The HHF Investors Forum is an initiative for Latino investors: trustees, investment staff, and asset managers. The Forum
- provides educational content on investments and asset management best practices,
- builds a diverse network of investors and asset managers, and
- creates a pipeline of Latinos to grow into trustee and senior investment roles.
We started the HHF initiative in 2014 conducted to fulfill the pillars from above.
About HHF
The Hispanic Heritage Foundation – a nonprofit established by the White House in 1987 – inspires, prepares, and connects minority leaders in the classroom, community, and workforce to meet America’s priorities. HHF also promotes cultural pride, accomplishment, and the great promise of the community through public awareness campaigns seen by millions. HHF is headquartered in Washington, DC, and Los Angeles with satellite work spaces in New York, Silicon Valley, San Antonio, and Miami.
Advisors
Adrian Mendoza
Founder & General Partner @Mendoza Ventures
Antonio Tijerino
President & CEO @Hispanic Heritage Foundation / Trustee @University System of Maryland Foundation
Belinda Vega
Partner @Venable
Emanuel Pleitez
Chairman @Hispanic Heritage Foundation / Founding Manager Partner @East Los Capital
Gustavo Alberelli
Managing Director & Co-Founder @ Sunstone Partners
Mina Pacheco Nazemi
Head, Diversified Alternative Equity @Barings
Monika Mantilla
President & CEO @Altura Capital / Co-Founder & Partner @Small Business Community Capital
Ruby Muñoz Dang
Investment Advisory Committee @Employees Retirement System of Texas Fund
Stacie Olivares
Board Member @Federal Retirement Thrift Investment Board
Remarks of 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
“It was such a pleasure to attend the Hispanic Heritage Foundation 6th annual investment forum and be inspired by Latino power houses in Venture Capital and other finance fields. Shout out to Our 43rd US Treasurer, Rosie Rios, for getting her signature on our currency and inspiring the next generation of Latina leaders.”
– Janeth Medina, Assistant VP at Bank of the West
“HHF provided an incredible opportunity to learn from and connect with institutional investors, established and emerging managers, as well as establish new relationships in the industry. I look forward to utilizing everything gained to one day be in the position to give back in a meaningful way.”
– Jesse Rodriguez, Financial Analyst at Upwelling Capital Group
“Volunteering for The Hispanic Heritage Foundation Investors Forum allowed me to meet extraordinary kinds of people whom I’ve been lucky enough to establish mentorships with. With their guidance, I look forward to developing into not only a polished professional but a difference maker.”
– Matthew Gonzalez, B.A. Candidate, Economics, UCLA 20′
June 8, 2022: HHF Investors Forum 9th Annual Conference
Location: @Virtual
Panels & Panelists:
Economic & Capital Markets Outlook: Elizabeth Grier (Member at Cap Table Coalition), Anthony Valencia (Partner at East Los Capital)
Fiduciary Duty & ESG: Franklin Mora (Investment Principal at Open Road Ventures), Ekaterina Gradovich (Vice President & Investment Due Diligence Analyst for CIO at Bank of America Corporation), Lisa Morales-Hellbo (Co-Founder & GP at REFASHIOND Ventures), Robert Sinclair (Chief Investment Officer at SFO), Sarah Green-Vieux (Head of Research & Education at Novata), Yvette Elizalde (Research Associate at Meketa Investment Group)
Asset Allocation with Trustees & CIOs: Claudia Rivas (Senior Financial Advisor & Senior Vice President at Merrill Lynch Wealth Management), Al Hemmingsen (CIO at Parkland Management Family Office), Clark Cheng (CEO & CIO at Merrimac Family Office), Rodney June (CIO at Los Angeles City Employees Retirement System “LACERS”), Tina Padilla (Trustee at Chicago Teachers’ Pension Fund)
Diverse & Emerging Manager Programs: Elizabeth Grier (Member at Cap Table Coalition), Gerry Pambo-Awich (Investment Officer, Mission Investments at The Ford Foundation), Herston Powers (Co-Founder & Managing Partner at 1982 Ventures), Jesús Argüelles (Manager Director of Investments at The James Irvine Foundation), LaShae Badelita (Investment Officer at CalSTRS)
Real Estate & Real Assets: Ada Arevalo (Founding Chair at REAL), Adriana de Alcantara (Senior Managing Director, Fund Management at Hines), Carolyn Inoa-Monje (Senior Director & Assistant Portfolio Manager at Nuveen), Edward Schwartz (CEO at ORG Portfolio Management), Marco Soriano (Partner & Chairman at The Soriano Group Family Office)
Private Equity & Private Credit: Albert Vazquez (Partner & Venture Capital at Sway Ventures), Anthony Arnold (M&A, Private Equity & Venture Capital Partner at Barnes & Thornburg), Bhairvee Shavdia (Principal at HCAP Partners), Gerson Guzman (Co-Founder & Managing Member at Ceiba Capital Partners), Rodney June (CIO at Los Angeles City Employees Retirement System “LACERS”), Sheryl Mejia (Managing Partner at Steward Asset Management)
Pre-seed to Venture Capital: Adrian Mendoza (General Founder & Partner at Mendoza Ventures), Angel Saad Gómez (Co-Founder at 1Cardinal Cap), Lisa Feria (Managing Partner & CEO at Stray Dog Capital), Lu Zhang (Founder & Managing Partner at Fusion Fund), Rachel ten Brink (General Partner at Red Bike Capital)
Crypto & Web3: Jonathan Padilla (CEO & Co-Founder at Snickerdoodle Labs), Betsabe Botaitis (Serial Entrepreneur, C-level Executive & Advisor), Carlos Noe Saavedra (Co-Founder, Head of Growth & Innovation at Arc Street), Cheryl Campos (Head of Venture at Republic), Christian Narvaez (Co-Founder at Web3 Familia DAO), Trevor Fay (Founder & CEO at Stealth Mode)
February 10, 2022: Latinx CRE Charla: Outlook, Opportunities & Objectives – Virtual
The Hispanic Heritage Foundation (HHF) Investors Forum and REAL partnered to co-host The Latinx CRE Charla. The Charla was a discussion led primarily by investors actively deploying capital into real estate. It provided insight into our investor community as they make investment and allocation decisions, and decide whether or how to include real estate investments. It focused on 2022 CRE Outlook, investment opportunities/focus, and strategic/intentional objectives (ie. DEI, ESG, etc.)
Speakers: Ada Arevalo (Founder & CEO at iimpact Capital), Antonio Marquez (Principal & Managing Partner at Comunidad Partners), Arturo Sneider (Founding Partner & CEO at Primestor Development), Geraldine Guichardo (Global Head of Research, Hotels & Director, Living Sector Research at JLL), Manuel Martin (Global Head, Retail at Nuveen), Stacie Olivares (Board Director & Chief Investment Officer)
October 29, 2021: Tech Founder Fireside Charla – Virtual
Two Latinx tech founders discuss their journey into the technology industry and the trials and tribulations they faced scaling their respective companies.
Speakers: Richie Serna – CEO and Co-Founder of Finix, Pamela Martinez – Co-Founder and CTO of Snowball Wealth
October 6, 2021: Crypto & Blockchain Charla – Virtual
The Hispanic Heritage Foundation (HHF) Investors Forum Crypto & Blockchain Charla will be a discussion led primarily by investors actively deploying capital into the crypto and blockchain space. The Charla will provide insight into our investor community as they make investment and allocation decisions, and decide whether or how to include crypto and blockchain investments.
Speakers: Stacie Olivares (Trustee, CalPERS), Lisa Cuesta (Head of Business Development, Aztec), Dylan Hunzeker (Investor, Struck Capital Crypto), Max Jungreis (Crypto Lead, Plug and Play Ventures), Roman Leal (Co-Founder & CEO, LEAP Global Partners), Daniela Osorio (Head of Developer Ecosystem, NEAR Protocol), Nancy Torres (Principal, Ulu Ventures)
June 3, 2021: HHF Investors Forum 8th Annual Conference
Location: @Virtual
Panels & Panelists:
Personal Experiences of Asset Allocator Trustees: Luis Elizondo-Thomson (CEO, Private Family Office), Ophelia Basgal (Trustee, ACERA; SF Foundation), Henry Jones (Trustee, CalPERS), Cynthia Ruiz (Trustee, LACERS)
Assessing the Public Markets: Ophelia Basgal (Trustee, ACERA; SF Foundation), Julian Allen (Managing Partner, Spitfire Capital), Pablo Brezman (Associate Equity Analyst, Kabouter Management), Chris Delgado (Director of Equities and Technology, Olayan Group), June Kim (Director, Global Equity, CalSTRS), Saira Malik (CIO and Head of Equities, Nuveen)
CIO Asset Allocation Roundtable: Stacie Olivares (Trustee, CalPERS), Rodrigo Garcia (CIO, Illinois State Treasurer’s Office), Al Hemmingsen (CIO, Parkland Management), Rodney June (CIO, LACERS)
Evolution of the Private Markets: Anthony Arnold (Partner, Barnes & Thornburg LLC), Christine Kenna (Partner, IGNIA), Marjorie Lopez (Vice President, Rx3 Growth Partners), Sheryl Mejia (Managing Partner, Steward Asset Management), Nate Mejias (Investment Team, Clearlake Capital Group), Frank Mora (Partner, HCAP Partners), Lu Zhang (Founder & Managing Partner, Fusion Fund)
Opportunities in Real Estate and Real Assets: Corinne Tapia-Babcock (Commissioner, LAFPP), Sasha Bernier (Managing Director, Cheltenham Enterprises), Andre Bueno (Principal, Bueno Group), Martin Cabrera (CEO, Cabrera Capital), Mina Pacheco (MD and Co-Head, Funds & Co-Investments, Barings), Luis Sanchez (Vice President, Adelante Capital Management), Carly Tripp (CIO and Head of Real Estate Investments, Nuveen)
Diverse and Emerging Manager Programs: Carmen Palafox (Managing Partner, 2045 Ventures), Victoria D. Bills (Investment Analyst, Illinois State Treasurer’s Office), Amit Garg (Partner, TAU Ventures), Caroline Greer (Managing Director, Commonfund), Angela Matheny (Director of Investment Staff & Diverse Manager Equity, Crewcial Partners), Maria Salamanca (Partner, Unshackled Ventures), Michael Silva (Investment Officer, CalPERS), Kirk Sims (CFA, Director, Head of Emerging Manager Program, Texas TRS)
Technology Investing Growth: Cheryl Campos (Head of Growth & Partnerships, Republic), Alejandro Guerrero (General Partner, Act One Ventures), Rebeca Hwang (Managing Partner, Kalei Ventures), Jazmin Medina (Principal, NewView Capital), Rami Reyes (Co-Founder & Managing Director, NextEquity Partners), Angel Saad (Venture Partner, Oak Investment Partners), Adriana Saman (Senior Associate, Clocktower Technology Ventures)
Including Impact, ESG, Sustainability: Cynthia Ruiz (Trustee, LACERS), Tina Castro (Managing Partner and Co-Founder, Avivar Capital), Lisa Feria (CEO, Stray Dog Capital), Megan Fielding (Senior Director of Responsible Investing, Nuveen), Marcos Gonzalez (Managing Partner, VamosVentures), Jeffrey Monge (Managing Partner, Monge Capital), Robert Sinclair (CIO, Private Family Office),
Albert Vazquez (Operating Partner, Sway Ventures)
Fireside Chat – Creating a Firm: What it Takes to Build a Firm and How We Can Support Others: Monika Mantilla (Managing Partner, Altura Capital Group), Stacie Olivares (Trustee, CalPERS), Samara Hernandez (Founding Partner, Chingona Ventures)
March 18th, 2021: Capital Markets Charla – Virtual
The Capital Markets Charla was a discussion on state of the capital markets. Topics such as equity markets outlook, divergent inflation expectations, COVID impact on different sectors, and how current markets should impact investors’ asset allocation were covered. The objective was to provide insights from the rich experiences of our Investor community.
November 17th, 2020: Investing in Inclusion Event, hosted by LAFPP and Fairview Capital
Los Angeles Fire & Police Pension (LAFPP) and Fairview Capital invited investors to join the inaugural ‘Investing In Inclusion’ event. This virtual showcase highlighted the LAFPP Private Equity Specialized Manager Program. This unique opportunity provided access to key decision-makers including LAFPP commissioners and staff alongside the Fairview team. Additionally, GPs investing on behalf of this program profiled their strategies and insights to navigate the fundraising process. This interactive experience focused on nurturing the dialogue between institutional investors, asset managers, and diverse GPs in the mission to increase diverse manager investments.
October 14th, 2020: Diversity in Investments Forum, hosted by the State of Illinois
Designed to showcase business opportunities with the Illinois Treasurer for Minority, Women, Veteran, and Disabled-owned (MWVD) investment firms and financial institutions. Attendees learned about Illinois Treasury’s focus on equity, diversity, and inclusion and the various investment programs that constitute their $35 billion investment portfolio.
June 10th – 11th, 2020: HHF Investors Forum 7th Annual Conference
Location: @Virtual
Panels & Panelists:
Personal Experiences of Trustees in Driving Change: Eraina Ortega (Trustee at CalPERS), Belinda Martinez Vega (Trustee at LAFPP), Corinne Tapia-Babcock (Trustee at LAFPP), Captain John Serda (Trustee at PFRS City of Detroit), Tina Padilla (Trustee at CTPF)
Opportunities in Real Estate and Real Assets: Corinne Tapia-Babcock (Trustee at LAFPP), Sasha Bernier (Senior Vice President & Investment Committee Member at Cheltenham Investments), Luis Sanchez (Senior Vice President at Adelante Capital Management), André Bueno (Principal at Bueno Group), Martin Cabrera (Founder & Chief Executive Officer at Cabrera Capital), Eren Shultz (Portfolio Manager at Westchester, a TIAA company), Marco A. Soriano (Partner and Chief Investment Officer at The Soriano Group & Family Office)
Investing in the Private Markets: Henry Jones (Board Member at CalPERS), Al Hemmingsen (Chief Investment Officer at Parkland Management Company), Dana Johns (Senior Portfolio Manager at Maryland SRA), Rekha Unnithan (Managing Director at Nuveen), Joncarlo Mark (Founder at Upwelling Capital Group), Timothy A. Reese (Founder and CEO at Forge Intellectual Capital, Former Pennsylvania State Treasurer), Kevin J. Aguas (Principal Business Analyst at NAU)
Emerging and Specialized Manager Programs: Ophelia Basgal (Board Member at ACERA), Arthur R. Guimaraes (Chief Operating Officer at UC Investments), Caroline Greer (Chairperson at Commomfund Diversity and Inclusion Office), Israel Muñoz (Investment Analyst at Illinois State Treasurer), Robert Raben (President and Founder at The Raben Group, Diverse Asset Manager Initiative)
Understanding Institutional Asset Allocation: Janet Cowell (CEO at Girls Who Invest, Former North Carolina State Treasurer), David Villa (Executive Director/Chief Investment Officer at State of Wisconsin Investment Board), Thomas Clancy (Chief Investment Officer at Pennsylvania Treasury), Jesús Argüelles (Director of Investments at the James Irvine Foundation), Scott Chan (Deputy Chief Investment Officer at CalSTRS), Robert Sinclair (Chief Investment Officer, Private Family Office)
Keynote – Fireside Chat: Jose Minaya (CEO, Nuveen, a TIAA Company), & Stacie Olivares-Castain (Board Member at CalPERS)
June 6, 2019: HHF Investors Forum 6th Annual Conference
Location: @Oakland, CA
Keynote Speakers: Rosie Rios, Former Treasurer of the United States
Panels & Panelists:
Understanding Institutional Asset Allocation: Joncarlo Mark (Founder and Managing Member at Upwelling Capital), Scott Chan (Deputy Chief Investment Officer at CalSTRS), Rodney June (Chief Investment Officer at LACERS), Robert Sinclair (Chief Investment Officer at Private Family Office)
Personal Experiences of Trustees in Driving Change: Moctesuma Esparza (Former Trustee at LACERS), Ophelia Basgal (Trustee at ACERA, Mills College, and San Francisco Foundation), Cynthia Ruiz (Trustee at LACERS)
Investing in the Private Markets: Rosa Estrada (Former Institutional Portfolio Manager), Gustavo Alberelli (Managing Partner at Sunstone Partners), Jesús Argüelles (Director of Investments at The James Irvine Foundation), Monica Black (Partner at TheVentureCity), Xavier Gutierrez (Managing Director at Clearlake Capital), Al Hemmingsen (Chief Investment Officer at Parkland Management Company), Roman Leal (Managing Partner at Leap Global Partners)
Emerging and Specialized Manager Programs: Gerardo Martinez (Investment Analyst at Illinois State Treasurer), Julian Allen (Managing Partner at Spitfire Capital), Arthur R. Guimaraes (COO at UC Regents Office of the CIO), Bahiyah Robinson (Founder & CEO at VC Include), Kirk Sims (Head of Emerging Manager Program at Teacher Retirement System of Texas)
State of the Capital Markets: Claudia Rivas (Senior Financial Advisor at Merrill Lynch), Rob Romero (Chief Executive Officer at Connective Capital), Anthony Valencia (Managing Partner at East Los Capital), David R. Wilson (Managing Director, Client Portfolio Manager at Nuveen Asset Management)
Opportunities in Real Estate and Real Assets & Current Lending Environment: Andre Bueno (Principal at Bueno Group), Vanessa Delgado (Managing Partner at Azure Development), Alan Dones (Managing Partner & CEO at SUDA), Arthur Hidalgo (Managing Partner at Carpenter Community BancFund), Chris Rodzewicz (Partner at Cloverlay), Tash Salas (Principal Partner & Advisor at Artha Consulting)
Cultivating the Next Generation of Women Leaders: Stephanie Castellanos (Diversity & Inclusion Strategist), Marisela Garcia Marquez (Founder and CEO at Iberus), Paola Garcia (Private Wealth Advisor at Goldman Sachs), Tracy Gray (Managing Partner at The 22 Fund), Rebeca Hwang (Managing Partner at Kalei Ventures)
Emerging Manager Showcase: Carmen Palafox (Managing Partner at MiLA Capital), Maria Salamanca (Investor at Unshackled Ventures), Lisa Feria (CEO at Stray Dog Capital), Ariel Jaduszliwer (Managing Partner at Brainstorm Ventures), Miriam Rivera (Managing Partner at Ulu Ventures), Rami Reyes (Principal at NextEquity Partners), Noramay Cadena (Managing Partner at MiLA Capital), Amit Garg (Managing Partner at Tau Ventures), Christine Kenna (Partner at IGNIA Partners), Consuelo Valverde (Founding Partner & Managing Partner at SV LATAM Capital), Alejandro Garcia-Amaya (Co-Founder at Nilo Ventures), Samara Mejia Hernandez (Founding Partner at Chingona Ventures)
February: Networking Reception, NYC
April 19, 2018: Private Equity Insights Panel
at Texas McCombs
Spring: Limited Partner Insights University Series
at Columbia University, University of Texas, Stanford University
Convened limited partner investment staff from the respective university endowments, foundations, pension funds and diverse students, our next generation of investors.
June 28-29, 2018: HHF Investors Forum 5th Annual Conference
Location: @New York, NY
Keynote Speakers: Thomas DiNapoli (Comptroller, New York State Comptroller), Jarvis Hollingsworth (Chairman Board of Trustees, TRS), José Feliciano (Co-Founder & Managing Partner, Clearlake Capital Group)
Panels & Panelists:
Increasing Allocation to Diverse Managers Case Studies: Zuraya Tapia-Hadley (Principal, The Raben Group), Angela Matheny (Head of Diverse Manager Equity, Colonial Consulting), Falah Madadha (Senior Investment Officer, Silicon Valley Community Foundation), Meredith Jones (Partner and Head of Emerging Manager Research, Aon Hewitt), Robert Azeke (Trustee, Milton Academy and Jacob Javitis Convention Center in New York)
Blockchain for Institutional Investors: Joe Biggs (Writer, TechCrunch), Lisa Cuesta (Principal, NextGen Venture Partners), Joshua Kuzar (Blockchain Chair, Morrison & Foerster LLP), Maureen Murat (Chief Advisor, Crowdie Advisors), Prat Vallabhaneni (Partner, White & Case)
Limited Partners Driving Change: Alberto Fassinotti (Managing Director, RockCreek), Edgar Hernandez (Assistant Director, SEIU), Richard W. Ingram (Executive Director, Teachers’ Retirement System of Illinois), Dana Johns (Senior Portfolio Manager, Maryland State Retirement and Pension System)
CIO Panel: Anar Chudgar (Director, GCM Grosvenor), Geraldine Jimenez (Co-Deputy CIO, CalSTRS), Dennis Johnson (CIO, TIAA), Angela Miller-May (CIO, Chicago Teachers’ Pension Fund)
Impact Investing Panel: Jennifer Signori (Senior VP, Neuberger Berman), Roy Swan (Director, Ford Foundation), Preeti Bhattacharji (VP, Heron Foundation), John Duong (Managing Director, Lumina Foundation)
Harvard Business School Case Active Session: Nori Gerardo Lietz (Professor, HBS)
The Road Ahead – Market Views and Investment Strategy Implications: Francisco Aguirre (Managing Director, Cambridge Associates), Jeffrey Blazek (Managing Director, Cambridge Associates)
Asset Allocation with GP Perspectives Panel: Gina Sanchez (Trustee, LACERA), Xavier Gutierrez (Managing Director, Clearlake Capital), Troy Dixon (Managing Partner/CIO, Hollis Park Partners), Gabriel Pozo (Founder and Principal, Advalurem)
Lunch & Board Diversity Discussion: Maria Giraldo (Managing Director, Guggenheim Partners), Nina Vaca (Chairman and CEO, Pinnacle Group; Board of Director for Cinemark Holdings, Inc., Comerica, Inc., and Kohl’s Corporation)
Emerging, Graduated, and Transition Manager Programs: Cesar Gonzales (Senior VP Investment Programs, FIS Group), Michael Silva (Investment Officer, CalPERS), Sheryl Mejia (Director of Emerging Managers, NYSCRF), Sylvia Bell (COO, TRS)
2018: 20th Annual Hispanic Heritage Youth Awards
HHF and it’s sponsors hosted the 20th Annual Hispanic Heritage Youth Awards in 10 markets across the country. Rising high school seniors who showed exceptional academic accomplishments and demonstrated an interest in business were honored in local ceremonies and positioned as community leaders.
Winter: Baltimore LPs meet Diverse Managers
In partnership with Maryland State Retirement, we co-hosted an intimate dialogue between limited partners in the Baltimore area and diverse managers.
June 21-22, 2017: HHF Investors Forum 4th Annual Conference
Location: @Chicago, IL
Keynote Speakers: Michael W. Frerichs (Illinios State Treasurer); Gilbert Garcia (Managing Director , Garcia Hamilton & Associates)
Panels & Panelists:
Personal Experiences of Trustees in Driving Change: Ruby Munoz-Dang (Trustee, METRO Texas Non-Union Pension Plan), David Corpus (Trustee, Teacher Retirement System of Texas), Jorge Hernandez (Trustee, Tucson Supplemental Retirement System), John Serda (Trustee, Police & Fire Retirement System City of Detroit), Nick Nuanes (Trustee, Fire & Police Pension Association of Colorado), Tina Padilla (Trustee, Chicago Teacher’s Pension Fund)
Consultants & Gate Keepers: Nilza Serrano (Trustee, Los Angeles City Employees Retirement System), Gilbert Garcia (Managing Director, Garcia Hamilton & Associates), Monika Mantilla (Managing Director, Altura Capital), Mina Nazemi Pacheco (Founder & Managing Director, Aldea Capital), Brenda Alfaro (Vice President Business Development, LM Capital)
Portfolio Allocation: Ray Sanchez (Trustee, NYCERS), Miriam Martinez (CIO, City of Chicago)
Fixed Income: Rachel Wilson (CFA, Director – Fixed Income Trading, PM, LM Capital)
Private Markets (including Venture Capital): Mina N. Pacheco (Founder & Managing Director, Aldea Capital)
Diversity Investment Management: Ruby Munoz-Dang (Trustee, METRO Texas Non-Union Pension Plan), David Corpus (Trustee, Teacher Retirement System of Texas)
June 1-2, 2016: HHF Investors Forum 3rd Annual Conference
Location: @Los Angeles, CA
Keynote Speakers: Gilbert Garcia (CFA, Managing Partner, Garcia Hamilton & Associates), Anne Mathias (CFA, Senior Managing Director and Macro Strategist, Guggenheim Partners), Sylvia Bell (Managing Director, Teachers’ Retirement System of Texas)
Panels & Panelists:
Personal Experiences of Trustees in Driving Change: Belinda M. Vega (Trustee, Los Angeles Fire and Police Pensions), Al Martinez (Trustee, Nevada Public Employees’ Retirement System), David Corpus (Trustee, Teachers’ Retirement System of Texas), Loretta Naranjo Lopez (Trustee, New Mexico Public Employees’ Retirement Association), Ruby Muñoz-Dang (Trustee, Metropolitan Transit Authority of Harris County Non-Union Pension Plan & Trust)
Board Governance & Fiduciary Responsibilities: Dr. Joseph Guzman (Professor, Michigan State University), Belinda M. Vega (Trustee, Los Angeles Fire Police Pensions), Cynthia Ruiz (Trustee, Los Angeles City Employees’ Retirement System), Dana Hollinger (Trustee, California Public Employees’ Retirement System)
Investing in Inclusion: Public & Private Sector Innovations: Charles Spearman (Senior Managing Director, Guggenheim Partners), Angela Guzman (Senior Manager of Supplier Diversity, Comcast NBC Universal), Carra Wallace (Chief Diversity Officer, New York City Comptroller), Kate Kleyman (Associate Office of Diversity and Inclusion, Guggenheim Partners), Richard Kasnia (Senior Managing Director, Guggenheim Partners)
Shareholder Activism: Raymond Sanchez (Trustee, New York City Employees’ Retirement System), George C. Aguilar (Partner, Robbins Arroyo), Luz Rodriguez (Director of Corporate Governance & Legal Services, Colorado Public Employees’ Retirement Association), Travis Antoniono (Investment Officer, California State Teachers’ Retirement System)
Asset Allocation & Risk Management: Patrick Mitchell (Senior Managing Director and Senior Adviser to the Global Chief Investment Officer, Guggenheim Partners), Geraldine Jimenez (Portfolio Manager, California State Teachers’ Retirement System), Monika Mantilla (President and CEO Altura Capital; Managing Partner, Small Business Community Capital, SBCC, and SBCI Impact Fund)
Equities: Nilza Serrano (Trustee, Los Angeles City Employees’ Retirement System), Fernando Inzunza (Partner and Portfolio Manager, Lombardia Capital Partners), Jeff Garcia (Investment Analyst, Capital Group), Jimmy Wang (Investment Officer, Los Angeles City Employees’ Retirement System), Patrick Mitchell (Senior Managing Director, Senior Advisor to the Global Chief Investment Officer, Guggenheim Partners)
Fixed Income: David Corpus (Trustee, Texas Teachers’ Retirement System), Kelechi Ogbunamiri (Vice President, Guggenheim Partners), Mario Modiano (Senior Portfolio Manager, LM Capital, LLC)
Real Estate & Real Assets: Ken Gurrola (Chairman and CEO, Eastridge Capital), Martin Cabrera (Founder and Chief Executive Officer, Cabrera Capital Markets), Peter Braffman (Managing Director, GCM Grosvenor), Rob Lawrence (Senior Managing Director, Guggenheim Partners)
Alternative Investments – Private Equity, Venture Capital & Hedge Funds: Julie Fox (Analyst, Aldwych Capital), James Mitchell (Managing Director, The Rock Creek Group), Alex Guerrero (Associate, Act One Ventures), Angel Saad Gomez (Venture Partner, OAK Investment Partners), Edgar Hernandez (Service Employees’ International Union), Jimmy Wang (Investment Officer, Los Angeles City Employees’ Retirement System), Rami Reyes (Co-Founder and Principal, NextEquity Partners)
Specialized, Emerging, & Diverse Manager Programs: Perry Hollowell (Portfolio Manager, Guggenheim Partners), Edgar Hernandez (Service Employees’ International Union), Michael Silva (Investment Officer, California Public Employees’ Retirement System), Sylvia Bell (Managing Director, Investment Operations, Texas Teachers’ Retirement System)
Regional, Community & Impact Investing: Corinne Tapia Babcock (Trustee, Los Angeles Fire and Police), Aurthur Hidalgo (Co-Founder & Partner, Carpenter Community BancFunds), Marcos Gonzalez (Managing Partner, VamosVenture), Tina Castro (CFA, Managing Partner and Co-Founder, Avivar Capital)
June 23-24, 2015: HHF Investors Forum 2nd Annual Conference
Location: @Los Angeles, CA
Keynote Speakers: Rosie Rios (Treasurer of the United States); John Chiang (Treasurer of California); Steve Westly (former Controller of California); Antonio Villaraigosa (43rd Mayor of Los Angeles); Henry Cisneros, former U.S. Secretary, Department of Housing and Urban Development
Panels & Panelists:
Personal Experiences of Trustees in Driving Change: Gilbert Garcia (Managing Partner, Garcia Hamilton & Associates), Ruben Navarro (Trustee, Los Angeles Fire and Police Pensions), Eraina Ortega (Trustee, California State Teachers’ Retirement System), Marty Torres (Trustee, United Pilots’ Defined Contribution Plan), Valerie Villareal (Trustee, Los Angeles County Employees’ Retirement Association)
Board Governance & Fiduciary Responsibilities: Dr. Joe Guzman (Professor, Michigan State University), Felipe Arroyo (Partner, Robbins Arroyo LLP), Herman Santos (Trustee, Los Angeles County Employees’ Retirement Association), Belinda Vega (Trustee, Los Angeles Fire and Police Pensions)
Macroeconomic Outlook: Teresa McBride (CEO, McBride & Company), Elizabeth Laderman (Senior Economist, San Francisco Federal Reserve)
Shareholder Activism: Kayla Gillan (Former General Counsel at California Public Employees’ Retirement System; Leader, PwC Investor Resource Institute), Travis Antoniono (Investment Officer, California State Teachers’ Retirement System), Dana Hollinger (Trustee, California Public Employees’ Retirement System), Luz Rodriguez (Director of Corporate Governance & Legal Services, Colorado Public Employees’ Retirement Association)
Asset Allocation & Risk Management: Tom Lopez (Chief Investment Officer, Los Angeles Fire & Police Pensions), Robert Boada (Vice President & Treasurer, Edison International)
Equities: June Kim (Director of Global Equities, California State Teachers’ Retiremnt System), Juan Carlos Avila (Trustee, Chicago Policeman’s Annuity & Benefit Fund), Fernando Inzunza (Partner and Portfolio Manager, Lombardia Capital), Rodney June (Chief Investment Officer, Los Angeles City Employees’ Retirement System)
Fixed Income: Michelle Durgy (CIO, City of County of San Francisco), Luis Maizel (Senior Managing Director, LM Capital Group), Ruby Muñoz Dang (Trustee, Metropolitan Transit Authory of Harris County; Garcia Hamilton & Associates)
Real Estate and Real Assets: Ken Gurrola (CEO, Eastridge Capital), Corinne Tapia (Trustee, Los Angeles Fire & Police Pensions), Michael Torres (CEO, Adelante Capital)
Private Markets (Including Venture Capital): Mina Pacheco Nazemi (Partner, GCM Grosvenor), Gustavo Alberelli (Partner, Trident Capital), Pawan Chaturvedi (Senior Investment Director, UCLA Investment Company), Susan Lee (Head Private Markets Consultant, Angeles Investment Advisors), Javier Saade (Associate Administrator, Small Business Administration)
Hedge Funds: Ray Sanchez (Trustee, New York City Employees Retirement System), Diana Di Lorio (Senior Vice President, Grosvenor Capital Management)
Regional, Community, & Impact Investing: Stacie Olivares Castain (Managing Director, California Organized Investors Network), Monika Mantilla (CEO, Altura Capital; Partner,Small Business Community Capital), Arthur Hidalgo (Managing Partner, Carpenter Community BancFund)
Specialized, Emerging, & Diverse Manager Programs: Solange Fernandez Brooks (Portfolio Manager, California State Teachers’ Retirement System), Martin Cabrera (CEO, Cabrera Capital), Cheryl Hines (Portfolio Manager, Teachers’ Retirement System of Texas), Laurie Weir (Senior Portfolio Manager, California Public Employees’ Retirement System)
Trustee Reflections & Next Steps: Moctesuma Esparza (Founder, Maya Cinemas), Edgar Hernandez (Service Employees’ International Union Capital Stewardship Program), Nilza Serrano (Trustee, Los Angeles City Employees’ Retirement System)
June 27, 2014: HHF Investors Forum 1st Annual Conference
Location: @Washington, DC
Keynote Speakers: Luis Aguilar (U.S. SEC Commissioner); Josh Gotbaum (Director of PBGC); Gustavo Arnavat (Former U.S. Executive Director, Inter-American Development Bank)
Panels & Panelists:
Personal Experiences of Trustees: Ray Sanchez (Trustee, New York City Employees’ Retirement System), Nilza Serrano (Trustee, Los Angeles City Employees’ Retirement System), David Corpus (Trustee, Teacher’s Retirement System of Texas) Belinda Vega (Trustee, Los Angeles Fire and Police Pensions), Nick Nuanes (Trustee, Fire and Police Pensions Association of Colorado), Elisa Velazquez (Trustee, New York City Employees Retirement System), Jerry Villanueva (Trustee, El Paso Firemen & Policemen’s Pension Fund), Marty Torres (Trustee, UAL-MEC Pilots Retirement & Insurance Committee), Ruby Muñoz Dang (Trustee, Metropolitan Transit Authority of Harris County Non-Union Pension Plan & Trust)
Board Governance & Fiduciary Responsibilities: Dr. Joe Guzman (Professor, Michigan State University), Belinda M. Vega (Trustee, Los Angeles Fire and Police Pensions), Jorge Rodriguez (Principal Consultant, ACA Compliance), Jason Esteves (Trustee, Atlanta General Employees’ Pension Fund), Alvin Velazquez (Associate General Counsel, Service Employee’s International Union Capital Stewardship Program)
General Asset Allocation & Risk Management: Stacie-Olivares Castain (Managing Director, California Organized Investment Network), Ruby Muñoz Dang (Trustee, Metropolitan Transit Authority of Harris County Non-Union Pension Plan & Trust), Emanuel Pleitez (Trustee, Los Angeles Fire and Police Pensions), Carmen Heredia-Lopez (CIO, Chicago Teachers’ Pension Fund), Dr. Arturo Gonzalez (Economist, Board of Governors of the Federal Reserve System), Eli Martinez (Investment Officer, Santa Barbara County Employees’ Retirement System), Ignacio Canto (President & Director, X-Square Capital)
Private Markets: Mina Pacheco Nazemi (Partner, GCM-Grosvenor), Juan Carlos Avila (Trustee, Policeman’s Annuity & Benefit Fund of Chicago), Juan Sabater (Managing Director, Valor Equity Partners), Ingrid Mazul (Co-Founder & Partner, ClearPoint Investment Partners), Jay Garcia (Managing Partner, Small Business Community Capital), Javier Saade (Associate Administrator, Small Business Administration), Gustavo Arberelli (Managing Director, Trident Capital)
Real Estate, Infrastructure & Energy: Ken Gurrola (CEO, Eastridge Capital), J.T. Trevino (Trustee, Fire and Police Pension Fund of San Antonio), Jim Lingberg (Secretary-Treasurer, EVP, AFL-CIO), Victor Miramontes (Vice Chairman & Co-Founder, CityView), Pamela Robertson (Partner, Squires Paton Boggs), Marco Krapels (Partner, Pegasus Capital)
Specialized, Emerging, & Diverse Manager Programs: Tom Soto (Managing Director, TCW), Solange Brooks (Portfolio Manager, California State Teachers’ Retirement System), Robert Greene (Trustee, Virginia Retirement System), Monika Mantilla (President & CEO, Altura Capital; Partner, Small Business Community Capital), Nilza Serrano (Trustee, Los Angeles City Employees’ Retirement System), Greg Henry (Trustee & Member of the Investment Committee, Edison International)
LOFT Source
We partner with firms to provide diverse talent for internships and full-time opportunities. Past partners include Goldman Sachs, PwC, and the Federal Reserve.
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Introductory Financial Topics:
Khan Academy Finance and Capital Markets
Introductory to Advanced Financial Topics:
MoneyWeek Videos on Finance and Investments
MoneyWeek on Youtube
Complete Courses from Top Universities on Economics and Finance:
Open Culture Courses on Economics and Finance
Free Online Course Pro on Economics and Finance
Fiduciary Responsibilities and Board Governance:
CalPERS Investment Beliefs
CalPERS Sustainable Investment Research Initiative
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Trustees and investment staff from pension funds, foundations, and endowments:
If you are a Latino trustee or a member of the investment staff at a pension fund, foundation, or endowment, we would welcome your participation in the Hispanic Heritage Foundation Investors Forum.
For more information on how to become involved in the initiative or to receive details regarding upcoming programming, please reach out to Alexa Diazmunoz at alexa@hispanicheritage.org.
Asset managers:
Opportunities to participate as a speaker are available to asset managers through sponsorship. For more information on how you can participate, please reach out to Alexa Diazmunoz at alexa@hispanicheritage.org.