2014 NAA National Tour Recap: Texas, Northeast, and California

As we prepare for our final 2014 National Tour visit in Chicago, IL on May 1, we wanted to share a few highlights from our stops in Texas, DC, Maryland, New York, Connecticut, and California.
Our National Tour serves as our primary membership and market outreach effort spanning six states, Washington, DC and Puerto Rico. We host member-only roundtable meetings with elected officials, pension funds, and other institutions to identify ways to collaborate in promoting Latino leadership across sectors.


NAA KICKS OFF NATIONAL TOUR IN TEXAS February 19-21

Our NAA National Tour kicked off in the Lone Star State. We launched our tour with an NAA member dinner with Texas Senate Hispanic Caucus Chair Carlos Uresti, Texas Senator Leticia Van de Putte, Texas Representative Eddie Lucio III, as well as other special guests and NAA members.
NAA Member Dinner with Texas Senator Leticia Van de Putte From Left to Right: Danielle Beyer, Managing Director, Head of Investor Relations, Mariner Investment Group, LLC; NAA CEO Pilar Avila; Marcos Ronquillo, Partner, Beirne, Maynard & Parsons LLP; Raul Magdaleno, Chief Education Consultant, Magdaleno Consulting Group; NAA Inc Chair Frank Herrera, Jr., Chairman of the Board, HERO Assemblers/HERO Logistics; John Chalker, Managing Director, LM Capital Group; The Honorable Leticia Van de Putte, Senator, Texas Senate; David Ashe, Partner, Advent-Morro Equity Partners; Victor Maruri, Co-Founder, HCP & Company; NAA Institute Chair Ana Maria Fernandez Haar, Managing Partner, Victoriana, LLC; Gabriel Rodriguez, Managing Director, Founding Member, Empiric Institutional; Jennifer Cortez, Director of Programs & Communications, New America Alliance; Mark L. Madrid, President and CEO, The Greater Austin Hispanic Chamber of Commerce
As part of our tour, we met with the Employees Retirement System of Texas (ERS), the Teacher Retirement System of Texas (TRS), San Antonio Fire & Police Pension Fund, and with members of the Mexican American Legislative Caucus. ERS and TRS are two of the largest pension funds in the State of Texas, TRS is one of the largest in the nation with a total assets under management of $120 billion. Investors such as TRS and ERS, whom engage diverse asset management firms, are observing a trend of attractive returns and are expanding their investment programs, taking advantage of capital inefficiencies in the market and the proliferation of growing diverse firms serving this space.
ERS Meeting From Left to Right: Lauren Honza, Strategic Research Investment Analyst, ERS; Sharmila Kassam, Esq., CPA, Chief of Staff, Investments Division, ERS; Tom Tull, CFA, Chief Investment Officer, ERS
TRS Meeting From Left to Right: NAA Board Member & Capital Advocacy Co-Chair Juan Sabater, Managing Director, Valor Equity Partners; Stuart Bernstein, Senior Investment Manager, TRS
Pension Fund Initiative Meetings From Left to Right: NAA Board Member Arthur Hidalgo, Managing Partner, Carpenter, BancFunds; Marcos Ronquillo, Partner, Beirne, Maynard & Parsons LLP; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; NAA Board Member & Capital Advocacy Co-Chair Juan Sabater, Managing Director, Valor Equity Partners;Danielle Beyer, Managing Director, Head of Investor Relations, Mariner Investment Group, LLC
Legislative Roundtable From Left to Right: The Honorable Justin Rodriguez, Texas Representative, District 125; The Honorable Trey Martinez Fischer, Chairman, Mexican American Legislative Caucus, Texas Representative, District 116
We concluded our Texas visit with the National Tour Reception in San Antonio. NAA Chair of the Board Frank Herrera, NAA Co-Founder Henry Cisneros, and The Honorable Julián Castro, Mayor, San Antonio, TX opened the evening with remarks and the announcement of our 2nd Biennial American Latino National Summit in San Antonio, August 5-6.
         
From Left to Right: Dr. Ana "Cha" Guzman; NAA Institute Chair Ana Maria Fernandez-Haar, Managing Partner, Victoriana LLC; Victor Maruri, Co-Founder, HCP & Company; Gilberto Ocañas, Senior Advisor, Dentons LLP; Jennifer Cortez, Director of Programs & Communications, New America Alliance; The Honorable Julián Castro, Mayor, City of San Antonio, TX; Raul Magdaleno, Chief Education Consultant, Magdaleno Consulting Group
       
From Left to Right: NAA Co-Founder & NAA Institute Board Member Henry Cisneros, Executive Chairman, CityView; The Honorable Charlie Gonzalez, Former U.S. Congressman, Chief of Public Engagement, VIA Metropolitan Transit; NAA Institute Chair Ana Maria Fernandez-Haar, Managing Partner, Victoriana LLC; NAA Inc Chair Frank Herrera, Jr., Chairman of the Board, HERO Assemblers/HERO Logistics


NAA ROAD WARRIORS TOUR TO NORTHEAST March 3-7

NAA weathered the winter storm in the Northeast and made the march to Capitol Hill for meetings with the Office of Senator Robert Menendez, D-NJ; Congressman Xavier Becerra, D-CA; Congressman Bill Flores, R-TX; Congressman Greg Walden, R-OR; and the Office of the Congressional Hispanic Caucus. We concluded the evening by attending the 28th Annual NCLR Capital Awards. As part of our DC meetings, we discussed the use of immigration as an economic engine, the federal pension system's lack of diversity in the management of assets, and the promotion of Latinos in leadership positions.
NAA Meeting with Texas Congressman Bill Flores, R-TX From Left to Right: NAA Board Member & Pension Fund Initiative Co-Chair Cyril Meduña, President, Advent-Morro Equity Partners, Inc.; NAA Co-Founder & Board Member Emeritus Raúl Yzaguirre, Former U.S. Ambassador to the Dominican Republic; Danielle Beyer, Managing Director, Head of Investor Relations, Mariner Investment Group, LLC; The Honorable Bill Flores, U.S. Congressman, R-TX; Tina Hahn, Senior Vice President of Investor Relations, Pharos Capital Group, LLC; Deborah Gracia-Gratacós, President, Deval LLC; Mario Modiano, Senior Portfolio Manager, LM Capital Group, LLC; Enrique Cortez, President, Enitial Advanced Communications, LLC, NAA Marketing & Communications Consultant
The next morning NAA met with Maryland State Retirement and Pension System Chief Investment Officer Dr. A. Melissa Moye, Ph.D and her investment team in Baltimore. Later that afternoon NAA had meetings with the New York City Comptroller Scott Stringer and his investment team followed by a meeting with New York City Pension Trustees and the NAA National Tour Reception Co-Hosted by New York Life.
Meeting with New York City Pension Trustees From Left to Right: Raymond Sanchez, Trustee, NYCERS, Counsel & Director of Policy, Office of the Bronx Borough President; Larry Schimmel, Esq., Trustee, NYCERS, General Counsel, Investment and Operations, NYC Public Advocate I Letitia "Tish"James; Umair Khan, Esq., Deputy Council for Litigation, NYC Public Advocate; David Ourlicht, Trustee, NYCERS, Managing Director and Special Advisor to the Chairman GAMCO Asset Management 
Hector D. Vilchis, Corporate Vice President, New York Life Insurance Company
The Honorable Scott M. Stringer, Comptroller, New York City
From Left to Right: Summer A. Ticas, Investment Associate, Abbott Capital Management, LLC; NAA CEO Pilar Avila, Thad McTigue, Former Executive Director for Pensions, Office of the New York City Comptroller; Monika Mantilla, President and CEO, Altura Capital; The Honorable Scott M. Stringer, Comptroller, New York City; Susannah Vickers, Executive Director for Pensions, Office of the New York City Comptroller; Ricardo Morales, Former First Deputy Comptroller, New York City; Tina Hahn, Senior Vice President of Investor Relations, Pharos Capital Group, LLC
From Left to Right: NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; Larry Schimmel, Esq., Trustee, NYCERS, General Counsel, Investment and Operations, NYC Public Advocate I Letitia "Tish"James; The Honorable Eric Schneiderman, Attorney General, New York State
On the last day of our Northeast Tour, we met with Anyori "AJ"Hernandez, New York State Common Retirement Fund Director of Emerging Managers, City of Hartford Treasurer Adam M. Cloud and his team followed by a meeting with Connecticut State Treasurer Denise L. Nappier and her investment team.
Meeting with New York State Common Retirement Fund From Left to Right: Gabriel Rodriguez, Managing Director, Founding Member, Empiric Institutional; NAA CEO Pilar Avila; Victor Miramontes, Vice Chairman, CityView; Anyori "AJ" Hernandez, Director of Emerging Managers, NYSCRF; NAA Pension Fund Initiative Co-Chair Cyril Meduña, President, Advent-Morro Equity Partners, Inc.; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; Carty Chock, Co-Founder and Partner, Clear Point Investment Partners; Andy Unanue, Managing Partner, AUA Private Equity Partners, LLC; Mario Modiano, Senior Portfolio Manager, LM Capital Group, LLC; Nancy Rodriguez, Fixed Income Portfolio Manager, Garcia Hamilton & Associates, L.P.; Shelly Baldwin, Investor Relations, Varadero Capital, L.P.; David Ashe, Partner, Advent-Morro Equity Partners; Claudio Phillips, Managing Principal, MB Global Partners, LLC
Meeting with Connecticut State Treasurer Denise Nappier From Left to Right: The Honorable Denise L. Nappier, State Treasurer, Connecticut; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; Danielle Beyer, Managing Director, Head of Investor Relations, Mariner Investment Group, LLC


NAA TOUR HEADS TO WEST COAST April 1-3

NAA held its third National Tour visit in California beginning with the CalPERS Emerging Manager Conference in Sacramento followed by a meeting with California State Teachers' Retirement System (CalSTRS), a roundtable and reception with Assemblymember Luis Alejo, Latino Legislative Caucus Vice Chair, Assemblymember Jose Medina, and Assemblymember Reggie Jones-Sawyer. Before leaving Sacramento NAA met with the California State Public Employees Retirement System (CalPERS), with Assets Under Management of over $277.2 Billion, CalSTRS AUM is approximately $182.7 Billion; these systems are among the largest pension funds in the world and are currently expanding their diverse manager programs.
Meeting with CalSTRS From Left to Right: Jack Ehnes, Chief Executive Officer, CalSTRS; Karina Gonzalez, Private Equity & Venture Capital Research Analyst; Mike Mendez, President, Estancia Capital Management; Jorge Rodriguez, Principal Consultant, ACA Compliance Group; Luis Maizel, Senior Managing Director, LM Capital Group, LLC; Victor Miramontes, Vice Chairman, CityView; Maria Boyazny, Chief Executive Officer, MB Global Partners, LLC; Andy Unanue, Managing Partner, AUA Private Equity Partners, LLC; Astrid Soto, Vice President of Business Development & Investor Relations, AUA Private Equity Partners, LLC; Claudio Phillips, Managing Principal, MB Global Partners, LLC; Gabriel Rodriguez, Managing Director & Founding Member, Empiric Institutional LLC; Solange F. Brooks, Portfolio Manager, Investments Executive Unit, CalSTRS; Christopher J. Ailman, Chief Investment Officer, CalSTRS
Legislative Roundtable & Reception From Left to Right: The Honorable Luis A. Alejo, Vice Chair, Latino Legislative Caucus, Assemblymember, District 30, California State Assembly; The Honorable Jose Medina, Assemblymember, District 61, California State Assembly; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; The Honorable Reggie Jones-Sawyer, Assemblymember, District 59, California State Assembly
NAA Member Dinner From Left to Right (Top to Bottom): Victor Miramontes, Vice Chairman, CityView; NAA CEO Pilar Avila; Oracio Gonzalez, Legislative Director, Assemblymember V. Manuel Perez; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; Mike Mendez, President, Estancia Capital Management; Juan Sabater, Managing Director, Valor Equity Partners; Danielle Beyer, Managing Director & Head of Investor Relations, Mariner Investment Group, LLC; Claudio Phillips, Managing Principal, MB Global Partners, LLC
Meeting with CalPERS From Left to Right: NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; Laurie Weir, Senior Portfolio Manager, Targeted Investment Programs, CalPERS; Theodore Eliopoulos, Interim Chief Investment Officer, CalPERS; NAA CEO Pilar Avila; Wylie Tollette, Chief Operating Investment Officer, CalPERS; Réal Desrochers, Senior Investment Officer, Private Equity, CalPERS
In Pasadena, NAA met with the Los Angeles County Employees Retirement Association (LACERA) then in Los Angeles we met with the Los Angeles City Employees' Retirement System (LACERS) and Los Angeles Fire and Police Pension (LAFPP) Chief Investment Officer Tom Lopez. NAA closed the evening with our National Tour Reception at The California Club Co-Hosted by JPMorgan Chase, and the following morning we held our final meeting in California with the Los Angeles Department of Water and Power (LADWP).
Meeting with CalPERS From Left to Right: Gregg Rademacher, Chief Executive Officer, LACERA; June Kim, Principal Investment Officer, LACERA; NAA CEO Pilar Avila; Ruby Muñoz Dang, Director of Marketing and Client Services, Garcia Hamilton & Associates; Gabriel Rodriguez, Managing Director, Empiric Institutional LLC
Meeting with LACERS From Left to Right: Andy Unanue, Managing Partner, AUA Private Equity Partners, LLC; Astrid Soto, Vice President of Business Development & Investor Relations, AUA Private Equity Partners, LLC; Rodney June, Chief Investment Officer, LACERS; Bryan Fujita, Chief Operations Officer, LACERS
Meeting with LAFPP From Left to Right: Victor Miramontes, Vice Chairman, CityView; Danielle Beyer, Managing Director & Head of Investor Relations, Mariner Investment Group, LLC; Tom Lopez, Chief Investment Officer, LAFPP; Juan Sabater, Managing Director, Valor Equity Partners
From Left to Right: Dr. Louis Moret, Former CalPERS Board Member; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Partner, TCW-Craton; David Lopez, Founder, Manos Acclerator 
Peter R. Villegas, Vice President, Senior Manager, Government Relations,  JPMorgan Chase
Emmanuel Pleitez, Commissioner, LAFPP, Edupreneur, Qlovi
From Left to Right: NAA CEO Pilar Avila; Peter R. Villegas, Vice President, Senior Manager, Government Relations, JPMorgan Chase; Victor Miramontes, Vice Chairman, CityView; Dr. Andres Lee, D.D.S, Tom Implant Center; Sanaz Meshkinfam, Assistant Director, AJC Los Angeles; Daniel Beyer, Managing Director & Head of Investor Relations, Mariner Investment Group, LLC; Robert Amaro, Vice President, JPMorgan Chase; Rabbi Mark Diamond, Director, AJC Los Angeles; IRA Handelman, President, Handelman Consulting
From Left to Right: Jackeline Cacho, Founder, Finding Productions; Thene Muciño, President, Finding Productions, NAA CEO Pilar Avila
From Left to Right: Raul Magdaleno, Chief Education Consultant, Magdaleno Consulting Group; Emmanuel Pleitez, Commissioner, LAFPP, Edupreneur, Qlovi
From Left to Right: Martha Juarez; Ruby Muñoz Dang, Director of Marketing and Client Services, Garcia Hamilton & Associates; David Ashe, Partner, Advent-Morro Equity Partners Inc.; Gabriel Rodriguez, Managing Director & Founding Member, Empiric Institutional LLC