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Empowering investors by offering educational content, fostering community, and nurturing future leaders in investments and asset management. 

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Empowering investors by offering educational content, fostering community, and nurturing future leaders in investments and asset management. 

About the HHF LOFT Investors Forum

For the last 12 years, the Investors Forum has been among the largest convenings of experts and stakeholders in the investment industry with more than $1 trillion in assets to share their expertise and experiences, build social capital, and provide educational training to Trustees.

For more info contact Alexa Diazmunoz at [email protected]

Areas of Support

Advisors

Agenda

Past Programs

Testimonials

Sponsors

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Advisors

Advisors play a crucial leadership role in ensuring a successful forum. By leveraging their industry expertise to keep program topics current and innovative, they help create a dynamic and inclusive platform for investors.

Antonio Tijerino

President & CEO @Hispanic Heritage Foundation / Trustee @University System of Maryland Foundation

Emanuel Pleitez

Chairman @Hispanic Heritage Foundation / Founding Manager Partner @East Los Capital

Mina Pacheco Nazemi

Head, Diversified Alternative Equity @Barings

Monika Mantilla

President & CEO @Altura Capital / Co-Founder & Partner @Small Business Community Capital

Qiana Patterson

Family Office Investor @Cap Table Coalition

Stacie Olivares

Board Member @Federal Retirement Thrift Investment Board

Agenda

Thursday, September 24, 2026
San Francisco, CA

See Full Agenda Here
  • Economic and Capital Markets Outlook
  • Trustee Reflections: Allocating for the Next Decade
  • Sustainability & Impact Investing
  • Private Equity & Credit
  • Investing in Frontier Tech

HHF LOFT Investors Forum Through the Years

2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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Remarks from Past Attendees

"A group of freakishly smart Latino and Latina investors doing impressive things. All extremely humble and eager to learn about what everyone else is doing; less eager to talk about ourselves. Situated on a college campus, with some of our youth in attendance. Met some interesting GPs, a few peer LPs, and a couple of ambitious students. It was a good day. A very good day.”
Al Hemmingsen, CIO of Parkland Management Company (Single Family Office)
“Thank you to the Hispanic Heritage Foundation and Emanuel Pleitez for an amazing experience today participating on the “Understanding Institutional Asset Allocation” panel during their 6th annual Investors Forum.”
Robert Sinclair, CIO of Single Family Office
“So honored to be a speaker at the Hispanic Heritage Foundation- Investors Forum. Great job Emanuel Pleitez & Team!”
Cynthia Ruiz, President of the Board of Directors at LACERS
“Proud to support bringing together the talent, intellect and values that are at the center of the Hispanic Heritage Foundation Investors Forum.”
Anthony Arnold, Partner at Barnes & Thornburg

Our Sponsors

Our sponsors play a vital role in supporting the annual Investors Forum. Through their support, partners actively contribute to the success and growth of the forum, reinforcing its significance as a premier platform for advancing investment knowledge and generational wealth-building within the community.

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Empower the Leaders of Today!

The Investors Forum welcomes sponsors and speakers who are passionate about empowering this generation of leaders. Participants can share educational and career experiences, offer college guidance, and highlight resources or opportunities within their industries.

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Agendas

Agenda

13th HHF Investors Forum

Thursday, September 24th, 2026
13th HHF Investors Forum
8:30 AM – 4:00 PM PST

13th HHF Investors Forum Agenda

Emcee

  • Martha Hernández, CEO & Co-founder, ESO Ventures


Welcome Remarks

  • Marisol Reyes, Director of Program Development and Fundraising, New America Alliance
  • Claudia Rivas, Wealth Manager, Seacrest Wealth Management & Board Member, Hispanic Heritage Foundation & Smart


Economic & Capital Markets Outlook

  • Moderator: Reginald Tucker, Partner and Head of Capital Markets, East Beach Asset Management
  • Gina Sanchez, Chief Executive Officer, Chantico Technology
  • Jason Straker, Senior Sales Representative, Liquidity Management Division, Federated Hermes
  • Mario Valente, Portfolio Manager and Deputy Chief Investment Officer, Stansberry Asset Management


Coffee Break

Trustee Reflections: Allocating for the Next Decade

  • Moderator: Qiana Patterson, Founding Partner, Project Wellspring
  • Ramon Rubalcava, Public Representative Trustee, CalPERS
  • Patrick Jones, Trustee, Board of Investments, LACERA
  • Martha Delgado, Trustee, Co-Chair Investment Committee, Saint Francis Foundation, San Francisco & Founding Partner, Willow Hill Advisors


Coffee Break

Sustainability & Impact Investing

  • Moderator: Martha Delgado, Trustee, Co-Chair Investment Committee, Saint Francis Foundation, San Francisco & Founding Partner, Willow Hill Advisors
  • Angel Fierro, Founder and Managing Partner, Aiga Capital Partners
  • Luis Daniel Arbulu, Managing Partner, Sunna Ventures
  • Stonly Blue, Managing Partner at Third Sphere & Board Chairman, Impact Capital Managers (Institute)
  • John Wieck, Chief Operating Officer, Glass Lewis


Lunch

Private Equity & Credit

  • Moderator: Laura Lucas, Partner, L’ATTITUDE Ventures and Libra Fund
  • Nate Mejias, Managing Partner, Halo Partners
  • Kelly Ann Winget, Founder & Managing Partner, Alternative Wealth Partners
  • Eddie Lopez, Principal in the Technology Group, Hercules Capital
  • Gustavo Alberelli, Co-Founder and Managing Partner, Sunstone Partners
  • Rachael Sarabi, Partner & Head of Strategy, East Beach Asset Management


Networking Break

Investing in Frontier Tech

  • Moderator: Tiq Chapa
  • Juan Leon, Senior Investment Strategist, Bitwise Asset Management
  • Samara Mejia Hernandez, Founder and Managing Partner, Chingona Ventures
  • Alejandro Guerrero, Co-Founder & General Partner, Act One Ventures
  • Allen Smith, Founder & Managing Partner, Musa Capital
  • Roman Leal, Co-Founder and Managing Partner, LEAP Global Partners


Closing Remarks

  • Emanuel Pleitez, Head of Finance, Finix


Closing Reception

  • Private Rooftop on Bryant Street at 5:00pm