NAA OVERVIEW

February 2014
CALENDAR OF EVENTS
NATIONAL TOUR

TEXAS: Austin/San Antonio Roundtable Meetings & Reception, February 20

NORTHEAST:
WASHINGTON, DC Roundtable Meetings and Reception, March 3-4
MARYLAND Baltimore Roundtable Meetings, March 5
PENNSYLVANIA Philadelphia Roundtable Meetings, March 5
NEW YORK New York City, Roundtable Meetings & Reception, March 5-6
CONNECTICUT Hartford Roundtable Meetings, March 6
RHODE ISLAND Providence Roundtable Meetings, March 7

CALIFORNIA:
SACRAMENTO Roundtable Meetings, April 1-2
LOS ANGELES Roundtable Meetings & Reception, April 2-3

ILLINOIS: Chicago, Roundtable Meetings and Reception, May 1

2
ND
BIENNIAL AMERICAN LATINO NATIONAL SUMMIT San Antonio, TX | August 2014

NAA 15
TH
ANNIVERSARY & 14
th
WALL STREET SUMMIT New York, NY | November 18-20

Co-Founded by Ambassador Raul Yzaguirre and Secretary
Henry Cisneros in 1999

A 501(c)6 and a 501(c)3 national organization dedicated to
accelerating the socio-economic progress of American
Latinos by amalgamating, galvanizing, leveraging and
growing the Latino economic capital, political capital, human
capital and philanthropic power personified by our members

Flagship economic initiatives have earned the NAA and
many of our members stellar recognition establishing the
organization as a sphere of influence in the financial
services space

As a direct result of these efforts, the NAA has created a
more hospitable, receptive environment for Latino leaders
and businesses


AN AMERICAN LATINO
BUSINESS INITIATIVE

The NAA membership is comprised of 100 prominent
American Latino entrepreneurs and leaders across the
country, committed to giving back to the community, with
nearly 50 percent leading businesses in financial
services and institutional asset management

We aggregate our 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
Invest in human capital to improve educational
achievement and develop future Latino business
leaders

View Membership Directory


OUR MEMBERS ARE
OUR BIGGEST ASSET
Ana Maria Fernandez
Haar
Roel Campos
Maria Contreras-Sweet Tom Soto
Frank Herrera, Jr.
Juan A. Sabater
MEMBERSHIP PRINCIPLES
1. We are all American Latinos.

2. We are non-partisan.

3. We are here to work for the advancement of the American Latino community, not our own.

4. What we say and do among our membership stays confidential.

5. We do not hold ourselves out as acting on behalf of the NAA unless authorized to do so.

6. Whenever possible, we help each other.

7. We invest both our time and money.

8. We work by consensus and compromise.

9. We build bridges with others who share our goal of advancing the American Latino community.

10. We endeavor to avoid public criticism or censure of other Latinos on issues relating to the
advancement of the American Latino community.

11. We are transparent in all of our actions involving the NAA.

12. We support each other when we act on behalf of the NAA.

As part of the NAA foundation and
values, our goal is to sustain our
operations mostly with Latino funding

Over $10 million, two thirds of our total
revenue over the last 14 years, has been
generated from membership dues and
member sponsorships

31 NAA members have contributed over
$100,000 to NAA though their dues and
sponsorship contributions and have been
inducted to our NAA 100K CLUB







OPERATIONS SUSTAINED WITH
MEMBERSHIP CONTRIBUTIONS
General Membership American Latino professionals, entrepreneurs, business leaders - $10,000 per year

Associate Membership Non Latino professionals, entrepreneurs, business leaders - $7,500 per year;
Additional executives of firms already in our General & Associate membership - $5,000 per year

Young Leader National Membership Young Latino leaders age 35 and under who are rising stars in their fields and have
demonstrated an ongoing commitment to advancing the Latino community - $2,500 per year

Non-Profit Membership High-ranking non-profit executives, senior staff, or individuals who serve on non profit boards -
$2,500 per year

Emerging Leader Regional Membership Local membership in New York and Los Angeles for Latino leaders age 35 and
under - $1,000 per year



MAKE A DIFFERENCE in the progress of the American Latino community

OPPORTUNITY TO NETWORK with prominent Latino business leaders

PARTICIPATION on sub-committees that mirror the NAA Program

INVITATION to selected NAA member-only events, conferences and meetings
with prominent leaders in business, politics, education and philanthropy

REDUCED RATES for NAA events registration

MEMBERSHIP BENEFITS

Launched in 2011, the NAA Emerging Leader
Regional Membership is a local membership in New
York and Los Angeles

NAA Emerging Leaders are developing careers in
entrepreneurship, corporate management, public
service, academia and the non-profit sector, and are up
to 35 years of age

They are rising stars in their communities and
professions, and are committed to advancing
themselves and the Latino community

In addition to continued interface with the NAA national
membership through working committees, Emerging
Leaders present quarterly networking events with a
purpose in NY and LA such as motivational lectures,
mentorship roundtables, and other programs relevant to
the NAA mission and their interests.

NAA Emerging Leaders


NAA EMERGING LEADERS
Building a Pipeline of American Latino Leaders


COLLABORATION on initiatives to support the advancement of the Latino community as it relates to
the NAA mission and the critical role American Latinos play in our nations prosperity
ACCESS to a select network including some of the most successful and influential Latino
entrepreneurs and executives, corporate leaders, elected leaders, and up and coming young Latino
leaders
CORPORATE BRANDING & PIPELINE DEVELOPMENT by engaging with NAA members &
network through NAA programs, including the Wall Street Summit, the National Tour, the Emerging
Leaders and the NAA Leadership Institute
ENGAGING CORPORATE EMPLOYEE NETWORKS by NAA member keynotes at corporate
events and employee participation at NAA events








CORPORATE ALLIANCE
ROUNDTABLE
Pension Fund Initiative, advocacy to state pensions
and elected officials to invest in the Latino businesses
and engage Latino financial firms

Capital Advocacy in DC, promoting Latino appointed
and career leadership, and addressing critical Latino
issues across our mission

Board Initiative, promoting the participation of Latinos
on corporate boards

Human Capital, awarded over $1 Million in
scholarships to Latino MBAs and others

Angel Investors Initiative, in formation, provides
investment capital, strategic advice, and mentoring to
diverse early stage businesses

Economic & Political Capital and Human Capital


NAA INITIATIVES
Elevating Latino Leadership & Influence Across Sectors
NAA MILESTONES
Nov 1999 Raul Yzaguirre and Henry Cisneros co-found the NAA

2000 NAA Scholarship Program is established; over $1 million distributed to date

2001 1
st
Annual Wall Street Summit held in New York City

2002 1
st
Board of Directors Certification Program in Los Angeles, in collaboration with USC and HACR

2003 1
st
Pension Fund Forum is held in New Mexico

NAA publishes American Latinos in Financial Services White Paper

2004 NAA provided first testimony before the U.S. House Subcommittee

2006 NAA Young Leaders Membership program is established

2009 NAA, in collaboration with the Executive Leadership Council, holds an Education Summit Including
Latino and African American leaders

2011 NAA launches NAA Emerging Leaders local membership in New York and Los Angeles in an effort to
build an American Latino leadership pipeline in key markets

2012 NAA launches the 1
st
American Latino National Summit and commemorates the occasion with the
publication of the American Latino Agenda Report 2012

2013 Launch of NAA Angels Initiative

Outreach in 8 states:
TX, MD, PA, NY, CT, RI, CA, IL & Washington,
DC

NAA Member Only Roundtables with regional
stakeholders across the NAA mission: elected
officials, state/city comptrollers, pension
executives, business and educational institutions

National Tour Receptions, including high-profile
guests from NAAs economic, political and human
capital networks.


2013 National Tour Schedule




2014 NATIONAL TOUR

With New York State Comptroller Tom DiNapoli
With New York City Pensions Former Deputy Comptroller &
CIO Larry Schloss
Within our Economic Capital agenda, our Pension Fund
Initiative works with public and private pension funds, and
legislators to advance diversity as follows:

Increase the participation of Latino trustees,
executives and investment professionals
in the U.S. Pension System

Increase access to capital for Latino entrepreneurs
by increasing capital allocation to Latino and minority
private equity & venture firms

Expand utilization of Latino and minority asset
management, brokerage, and advisory firms

Support the engagement of investment advisors and
consultants with a commitment and track record of
relationships and inclusion of Latino and minority
firms

Promote the participation of Latinos on corporate
boards


PENSION FUND INITIATIVE
View CalPERS 2012 Emerging & Diverse
Managers Forum session Building Stronger
Relationships and Practices HERE, with
comments from NAA CEO Pilar Avila at 18:11,
31:10, 48:23, 53:25, 1:01:41.
NAA's flagship event convenes 200 CEOs,
entrepreneurs, high-ranking government officials
and thought-leaders to discuss the opportunities
and barriers to American Latino participation in
building the economic vitality of our nation

The 2014 Summit provides an opportunity for
participants to learn more and engage in:

Expanding the influence and participation of
American Latinos in public and private financial
institutions
Increasing American Latino control of capital and
access to capital markets, and financing for
growing American Latino businesses
Identifying new market opportunities
Promoting diversity in our nation's corporate,
foundation and non-profit boardrooms
Investing in the identification, recruitment and
retention of young American Latinos in higher
education so they develop careers and leadership
in the financial services, corporate and public
sectors

JPMC Chairman & CEO
Jamie Dimon
Secretary Hillary Clinton
Cesar Conde
15
th
ANNIVERSARY GALA &
14
th
WALL STREET SUMMIT
November 18-20, 2014 * New York, NY
Arianna Huffington
Girl Scouts CEO Anna Maria
Chvez

2013 Summit Highlights









ACLU Executive Director
Anthony Romero

2013 Summit Highlights









WALL STREET SUMMIT
Past Speakers
US House Speaker Newt Gingrich
Secretary Hilda L. Solis SEC Commissioner Luis A. Aguilar
Secretary Carlos Gutierrez
Pepsi CEO Indra K. Nooyi
Sol Trujillo

Launched in September 2012, the American Latino
National Summit purpose is to define to the nation who
we are as American Latinos; what our contributions are to
our country in terms of economic capital, human capital
and political capital; and articulate cohesive positions on
the major issues of our times as they relate to the
American Latino community and our nation, with an
overarching emphasis on the economic case for Latino
advancement

Co-hosted with the Hispanic Association on Corporate
Responsibility (HACR), the National Association of Latino
Elected Officials (NALEO), the National Council of La
Raza (NCLR), and the United States Hispanic Chamber
of Commerce (USHCC)

The American Latino Agenda Report 2012, presented
by NAA and Miami Dade College, was presented with
content contributions from Univision, HACR, NALEO,
Immigration Policy Center, and Edwin Gould Foundation.
The full report is available at naaonline.org.

2012 National Summit Highlights



2
nd
BIENNIAL AMERICAN LATINO
NATIONAL SUMMIT
August 2014 * San Antonio, Texas
IMMIGRATION:
AN ENGINE FOR ECONOMIC GROWTH

NAA CEO Pilar Avila with Congressman Steven Horsford and
Voto Latino President & CEO, and NAA Member, Maria Teresa
Kumar, at Voto Latinos Im Ready for Immigration Reform Press
Conference, April 15, 2013
NAA members, business leaders and advocates convened in
our nations capital in J une 2013 at a dinner and a press
conference in support of immigration reform, followed by
meetings with Members of Congress who are essential in
moving immigration legislation forward.

We are joining in a united voice as we deliver a resounding
statement to the nation's elected leadership on the value of
immigration as an engine for economic prosperity.

COLLABORATING ORGANIZATIONS

American Immigration Council
American Jewish Committee
Minority Business Roundtable
NALEO Educational Fund
National Association of Investment Companies
National Council of La Raza
National Immigration Forum / Bibles, Badges & Business for
Immigration Reform
The Latino Coalition
United States Hispanic Chamber of Commerce
United We Dream
Voto Latino

Immigration Advocacy Highlights and Press Conference Video.

Under Construction:
NAA ANGELS
The NAA Angels will be comprised of NAA members involved in various sectors including
founders of venture capital firms, private equity firms, funds of funds and businesses in other
industries who provide investment capital, strategic advice and mentoring to early-stage
technology companies founded by minorities to help them achieve market leadership.

The mission of the NAA Angel network is three-fold:

To represent the principles of the NAA in promoting access to capital to the growing
generation of Latino technology leaders
To grow the base of Latinos and other minorities leading the technology revolution, and
To provide members an outstanding financial return on their time commitment and
invested capital


The NAA Leadership Institute is a fellowship program delivered by an NAA member and
network faculty, based on the NAAs overarching principle of fostering Latino progress based on
the Alliances four areas of engagement: human capital, economic capital, political capital and
strategic philanthropy

OBJECTIVES:

To inspire, nurture and empower a new generation of Latino leaders to excel and reach their
highest aspirations

To help them grow their own economic capital, political capital, human capital and strategic
philanthropy for the greater good as well as for personal advancement

To imbue a new generation of Latino leaders with NAA values fueling their desire to participate,
lead and give back





Under Construction:
NAA LEADERSHIP INSTITUTE


Maria del Pilar Avila
Chief Executive Officer
pavila@naaonline.org
T 703 200 3613

Lisa Rodriguez
Director of Membership & Marketing
lrodriguez@naaonline.org
T 214 635 1962

www.naaonline.org







CONTACT US