Closing Fireside Chat with BlackRock's Robert Kapito

12:30pm – 1:30pm: Closing Fireside Chat with BlackRock's Robert Kapito 

1:30pm – 1:40pm: Conference Wrap Up/Closing Remarks


CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Business Management & Organization

Program Level: Basic 

Delivery Method: Group-Internet Based 

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.



Robert S. Kapito

President and Director

BlackRock

Robert S. Kapito is President and a Director of BlackRock, a premier provider of global investment management, risk management, and advisory services.Mr. Kapito is a member of BlackRock’s Global Executive Committee and Chairman of the Global Operating Committee. He is responsible for day-to-day oversight of BlackRock’s key operating units, including Investment Strategies, Client Businesses, Technology & Operations, and Risk & Quantitative Analysis. Mr. Kapito is also a Director of iShares Inc. Mr. Kapito serves as a member of the Harvard Business School Board of Dean’s Advisors and the Global Leadership Council at the University of Oxford’s Saïd Business School. He is President of the Board of Directors for Hope and Heroes Children’s Cancer Fund. Mr. Kapito is a former Trustee of the University of Pennsylvania and former Chairman of the UJA-Federation of New York. He is the recipient of the 2009 Joseph Wharton Leadership Award, the Marine Corps-Law Enforcement Foundation’s 2010 Semper Fidelis Award and is a frequent public speaker on best practices in investment management.Mr. Kapito earned a BS degree in economics from the Wharton School of the University of Pennsylvania in 1979, and an MBA degree from Harvard Business School in 1983.

Justine Phoenix (Moderator)

Head of Diversity Project North America, Nicsa

Justine Phoenix is Head of Diversity Project North America and Vice President of Distribution & Broker Dealer Engagement at Nicsa. Justine joined Nicsa with over 30 years of experience in asset management and intermediary distribution in the areas of relationship and client management, business development and operations. In her current role, Justine is responsible for building and enhancing Nicsa programs that engage and support distribution and BD executives. Before joining Nicsa, she was Vice President, Senior Relationship Manager at Fidelity Investments. In this role, she was head of relationship management for Fidelity FundsNetwork® and was responsible for overseeing all functions related to managing relationships with over 600 asset managers. Prior to joining Fidelity Investments, Justine was Director of Operations for the Investment Company Institute (ICI). In her role, she was responsible for all activities associated with mutual fund operations and distribution, including the Transfer Agent Advisory Committee and the Broker Dealer Advisory Committee. She also held leadership roles at Massachusetts Financial Services and Boston Financial Data Services prior to joining the ICI.

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Closing Fireside Chat with BlackRock's Robert Kapito
02/26/2021 at 12:30 PM (EST)  |  Recorded On: 03/03/2021
02/26/2021 at 12:30 PM (EST)  |  Recorded On: 03/03/2021