16th Annual Wall Street Summit October 5– 6, 2016 | Le Parker Meridien | New York, NY #NAAWallStreet Table of Contents
2 ...... Welcome to the NAA 16th Annual Wall Street Summit
3 ...... Schedule of Events
7 ...... Summit Sponsors
8 ...... NAA Overview
10 ...... NAA Milestones
All content as of September 28, 2016
16TH ANNUAL WALL STREET SUMMIT 1 Welcome to the NAA 16th Annual Wall Street Summit
Dear Friends and Colleagues,
New America Alliance (NAA) welcomes to you the 16th Annual Wall Street Summit and applauds you for embodying the mission of the NAA—building on American Latino success to forge a stronger America. Our organization remains at the forefront of economic development conversations to accelerate access to investment capital and to ensure Latino and diverse leaders continue to have a seat at the table.
Our flagship Summit continues to showcase the contributions of American Latinos within the U.S. economic and business landscape, and promotes access to investment capital and greater leadership inclusion of diverse talent across sectors.
Summit program highlights include: • The Summit Opening will include a fireside chat with Democratic and Republican leaders on the state and outlook of the U.S. economy amid the presidential election. • The #NAALatinaCaucus will gather an illustrious group of Latinas who will share 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. • The institutional investor sessions will include representatives from pension systems across the nation who will highlight challenges and opportunities institutional investors face as they strive to provide retirement security to their constituents. • The #NAANewGen session will continue to showcase the rise of a new generation of American Latino leaders who are redefining pathways to success and strengthening the pipeline of new leaders moving our nation forward.
We look forward to your participation at the Summit and in the future as we continue to move the NAA agenda of inclusion and diversity in access to capital and higher leadership.
¡Bienvenidos!
2 16TH ANNUAL WALL STREET SUMMIT Schedule of Events (Subject to Change)
WEDNESDAY, OCTOBER 5 11:00 AM – 2:00 PM NAA Inc & NAA Institute Board of Directors Meeting (NAA Members Only) Tansa, 3rd Floor, Le Parker Meridien 2:30 PM – 4:30 PM American Latina Leadership Caucus Roundtable (Caucus & NAA Members Only) Tansa, 3rd Floor, Le Parker Meridien 2:30 PM – 4:00 PM Limited Partners Private Roundtable (LPs Only) 4:00 PM – 9:00 PM Registration Open Estrela Penthouse Lobby, PH Floor, Le Parker Meridien 4:30 PM – 6:00 PM Summit Opening: The U.S. Economy Amid the 2016 Election #NAAWallStreet Estrela Penthouse, PH Floor, Le Parker Meridien Co-Sponsored By: Univision Communications Inc. Fireside Chat: Tom Soto, NAA Inc Chair of the Board; Managing Director, TCW-Craton The Honorable Michael Blake, Assemblyman, District 79, New York State 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 Cox, Chairman, Chairman, New York State Republican Party 6:00 PM – 7:00 PM American Latinas: Economic, Political & Leadership Force #NAALATINACAUCUS Estrela Penthouse, PH Floor, Le Parker Meridien Co-Sponsored By: Herbalife 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
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 3 WEDNESDAY, OCTOBER 5 (Continued)
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 R. 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 Orta, President & CEO, Congressional Hispanic Leadership Institute; NAA Latina Caucus Co-Chair, Washington, DC 7:00 PM – 9:00 PM Summit Opening Reception Estrela Penthouse, PH Floor, Le Parker Meridien
THURSDAY, OCTOBER 6 8:00 AM – 6:00 PM Registration Open Estrela Penthouse Lobby, PH Floor, Le Parker Meridien 8:00 AM – 9:00 AM Networking Breakfast Estrela Penthouse, PH Floor, Le Parker Meridien 9:00 AM – 10:30 AM The State of the U.S. Pension System #NAACAPITAL Estrela Penthouse, PH Floor, Le Parker Meridien Co-Sponsored By: GCM Grosvenor Private Markets 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 Republican Congressional Committee, U.S. House of Representatives (R-OR)
4 16TH ANNUAL WALL STREET SUMMIT THURSDAY, OCTOBER 6 (Continued)
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 10:30 AM – 11:00 AM Coffee Break 11:00 AM – 12:30 PM American Latino Investors: Building the Nation’s Economy & Communities #NAACAPITAL Estrela Penthouse, PH Floor, Le Parker Meridien Co-Sponsored By: Morgan Stanley Moderator: Claudio Phillips, NAA Wall Street Summit 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 Inc 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 12:30 PM – 1:45 PM Networking Lunch Estrela Penthouse, PH Floor, Le Parker Meridien 2:00 PM – 3:30 PM New Generation of American Latino Leaders #NAANEWGEN Estrela Penthouse, PH Floor, Le Parker Meridien
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 5 THURSDAY, OCTOBER 6 (Continued)
Opening Remarks: The Honorable Thomas P. DiNapoli, Comptroller, New York State 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; NAALatinaCaucus Co-Chair, San Antonio 3:30 PM – 4:00 PM Coffee Break 4:00 PM – 5:30 PM Institutional Investors: Capital Behind Latino & Diverse Managers #NAAPENSIONDIVERSITY Estrela Penthouse, PH Floor, Le Parker Meridien 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 5:30 PM – 7:00 PM Summit Closing Reception Estrela Penthouse, PH Floor, Le Parker Meridien
6 16TH ANNUAL WALL STREET SUMMIT Special Thanks To Our Sponsors
SILVER
SUPPORT
BENEFACTOR
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 7 New America Alliance Inc Mission and Principles Founded in 1999, the New America Alliance is comprised of a 501(c)6 and a 501(c)3 organization dedicated to building on American Latino success to forge a stronger America. NAA members leverage their influence to promote Latino leadership in entrepreneurship, corporate America, and public service; increase Latino access and control of capital; and accelerate the rise of Latinas and the new generation of American Latino leaders.
Through our Access To Capital Initiative, NAA collaborates with institutional investors and elected officials to increase inclusion in the management of assets by engaging diverse managers, trustees, investment professionals and consultants. Currently, NAA members manage in aggregate over $60 Billion of investment capital.
NAA believes that increasing American Latino access and control of capital provides for a more equitable involvement of our community in directing capital and other resources to address the most pressing issues facing our nation, including business development, education and wealth creation.
Through the Leadership Accelerator Initiative, NAA promotes the placement of American Latino leadership talent into highly influential positions across sectors - entrepreneurship, corporate and public sector.
Our NAA American Latina Leadership Caucus aggregates 100 influential Latinas across sectors - entrepreneurship, corporate, appointed/elected office, nonprofit and academia, to enhance the pipeline and accelerate the placement of Latina leadership talent. The Caucus identifies career and board opportunities and Latinas to put forth as candidates. Caucus convenings bring together seasoned and rising Latina leaders as part of an ongoing process to introduce new resources and connections; transfer lessons learned; and highlight pathways to reach the next level of success and influence.
Our New Generation of American Latino Leaders focuses on engaging new leaders in our membership ranks and network to support their career and leadership growth. NAA and our members endeavor to support the professional growth of our Young Leader Members providing invaluable business advice, contacts and other resources, in addition to high level access to decision makers and agents of change.
8 16TH ANNUAL WALL STREET SUMMIT 2015–2016 NAA Board of Directors
NAA INC NAA INSTITUTE
Chair of the Board Jerry Arzu Chair of the Board Tom Soto Telsey Advisory Group Carmen Ortiz-McGhee TCW-Craton Aon Risk Solutions, Capital Region Ricardo Bekin Vice Chair of Governance Ativo Capital Management, LLC Ana-María Fernández Haar Cyril L. Meduña Victoriana, LLC Advent-Morro Equity Jackeline Cacho Partners, Inc. Finding Productions Roel C. Campos Hughes, Hubbard & Reed LLP Vice Chair of Programs Roel C. Campos Juan Sabater Hughes, Hubbard & Reed LLP Henry Cisneros Valor Equity Partners CityView Tommy Espinoza Treasurer Raza Development Fund, Inc. Tommy Espinoza Gerson Guzman Raza Development Fund, Inc. Corinthian Capital Group, LLC Jorge Ferraez Latino Leaders Magazine José E. Feliciano Membership Chair Clearlake Capital Group Joseph Acevedo Rafael Ortiz Pharos Capital Group, LLC Palladium Equity Partners, LLC Frank D. Gómez Educational Testing Service Wall Street Summit Co-Chair Marcos Ronquillo Claudio Phillips Fishman Jackson Ronquillo Victor Maruri MB Global Partners, LLC HCP & Company Andy Unanue NAA Institute Chair AUA Private Equity Partners, LLC Cynthia Rivera Weissblum Carmen Ortiz-McGhee Edwin Gould Foundation Aon Risk Solutions, Capital Region Raúl Yzaguirre NAA Co-Founder & Past Chair of the Board Board Member Emeritus Frank Herrera, Jr. The Herrera Law Firm
Chief Executive Officer Maria del Pilar Avila New America Alliance
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 9 NAA Milestones
Nov 1999 Raul Yzaguirre and Henry Cisneros co-founded the NAA
2000 NAA Scholarship Program is established; over $1 million distributed to date
2001 1st Annual Wall Street Summit held in New York City Co-hosted 1st Latino Jewish National Summit
2002 1st Board of Directors Certification Program in Los Angeles, in collaboration with USC and HACR
2003 1st Pension Fund Forum is held in New Mexico NAA publishes “American Latinos in Financial Services” White Paper
2004 NAA provided first testimony before the U.S. House Financial Services Committee
2006 NAA Young Leaders Membership program is established
2009 NAA, in collaboration with the Executive Leadership Council, held an Education Summit, including Latino and African American leaders
2012 NAA launched the 1st American Latino National Summit and commemorates the occasion with the publication of the American Latino Agenda Report 2012
2014 NAA celebrates 15th Anniversary during 14th Annual Wall Street Summit Launched American Latina Leadership Caucus
10 16TH ANNUAL WALL STREET SUMMIT NAA American Latina Leadership Caucus
n 2014, NAA launched the #NAALatinaCaucus which aggregates 100 influential Latinas across sectors - entrepreneurship, corporate, appointed/elected office, nonprofit and academia, to enhance Ithe pipeline and accelerate the placement of Latina leadership talent. The Caucus identifies career and board opportunities and Latinas to put forth as candidates. Caucus convenings bring together seasoned and rising Latina leaders as part of an ongoing process to introduce new resources and connections; transfer lessons learned; and highlight pathways to reach the next level of success and influence. Our effort includes the proliferation of business being done among members of the Caucus. We are, after all, invested in Latina success.
#NAALatinaCaucus Co-Chairs
Ana Maria Fernandez-Haar Carmen Ortiz-McGhee NAA Institute Board Member; NAA Institute Chair of the Board; Managing Partner, Victoriana, LLC SVP & Resident Sales Director, Aon Risk Solutions, Capital Region
#NAALatinaCaucus Regional Co-Chairs
CALIFORNIA FLORIDA DALLAS, TX Jackeline Cacho Veronica Torres Brenda Alfaro Director of Business Development NAA Board Member Vice President – Business Founder, Finding Dallas Convention & Visitors Development Group Bureau (DCVB) Productions LM Capital Group, LLC Nely Galán SAN ANTONIO, TX Media Entrepreneur ILLINOIS The Honorable Rebecca The Adelante Movement Olga Camargo Managing Partner Viagran City Council, District 3 Toroso Investments WASHINGTON, DC City of San Antonio Mary Ann Gomez Orta Executive Director NEW YORK Patricia Diaz Dennis Congressional Hispanic Leadership Danielle Beyer Massachusetts Mutual Life Institute (CHLI) Director of Strategic Partnerships Insurance, US Steel & Entravision 55 Capital Partners Board of Directors Elizabeth Oliver-Farrow President and CEO The Oliver Group, Inc.
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 11 NAA 100K Club stablished in 2010, the NAA 100K Club recognizes NAA members who have contributed $100,000 or more in membership dues and sponsorship contributions to the organization. Since the inception E of the NAA, collectively, these leaders have invested over $4 million. 2016 INDUCTEE Moctesuma Esparza J. Mario Molina, MD Chief Executive Officer President and Chief Executive Officer Juan Sabater Maya Cinemas North America, Inc. Molina Healthcare Inc. Managing Director Valor Equity Partners Tommy Espinoza Luis F. Restrepo Chief Executive Officer Marcos A. Rodriguez PRIOR INDUCTEES Raza Development Fund, Inc. Managing Director Ricardo Bekin Daisy Exposito-Ulla Palladium Equity Partners, LLC Chief Investment Officer Chairman and CEO Frank Sanchez, Ph.D. Ativo Capital Management, LLC d exposito & partners Chairman & CEO Les Bond, Jr. José E. Feliciano Sánchez Family Corporation Senior Managing Director Partner Manuel “Manny” Sanchez Attucks Asset Management, LLC Clearlake Capital Founder & Managing Partner Guillermo Bron Ana-María Fernández-Haar Sanchez Daniels & Hoffman LLP Managing Director Managing Partner Alejandro Silva Pine Brook Victoriana, LLC Chairman Martin Cabrera, Jr. Jorge Ferraez Evans Food Group Ltd. Chief Executive Officer Founder and Publisher Tom Soto Cabrera Capital Markets, LLC Latino Leaders Magazine Managing Director Roel C. Campos Raul Ferraez TCW-Craton Partner, Chair, Securities President Michael Torres Enforcement Practice Latino Leaders Magazine Principal, Chief Executive Officer Hughes, Hubbard & Reed LLP Gilbert Garcia, CFA Adelante Capital Management Tere Canida, CFA Managing Partner Andy Unanue President Garcia Hamilton & Associates, L.P. President & CEO Taplin, Canida & Habacht Frank Herrera, Jr. AUA Private Equity Partners, LLC Jorge G. Castro, CFA (RIP) Founder Fidel A. Vargas Chief Executive Officer The Herrera Law Firm President and CEO Lombardia Capital Partners, LLC Luis Maizel Hispanic Scholarship Fund Thomas H. Castro Senior Managing Director Daniel D. Villanueva, Sr. (RIP) President and Co-Founder LM Advisors LLC Managing Partner El Dorado Capital, LLC Monika Mantilla RC Fontis Partners, LP Henry Cisneros President and CEO Thurman White Executive Chairman Altura Capital Group, LLC President and CEO CityView Victor L. Maruri Progress Investment Management Ernesto de la Fé Partner Company, LLC Managing Director, Wealth HCP & Company Raul Yzaguirre Management Latin America Cyril Meduña NAA Co-Founder and Board Member Jefferies President Emeritus Dorene C. Dominguez Advent-Morro Equity Partners, Inc. President Vanir Group of Companies
12 16TH ANNUAL WALL STREET SUMMIT Billion Dollar Circle he NAA Billion Dollar Circle celebrates the success of NAA Member firms that have surpassed $1 Billion of assets under management. Together, these nine NAA member T firms manage over $20 Billion AUM and range across asset classes, including private equity, real estate, hedge funds and public markets. We also highlight the following:
NAA membership of diverse and emerging asset management firms have almost over $60 Billion aggregate assets under management. NAA diverse asset managers (with 25+% diverse ownership) represent almost $45 Billion of aggregate assets under management. NAA Latino asset managers in private equity represent over $10 Billion in aggregate assets under management, as compared to under $500 Million reported in the NAA White Paper in 2003—that is progress.
NAA BILLION DOLLAR CIRCLE NAA member firms with over $1 Billion of Assets Under Management
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 13 Membership List (As of September 26, 2016
ASSEST MANAGEMENT MEMBERS
Eduardo Abush Guillermo Bron Gerson Guzman Managing Partner Managing Director Director Waterfront Capital Partners LLC Pine Brook Corinthian Capital Group, LLC New York, NY New York, NY New York, NY
Joseph Acevedo Henry Cisneros Luis Maizel Principal Executive Chairman Senior Managing Director Pharos Capital Group, LLC CityView LM Advisors LLC Dallas, TX San Antonio, TX San Diego, CA
Jerry Arzu Michael L. Elizondo Victor Maruri Director, Business Development Executive Managing Director Partner Telsey Advisory Group Long Wharf Real Estate Partners HCP & Company New York, NY LLC Chicago, IL Boston, MA Robert Azeke Cyril Meduña Founder and Managing Partner Tommy Espinoza President Farol Asset Management LP President & CEO Advent-Morro Equity Partners New York, NY Raza Development Fund, Inc. San Juan, PR Phoenix, AZ Ricardo Bekin Michael Mendez Chief Investment Officer José Feliciano President Ativo Capital Management, LLC Partner Estancia Capital Management Chicago, IL Clearlake Capital Group Scottsdale, AZ Santa Monica, CA Milton Berlinski Rafael Ortiz Managing Partner Jay Ferguson Principal Reverence Capital Partners, LP Managing Partner Palladium Equity Partners, LLC New York, NY Vicente Capital Partners New York, NY Los Angeles, CA Danielle N. Beyer Claudio Phillips Director of Strategic Partnerships Adan Galvan Managing Principal 55 Capital Partners Senior Portfolio Manager MB Global Partners, LLC New York, NY Ativo Capital Management, LLC New York, NY Chicago, IL Leslie Bond, Jr. Marcos Rodriguez Senior Managing Director Fernando Guerrero Managing Member Attucks Asset Management, LLC Managing Partner Palladium Equity Partners, LLC Chicago, IL Varadero Capital New York, NY New York, NY
14 16TH ANNUAL WALL STREET SUMMIT Membership List (Continued)
Juan Sabater ASSOCIATE ASSET Frank Herrera, Jr. Managing Director MANAGEMENT Herrera Law Firm Valor Equity Partners MEMBERS Founder New York, NY San Antonio, TX Victor Miramontes Howard Sanders Carmen Ortiz-McGhee Vice Chairman Managing Director SVP & Resident Sales Director CityView Auldbrass Partners Aon Risk Solutions, Capital Region San Antonio, TX New York, NY Washington, DC Rodrigo Vela Gregorio Schneider Justin E. Rawlins Chief Financial Officer Founder, Managing Partner and Partner Raza Development Fund, Inc. Chief Investment Officer Winston & Strawn LLP Phoenix, AZ TC Latin America Partners Los Angeles, CA New York, NY Carlos L. Signoret Marcos Ronquillo Partner and Co-Founder Sengal Selassie Partner HCP & Company Co-Founder Fishman Jackson Ronquillo Miami, FL Brightwood Capital Advisors, LLC Dallas, TX New York, NY Zulema Wiscovitch Hector D. Vilchis EVP/CAO Tom Soto Corporate Vice President Associated Supermarket Group & Managing Director New York Life Insurance Company AUA Private Equity Partners TCW-Craton Sleepy Hollow, NY Hewlett, NY Los Angeles, CA
Andy Unanue ENTREPRENEURIAL Managing Partner CORPORATE MEMBERS AUA Private Equity Partners EXECUTIVE New York, NY MEMBERS Jackeline Cacho Founder Thurman White Ignacio Alvarez Finding Productions President and CEO President and Chief Operating Officer Pasadena, CA Progress Investment Popular, Inc. Management Company, LLC San Juan, PR Jorge Ferraez San Francisco, CA Founder and Publisher Roel Campos Latino Leaders Magazine Raul Yzaguirre Partner, Chair, Securities Dallas, TX Mount Airy, MD Enforcement Practice Hughes, Hubbard & Reed LLP Raul Ferraez Washington, DC President Latino Leaders Magazine Rosendo Cruz Dallas, TX Program Affairs Officer ExxonMobil Corporation Houston, TX
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 15 Membership List (Continued)
Maria Luisa Ferre Rangel NON-PROFIT Publisher MEMBERS Grupo Ferre Rangel Media San Juan, PR Mary Ann Gomez Orta Congressional Hispanic Leadership David Hernandez Institute CEO Executive Director Liberty Power Corp., LLC Washinton, DC Ft. Lauderdale, FL Frank Gómez Ben Rodriguez Strategic Advisor, Office of the Chief President Administrative Officer Management & Business Advisors Educational Testing Service San Antonio, TX Princeton, NJ
Rosie von Lila Cynthia Rivera Weissblum Founder/Director, Communications President and CEO Lumera Edwin Gould Foundation New York, NY New York, NY
Fidel Vargas YOUNG LEADERS President and Chief Executive Officer Hispanic Scholarship Fund Jason Borschow Gardena, CA President/CEO Abarca Health LLC San Juan, PR EMERGING LEADERS
Gabriel J. Rodriguez Jorge Rodriguez Managing Director, Founding Member Principal Consultant Empiric Institutional LLC ACA Compliance Group Austin, TX San Francisco, CA Bianca Caban Taino Capital Managing Partner New York, NY
16 16TH ANNUAL WALL STREET SUMMIT Membership Criteria Prospective members must identify strongly with the organization’s mission, vision, and methods. Just as importantly, they must be prepared to immediately begin to invest in the organization to support its goals and execution of its plans. Among the resources an individual shall bring to the organization are good standing in the business world, recognition in the community, political expertise and influence, organizational affiliations, and economic resources. Membership Categories Asset Management Membership $10,000 annually Asset managers across asset classes
Associate Asset Management Membership $5,000 annually Additional executives of firms already represented in our asset management membership
Corporate Executive Membership $5,000 annually Law firms, CPAs, investment bankers, consultants, corporate executives
Entrepreneurial Membership Entrepreneurial firms not engaged in asset management and NAA Member portfolio companies NAA Member Investment Portfolio Companies $2,500 annually Other Companies: Annual revenue up to $10 Million $2,500 annually Annual revenue $10-50 Million $5,000 annually Annual revenues over $50 Million $10,000 annually
Fortune 1000 Board of Directors $2,500 annually Current corporate directors
Young Leader Membership $2,500 annually Young leaders up to age 35 NAA Young Leaders members in asset management have the option of joining the asset management membership at a discounted rate of $5,000 per year, between the ages 36-39.
Non-Profit Membership $2,500 annually Non-profit executives, government and public sector officials Membership Benefits • Access to Capital and Business Opportunities through our network of investors and industry leaders • Be a Change Agent in Accelerating Latino Leadership and the inclusion of diverse leaders across sectors • High Level Engagement with decision makers and change agents across business, political and non-profit sectors • Lead and Shape the Agenda through participation at NAA “member-only” roundtables with top level leaders across sectors
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 17 Business Roundtable
Membership to the NAA Business Roundtable is exclusively available to NAA Members who wish to increase their visibility and commitment to NAA and its programs. Business Roundtable members contribute $20,000 or more in aggregate annual membership and sponsorship contributions.
18 16TH ANNUAL WALL STREET SUMMIT Corporate Alliance Roundtable
NAA provides a number of opportunities for corporations to engage with some of the most successful American Latino business leaders and others connected to our network. In addition to our flagship event, the Annual Wall Street Summit, the NAA offers to corporate partners several unique national and regional programs including our American Latina Leadership Caucus and National Tour. Through this collaboration, we identify opportunities to leverage our collective resources to create meaningful change for the American Latino community.
Corporations and institutions that contribute and aggregate of $25,000 or more yearly to NAA programs are invited to become part of the Corporate Alliance Roundtable.
It is important to note that corporate contributions are allocated to NAA programs.
OCTOBER 5– 6, 2016 | LE PARKER MERIDIEN | NEW YORK, NY 19 NAA Management Team
Maria del Pilar Avila Chief Executive Officer [email protected]
Jessica Cardoza Finance Director [email protected] 214-635-1964
Marilou Martinez Stevens, CPA External Chief Financial Officer [email protected]
Lisa M. Ragar, CMP Summit Program Management Consultant [email protected]
David M. Ramirez Corporate Development Consultant [email protected]
Lisa Rodriguez Programs and Development Consultant [email protected] 214-635-1962
Richard-Abraham Rugnao Pristina Alford Marketing and PR Consultant [email protected] [email protected]
20 16TH ANNUAL WALL STREET SUMMIT www.naaonline.org