Carmen Ortiz-McGhee is the Chief Operating Officer of the National Association of Investment Companies (NAIC), the largest network of diverse-owned alternative investment firms in the United States. The NAIC’s 194 member firms manage over $408 billion in institutional capital. In her role, Carmen provides strategic oversight of the organization’s operations, programs and initiatives, membership engagement, and marketing and communications.
Carmen is a proud graduate of the University of Virginia, where she serves on the Alumni Association Board of Managers. She also 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, and is a member of the MBA Fund I Investment Committee.
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
