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12th Annual Wall Street Summit

November 14, 2012 - November 16, 2012

“Restoring Economic Growth, Job Creation and Prosperity in our Nation”

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Following a historic election season for Latinos, the New America Alliance (NAA) stood together once again with American Latino, corporate, finance and community leaders to celebrate the twelfth anniversary of its flagship event and delivered another powerful Wall Street Summit at the Waldorf Astoria in New York City. The event opened with a private Membership Reception that celebrated NAA's new members who joined in 2012.

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Wall Street Summit Membership Reception (from left to right):Jeff Penichet, Commissioner, Los Angeles City Employees Retirement System; Tonantzin Esparza, NAA Emerging Leader; Joseph Acevedo, Principal, Pharos Capital Group, LLC & NAA Young Leader; Danielle Beyer, Director, Manager Development, MarinerInvestment Group, LLC & NAA Young Leader
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Wall Street Summit Welcome Reception (from left to right):Solange F. Brooks, Portfolio Manager, Investments Executive Unit, California State Teachers' Retirement System (CalSTRS); Tom Soto, Managing Partner, Craton Equity Partners; Board Member, NAA Inc and NAA Institute; Marcos A. Rodriguez, Managing Member, Palladium EquityPartners, LLC; Board Member, NAA Inc & NAA Institute

The Welcome Reception and Dinner featured remarks from NAA Wall Street Summit Co-Chair Tom Soto and NAA Inc Chair of the Board the Honorable Roel C. Campos. The program was launched with an energetic opening keynote address from Benjamin E. Johnson, Executive Director of the American Immigration Council, highlighting the economic imperative and the role of business leaders in immigration reform, and the evening concluded with a powerful closing keynote address by the Honorable Mayor Angel Taveras of Providence, Rhode Island, who shared the challenges and success in shifting Providence from economic crisis to renewed prosperity.

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Wall Street Summit Welcome Dinner Speakers (from left to right):Tom Soto, Managing Partner, Craton Equity Partners & Board Member, NAA Inc & NAA Institute;The Honorable Roel C. Campos, Partner, Locke Lord LLP; Chair of the Board, NAA Inc & Board Member, NAA Institute
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Wall Street Summit Welcome Dinner Speakers (from Left to Right): Benjamin E. Johnson, Executive Director, American Immigration Council; The Honorable Angel Taveras, Mayor, Providence, RI

 

The Welcome Dinner also recognized Goya Foods, the largest Latino-owned food company in the nation, with the NAA Business Achievement Award. NAA Inc Board Member Andy Unanue accepted the award. The Welcome Reception and Dinner were Co-Sponsored by ExxonMobil and Goldman, Sachs & Co.

Congratulations to Goya Foods Inc. for receiving this year's NAA Business Achievement Award

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Wall Street Summit Welcome Dinner Speakers (from left to right): Lonnie Johnson, Senior Director, Federal Relations, ExxonMobil Corporation; Andy Unanue, Goya/Unanue Family & Chief Executive Officer, AUA & Associates, LLC; Board Member, NAA Inc.;NAA Business Achievement Award (from left to right): The Honorable Roel C. Campos, Partner, Locke Lord LLP; Chair of the Board, NAA Inc & Board Member, NAA Institute; Ana Maria Fernandez-Haar, Managing Partner, Victoriana, LLC; Vice Chair, NAA Inc & NAA Institute; Andy Unanue; Maria del Pilar Avila, Chief Executive Officer, New America Alliance

 

Day two opened up with a networking breakfast and opening session featuring NAA Co-Founder the Honorable Henry Cisneros, NAA Inc Chair of the Board the Honorable Roel C. Campos, and Robert Mulholland, Group Managing Director and Head of Wealth Management & Investment Solutions at UBS Wealth Management Americas.

          
Opening Session Speakers (from left to right): The Honorable Henry Cisneros, Executive Chairman, CityView; NAA Co-Founder & Board Member, NAA Institute; The Honorable Roel C. Campos, Partner, Locke Lord LLP; Chair of the Board, NAA Inc & Board Member, NAA Institute;Robert E. Mulholland, Group Managing Director, Head, Wealth Management & Investment Solutions, UBS Wealth Management Americas

 

The State of the Latino Vote & Media Image session provided important insight into data from the 2012 election with particular focus on Latino turnout and portrayal. This session featured nationally renowned experts NAA Institute Chair of the Board Moctesuma Esparza, NALEO Educational Fund Executive Director Arturo Vargas, National Hispanic Media Coalition President & CEO Alex Nogales, and VOXXI President & Editor in Chief, Emilio C. Sanchez; who discussed the power of the Latino vote as well as the emergence of a new America with diversity at its core. Following the Latino Vote & Media session a message on behalf of the National Museum of the American Latino was given by one of their commissioners, Cid Wilson.

    
Latino Vote & Media Session Speakers (left to right): Moctesuma Esparza, Chief Executive Officer, Maya Cinemas North America, Inc.; Chair of the Board, NAA Institute & Board Member, NAA Inc; Emilio C. Sánchez, President & Editor in Chief, VOXXI; Arturo Vargas, Executive Director, NALEO Educational Fund; Alex Nogales, President & CEO, National Hispanic Media Coalition;Cid Wilson, Commissioner, National Museum of the American Latino

 

The Luncheon was opened by Frank Sanchez, Sánchez Family Corporation Chairman & CEO, NAA Inc Vice Chair of Goverance and Co-Chair of the Summit; moderated by Ana Maria Fernandez-Haar, Victoriana, LLC Managing Partner and Vice Chair of the Board of NAA Inc and NAA Institute; and co-sponsored by Univision and JPMorgan Chase & Co. Remarks were given by Ivelisse R. Estrada, Senior Vice President of Corporate and Community Relations for Univision Communications, Inc.; Peter R. Villegas, Vice President & Senior Manager of the office of Corporate Responsibility for JPMorgan Chase; and Maria Castro, Vice President of Alternative Investments at JPMorgan and NAA Emerging Leader. The Luncheon featured guest speaker Peter Scher, Executive Vice President and Head of Corporate Responsibility for JPMorgan Chase.

          
Luncheon (left to right):Frank Sanchez, Chairman & CEO, Sánchez Family Corporation; Vice Chair of Goverance, NAA Inc;Ana Maria Fernandez-Haar, Managing Partner, Victoriana, LLC; Vice Chair of the Board, NAA Inc and NAA Institute;Ivelisse R. Estrada, Senior Vice President of Corporate and Community Relations, Univision Communications, Inc.
          
Luncheon Speakers:Peter L. Scher, Executive Vice President and Head of Corporate Responsibility, JPMorgan Chase; Peter R. Villegas, Vice President, Senior Manager, Office of Corporate Responsibility, JPMorgan Chase; Maria Castro, Vice President, Alternative Investments, JPMorgan & NAA Young Leader Member

 

American Latinos, the country's largest minority group, continue to be key to U.S. economic recovery and expansion; however diversity efforts lag in the corporate boardroom and executive suite. Latino representation on corporate boards of directors was the focal point for the closing of day two. The Corporate Board Leadership Session & Reception was co-hosted by the New America Alliance and the Hispanic Association on Corporate Responsibility, co-sponsored by Latino Leaders Magazine, and featured co-sponsoring remarks from Founder & Publisher Jorge Ferraez. This session featured a dynamic speaker line-up including: NAA Inc Board Member Ingrid I. Rivera, HACR President & CEO Carlos Orta, Booz Allen Hamilton Inc. Executive Vice President & Chief Operating Officer Horacio Rozanski, and Korn/Ferry International Senior Client Partner of Diversity & Inclusion Victor Arias.

Corporate Board Leadership Session & Reception Co-Sponsor Remarks:Jorge Ferraez, Founder & Publisher, Latino Leaders Magazine; Board Member, NAA Inc
Corporate Board Leadership Session Speakers (from left to right):Victor Arias, Senior Client Partner, Diversity & Inclusion, Korn/Ferry International; Horacio Rozanski, Executive Vice President & Chief Operating Officer, Booz Allen Hamilton Inc.; Ingrid I. Rivera, Investor Relations and Investment Director, Advent-Morro Equity Partners; Board Member, NAA Inc; Carlos Orta, President & CEO, Hispanic Association on Corporate Responsibility
Corporate Board Leadership Reception (from left to right):Alex Doñé, Executive Director of Private Equity/Emerging Managers, Bureau of Asset Management, New York City Office of the Comptroller; David Perez, Managing Director, Palladium Equity Partners, LLC; Maria del Pilar Avila, Chief Executive Officer, New America Alliance; Claudio Phillips, Managing Principal, MB Global Partners; Andy Unanue, Chief Executive Officer, AUA & Associates, LLC; Board Member, NAA Inc; Ed Dandridge, President and CEO, National Association of Investment Companies
Corporate Board Leadership Reception (from left to right):NAA Emerging Leaders Ariel Oxman, Associate, Simpson Thacher & Bartlett, LLP; Julio Vallejo, Independent Producer/Marketing Consultant, Maya Cinemas North America, Inc.; Martha Juarez, Vice President, BlackRock; NAA Young Leader Member Maria Castro, Vice President, JPMorgan - Alternative Investments; NAA Emerging Leader Tonantzin Esparza, Graduate Student, New York University; NAA Young Leader Danielle Beyer, Director, Manager Development, Mariner Investment Group, LLC; NAA Emerging Leader Jack Ferrer, Managing Partner, Adiligy LLC

 

For the first time, the Wall Street Summit featured Pension Fund Diversity Day, presenting a powerful dialogue with market leaders on strategies to increase the participation of Latino and minority financial services firms in the institutional investor space. The NAA is proud to have co-hosted this day with the Association of Asian American Investment Managers (AAAIM), the Council of Urban Professionals (CUP), the National Association of Investment Companies (NAIC), and the National Association of Securities Professionals (NASP).

During the Pension Fund Diversity Day Opening Breakfast, NAA CEO Maria del Pilar Avilapresented opening remarks followed by the induction of NAA Board Member Tom Soto and NAA Associate Member Thurman White into the 100K Club. The 100K Club recognizes NAA members who have invested $100,000 or more towards the implementation of the NAA mission. The Opening Breakfast was sponsored by Palladium Equity Partners, LLC; Palladium's Managing Member and NAA Board Member, Marcos A. Rodriguez, presented remarks and introduced guest speakers. WSS Recap 22 - Day 3

 

      
100K Club Induction (from left to right):Tom Soto, Managing Partner, Craton Equity Partners; Board Member, NAA Inc & NAA Institute; Maria del Pilar Avila, Chief Executive Officer, New America Alliance; NAA Associate Member Thurman White, President & CEO, Progress Investment Management Company, LLC; NAA Associate Member; Marcos A. Rodriguez, Managing Member, Palladium Equity Partners, LLC; Board Member, NAA Inc & NAA Institute

 

The Opening Breakfast included a great guest speaker lineup featuring John Miller, President & Chief Executive Officer of Denny's Corporation; The Honorable Ruben Diaz, Bronx Borough President; and The Honorable John C. Liu, Comptroller, City of New York.

    
Pension Fund Diversity Day Opening Breakfast Guest Speakers (from left to right):John Miller, President & Chief Executive Officer, Denny's Corporation; The Honorable Ruben Diaz, Bronx Borough President, New York City; The Honorable John C. Liu, Comptroller, City of New York

 

NAA Members highlighted the Diverse Managers Perspective Session across asset class which featured opening remarks from the Honorable Robert Rodriguez, Assembly Member, New York State Assembly. This session was moderated by NAA Board Member Cyril Meduña, President, Advent-Morro Equity Partners and included NAA Members Tom Soto, Managing Partner, Craton Equity Partners; Martin Cabrera, Chief Executive Officer, Cabrera Capital Markets, LLC; José Feliciano, Partner, Clearlake Capital Markets; Victor Maruri, Partner, HCP & Company; Luis Maizel, Senior Managing Director, LM Capital Group, LLC; Thurman White,President & CEO, Progress Investment Management Company, LLC; and David Perez, Managing Director, Palladium Equity Partners, LLC.

  
Diverse Managers Perspective Session Speakers (from left to right):The Honorable Robert Rodriguez, Assembly Member, New York State Assembly; Tom Soto, Managing Partner, Craton Equity Partners; Board Member, NAA Inc & NAA Institute; Cyril Meduña, President, Advent-Morro Equity Partners; Board Member, NAA Inc; David Perez, Managing Director, Palladium Equity Partners, LLC; NAA Business Roundtable Member; José Feliciano, Partner, Clearlake Capital Markets; Board Member, NAA Institute; Victor Maruri, Partner, HCP & Company; Board Member, NAA Inc; Martin Cabrera, Chief Executive Officer, Cabrera Capital Markets, LLC; Board Member, NAA Inc; Luis Maizel, Senior Managing Director, LM Capital Group, LLC; NAA General Member; Thurman White, President & CEO, Progress Investment Management Company, LLC; NAA Associate Member

The Wall Street Summit concluded with the Pension Fund Diversity Initiative Across Markets Session featuring senior officials from the nation's largest pension funds and remarks from The Honorable Scott Stringer, Manhattan Borough President. This session was moderated by NAA Board Member Tom Soto and featured Jerry Albright, Deputy Chief Investment Officer, Teacher Retirement System of Texas (TRS); Solange F. Brooks, Portfolio Manager, Investments Executive Unit, California State Teachers' Retirement System (CalSTRS); Joseph A. Dear, Chief Investment Officer, California Public Employees' Retirement System (CalPERS); Richard W. Ingram, Executive Director, Teachers' Retirement System of the State of Illinois; Bryan Lewis, Interim Chief Investment Officer, Retirement Systems Division, North Carolina Department of the State Treasurer; and Lawrence M. Schloss, Deputy Comptroller for Pensions and Chief Investment Officer, New York City Pension Systems.

  
Pension Fund Diversity Initiative Across Markets Session Speakers (from left to right):Jerry Albright, Deputy Chief Investment Officer, Teacher Retirement System of Texas; Richard Ingram, Executive Director, Teachers' Retirement System of the State of Illinois; Solange F. Brooks, Portfolio Manager, Investments Executive Unit, California State Teachers' Retirement System; Bryan Lewis, Interim Chief Investment Officer, Retirement Systems Divisions, North Carolina Department of State Treasurer; Lawrence M. Schloss, Deputy Comptroller for Pensions, Chief Investment Officer, New York City Pension Systems; Joseph A. Dear, Chief Investment Officer, California Public Employees' Retirement System; Tom Soto, Managing Partner, Craton Equity Partners; Board Member, NAA Inc & NAA Institute; The Honorable Scott Stringer, Manhattan Borough President, New York City

Congratulations to Solange F. Brooks for receiving the NAA Pension Leadership Award for Promoting Latino Advancement

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Following NAA tradition and having worked for over a decade to promote the leadership of Latinos on Wall Street, business and government, the NAA Wall Street Summit showcased the gradual evolution on Wall Street and Corporate America acknowledging the market value and contribution of the American Latino community and a push towards greater inclusion.We look forward to the 13th Annual Wall Street Summit to take place in New York City in October 2013.  

 

NAA THANKS OUR 12th ANNUAL WALL STREET SUMMIT SPONSORS

GOLD

ExxonMobil

Palladium Equity Partners, LLC

SILVER

Goldman Sachs

JPMorgan Chase & Co.

Latino Leaders Magazine

LM Capital Group

Mariner Investment Group, LLC

UBS Financial Services

Univision Communications

SUPPORT

Ativo Capital Partners, LLC

Bank of America

Merrill Lynch

Clearlake Capital

Nielsen Progress

Investment Management Company

Taplin, Canida & Habacht, LLC

Walmart

BENEFACTOR

Henry Cisneros

Estancia Capital Management

CORPORATE BOARD LEADERSHIP SESSION & RECEPTION CO-HOST

Hispanic Association on Corporate Responsibility (HACR)

PENSION FUND DIVERSITY DAY CO-HOSTS

Association of Asian American Investment Managers (AAAIM)

Council of Urban Professionals (CUP)

National Association of Investment Companies (NAIC)

National Association of Securities Professionals (NASP)

MEDIA PARTNER

VOXXI

WHEN
November 14, 2012 at 12pm - November 16, 2012

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