Wednesday, October 5

Summit Opening: The U.S. Economy Amid the 2016 Election

Fireside Chat:
Tom Soto, NAA Inc Chair of the Board; Managing Director, TCW-Craton

The Honorable Ruben Diaz, Jr., President, Bronx Borough

David A. Hinson, Chief Financial Officer and Head of Mergers & Acquisitions, MicroTechnologies, LLC

Fireside Chat:
Juan Sabater, NAA Inc Vice Chair of Programs & Co-Chair, Wall Street Summit; Managing Director, Valor Equity Partners

The Honorable Sean Duffy, Chairman, House Financial Services Subcommittee on Oversight and Investigations, U.S. House of Representatives (R-WI)

Edward F. Cox, Chairman, New York State Republican Party

American Latinas: Economic, Political & Leadership Force

Moderator:
Carmen Ortiz-McGhee, NAA Institute Chair of the Board and NAA Latina Caucus Co-Chair; SVP & Resident Sales Director, Aon Risk Solutions, Capital Region

Panelists:
Brenda Alfaro, Vice President Business Development, LM Capital Group; NAA Latina Caucus Co-Chair, Miami

Angela Maria Arboleda, Vice President, Government and Community Affairs, Herbalife Nutrition; NAA Latina Caucus Member

Olga Camargo, Managing Partner, Toroso Investments; NAA Latina Caucus Co-Chair, Chicago

Patricia Díaz-Dennis, Massachusetts Mutual Life Insurance, US Steel & Entravision Board of Directors; NAA Latina Caucus Co-Chair, San Antonio

Ivelisse Estrada, Senior Vice President of Corporate and Community Empowerment, Univision Communications Inc.; NAA Latina Caucus Member

Daisy Expósito-Ulla, Chairman & CEO, d’exposito & partners; NAA Latina Caucus Member

Mary Ann Gómez, President & CEO, Congressional Hispanic Leadership Institute; NAA Latina Caucus Co-Chair, Washington DC

Thursday October 6

The State of the U.S. Pension System

Moderator:
Juan Sabater, NAA Inc Vice Chair of Programs & Co-Chair, Wall Street Summit; Managing Director, Valor Equity Partners

Sponsor Remarks:
Jason R. Howard, Director, Investments, GCM Grosvenor

Opening Remarks:
The Honorable Scott M. Stringer, Comptroller, New York City

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

Panelists:
Cheryl Alston, Executive Director, Dallas Employees Retirement Fund

William Clark, Senior Vice President & Chief Investment Officer, Federal Reserve Office of Employee Benefits

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

Harry M. Keiley, Board Member, California State Teachers’ Retirement System (CalSTRS)

R. David Kelly, Chairman, Board of Trustees, Teacher Retirement System of Texas

American Latino Investors: Building the Nation’s Economy & Communities

Moderator:
Claudio Phillips, NAA Wall Street Co-Chair; Managing Principal, MB Global Partners, LLC

Sponsor Remarks:
Duane Hughes, Managing Director and Chief Operating Officer, International Wealth Management, Morgan Stanley

Opening Remarks:
The Honorable Robert Rodriguez, Assemblyman, District 68, New York State

Panelists:
Fernando Guerrero, Managing Partner and Chief Investment Officer, Varadero Capital L.P.; NAA Member

Victor Maruri, NAA Institute Board Member; Partner, HCP & Company

Cyril Meduña, NAA Vice Chair of Governance & Co-Chair, Access to Investment Capital; President, Advent-Morro Equity Partners

Victor Miramontes, Vice Chairman, CityView; NAA Member

Gregorio Schneider, Founder, Managing Partner and Chief Investment Officer, TC Latin America Partners; NAA Member

New Generation of American Latino Leaders

Opening Remarks:
The Honorable Thomas P. DiNapoli, New York State, Comptroller

The Honorable Maria Contreras-Sweet, Administrator, U.S. Small Business Administration

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

Panelists:
Alejandra Argüello, Marketing & Investor Relations, Caspian Capital LP

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

Cristina Jiménez, Executive Director, United We Dream

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

Institutional Investors: Capital Behind Latino & Diverse Managers

Moderator:
Tom Soto, NAA Inc Chair of the Board; Managing Director, TCW-Craton

Panelists:
Cheryl Alston, Executive Director, Dallas Employees Retirement Fund

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

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

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