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LOFT Investors Forum | 2017

Hispanic Heritage Foundation

HHF’s 4th Annual Latinos on Fast Track (LOFT) Investors Forum sponsored by GCM Grosvenor, the Rock Creek Group and LM Capital Group and Latino Investors Dinners reached 170+ Latino investment professionals in Washington, DC, Los Angeles and Chicago!

The Forum is a unique initiative centered around educational trainings for Latino institutional investment professionals including: trustees, investment staff, asset managers and other relevant industry stakeholders. The Forum provided opportunities related to investments and best practices tailored for trustees. A robust network of Latino trustees and investors was fostered as a platform for promising, young Latino professionals to grow into senior roles.

“We had a 2:1 ratio of LP’s and GP’s, included interactive panels to the agenda in an effort to cultivate an educational environment and provided a fruitful networking opportunity for participants,” said Jessica Herrera, Development Coordinator.

Workshops encompassed personal experiences of trustees in driving change, board governance/ fiduciary responsibilities, shareholder activism/risk management, equities, real estate/ real assets, regional, community/impact investing and specialized manager programs. In anticipation of the Forum, Latino Investors Dinners were hosted throughout 2017 where Latino investment professionals collaborated, networked and supported each other’s careers. 

Partners included Garcia Hamilton & Associates, Altura Capitol, Adelante Capital Management, Crowell & Moring, ACA Compliance Group, Eastridge Capital, LP, Trident Capital, PwC, Robbins Arroya, Meruelo Group, LM Capital Group, Carpenter Company, Estancia Partners, Guggenheim Partners, The Rock Creek Group, Small Business Community Partners, Lombardia Capital Partners, Farol Asset Management. For more information on other partners involved go here.

Keynote speakers included Antonio Villaraigosa, 41st Mayor of Los Angeles, Gilbert Garcia, Managing  Partner, Garcia Hamilton and Associates, LP, Gustavo Arnavat, Former U.S. Executive Director, Inter-American Development Bank, Henry Cisneros, Former U.S. Secretary of Housing and Urban Development, John Chiang, California State Treasurer and Trustee, California Public Employees’ Retirement System and California State Teachers’ Retirement System, Luis A. Aguilar, Commissioner, U.S. Securities and Exchange Commission, Rosie Rios, United States Treasurer, U.S. Department of the Treasury, Steve Westly, former Controller of California and Managing Partner at the Westly Group and Sylvia Bell, Managing Director, Teachers’ Retirement Systems of Texas.

For the past four years, our LOFT Investors Forum Initiatives have served 350+ Latino investment professionals and students. Thank you to our sponsors, partners and all involved in promoting the development and growth of Latino investment professionals across the country!

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