Events

16th Wall Street Summit

October 05, 2016 - October 06, 2016

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The New America Alliance presented the 16th Annual Wall Street Summit on October 5-6 in New York City. The NAA remains at the forefront of economic development conversations to accelerate access to investment capital and to ensure Latino and diverse leaders continue to have a seat at the table.

The Summit Opening, sponsored by Univision Communications, Inc., included a fireside chat with Democratic and Republican leaders on the state and outlook of the U.S. economy amid the presidential election.

Summit Opening Fireside Chat from Left to Right: NAA Inc Co-Chair of the Board Tom Soto; The Honorable Ruben Diaz, Jr., Bronx Borough President; and David A. Hinson, Chief Financial Officer and Head of Mergers & Acquisitions, MicroTechnologies, LLC 

Summit Opening Fireside Chat from Left to Right: Juan Sabater, NAA Inc Co-Chair, Managing Director, Valor Equity Partners; Edward Cox, Chairman, New York State Republican Party; and The Honorable Sean Duffy, Chairman, House Financial Services Subcommittee on Oversight and Investigations, U.S. House of Representatives (R-WI)

Sponsored by Herbalife, the American Latinas: Economic, Political & Leadership Force session gathered an illustrious group of Latinas who shared their rise to success, highlighted how Latinas are driving the economy as entrepreneurs, corporate executives and public sector leaders, and outlined recommendations for continuing to elevate the leadership of Latinas across sectors. The Summit Opening Reception followed the Latina session. 

#NAALatinaCaucus Session from Left to Right: Carmen Ortiz-McGhee, NAA Institute Chair of the Board and NAA Latina Caucus Co-Chair; SVP & Resident Sales Director, Aon Risk Solutions, Capital Region; Ivelisse R. Estrada, Senior Vice President of Corporate and Community Empowerment, Univision Communications Inc.; Patricia Díaz-Dennis, Massachusetts Mutual Life Insurance, US Steel & Entravision Board of Directors; and Daisy Expósito-Ulla, Chairman & CEO, d'exposito & partners

#NAALatinaCaucus Session from Left to Right: Ivelisse R. Estrada; Patricia Díaz-Dennis; Daisy Expósito-Ulla; Carmen Ortiz-McGhee; Angela Maria Arboleda, Vice President, Government and Community Affairs, Herbalife Nutrition; Olga Camargo, Managing Partner, Toroso Investments; and Mary Ann Gómez Orta, President & CEO, Congressional Hispanic Leadership Institute

Day 2 of the Summit began with a networking breakfast and The State of the U.S. Pension System session sponsored by GCM Grosvenor Private Markets. Opening remarks were provided by The Honorable Scott M. Stringer, Comptroller, New York City and The Honorable Greg Walden , Chairman, National Republican Congressional Committee, U.S. House of Representatives (R-OR). 

Jason R. Howard, Director, Investments, GCM Grosvenor



The Honorable Scott M. Stringer, Comptroller, New York City



The Honorable Greg Walden, Chairman, National Republican Congressional Committee, U.S. House of Representatives (R-OR)

 

The State of the U.S. Pension System from Left to Right: Juan Sabater, NAA Inc Co-Chair; Managing Director, Valor Equity Partners; Richard Ingram, Executive Director, Teachers' Retirement System of the State of Illinois; R. David Kelly, Chairman, Board of Trustees, Teacher Retirement System of Texas; Cheryl Alston, Executive Director, Dallas Employees Retirement Fund; Harry M. Keiley, Board Member, California State Teachers' Retirement System (CalSTRS); William Clark, Senior Vice President & Chief Investment Officer, Federal Reserve Office of Employee Benefits

 

From Left to Right: Richard Ingram; R. David Kelly; and Cheryl Alston

From Left to Right: Harry M. Keiley and William Clark

The American Latino Investors: Building the Nation's Economy & Communities was sponsored by Morgan Stanley and included remarks from Duane Hughes, Managing Director and Chief Operating Officer, International Wealth Management, Morgan Stanley and The Honorable Robert J. Rodriguez, Assemblymember, District 68, New York State.  

The Honorable Robert Rodriguez, Assemblyman, District 68, New York State

From Left to Right: Juan Sabater, NAA Inc Co-Chair; Managing Director, Valor Equity Partners and Claudio Phillips, NAA Wall Street Summit Co-Chair; Managing Principal, MB Global Partners, LLC

Prior to the start of the panel discussion on American Latino asset managers, we were delighted to induct NAA Vice Chair of Programs Juan Sabater, Managing Director, Valor Equity Partners, into the NAA 100K Club which recognizes NAA members who have contributed $100,000 or more in membership dues and sponsorship contributions to the organization.  Since the inception of the NAA, collectively, 38 members have invested almost $5 million in the NAA.

We also took the opportunity to recognized two newly elected board members - Les Bond and Danielle Beyer.

Les Bond
Attucks Asset Management, LLC 

Danielle Beyer
55 Capital Partners 

The panel included American Latino asset managers who are playing an important role in the American economy, while strengthening the position of Latinos as distributors of capital and new economic development opportunities throughout our communities. 
 

American Latino Investors session from Left to Right: Cyril Meduña, NAA Inc Vice Chair of Governance & Co-Chair, Access to Investment Capital; President, Advent-Morro Equity Partners; Fernando Guerrero, Managing Partner and Chief Investment Officer, Varadero Capital L.P.; Claudio Phillips, NAA Wall Street Summit Co-Chair; Managing Principal, MB Global Partners, LLC; Victor Miramontes, Vice Chairman, CityView;Gregorio Schneider,  Founder, Managing Partner and Chief Investment Officer, TC Latin America Partners

We began the New Generation of American Latino Leaders session with remarks from The Honorable Thomas P. DiNapoli, Comptroller, New York State and The Honorable Maria Contreras-Sweet, Administrator, U.S. Small Business Administration.

   

The Honorable Thomas P. DiNapoli, Comptroller, New York State

The Honorable Maria Contreras-Sweet, Administrator, U.S. Small Business Administration and Tom Soto, NAA Inc Co-Chair of the Board

We also presented Administrator Contreras Sweet with the NAA Business Achievement Award for her contribution and legacy in building America's small businesses and blazing the trail for success already achieved by many, and also for building a path for new leaders beginning to build new legacies of business leadership success. 

The New Generation session showcased the rise of a new generation of American Latino leaders who are redefining pathways to success and strengthening the pipeline of new leaders moving our nation forward. 

     

Bianca Cabán, Managing Partner, Taino Capital LLC; Founding Board Member of AccessLatina; NAA Member

Cristina Jiménez, Executive Director, United We Dream

Wendy García, Deputy Chief Diversity Officer, New York City Comptroller's Office


Miguel Solís, Board Member, Dallas Independent School District; Executive Director, Latino Center for Leadership Development


 

The Honorable Rebecca Viagran, Council Member, City of San Antonio; NAA Latina Caucus Co-Chair, San Antonio and Alejandra Argüello, Marketing & Investor Relations, Caspian Capital LP


#NAANEWGEN Session from Left to Right: Pilar Avila, NAA CEO; Bianca Cabán; Cristina Jiménez; Wendy García; Miguel Solís; Hon. Rebecca Viagran; and Alejandra Argüello


We closed the Summit with the Institutional Investors: Capital Behind Latino & Diverse Managers session, which included representatives from pension systems across the nation who highlighted challenges and opportunities institutional investors face as they strive to provide retirement security to their constituents. 

Richard Ingram, Executive Director, Teachers' Retirement System of the State of Illinois




Ted Eliopoulos, Chief Investment Officer, California Public Employees' Retirement System (CalPERS)



Alex Doñé, Group Head, Private Markets, Office of New York City Comptroller Scott M. Stringer, Bureau of Asset Management


From Left to Right: Tom Soto, NAA Inc Co-Chair of the Board; Cheryl Alston, Executive Director, Dallas Employees Retirement Fund; and Alex Doñé, Group Head, Private Markets, Office of New York City Comptroller Scott M. Stringer, Bureau of Asset Management

Cheryl Alston, Executive Director, Dallas Employees Retirement Fund



Special Thanks To Our Sponsors

WHEN
October 05, 2016 at 4pm - October 06, 2016
WHERE
Le Parker Meridien
119 W 56th St
New York, NY 10019
United States
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