Full Name
Carmen Ortiz-McGhee
Job Title
coo
Company
National Association of Investment Companies
Speaker Bio
Carmen Ortiz-McGhee is the Chief Operating Officer of the National Association of Investment Companies (NAIC), the trade association and largest network of diverse-owned alternative investment firms. The NAIC’s membership is comprised of more than 194 members managing over $408 billion in institutional capital. As Chief Operating Officer, Carmen provides strategic oversight over all operational aspects of the organization, NAIC programs and initiatives, membership and marketing and communications. A proud graduate of the University of Virginia where she serves on the Alumni Association Board of Managers, she also currently serves as Chair of the Governance & Nominations Committee of the Communities in Schools national board, sits on the Hispanics in Philanthropy PowerUp Fund Impact Cabinet, as well as on the MBA Fund I Investment Committee.
Speaking At
NextGen Session #1: The Realities of Entrepreneurship & Picking Your Partners
NextGen Session #2: Team Formation & Establishing Your Track Record
NextGen Session #3: Managing Your Firm’s Financial Assets
NextGen Session #4: Developing Your Brand & Marketing
NextGen Session #5: Capital Allocators’ Insights
NextGen Session #6: Risk Mitigation & Portfolio Reporting Essentials
NextGen Session #7: Building Your Back Office
NextGen Session #8: Legal Considerations
NextGen Session #9: NAIC Market Resources and Alternative Asset Classes: Real Estate, Venture and SBIC
NextGen Module | Will Not Attend
NextGen Session #2: Team Formation & Establishing Your Track Record
NextGen Session #3: Managing Your Firm’s Financial Assets
NextGen Session #4: Developing Your Brand & Marketing
NextGen Session #5: Capital Allocators’ Insights
NextGen Session #6: Risk Mitigation & Portfolio Reporting Essentials
NextGen Session #7: Building Your Back Office
NextGen Session #8: Legal Considerations
NextGen Session #9: NAIC Market Resources and Alternative Asset Classes: Real Estate, Venture and SBIC
NextGen Module | Will Not Attend