Full Name
Carmen Ortiz-McGhee
Job Title
Chief Operating Officer
Company
NAIC
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 private equity firms and hedge funds.
The NAIC’s membership is comprised of more than 185 members managing over $315 billion in institutional capital. As Chief Operating Officer, Carmen provides strategic oversight over all operational aspects of the organization, NAIC’s programs and initiatives, and leads the organization’s key industry alliances and corporate partnerships.
Prior to joining NAIC, Carmen served as Senior Vice President at Aon plc. In this role, she was responsible for driving growth across all risk and health product lines in the Mid-Atlantic. Carmen guided the turnaround of the sales team, improved culture and performance, and pushed the team to its highest revenue generation and overall best performance in over a decade. During her time at the firm, Carmen also served as a member of Aon’s Diversity & Inclusion Committee and was tapped as one of Business Insurance magazine’s Top 25 Women to Watch.
Before joining Aon, Carmen was Vice President of Investor Relations for a boutique real estate private equity firm with $1 billion in assets under management. Prior to her time in real estate private equity, Carmen served as President of The Marathon Club (TMC). TMC was established to accelerate relationships among the best and brightest business minds in the U.S. to create enhanced wealth creation and deal flow for ethnically diverse professionals and communities. Carmen led programs both in the US and abroad during her time there. Prior to leading TMC, she spent her career at a variety of other national nonprofits that advocate on behalf of ethnically diverse professionals, asset managers and entrepreneurs. In her various roles at these organizations, she led corporate fundraising strategies, membership recruitment efforts, raising the diversity and number of participants; content development, innovating unique approaches and managing the logistical implementation of the annual meetings, trade shows & conferences.
Carmen is a passionate advocate for diverse and women-owned businesses and regularly speaks at conferences and events on various issues related to empowerment of women in business, scaling diverse businesses, authentic leadership, among others. A proud graduate of the University of Virginia, Carmen serves on the UVA Alumni Association Board of Managers. Additionally, she serves as Chair of the Governance & Nominating Committee for Communities In Schools’ national board of directors, is a member of the MBA Fund I Investment Committee, a member of Living Cities’ Catalyst Fund II Advisory Board, as well as a member of the Hispanics in Philanthropy Inicio Ventures Advisory Cabinet.
The NAIC’s membership is comprised of more than 185 members managing over $315 billion in institutional capital. As Chief Operating Officer, Carmen provides strategic oversight over all operational aspects of the organization, NAIC’s programs and initiatives, and leads the organization’s key industry alliances and corporate partnerships.
Prior to joining NAIC, Carmen served as Senior Vice President at Aon plc. In this role, she was responsible for driving growth across all risk and health product lines in the Mid-Atlantic. Carmen guided the turnaround of the sales team, improved culture and performance, and pushed the team to its highest revenue generation and overall best performance in over a decade. During her time at the firm, Carmen also served as a member of Aon’s Diversity & Inclusion Committee and was tapped as one of Business Insurance magazine’s Top 25 Women to Watch.
Before joining Aon, Carmen was Vice President of Investor Relations for a boutique real estate private equity firm with $1 billion in assets under management. Prior to her time in real estate private equity, Carmen served as President of The Marathon Club (TMC). TMC was established to accelerate relationships among the best and brightest business minds in the U.S. to create enhanced wealth creation and deal flow for ethnically diverse professionals and communities. Carmen led programs both in the US and abroad during her time there. Prior to leading TMC, she spent her career at a variety of other national nonprofits that advocate on behalf of ethnically diverse professionals, asset managers and entrepreneurs. In her various roles at these organizations, she led corporate fundraising strategies, membership recruitment efforts, raising the diversity and number of participants; content development, innovating unique approaches and managing the logistical implementation of the annual meetings, trade shows & conferences.
Carmen is a passionate advocate for diverse and women-owned businesses and regularly speaks at conferences and events on various issues related to empowerment of women in business, scaling diverse businesses, authentic leadership, among others. A proud graduate of the University of Virginia, Carmen serves on the UVA Alumni Association Board of Managers. Additionally, she serves as Chair of the Governance & Nominating Committee for Communities In Schools’ national board of directors, is a member of the MBA Fund I Investment Committee, a member of Living Cities’ Catalyst Fund II Advisory Board, as well as a member of the Hispanics in Philanthropy Inicio Ventures Advisory Cabinet.
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
