1st-Ever LOFT Latino Investor’s Forum

Alberto Avalos

Innovation and Technology Program Manager

SEC Commissioner Luis Aguilar was the Keynote Speaker for Forum of 75 Participants

WASHINGTON, DC – Hispanic Heritage Foundation’s (HHF) Leaders On Fast Track (LOFT) program hosted a first-of-its-kind Forum of Latino pension fund trustees, investment staff, and early-career finance professionals on Friday, June 27. The LOFT Investors Forum partners included the California State Teachers Retirement System (CalSTRS), New America Alliance (NAA), Michigan State University (MSU) and the University of Maryland’s Robert H. Smith School of Business, which will help guide the event’s discussions.

The Forum promoted best practices, education and a talent pipeline. Panelists discussed personal experiences of trustees; board governance, and fiduciary responsibilities; general asset allocation & risk management; private markets; real estate, infrastructure, and energy; as well as specialized, diverse, and emerging manager programs.

The Latino trustees and investment staff from pension funds with $500+ billion in combined assets attended.  Net proceeds of the effort will fund LOFT’s Finance Track including financial literacy and talent development initiatives in underserved communities.

“Attendees and sponsors of this event value the strength of the Hispanic Heritage Foundation’s LOFT program and its network of thought leaders in investment management and finance,” said Ken Gurrola, JD, Hispanic Heritage Foundation board member and event co-champion with fellow board member Monika Mantilla.

Keynote speakers included SEC Commissioner Luis Aguilar, Josh Gotbaum, Director at Pension Benefit Guaranty Corporation, and Gustavo Arnavat, Former US Executive Director at Inter-American Development Bank.

Forum sponsors included ACA Compliance Group, Adelante Capital Management, Altura Capital, Eastridge Capital, and Crowell & Moring.