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BUILDING ON

AMERICAN LATINO SUCCESS

TO FORGE A STRONGER AMERICA

• Founded in 1999, the New America Alliance is comprised of a 501(c)6 and a 501(c)3 national organization committed to building on American Latino success to forge a stronger America.
• NAA leadership and members leverage their influence to increase capital access for women and minority-owned firms, and to accelerate diverse leadership in entrepreneurship, corporate America, and public service.

About Us

Brief History

Our Members

Our Mission

• In June 1999, Henry Cisneros and Raul Yzaguirre organized a meeting attended by approximately 30 prominent American Latino leaders to introduce the concept for a new leadership organization that blossomed into the New America Alliance.

• From the start, NAA’s uniqueness and forward thinking vision came from its members business leaders and opinion-makers in Latino economic advancement, wealth building, and philanthropy.

• The core vision, which distinguishes the NAA, involves leveraging the collective power as a community to strengthen the future of the Latino community in the U.S.

• Founded in 1999, the New America Alliance is comprised by a 501(c)6 and a 501(c)3 organization dedicated to advancing the economic development of the American Latino community.

• The Alliance is organized on the principle that American Latino business leaders have a special responsibility to lead the process of building the forms of capital most crucial to Latino progress – economic capital, political capital, human capital and the practice of philanthropy.

• One approach that American Latino business leaders are uniquely capable of leading is investment in our own community through coordinated philanthropy and public and private strategic collaboration.

• The NAA membership is comprised of over 100 prominent American Latino entrepreneurs and business leaders who are committed to giving back to the community.

• While committing substantial financial resources to the organization, our members also commit considerable time, provide access to their networks and exert their influence to achieve the goals of the organization.

• We aggregate the NAA members' success, experience, relationships and passion to give back as we promote the advancement of the Latino community and prosperity for all in our nation.

• NAA members leverage their influence to promote Latino leadership in entrepreneurship, corporate America, and public service; increase Latino access and control of capital; and invest in human capital to improve educational achievement and develop future Latino business leaders.

NAA Inc Board Of Directors

Executive Committee

Board of Directors

Jerry Arzu

CFO and COO

Telsey Advisory Group

NAA Inc Chair of the Board

Leon Brujis

NAA Inc. Chair of the Board

Robert Azeke

Founder and Managing Partner

Farol Asset Management LP

Milton Berlinski

Co-Founder, Managing Partner

Reverence Capital Partners, LP

Fernando Guerrero

Managing Partner and Chief Investment Officer

Varadero Capital

Co-Vice Chair of Governance

Maria Jelescu Dreyfus

CEO and Founder

Ardinall Investment Management, LP

Co-Vice Chair of Governance

Danielle Beyer

Chief Operating Officer

L2 Point Management, LLC

Treasurer

Gabriel J. Rodriguez

Managing Partner, Founding Member

Empiric Institutional LLC

Sang Gupta

Partner

Long Arc Capital

Amira Strasser

CEO-Founding Partner

Applied Research Investments, LLC

Co-Vice Chair of Membership

Jessie M. Gabriel

Founder and CEO

All Places

Co-Vice Chair of Membership

Gerson R. Guzman

Co-Founder

Ceiba Capital Partners

Co-Vice Chair of Programs

Avinash Amin

Managing Partner

Madryn Asset Management, LP

Jasmine Richards

Senior Investment Director, Manager Diversity Research

Cambridge Associates, LLC

Chair of Marketing and Communications

André Rice

President

Muller & Monroe Asset Management, LLC

Co-Vice Chair of Programs

Claudio Phillips

Head of Corporate Credit

Reverence Capital Partners

Raul Yzaguirre

NAA Co-Founder and

Board Member Emeritus

President and CEO

Anyori Hernandez

President and Chief Executive Officer

New America Alliance

Co-Vice Chair of Advocacy

Manuel Gonzalez Mestre

President and CEO

MGM Consulting, LLC

General Counsel

Linda Igarashi

Attorney

Sheppard Mullin Richter & Hampton LLP

Chair of the NAA Institute Board of Directors & Co-Vice Chair of Advocacy

Dolores M. Muñoz

Senior Vice President

Loop Capital Markets

Henry Cisneros

NAA Co-Founder and

Board Member Emeritus

American Triple I Partners, LLC

NAA Institute Board of Directors

NAA Institute Chair of the Board

Dolores Muñoz

Senior Vice President

Loop Capital Markets

General Counsel

Linda Igarashi

Attorney

Sheppard Mullin Richter & Hampton LLP

Treasurer

Gabriel J. Rodriguez

CEO, Founding Member, Portfolio Manager

Empiric Institutional LLC

Raul Yzaguirre

NAA Co-Founder and

Board Member Emeritus

Anyori Hernandez

President and Chief Executive Officer

New America Alliance

anyori@naaonline.org

Henry Cisneros

NAA Co-Founder and Board Member Emeritus

American Triple I Partners, LLC

Management Team

Anyori Hernandez

President and Chief Executive Officer

anyori@naaonline.org

Jodi Martinez Towner

Director of Operations and Membership

jtowner@naaonline.org

Vanessa Rokhman, CPA

Finance Consultant

Eisner Advisory Group LLC

Our Members

Become a Member

Distinction and Resources

Potential Members Include

Membership Application Process

Compatibility and Willingness to Invest

• Membership requires nomination by an NAA member sponsor, and NAA Board approval of the Nomination.

• For more information on the membership categories and process, contact Jodi Towner at jtowner@naaonline.org.

• Members must bring to the organization distinction and resources that will be useful in pursuing the organization’s goals.

• Among the resources an individual shall bring to the organization are good standing in the business world, recognition in the community, political expertise and influence, organizational affiliations, and economic resources.

• Investment and asset management firms

• Experienced investment professionals and asset owners at public and private pensions, endowments, foundations, family offices

• Successful entrepreneurs who have built substantial businesses

• Board members of major national corporations

• Executives of Fortune 1000 companies

• Academia and non-profit executives

• Prospective members must identify strongly with the organization’s mission, vision, and methods. Just as importantly, they must be prepared to immediately begin to invest in the organization to support its goals and execution of its plans.

• The organization requires members to be active and to have a desire to give back to the community.

• Members must be prepared to give much more than they receive via their work and association to the organization.

Membership Categories

ASSET MANAGEMENT MEMBERSHIP

Asset managers across asset classes, broker dealers, fund-of-funds, manager-of-managers, and investment consultants across all asset classes - $10,000 annually

ASSOCIATE ASSET MANAGEMENT MEMBERSHIP

Additional executives of firms already represented in our asset management membership - $5,000 annually

*SERVICE PROVIDER/VENDOR MEMBERSHIP:

ASSET MANAGEMENT FIRM INFORMATION

CORPORATE EXECUTIVE, PUBLIC COMPANY BOARD MEMBER, & NON-PROFIT MEMBERSHIPS

Public Markets:

Accounting firms, law firms, fund administrators, outsourced compliance officers, insurance brokers, operations/strategy consultants, placement agents, fund distributors, investment banks, and any other who would call on NAA Asset Management members for potential business. Member pays $5,000 annually if sponsoring a program.

• $5,000 if sponsoring a program.
• $7,500 if not sponsoring a program

YOUNG LEADER MEMBERSHIP

Bachelor’s degrees: A Young Leader member must be within three years after graduation from an undergraduate degree - $2,500

OR

Master’s degree: A Young Leader member must be within three years after graduation from an MBA or graduate level program - $3,500

FELLOWS

The CEO may invite Fellows from the New America Alliance Institute Pathway Fellowship Program to specific events, which will be complementary - Complementary

This category encompasses:

Law firms, CPAs, investment bankers, consultants, corporate executives* (corporate executives that are not service providers and/or vendors as described below), Board members, Non-profit executives, government, and public sector officials - $5,000 annually

Private Markets:

ENTREPRENEURIAL MEMBERSHIP

Companies, not engaged in the asset management industry, five years or younger, as measured from the founding date of the company - $5,000 annually

Membership Benefits

Access to Capital and Business Opportunities through our network of investors and industry leaders

Be a Change Agent in Accelerating Latino Leadership and the inclusion of diverse leaders across sectors

High Level Engagement with decision makers and change agents across business, political and non-profit sectors

Lead and Shape the Agenda through participation at NAA “member-only” roundtables with top level leaders across sectors

NAA New Membership Request

2022 Year In Review

Access to Investment Capital

Through our Access To Capital Initiative, NAA collaborates with institutional investors and elected officials to increase inclusion in the management of assets by engaging diverse managers, trustees, investment professionals and consultants.

NAA believes that increasing American Latino access and control of capital provides for a more equitable involvement of our community in directing capital and other resources to address the most pressing issues facing our nation, including business development, education and wealth creation.

Recommendation to Elected Officials on Activation in Oversight

NAA Membership Assets Under Management Facts:

Making The Case for Increased Diversity in Asset Management

Recommendations to Pension Institutions on Implementation and Management of an Emerging Diverse Managers Program:

• Establish a quarterly hearing schedule to monitor performance in engagement of emerging managers and increase transparency to the process

• Monitor and measure the level of expertise and performance of the pension’s leadership, executives and consultants on the matter of engagement of diverse managers

Implement reports to measure the current state of utilization of Latino and minority firms, and establish benchmarks to measure future performance; these should detail past, current and future engagement of Latino and minority managers across asset classes, with amount of assets allocated and management fees paid

• NAA Latino asset managers in private equity represent over $40 billion in aggregate assets under management, as compared to under $500 million reported in the NAA White Paper in 2003.

• NAA membership of diverse asset management firms have almost $70 billion in AUM across asset classes.

• Twelve NAA member firms have $1 billion in AUM. Together, these firms manage over $48 billion and range across asset classes, including private equity, real estate, hedge funds and public markets.

While this signals to significant progress in the participation of Latino and diverse firms in asset management, there is a lot of advancement to be made as we consider the US Money Management capital pool of over $45 Trillion.

• Develop a strong emerging managers program plan with top management buy-in, clear objectives and well structured emerging manager definitions pertinent to each asset class

• Engage diverse consultants, advisors, manager of managers and fund of funds with proven track records of relationships and success in investing with Latino and emerging firms, and monitor their performance in delivering on emerging managers mandates

• Develop a cadre of diverse managers across asset classes with proven track records and /or newly-formed diverse teams that are applying prior success and experience

• Issue direct capital allocations and build direct relationships with emerging managers as a way to get to know, observe performance and practices, and identify managers that merit consideration for continued and increased allocations

• Provide adequate capital commitments to manager of managers and fund of funds vehicles that allow for larger allocations to renewed engagements, and address newly-formed firm opportunities

• Produce performance report across asset classes detailing commitment to emerging managers by segment – Latino, African American, Asian, Women, and other Emerging Managers.

• The rise of the Emerging Domestic Market is critical to the continued growth of the U.S. economy. As the population ages and as life expectancy increases, fewer workers will be available to support each retiree.

• By 2050, the majority of the retired population will be non-Hispanic white, with the human capital source increasingly comprised by ethnic minorities.

• As the U.S. Latino population continues to grow, now exceeding 60 million and 18 percent of the population, it is critical for all institutions to incorporate the Latino market as part of their plan for growth and success.

• It makes common business sense to tap into the Latino consumers’ disposable income of $1.7 trillion, which aggregated to African American and Asian buying power represents a market opportunity of over $4 trillion.

• Investors targeting this space can achieve attractive returns by taking advantage of capital inefficiencies in the market and the growing demand for businesses serving this space.

• Because these investments are made mostly in small and middle-market businesses, they provide risk diversification for investors mostly exposed to large buy-out funds, while providing access to rising managers who may develop into the fund management stars of the future.

#NAALatinaCaucus

The NAA American Latina Leadership Caucus aggregates 100 influential Latinas across sectors - entrepreneurship, corporate, appointed/elected office, nonprofit and academia, to enhance the pipeline and accelerate the placement of Latina leadership talent.

Articles:

Pilar Avila spearheading the NAA American Latina Leadership Caucus

NAA Summit launches Women’s Initiative

Ortiz-McGhee facing challenges in minority education

NAA’s Fernandez-Haar on Latinas shaping history

Jackie Cacho VmeTV staging Latinas for leadership

by Susana G. Baumann, LatinasInBusiness.US

• The Caucus identifies career and board opportunities and Latinas to put forth as candidates.

• Caucus convenings bring together seasoned and rising Latina leaders as part of an ongoing process to introduce new resources and connections; transfer lessons learned; and highlight pathways to reach the next level of success and influence.

• Our effort includes the proliferation of business being done among members of the Caucus. We are, after all, invested in Latina success.

The announcement of this exciting initiative was highlighted as follows:

• American Latinas: Leadership and Economic Force

HuffPost Article by NAA Institute Chair Ana-María Fernández Haar

• American Latinas: Leadership and Economic Force

Panel at 14th NAA Wall Street Summit

• Triunfo Latino

Show presented by NAA Member Jackeline Cacho

NAA Inc 501C6 Donation

NAA Institute 501C3 Donation

2021 Year in Review

Sponsorship Opportunities

NAA Sponsorship Opportunities

The New America Alliance provides a number of opportunities for you to engage with some of the most successful Latino business leaders and other influential members of our community. As part of our National Tour, our annual coast-to-coast diversity advocacy campaign, the NAA offers to our corporate partners several unique national and regional programs including our American Latina Leadership Caucus Roundtables and Institutional Capital Roundtables. Via this collaboration, we identify opportunities to leverage our collective resources to create meaningful change for the Latino community.

The firms and institutions that invest in and partner with the NAA via our Corporate Alliance provide critical support to our mission.

For information on how to partner with the New America Alliance, please contact Jodi Martinez Towner at jtowner@naaonline.org.

Sponsors and Partners

2021 Sponsors and Partners

2020 Sponsors and Partners

2019 Sponsors and Partners

Media

Photo Gallery

Video Gallery

Photo Gallery

Video Library

Events

News

Articles

New America Alliance

by Henry Cisneros, NAA Co-Founder and Board Member Emeritus & President at American Triple I Partners, LLC

Standing On The Shoulders Of Giants

by Gerson R. Guzman, NAA Co-Vice Chair of Governance & Co-Founder at Ceiba Capital Partners

Altura Capital, An Impact Investment Firm and Platform to Launch Our Own Solutions

by Monika Mantilla, NAA Member and Managing Partner at Altura Capital

Blue Chip Short Retrospective on the History of NAA

by Luis Maizel, NAA Member and Senior Managing Director at LM Capital Group, LLC

The 5 Point Plan: The Creation of An Ecosystem for Success

by Solange Brooks, NAA CEO

The Third Time is the Charm

by Oracio Gonzalez, NAA Legislative Consultant & Principal at Ollin Strategies

Commitment Issues: Why Supporting Diverse Managers May Require Us to Rethink the GP Commit

by Jessie Gabriel, NAA General Counsel & All Places CEO

NAA Voices

by Gerson R. Guzman, NAA Co-Vice Chair of Governance & Co-Founder at Ceiba Capital Partners

Women's History Month: A Tale of Two...

by Solange Brooks, NAA CEO

There Are No Secrets To Success

by Claudio Phillips, NAA Co-Vice Chair of Programs & Managing Principal at MB Global Partners, LLC

Advocacy Efforts -- News from the SEC

by Solange Brooks, NAA CEO

Frijoles y Habichuelas

by Gabriel J. Rodriguez, NAA Chair of the Board, Empiric Institutional LLC

Funding “genderization” makes Latinas, minority women-owned businesses, big losers in 2021 revenue and funding

by Susana G Baumann - NAA Marketing and External Communications Adviser, Pres & CEO, Latinas in Business Inc.

Inspiring the Next Generation of Investors and Leaders

by Solange F. Brooks, NAA CEO

Juneteenth

by André Rice - President, Muller & Monroe Asset Management, LLC.

Market Outlook and Opportunities

by Claudio Phillip, NAA Co-Vice Chair of Programs & Managing Principal at MB Global Partners, LLC

Institutional Investor and Industry Job Openings

• Aether Investment Partners, LLC - Investment Analyst

Closing Date: Until Filled

For additional information see HERE

Interested candidates should e-mail their resume and cover letter explaining why the position is of interest and how their specific experience equips them for the position. Resumes and cover letters should be emailed to recruiting@aetherip.com and addressed to Alex Williams and/or Alex Hechtner.

• CalSTRS - Investment Officer III, Private Equity Direct Investments

Closing Date: 8/13/2023

For additional information see HERE

• CalPERS - Real Assets (RA), Investment Officer II position

Closing Date: 8/8/2023

For additional information see HERE

• City of Austin Employees’ Retirement System - Chief Investment Officer, Austin, TX

Closing Date: Until Filled

For additional information see HERE

Prospective applicants should send a cover letter and resume to ciosearch@coaers.org. Subject line should state: CIO Recruitment – [Your Name].

• Kabouter Management, LLC - Product Specialist

Closing Date: Until Filled

For additional information see HERE

To be considered for this opportunity, interested candidates should apply by sending a cover letter, resume and any additional supporting documents to recruitment@kabouterfund.com

• Kabouter Management, LLC - International Equity Trader

Closing Date: Until Filled

For additional information see HERE

To be considered for this opportunity, interested candidates should apply by sending a cover letter, resume and any additional supporting documents to recruitment@kabouterfund.com

• Kabouter Management, LLC - Senior Fund Accountant

Closing Date: Until Filled

For additional information see HERE

To be considered for this opportunity, interested candidates should apply by sending a cover letter, resume and any additional supporting documents to recruitment@kabouterfund.com

• Kabouter Management, LLC - Quantitative Reporting Associate

Closing Date: Until Filled

For additional information see HERE

To be considered for this opportunity, interested candidates should apply by sending a cover letter, resume and any additional supporting documents to recruitment@kabouterfund.com

• Kabouter Management, LLC - Engagement Associate/Analyst

Closing Date: Until Filled

For additional information see HERE

To be considered for this opportunity, interested candidates should apply by sending a cover letter, resume and any additional supporting documents to recruitment@kabouterfund.com

• Kabouter Management, LLC - Senior International Equity Analyst

Closing Date: Until Filled

For additional information see HERE

To be considered for this opportunity, interested candidates should apply by sending a cover letter, resume and any additional supporting documents to recruitment@kabouterfund.com

• Kabouter Management, LLC - International Equity Analyst

Closing Date: Until Filled

For additional information see HERE

To be considered for this opportunity, interested candidates should apply by sending a cover letter, resume and any additional supporting documents to recruitment@kabouterfund.com

• Metis Global Partners - Beta Portfolio Manager, San Diego, California

Closing Date: Until Filled

For additional information see HERE

Please submit letters of interest and resumes to: Tiffany Scott, Director of Candidate Development at tiffany@thelawrenceadvisory.com

• Metis Global Partners - Director of Institutional Client Development, San Diego, California

Closing Date: Until Filled

For additional information see HERE

Please submit letters of interest and resumes to: Tiffany Scott, Director of Candidate Development at tiffany@thelawrenceadvisory.com

• Metis Global Partners - Operations Specialist, San Diego, California

Closing Date: Until Filled

For additional information see HERE

Please submit letters of interest and resumes to: Tiffany Scott, Director of Candidate Development at tiffany@thelawrenceadvisory.com

• Metis Global Partners - Research/Portfolio Analyst, San Diego, California

Closing Date: Until Filled

For additional information see HERE

Please submit letters of interest and resumes to: Tiffany Scott, Director of Candidate Development at tiffany@thelawrenceadvisory.com

• Mission Economic Development Agency - Chief Financial Officer, San Francisco, CA

Closing Date: Until Filled

For additional information see HERE

Interested candidates, send email with three brief bullet points on why you should be considered, plus resume to chan683@gmail.com

• New Jersey Department of the Treasury, Diversity & Inclusion Investment Officer

Salary: $175,000

Closing Date: 8/11/2023

For additional information see HERE

• New York State Insurance Fund (NYSIF) Investment Department, Portfolio Operations Specialist (multiple positions)

Salary: $150,000 to $165,000 plus Generous Fringe Benefits

Closing Date: Until Filled

For additional information see HERE

To Apply: Please email resume and cover letter to hrexec@nysif.com

• University of California UCOP, Office of the President, Sr. Analyst, Data Management & Reporting, Oakland, CA

Salary: $103,000 - 120,000, commensurate with experience

Closing Date: Until Filled

For additional information see HERE

• Xponance - Fixed Income Portfolio/ Trading Assistant and Junior Analyst

Closing Date: Until Filled

For additional information see HERE

Candidates interested in the Fixed Income Portfolio/ Trading Assistant and Junior Analyst opening can forward a resume to careers@xponance.com

NAA Newsletters

For the latest news and happenings at the NAA, see below for a listing of our newsletters.

Nov/Dec 2022

October 2022

September 2022

August 2022

June/July 2022

May 2022

April 2022

March 2022

February 2022

January 2022

November 2021

October 2021

September 2021

August 2021

July 2021

June 2021

May 2021

April 2021

Research Sources

Hispanic / Diverse Research Sources

2021 State of Hispanic Homeownership Report

A Mosaic, Not a Monolith: a Profile of the US Latino Population (2000-2020)

Closing the Capital Gap: Fueling the Promise of Latino-owned Businesses

Empowering economic growth in the Latino community

Knight Diversity of Asset Managers Research Series: Ownership and Teams Diversity Metrics

Latino Representation on Fortune 1000 Boards (2021)

Latino Representation on Fortune 1000 Boards (2022)

2021 Research Report: State of Latino Entrepreneurship

2022 LDC U.S. Latino GDP Report

Contact Us

New America Alliance

697 3rd Avenue #423

New York, NY 10017

admin@naaonline.org

NAA Institute

The New America Alliance Institute programs seek to build on American Latino, woman, and diverse business leader success to forge a stronger America by promoting Latino and inclusive leadership in entrepreneurship, corporate America, and public service. We believe that socioeconomic progression is the last frontier of civil rights and thus work towards the continued rise of Latinos, women, and minorities in business.

For more information on the New America Alliance Institute, please visit the NAA Institute website here.