13th Annual Wall Street Summit

October 08, 2013 - October 10, 2013

New America Alliance Celebrates 13th Annual Wall Street Summit

"Restoring Economic Growth, Job Creation and Prosperity in our Nation"

In the midst of one of the longest federal shutdowns in history, the New America Alliance (NAA) stood committed once again to leading the process of Latino empowerment andwealth building by presenting the 13th Annual Wall Street Summit at the Waldorf Astoria in New York City, convening American Latino, corporate, public sector and community leaders.

Welcome Dinner (from left to right): Maria del Pilar Avila, Chief Executive Officer, New America Alliance; Anna Maria Chávez, President and CEO, Girl Scouts of the USA; E. Ivan Zapien, Vice President, Federal Government Relations, Walmart; The Honorable Aida Alvarez, Independent Director and Member of the Audit Committee, Wal-Mart Stores, Inc.

Welcome Dinner: Lonnie Johnson, Senior Director, Federal Relations, ExxonMobil, Summit Lead Sponsor

At the Welcome Reception and Dinner, NAA recognized the dedication of four founding board members, The Honorable Roel C. Campos and Moctesuma Esparza, who have served for the past 3 years as NAA Inc Chair of the Board and NAA Institute Chair of the Board, respectively; and we welcomed incoming NAA Inc Chair of the Board Frank Herrera, Jr. and incoming NAA Institute Chair of the Board Ana Maria Fernandez-Haar.

NAA Leadership (from left to right): Frank Herrera, Jr., Incoming Chair of the Board, NAA Inc & Chairman of the Board, HERO Assemblers/HERO Logistics; Maria del Pilar Avila, Chief Executive Officer, New America Alliance; The Honorable Roel C. Campos, Chair of the Board, NAA Inc (2010-2013) & Partner, Locke Lord LLP; Ana Maria Fernandez-Haar, Incoming Chair of the Board, NAA Institute & Managing Partner, Victoriana, LLC; Moctesuma Esparza, Chair of the Board, NAA Institute (2010-2013) & Chief Executive Officer, Maya Cinemas North America Inc.

Welcome Dinner (from Left to Right): Tom Espinoza, President & CEO, Raza Development Fund & Board Member and Treasurer, NAA Inc & NAA Institute; Anna Maria Chávez, President and CEO, Girl Scouts of the USA.

The Welcome Reception and Dinner featured two exceptional speakers leading the country in education and social justice at two staple American organizations, Anna Maria Chávez, the first Latina President & CEO for Girl Scouts of the USA, and Anthony Romero, the first Latino Executive Director for the American Civil Liberties Union (ACLU). The dinner was co-sponsored by ExxonMobil, Goldman, Sachs & Co., Walmart, Bloomberg LP, and Raza Development Fund, and featured Sponsors for Educational Opportunity (SEO) as Educational Partner.

Welcome Dinner (from Left to Right): Juan A. Sabater, Managing Director, Valor Equity Partners & Board Member, NAA Inc; Anthony Romero, Executive Director, American Civil Liberties Union (ACLU)

The Opening Breakfast, co-sponsored by Univision Communications, Inc., featured remarks on economic development and empowerment for Latinos by three dynamic guest speakers: The Honorable John C. Liu, New York City Comptroller; Monica Lozano, ImpreMedia CEO & La Opinion Publisher and CEO; and Robert Llamas, Univision EVP and Chief Human Resources Officer.

Opening Breakfast (from Left to Right): Moctesuma Esparza, Chair of the Board, NAA Institute (2010-2013) & Chief Executive Officer, Maya Cinemas North America Inc.; The Honorable John C. Liu, Comptroller, New York City; Monica Lozano, CEO, ImpreMedia & Publisher and CEO, La Opinion

Opening Breakfast (from Left to Right): Ivelisse R. Estrada, Senior Vice President of Corporate and Community Relations, Univision Communications, Inc.; Roberto Llamas, EVP, Chief Human Resources Officer, Univision

The NAA Angels Initiative was announced at The VC & Angel Investor: Fueling Innovation Job Creation & Wealth Building session, which explored the important role angel investors and tech venture capitalists play in the creation of new industry leaders as well as the challenges and opportunities they face in today's market. After an introduction from New York Angels Chairman Brian S. Cohen, the panel discussion moderated by AngelPolitics CEO and NAA Young Leader Ricardo Garcia-Amaya included Murat Aktihanoglu, Entrepreneurs Roundtable Accelerator Founder; William Crowder, Comcast Ventures Catalyst Fund Venture Advisor; Pedro Torres Picón, Quotidian Ventures Founder and Managing Director; and David Rose, New York Angels Founder.

The VC & Angel Investors Session (left to right): Ricardo Garcia-Amaya, Chief Executive Officer, AngelPolitics & NAA Young Leader; Brian S. Cohen, Chairman, New York Angels; Murat Aktihanoglu, Founder, Entrepreneurs Roundtable Accelerator (ERA); William Crowder, Venture Advisor, Comcast Ventures Catalyst Fund; David Rose, Founder, New York Angels; Pedro Torres Picón, Founder and Managing Director, Quotidian Ventures

The networking reception gave participants the opportunity to connect with other leaders and featured remarks from New York City Mayoral Candidate Adolfo Carrión.

Networking Reception: The Honorable Adolfo Carrión, Mayoral Candidate, New York City

For the first time, NAA featured the U.S. Mayors Forum and Luncheon: Economic Development in America's Cities, which highlighted cities and the work of mayors who understand firsthand what it takes to revitalize the nation's economy. The Honorable Mickey Ibarra, Latino Leaders Network Founder & Chairman, moderated this insightful discussion with The Honorable Angel Taveras, Mayor of Providence, RI; The Honorable Manny Diaz, Mayor of Miami, FL from 2001-2009; and the Honorable Antonio Villaraigosa, Mayor of Los Angeles, CA from 2005-2009. The Forum was co-sponsored by JPMorgan Chase & Co.

Mayors Forum and Luncheon (left to right): Ana Maria Fernandez-Haar, Incoming Chair of the Board, NAA Institute & Managing Partner, Victoriana, LLC; Alice Rodriguez, Business Banking Executive, California Region, JPMorgan Chase & NAA Member; The Honorable Mickey Ibarra, Founder & Chairman, Latino Leaders Network

Mayors Forum and Luncheon (left to right): The Honorable Angel Taveras, Mayor, Providence, Rhode Island; The Honorable Manny Diaz, Mayor, Miami, Florida, 2001-2009; The Honorable Antonio Villaraigosa, Mayor, Los Angeles, California, 2005-2013

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. This was the focal point for day two's closing session, Driving Diversity on Corporate Boards, co-hosted by the Hispanic Association on Corporate Responsibility and co-sponsored by Herbalife. The dynamic speaker line-up included session moderator and HACR President & CEO Carlos Orta, California State Teachers' Employees Retirement System Chief Investment Officer Christopher J. Ailman, Wal-Mart Independent Director and Member of the Audit Committee The Honorable Aida Alvarez, and Valor Equity Partners Chief Executive Officer & Chief Investment Officer Antonio J. Gracias.

Driving Diversity on Corporate Boards (from left to right): Frank Herrera, Jr., Incoming Chair of the Board, NAA Inc & Chairman of the Board, HERO Assemblers/HERO Logistics; Amy Greene, Vice President of Investor Relations, Herbalife

Driving Diversity on Corporate Boards Moderator and Panelists (from left to right): Christopher J. Ailman, Chief Investment Officer, California State Teachers' Retirement System (CalSTRS); Carlos Orta, President & CEO, Hispanic Association on Corporate Responsibility (HACR); The Honorable Aida Alvarez, Independent Director and Member of Audit Committee, Wal-Mart Stores, Inc.; Antonio J. Gracias, Chief Executive Officer & Chief Investment Officer, Valor Equity Partners

Wall Street Summit Reception (from left to right): Luis Restrepo, DaKoy Capital Markets Chief Executive Officer, NAA Inc Board Member & Wall Street Summit Co-Chair; Hector D. Vilchis, Corporate Vice President, Agency, New York Life Insurance Company & NAA Member

At the Wall Street Summit Reception, NAA recognized Antonio J. Gracias, Chief Executive Officer & Chief Investment Officer of Valor Equity Partners, with the NAA Business Achievement Award. Mr. Gracias has demonstrated exemplary dedication not only to American Latino success but to the overall economic growth of the nation, while giving his time and treasure to improve our communities, particularly in the City of Chicago where he serves on numerous boards and city initiatives. The Wall Street Summit Reception was co-hosted by NAA Emerging Leaders New York & Los Angeles, and co-sponsored by New York Life, Latino Leaders Magazine and Kirkland & Ellis.

Congratulations to Antonio J. Gracias for receiving this year's NAA Business Achievement Award

For the second year, the Wall Street Summit closed with 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), the National Association of Securities Professionals (NASP), NASP New York Chapter, RG+Associates, and the Small Business Investor Alliance (SBIA).

Pension Fund Diversity Day was co-sponsored by Silver Sponsors: DaKoy Capital Markets, LLC; LM Capital Group, LLC; and Valor Equity Partners; by Support Sponsors: Advent-Morro Equity Partners, Inc.; Ativo Capital Management, LLC; Bank of America Merrill Lynch Capital Access Funds; Greenberg Traurig LLP; Palladium Equity Partners, LLC; Progress Investment Management Company; Taplin, Canida & Habacht, LLC; and TCW-Craton; and Benefactor Estancia Capital Partners.

Pension Fund Diversity Day kicked off with an Opening Breakfast moderated by NAA Co-Founder The Honorable Henry Cisneros, CityView Chairman, and opening remarks from The Honorable Thomas P. DiNapoli, New York State Comptroller and The Honorable Janet Cowell, North Carolina State Treasurer.

Pension Fund Diversity Day Opening Breakfast (from left to right): The Honorable Henry Cisneros, NAA Co-Founder & Chairman, CityView; The Honorable Thomas P. DiNapoli, Comptroller, State of New York; The Honorable Janet Cowell, Treasurer, State of North Carolina

The Honorable Henry Cisneros continued with a discussion on diversity initiatives with state elected leaders: The Honorable Iris Martinez, Illinois State Senator and Illinois Legislative Latino Caucus Foundation Co-Chair; and The Honorable Felix Ortiz, New York State Assemblyman and Puerto Rican/Hispanic Task Force Chair.

Pension Fund Diversity Day Opening Breakfast (from left to right): The Honorable Henry Cisneros, NAA Co-Founder & Chairman, CityView; The Honorable Iris Martinez, State Senator, Illinois General Assembly& Co-Chair, Illinois Legislative Latino Caucus Foundation; The Honorable Felix Ortiz, Assemblyman, New York State & Chair, Puerto Rican/Hispanic Task Force

NAA Members highlighted the Diverse Managers Perspective Session across asset classes, moderated by NAA Board Member and Pension Fund Initiative Co-Chair Cyril Meduña, Advent-Morro Equity Partners President, and including Ricardo Bekin, Ativo Capital Management LLC Principal and Chief Investment Officer; Fernando Guerrero, Varadero Capital, L.P. Managing Partner and Chief Investment Officer; Victor Miramontes, CityView Vice Chairman; Juan A. Sabater, Valor Equity Partners Managing Director and NAA Inc Board Member; and Rafael Ortiz, Palladium Equity Partners, LLC Principal.

Diverse Managers Perspective Session (from left to right): Ricardo Bekin, Managing Principal and Chief Investment Officer, Ativo Capital Management, LLC & NAA Member; Fernando Guerrero, Managing Partner and Chief Investment Officer, Varadero Capital, L.P. & NAA Member; Victor Miramontes, Vice Chairman, CityView & NAA Member; Cyril Meduña, President, Advent-Morro Equity Partners, Inc. & Board Member, NAA Inc & Co-Chair,Pension Fund Initiative; Rafael Ortiz, Principal, Palladium Equity Partners, LLC; Juan A. Sabater, Managing Director, Valor Equity Partners & Board Member, NAA Inc

NAA CEO Maria del Pilar Avila presented the induction of NAA Member Guillermo Bron, Pine Brook Managing Director, into the 100K Club. In 2010, NAA established the NAA 100K Club to recognize NAA members who have contributed $100,000 or more to the organization over their membership period. To date, 31 members have been inducted to the Club and collectively these leaders have invested over $4 million on the mission on the NAA. Outgoing Board Member Victor L. Maruri was also recognized for his leadership and dedication as NAA Inc Board member since 2004.

NAA 100K Club Induction and Outgoing Board Awards Presented by NAA CEO Maria del Pilar Avila (from left to right): Guillermo Bron, Managing Director, Pine Brook & NAA Member; Victor L. Maruri, Co-Founder, HCP & Company & Outgoing Board Member, NAA Inc

The Wall Street Summit concluded with the Pension Fund Diversity Initiative Across Markets session featuring senior officials from the nation's largest pension funds, with a collective Assets Under Management of over $600 billion. This session was moderated by NAA Inc Vice Chair of Programs, Pension Fund Initiative and Wall Street Summit Co-Chair Tom Soto and featured Theodore Eliopoulos, California Public Employees' Retirement System (CalPERS) Chief Investment Officer; Solange F. Brooks, California State Teachers' Retirement System (CalSTRS) Portfolio Manager; Jerry Albright, Teachers Retirement System of Texas (TRS) Deputy Chief Investment Officer; Thomas Tull, Employees Retirement System of Texas (ERS) Chief Investment Officer; and Jennifer Paquette, Colorado Public Employees' Retirement Association (CO PERA) Chief Investment Officer.

Pension Fund Diversity Initiative Across Markets Session (from left to right): Tom Soto, Managing Director, TCW-Craton, NAA Inc Vice Chair of Programs & Co-Chair of Pension Fund Initiative and Wall Street Summit; Theodore Eliopoulos, Acting Chief Investment Officer, California Public Employees' Retirement System (CalPERS); Solange Brooks, Portfolio Manager, Investments Executive Unit, California State Teachers' Retirement System (CalSTRS); Jerry Albright, Deputy Chief Investment Officer, Teachers' Retirement System of Texas (TRS); Thomas Tull, Chief Investment Officer, Employees Retirement System of Texas; Jennifer Paquette, Chief Investment Officer, Colorado Public Employees' Retirement Association (CO PERA)

The closing of this year's Wall Street Summit included the recognition of Ricardo E. Morales, First Deputy Comptroller of New York City, with the NAA Pension Leadership Award. With more than 30 years of legal and high level executive experience in the private and public sectors, Ricardo provides ethical leadership, legal expertise, transparency and accountability within a highly complex, multi-stakeholder, financial, administrative and public service environment. With the commitment of Comptroller Liu and his wisdom in elevating Ricardo's leadership as his Deputy Comptroller, the New York City pension system was reorganized with an expanded team and new programs, opening the door for diverse managers to do business with the New York City pensions. Ricardo has masterfully collaborated with leadership at all levels, from trustees to the investment team and external constituents to restructure process and programs setting a national model for addressing diversity in investments.

Congratulations to Ricardo E. Morales for receiving the NAA Pension Leadership Award

Following NAA tradition and having worked for 14 years 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 14th Annual Wall Street Summit and NAA's 15th Anniversary to take place in New York City on November 18-20, 2014.

Building on American Latino Success To Forge A Stronger America

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