Events

NAA 15th Anniversary & 14th Wall Street Summit

November 18, 2014 - November 21, 2014
 
We celebrated NAA's 15th Anniversary and our trajectory of building on American Latino success to forge a stronger America at the recent NAA 14th Annual Wall Street Summit.
The Summit opened with the new session #NewGenR3, A New Generation of American Latino Leaders: Renovate, Remix, Rise, which focused on the rise of new Latino leaders who are redefining their pathways to success and strengthening the pipeline of new leaders moving our nation forward.
#NewGenR3 from Left to Right: Richard-Abraham Rugnao, Chief Emerge Officer, RAR; Tomás Alvarez III, Founder and Chief Executive Officer, Beats Rhymes and Life; Angela Maria Arboleda, Vice President, Government and Community Affairs, Herbalife International of America, Inc.; Ricardo Garcia-Amaya, NAA Young Leader & Chief Executive Officer and Founder, VOIQ, Inc.; The Honorable Mary Gonzalez, Member, Texas House of Representatives; Lisa Morales-Hellebo, Founder, LMH Consulting
Also as part of the #NewGenR3 session check out NAA's first Google+ Hangout hosted by Rutgers University Professor and Advocate Jason Llorenz, Esq. (@llorenzesq) and featuring Texas State Representative Mary Gonzalez (@RepMaryGonzalez) and NAA CEO Maria del Pilr Avila (@naaonline)
#NewGenR3 
 
Day Two of the Wall Street Summit opened with American Latinas: Leadership and Economic Force, which gathered an illustrous group of Latinas to discuss their rise to success, highlight how Latinas are driving the economy as entrepreneurs, corporate executives and public sector leaders, and outline recommendations for continuing to elevate the leadership of Latinas across sectors.
 
#AmericanLatinas Co-Sponsor Remarks from Left to Right: Lorraine Cortéz-Vásquez, Executive Vice President, Multicultural Markets and Engagement, AARP; Jorge Ferraez, NAA Board Member & Founder and Publisher, Latino Leaders Magazine
#AmericanLatina Session from Left to Right: Carmen Ortiz-McGhee, NAA Inc Board Member & Senior Vice President and Resident Sales Director, Aon Risk Solutions, Capital Region; Alice Rodriguez, Executive Vice President, Regional Sales and Executive-Business Banking, Chase; The Honorable Alejandra Y. Castillo, National Director, Minority Businesss Development Agency, U.S. Department of Commerce; Alejandra Ceja, Executive Director, White House Initiative on Education Excellence for Hispanics
#AmericanLatina Session from Left to Right: Alice Rodriguez, Executive Vice President, Regional Sales and Executive-Business Banking, Chase; Lorraine Cortéz-Vasquez, Executive Vice President, Multicultural Markets and Engagement, AARP; Carmen Ortiz-McGhee, NAA Inc Board Member & Senior Vice President and Resident Sales Director, Aon Risk Solutions, Capital Region; Jackeline Cacho,  NAA Member & Founder, Finding Productions; Maria del Pilar Avila, Chief Exeuctive Officer, New America Alliance; Ana-María Fernández Haar, NAA Institute Chair of the Board & Managing Partner, Victoriana LLC; The Honorable Alejandra Y. Castillo, National Director, Minority Businesss Development Agency, U.S. Department of Commerce
This session also marked the launch of NAA's American Latina Leadership Caucus which will aggregate 100 influential American Latinas across sectors - entrepreneurship, corporate, appointed and elected office, nonprofit and academia, with the single purpose of promoting leadership of Latinas. Read full Huffington Post article by NAA Institute Chair Ana-María Fernández Haar by clicking on image below.
 
Returning to the Summit for its second year, the U.S. Mayors Forum & Luncheon featured insights into economic development and growth, improvement in education systems, expansion of infrastructure and community engagement across America's cities.
 
#NAAMayors Co-Sponsor Remarks: Peter R. Villegas, Vice President and Senior Manager, Government Relations, JPMorgan Chase & Co.; Roberto Llamas, Executive Vice President, Chief Human Resources and Community Empowerment Officer; Univision Communications Inc.

#NAAMayors Guest Speaker: The Honorable Alberto Bacó Bagué, NAA Member & Secretary of Economic Development and Commerce, Commonwealth of Puerto Rico
 #NAAmayors from Left to Right: The Honorable Pedro Segarra, Mayor, City of Hartford, CT; The Honorable Mickey Ibarra, Chairman, Latino Leaders Network; The Honorable Angel Taveras, Mayor, Providence, RI; The Honorable Jorge Elorza, Mayor-Elect, Providence, RI
The day concluded with our 15th Anniversary Gala commemorating NAA's role as an advocate addressing critical issues facing the American Latino business community such as access to corporate and pension fund boards, greater availability of investment capital, and investing in education and mentorship for Latino students and entrepreneurs.
#NAAquince Co-Sponsor Remarks from Left to Right: Duane Hughes, Managing Director and Chief Operations Officer of International Wealth Management, Morgan Stanley; Blanca De La Rosa, Senior Manager, ExxonMobil Oil Corporation
#NAAquince Guest Speaker: The Honorable Eric T. Schneiderman, Attorney General, New York State
NAA Board members celebrated the NAA 15th Anniversary with a Brindis. See message from NAA Co-Founder Raul Yzaguirre HERE.
"We rather aim too high and have to settle for less, than aim too low and then try to reach for the stars" 
- The Honorable Raúl Yzaguirre, NAA Co-Founder
 

See Special 15th Anniversary Video Below
NAA 15th Anniversary Video
View NAA 15th Anniversary Series HERE
 
NAA advocates for higher participation of Latino and diverse financial services firms in the institutional investor space, and once again featured Pension Fund Diversity Day for the closing of our Wall Street Summit. In 2003, NAA reported a total of approximately $500 Million of private equity capital managed by American Latinos. By 2014, NAA estimates total institutional assets managed by Latino and diverse firms within the NAA membership to be close to $25 Billion. While this signals substantial improvement in the participation of Latinos in asset management, there is still significant advancement to be made as we consider the $33 Trillion pool of capital within the U.S. pension system.
Opening Breakfast Guest Speakers from Left to Right: The Honorable Scott Stringer, Comptroller, New York City; The Honorable Letitia "Tish" James, Public Advocate, New York City
Pension Fund Diversity Guest Speakers from Left to Right: The Honorable Michael Blake, Assemblyman-Elect, New York State Assembly; The Honorable Robert J. Rodriguez, Assemblyman, New York State Assembly

Diverse Investment Management - State and Outlook from Left to Right: Sponsor Remarks by Jason R. Howard, Principal, GCM Grosvenor; Panelist Javier Saade, Associate Administrator, Office of Investment and Innovation, U.S. Small Business Administration
Diverse Investment Management - State and Outlook from Left to Right: Cyril Meduña, NAA Inc Vice Chair of Governance, Pension Fund Initiative Co-Chair & President, Advent-Morro Equity Partners, Inc.; Matt Hoganbruen, Managing Director, BAML Capital Access Funds; Derek Jones, Managing Director and Private Markets Investment Committee Member, GCM Grosvenor; Claudio Phillips, NAA Inc Board Member & Managing Principal, MB Global Partners, LLC; Ruby Muñoz Dang, Director of Marketing and Client Services, Garcia Hamilton & Associates L.P.
Pension Fund Diversity Across Markets from Left to Right: Tom Soto, NAA Vice Chair of Programs, Pension Fund Initiative Co-Chair & Managing Director, TCW-Craton; Ted Eliopoulos, Chief Investment Officer, California Public Employees' Retirement System; Christopher Ailman, Chief Investment Officer, California State Teachers' Retirement System; William G. Clark, Senior Vice President and Chief Investment Officer, Office of Employee Benefit, Federal Reserve System; Scott Evans, Chief Investment Officer, New York City Pension System; William Lee, CFA, Chief Investment Officer, Kaiser Permanente
Lastly, we were delighted to induct six more members into the NAA 100K Club. 
  • Ricardo Bekin, Managing Principal and Chief Investment Officer, Ativo Capital Management LLC
  • Leslie Bond, Senior Managing Director, Attucks Asset Management, LLC
  • Roel Campos, NAA Inc Past Chair of the Board, Partner, Locke Lord LLP
  • Tommy Espinoza, NAA Inc Board Member & President and CEO, Raza Development Fund, Inc.
  • Gilbert Garcia, CFA, Managing Partner, Garcia Hamilton & Associates, L.P.
  • Cyril Meduña, NAA Inc Vice Chair of Governance & President, Advent-Morro Equity Partners, Inc.
Nearly $5 million has been invested into NAA by its members in the 100K Club alone. 
NAA 100K Club Inductees from Left to Right: Cyril Meduña, NAA Inc Vice Chair of Governance, Pension Fund Initiative Co-Chair & President, Advent-Morro Equity Partners, Inc.; Ruby Muñoz Dang, Director of Marketing and Client Services, Garcia Hamilton & Associates L.P.; Ricardo Bekin, NAA Member & Managing Principal and Chief Investment Officer, Ativo Capital Management LLC; Tommy Espinoza, NAA Inc Board Member & President and CEO, Raza Development Fund, Inc.
 
NAA THANKS OUR SPONSORS!



#NewGenR3
#AmericanLatina
#NAAMayors
#NAAquince
#PensionDiversity
WHEN
November 18, 2014 at 4pm - November 21, 2014

Events

16th Wall Street Summit

Wednesday, October 05, 2016 at 04:00 PM through October 06, 2016
Le Parker Meridien in New York, NY

2016 National Tour

Tuesday, March 08, 2016 at 06:00 PM through December 03, 2016

15th Wall Street Summit

Tuesday, October 27, 2015 at 12:00 PM through October 29, 2015
15th Wall Street Summit in New York, NY

2015 National Tour

Wednesday, February 25, 2015 at 12:00 PM
More Events