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: Laying the Foundation for Your New Firm
NextGen Session #2: Team, Track Record, and Strategy: Your Recipe for Success
NextGen Session #3: Attracting Capital: Building a Winning Go-to-Market Strategy
NextGen Session #4: Behind the Scenes: Capital Allocator Insights
NextGen Session #5: Risk Mitigation: Protecting Your Firm & Enhancing Your Deals
NextGen Session #6: Back Office Essentials: Compliance, Reporting, and Tax Considerations
NextGen Session #7: Structuring Your Firm: Important Legal Considerations
NextGen Session #8: Alternative Asset Classes: Independent Sponsors, Private Equity, Real Estate, SBIC and Venture.
NextGen Session #9: Money, Money, Money: Preparing for the Financial Journey -Special Session in NYC
NextGen Session #2: Team, Track Record, and Strategy: Your Recipe for Success
NextGen Session #3: Attracting Capital: Building a Winning Go-to-Market Strategy
NextGen Session #4: Behind the Scenes: Capital Allocator Insights
NextGen Session #5: Risk Mitigation: Protecting Your Firm & Enhancing Your Deals
NextGen Session #6: Back Office Essentials: Compliance, Reporting, and Tax Considerations
NextGen Session #7: Structuring Your Firm: Important Legal Considerations
NextGen Session #8: Alternative Asset Classes: Independent Sponsors, Private Equity, Real Estate, SBIC and Venture.
NextGen Session #9: Money, Money, Money: Preparing for the Financial Journey -Special Session in NYC