2015 NAA National Tour Recap: Puerto Rico and The Northeast

As we look forward to our next stop on the National Tour in Miami on April 22, we wanted to share a few highlights from our visits to Puerto Rico, Washington DC, and New York.

Our National Tour serves as our primary membership and market outreach effort spanning 10 markets. We host member-only roundtable meetings regional stakeholders across the NAA mission and receptions in selected markets.


NAA KICKS OFF NATIONAL TOUR IN PUERTO RICO FEBRUARY 25-28

We launched our National Tour with our Board of Directors Meeting held at the Hotel El Convento in el Viejo San Juan. We also participated in a tour of La Fortaleza, the Governor's mansion, where members had the opportunity to speak with Honorable Alejandro Garcia Padilla, Governor of Puerto Rico.

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NAA Tour of La Fortaleza
From Left to Right: NAA Chair Frank Herrera Jr.,Founder;The Herrera Law Firm; Cecilia Elizondo Herrera, Board Member, The Cisneros Center for New Americans; Rory McNeil, Proprietor, ROAR Salon; Gabriel Rodriguez,Managing Director;Empiric Institutional;Hon. Alejandro Garcia Padilla, Governor of Puerto Rico; David Ashe, Partner, Advent-Morro Equity Partners; Joshua Maldonado, NAA Assistant Director of Programs and Communications  


We were delighted NAA Vice Chair of Governance & Pension Fund Initiative Co-Chair Cyril Meduña and NAA Member Maria Luisa Ferrer-Rangel hosted a reception at their home.

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National Tour Reception
From Left to Right: NAA CEO Pilar Avila; NAA Vice Chair of Governance Pension Fund Initiative Co-Chair Cyril Meduña, President, Advent-Morro Equity Partners, Inc; NAA Member Maria Luisa Ferre-Rangel, President and CEO, Grupo Ferre Rangel; Mrs. Baco Bague; Hon Alberto Baco Bague, Secretary Economic Development and Commerce of Puerto Rico

Daniel_2.jpgNational Tour Reception
From Left to Right: Daniel Beyer, Managing Director, Head of Investor Relations, Mariner Investment Group, LLC; NAA Board member Joe Acevedo, Principal, Pharos Capital Group, LLC; Gabriel Rodriguez, Managing Director, Empiric Institutional LLC 

Gordillo_2.jpgNational Tour Reception
From Left to Right: NAA Vice Chair of Governance & Pension Initiative Co-Chair Cyril Meduña, President,Advent-Morro Equity Partners Inc; Mara Liz Meinhofer, Director, New York Office, Commonwealth of Puerto Rico Department of Economic Development & Commerce; Henry Gordillo, President, Integration Technologies Corp

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National Tour Reception
From Left to Right: Jaime Fonalledas, Empresas Fonalledas Inc.; NAA CEO Pilar Avila; Cristina Sumaza, Solutions Analyst, ConPRmetidos; Juan Carlos Suarez Izquierdo, Executive Assistant to the Secretary, Department of Economic Development & Commerce of Puerto Rico
 


NORTHEAST TOUR MARCH 17-20

During the visit to our nation's capital NAA met with The White House Initiative on Educational Excellence for Hispanics, U.S. Department of Commerce, U.S. Small Business Administration and Deloitte. We concluded our visit in Washington D.C. with a congressional Breakfast co-hosted by the NAA and the National Association of Investment Companies (NAIC) to discuss federal pensions and diversity in asset management. We were delighted to have participation from Honorable Maxine Waters, Ranking Member, U.S. House of Representatives and Honorable Juan Vargas, U.S. Representative, California 51st District. 

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U.S. Department of Commerce
From left to right: NAA CEO Pilar Avila; NAA Vice Chair of Governance & Pension Fund Initiative Co-Chair Cyril Meduña, President, Advent-Morro Equity Partners, Inc.; Claudio Phillips, Managing Principal, MB Global Partners, LLC; Alejandra Castillo, National Director of the Minority Business Development Agency (MBDA); NAA Board Member Carmen Ortiz-McGhee, Senior Vice President & Resident Sales Director, Aon Risk Solutions, Capital Region; Joshua Maldonado, NAA Assistant Director of Programs and Communications 

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Small Business Administration
From left to right: NAA Vice Chair of Governance & Pension Fund Initiative Co-Chair Cyril Meduña, President, Advent-Morro Equity Partners, Inc.; Claudio Phillips, Managing Principal, MB Global Partners, LLC; Isabella Guzman, Senior Advisor to the Administrator, U.S. Small Business Administrator; Javier Saade, Associate Administrator, Office of Investment and Innovation;  NAA CEO Pilar Avila; NAA Board Member Carmen Ortiz-McGhee, Senior Vice President & Resident Sales, Director Aon Risk Solutions, Capital Region

congressional_breakfast.pngCongressional Breakfast Co-hosted by NAA & NAIC
From Left to Right: Joshua Maldonado NAA Assistant Director of Programs and Communications; NAA Vice Chair of Governance & Pension Fund Initiative Co-Chair, Cyril Meduña, President, Advent-Morro Equity Partners, Inc.; Jennelle Lynch,Vice President National Association of Investment Companies; NAA Board Member Joe Acevedo, Principal, Pharos Capital Group, LLC; James Mitchell Jr. Managing Director, The Rock Creek Group; Hon. Maxine Waters, U.S. House of Representatives; NAA CEO Pilar Avila; NAA Board Member Carmen Ortiz-McGhee, Senior Vice President & Resident Sales Director Aon Risk Solutions, Capital Region; Brenda Alfaro,Vice President of Business Development, LM Capital Group; Jarrod F. Loadholt, Senior Counsel, Committee on Financial Services, U.S. House of Representatives. 

We continued our Northeast tour in the Big Apple with a reception sponsored by Morgan Stanley at the Waldorf=Astoria. The next morning NAA met with Hon. Scott Stringer, New York City Comptroller, NYCERS Chief Investment Officer Scott Evans and members of their executive and investment team. Our day concluded with a meeting with John Adler Director of The Mayor's Office of Pensions and Investments and Chief Pension Investment Advisor.

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Meeting with Office of the New York City Comptroller and New York City Employees Retirement System (NYCERS)
From Left to Right: Hon. Scott Stringer, New York City Comptroller; Scott Evans, Chief Investment Officer, NYCERS; Alex Doñe, Executive director for private equity/emerging managers at the Bureau of Asset Management, New York City Comptroller's Office; Wendy Garcia, Deputy Chief Diversity officer; David Ashe ,Partner Advent-Morro Equity Partners; NAA Treasurer Gerson Guzman, Managing Director, Corinthian Capital Group, LLC

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National Tour Reception 
From left to right: Claudia Marmolejo, Morgan Stanley Wealth Management, Legal and Compliance; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Director, TCW- Craton; NAA CEO Pilar Avila

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Meeting with The Mayor's office of Pension and Investment 
From Left to Right: NAA CEO Pilar Avila; Gabriel Rodriguez Managing Director, Empiric Institutional LLC; NAA Vice Chair of Programs & Pension Fund Initiative Co-Chair Tom Soto, Managing Director TCW-Craton; John Adler, Director of The Mayor's Office of Pensions and Investments and Chief Pension Investment Advisor; David Ashe, Partner, Advent-Morro Equity Partners
 

On the last day of our Northeast Tour, Assemblymember Michael Blake invited NAA members to participate in a Bronx Economic Development Tour to collaborate on the continued revitalization and transformation of the Bronx Borough. The tour concluded with a special lunch held at Charlie's Bar & Kitchen with U.S. SBA Administrator Maria Contreras-Sweet, Honorable Jose Serrano, U.S. House of Representatives, New York 15th District, Honorable Ruben Diaz Jr., Bronx Borough President and Honorable Michael Blake, Assemblyman, New York State Assembly. 

charlies.jpgNAA Lunch at Charlie's Bar & Kitchen