Page 30 - Investment Advisor September 2021

Thought Leadership & Education

FIRMS – ASSET MANAGEMENT/ managers. The program, which started as a pilot with 54 RIAs
PORTFOLIO FIRMS during the COVID-19 pandemic, is expanding as advisory
firms embrace the digital group format to engage at scale with
Black Creek Group, a real estate BlackRock’s coaches. It includes general sessions with key-
investment management firm, note speakers, peer-to-peer learning in small cohort groups,
developed Real Estate University, and 360 personal feedback reviews. Participants also are held
an educational program for finan- accountable for applying what they’ve learned to their roles in
cial professionals and their clients that defines some of the an organization.
most common, yet sometimes misunderstood, real estate ter-
minology. In 2020, the firm created 15 thought leadership and Cambiar Investors developed the Cambiar
sales pieces focused on real estate investing. By expanding the COVID-19 education campaign, designed to
company’s thought leadership, it reached more people, provid- inform and update advisors on the pandemic
ing insight and education. In addition, the firm educated finan- and prepare them for potential investment
cial professionals on its hands-on business strategy and funds, implications. The result was a series of
which helps more people better understand the private real thought leadership pieces for which Cambiar was awarded the
estate asset class. Investment Management Education Alliance Star Award for Best
Education Content and Best Advisor Website. The campaign con-
BlackRock’s Emerging Leader Lab sisted of a three-part video series with Senior Healthcare Analyst
is an experiential program Charmaine Chan, Ph.D. Chan’s vast knowledge of the virus and
designed to help advisor clients build a pipeline for their next broader societal impacts was evident in these videos, leading to
generation of leaders, including CEOs, other C-suite leaders, high viewership, interviews in industry publications and an invita-
investment team leaders, senior advisors and relationship tion to speak at a leading biopharma/biotech event.

28 INVESTMENT ADVISOR SEPTEMBER 2021 | ThinkAdvisor.com