

Where now: The opportunities in the fixed income markets today

Rick Rieder, CIO of Global Fixed Income, Head of Fundamental Fixed Income, at BlackRock is interviewed by Todd Whitenack, Co-Managing Partner, Director of Investment Research at BBR Partners – a US Multi-Family Office based in New York.

Breakout sessions

Opportunities in private markets: A total portfolio approach

This Alternatives-focused session led by Pam Chan, Chief Investment Officer and Global Head of BlackRock’s Alternative Solutions Group and David Lomas, Global Head of BlackRock Alternatives Specialists tackles opportunities in private markets.

Megatrends: Accessing disruption across the cycle

Evy Hambro, Global Head of Thematic and Sector based Investing, Fundamental Equity at BlackRock and Manuela Sperandeo, EMEA Head of Thematic, Sustainable & Factor ETFs at BlackRock discuss Megatrends – the structural shifts that permeate our lives.

China: From niche to necessity

Wei Li, Head of EMEA Investment Strategy for Index Investments, Rui Zhao, Lead Portfolio Manager for BlackRock's China A-share Portfolios and Wenjie Lu, Head China Investment Strategist at BlackRock discuss how investors are under-allocated to China.