Bank of America
A Business Advantage for Entrepreneurs- Small Business Banking
Bank of America is focused on delivering resources and information to help small business clients navigate what’s happening now and prepare for what’s next. We provide industry-leading advice, connections, tools and solutions for small business owners, along with dedicated support to address their unique needs to bank how, where and when they want. Our small business specialists offer banking, credit and cash management solutions, providing entrepreneurs with a business advantage. Bank of America Hispanic business owner report will be available mid-September, we plan to incorporate it in our workshop.
Meeting Room: Gaslamp
Morgan Stanley
2020-2030, another lost decade or an opportunity for Latin America?
COVID-19 has been seen by many experts as the catalyst that has thrown Latin America into another “lost decade” of economic and development progress. During this presentation, Fernando will explore the parallels between the crisis that hit region in the 80’s and the current economic challenges it finds itself in as a result of the pandemic. He will also touch on the most relevant macro and micro economic developments during the last 40 years and how to best navigate the times ahead.
Speaker: Fernando Grisales – Senior Fund Manager for Schroder’s Emerging Markets Debt Platform
Meeting Room: Old Town A/B
Morgan Stanley
Are you worried about the risk of inflation? Commodities can be the solution you are looking for.
The investment landscape today is a minefield. Stocks keep reaching all-time highs and bond rates keep reaching all-time lows. Investors biggest challenge is how to continue to take advantage of a market that keeps generating attractive returns, but avoid some of the inherent risks that come from buying at the currently expensive price levels. We believe that investors have overlooked commodities for a long time, and Investing in commodities today can help investors diversify their portfolios and help to protect their wealth against the risk of inflation. During this session we want to help you think about the opportunities and challenges going forward, and provide you with some ideas so that you can take advantage of all the benefits of investing in this exciting asset class.
Speakers:
Juan Mier, CFA – Vice President, Multi Asset Investment Management
Meeting Room:Old Town A/B
Morgan Stanley
Invest in the Future with Megatrends
The modern world is changing at the speed of innovation. Most major economies including the new mainstream economy are undergoing powerful shifts in their demographic profiles, while resource scarcity and climate change are coming under greater scrutiny. Rapid urbanization is pulling in significant investments and changing consumer behavior, especially in high-growth emerging economies. At the same time, the increasing use of technology is redefining business models in a host of industries and unleashing widespread disruption. These forces, which we call Megatrends, are giving rise to a new set of powerful investment themes that are changing the way we invest, the way that companies act, and our personal and professional routines for decades to come. Come hear from experts and learn about Megatrends you can invest in as a new or experienced investor.
Speakers:
Benjamin Souza, Managing Director and Latin America Fixed Income Strategist
Meeting Room:Old Town A/B
Venture Capital Roundtable
Meeting Room: Hill Crest A-D
Home Depot Pro Session Roundtable
Meeting Room: Cortez Hill
Latino Leaders Dinner and Roundtable
Meeting Room: Bayview
Entertainment Roundtable (40-50 ppl)
Meeting Room: Cortez Hill
Bank of America
Homeowners as a Foundation for Latino wealth Creation - Consumer Mortgage
Learn how Bank of America’s grants (up to $17,500) and tools can help Latinos achieve the dream of homeownership and create generational wealth. Also learn how home equity can be leveraged for home renovations and improvements with our award winning solutions.
Meeting Room: Gaslamp
Nike
From the Classroom to the Boardroom: Current State and Future Opportunities for Latinas in Sport
To RSVP for one of the Nike breakout sessions click here.An in-depth conversation on the current landscape of Latinas in sport and the social and cultural influences shaping the next generation of leaders in the game. Hosted by VP/GM, Jordan Brand Women’s, Andrea Perez, join a panel of sports business, media and market experts as they share insights on future opportunities in sport for communities of LatinX women.
Meeting Room: Hill Crest
UPS Reception
Location: 3rd Floor Pool Deck
Venture Capital Roundtable
Meeting Room:Cortez Hill, 3rd floor
Cabrera Capital Markets
A Roundtable Discussion on Access to Capital
This roundtable discussion will be moderated by Martin Cabrera, CEO and Founder of Cabrera Capital Markets, one of the largest Latino broker-dealer and investment banks in the U.S., and will feature prominent asset allocators from across the U.S. The movers and shakers of capital allocation in the U.S. with a combined oversight of $1.3 trillion in assets under management. The panel will discuss the programs they implemented, solutions to capital allocation challenges they faced, and the paths they are taking to allocate capital to talented Latino and other minority money managers. The panel will be making headline worthy announcements at this roundtable, committing funds to significantly back and support Latino and other minority managers.
Moderator: Contessa Brewer, CNBC Correspondent
Roundtable:
Johara Farhadieh - Executive Director and Chief Investment Officer, Illinois State Board of Investment
Joe Aguilar - Chief Investment Officer, Illinois State Treasurer
Jasmine Richards – Head of Diverse Manager Research, Cambridge Associates
Joseph Acevedo - Managing Director in the Alternative Solutions Group within BlackRock Alternative Investors
Ray Joseph – Chief Investment Officer, Los Angeles Fire & Police Pension Fund
Daniel Miller – Deputy Executive Director, NYC Board of Education Retirement System
Location: Hill Crest
Bank of America
Executive Wealth Services & Diverse Viewpoints Research
Merrill Lynch is proud to present our Executive Wealth Services Program and our Diverse Viewpoints Research regarding the affluent Hispanic/Latino community. Companies thrive when executives perform at their best, and in today’s ever-changing world, access to relevant benefits is more important than ever. Executive Wealth Services offers robust financial planning and services tailored specifically to the unique needs of executives to help them realize their greatest potential. Diverse Viewpoints is a body of research that explores how cultural, racial, sexual orientation, and gender identity and expression might influence perspectives on wealth, financial security and success – one of the three chapters explores the experiences of the affluent Hispanic/Latino community.
Meeting Room: Gaslamp
Asset Management Roundtable (40-50 ppl)
Meeting Room: Cortez Hill
Nike Conversation
‘Wellness from Within’ with Olympic Medalist and World Champion, Marlen Esparza
To RSVP for one of the Nike breakout sessions click here.As the world continues to battle a global pandemic that has forced many to change their routine and work environment, employees are looking for ways to prioritize mental health within their daily lives across work, family and sport. Nike is committed to helping all athletes* realize their full potential, and believes in a holistic approach to wellness. Nike Executive, Vanessa Garcia-Brito will moderate a candid conversation with Olympic Medalist and World Champion Boxer, Marlen Esparza, and Dr. Shairi Turner, Chief Medical Officer at Crisis Text Line. The group will discuss their personal journeys and the importance of destigmatizing the conversation of mental health within the Latino community. Additionally, the panel will highlight ways Latino executives and company leaders can continue to prioritize holistic wellness within their organizations and their daily lives. *Crisis Text Line is a Nike partner and is a nonprofit that provides free, 24/7 counseling help, connecting anyone seeking support to trained Crisis Counselors – all via text messaging. At any time, day or night, texters in the U.S. will be able to connect with trained Crisis Counselors by texting the word “STRONG” to 741741.
Meeting Room: Balboa AB