10th Anniversary Cocktail Celebration

We want to invite you to a very special event on Friday, November 9th! This year is the 10th year of LIF's existence. We wanted to do something special. Thanks to the support of Latino Startup Alliance and Impact Hub San Francisco, we will bring to you a cocktail celebration which will include dynamic speakers, incredible food, and unlimited drinks. ( Oh yea! We know you are excited!)

Stay tuned for updates as we introduce our speakers and more info about the event. The theme of the event is Celebrating the Past to Inspire the Future! We want to say thank you to everyone that has kept LIF in existence which has allowed us to give multiple scholarships to students and create job opportunities and internships for our members!


Friday, November 9, 2018

6:00pm - 10:00pm


Impact Hub

1885 Mission Street, San Francisco, CA 94103

10th Annual LIF Finance Boot Camp

On Saturday September 22nd, 2018, Latinos in Finance will host the 10th Annual Finance Boot Camp for college/high school students at the BlackRock office in San Francisco.

The goal of the LIF Finance Boot Camp is to educate college and high school students on the various careers/opportunities in the finance industry and to expand the pipeline of Latino professionals. The event offers FREE admission for students and includes workshops from experienced professionals on topics such as private equity, real estate and asset management.

Finance professionals are encouraged to attend as well! Register and find additional information here.

2018 Boot Camp.png

Women Negotiating in the Workplace


We have all heard about the gender wage gap, a serious issue that affects us all, mainly Latina and African-American women. But there is something that we can do- negotiate.

Join us to learn how to best advocate for yourself in the workplace, with a negotiations strategies workshop led by Prof. Jessica Notini. Prof. Notini is a Lecturer at Stanford Law School and Adjunct Professor at Mills College, UC Berkeley Law School, and UC Hastings School of Law.

The workshop will be followed by a panel of powerful female professionals, whom have broad experience with negotiations- Alexandra Spencer-Wong, Maya Tussing, and Maritza Rogers. Alexandra Spencer-Wong is a Product Manager at Captricity; Maya Tussing is a Chief Investment Officer at Alesco Advisors LLC; and Maritza Rogers is the Co-Founder of Athena Wealth Strategies.

The attendees will leave empowered with effective negotiations skills in their backpocket and the confidence to speak up for themselves and their counterparts.

Which designation is right for me? - CFA Society of SF Event

San Francisco

Whether you're searching for a new career path or just curious about the different finance credentials, this panel will help guide you through some of the best known professional designations in the financial industry: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Certified Management Accountant (CMA),  Financial Risk Manager (FRM), Master of Business Administration (MBA) and Master of Finance (MFin). Each of these has a core career focus, and although their abbreviations often sound interchangeable, each designation gives you something unique. Join us for lunch* on March 1st to discover what careers each designation typically leads to.

LIF's very own, Valerie Wong, will be participating in the event as a panelist.

Lunch is included with your ticket.


Thursday, March 1st, 12:00pm - 1:30pm


Golden Gate University - 536 Mission St, San Francisco, California  94105


You can register here using LIF's discount code: LIF2018 to receive "member" pricing and save $10. Lunch is included with your ticket.

Mentorship Program Social Mixer

San Francisco

Join us for an afternoon of socializing as we kickoff the 2017-2018 LIF Mentorship Program at The View Lounge on Tuesday, November 28. Take this opportunity to meet your mentee/mentor and mingle with fellow LIF members.

Feel free to bring a friend and introduce them to the great opportunities Latinos in Finance has to offer. 18+ to attend. 21+ to drink. Food & beverages are not sponsored.


Tuesday, November 28th
5:00pm - 7:30 pm


The View, SF


Click HERE to RSVP!

Unpacking The MBA

Join us for our next event "Unpacking The MBA." This event will provide insight for our members on various options available to continue their education, and have them decipher if acquiring an MBA is the right move for them. We will have a 45 minute panel with panelists from Harvard, Mills College, NYU, and Stanford University, followed by breakout sessions so that attendees will have the opportunity to sit with each panelist and ask them questions individually. 


Thursday, September 28th
5:00pm - 7:30 pm


Wells Fargo
333 Market Street, 1st Floor


Click HERE to RSVP!

Summer Social with Prospanica SF and Latinos in Finance


Join us for a Summer social celebration event at NOVELA SF on Thursday, August 24. Take this opportunity to mingle with fellow Prospanica and LIF members and make new professional connections.

Members, this is a great opportunity to bring a friend and introduce them to Prospanica and Latinos in Finance.


Thursday, August 24

5:30 -8:30pm PT




662 Mission Street

San Francisco, CA 94105




The Benefits of a Part-time MBA Program for Finance Professionals

Berkeley-Haas MBA for Working Professionals and Wells-Fargo present:

The Benefits of a Part-time MBA Program for Finance Professionals

Join a panel of finance professionals and Berkeley-Haas MBA students & alumni to learn more about our programs and leveraging the MBA degree for careers in finance:

  • The benefits and ROI of the degree

  • The MBA for advancement, transition or innovation

  • Managing the work/school/life balance

A member of the admissions team will be on hand to answer questions about the application process.

A networking reception with light refreshments will follow.


Thursday, August 10th

5:30 - 7:30 P.M


Penthouse Room

Wells Fargo

420 Montgomery
San Francisco


Click HERE to RSVP!

LIF & SF La Raza Lawyers Association Mixer!


Latinos In Finance and the San Francisco La Raza Lawyers Association are co-hosting a mixer on Thursday, June 22nd at The Treasury in San Francisco. This mixer will bring together accomplished professionals from both the legal and financial sectors to network and learn more about each others' respective firms and fields. Join us as we have a drink and enjoy each others camaraderie! All are welcome!


The Treasury 

200 Bush Street, Suite 101
San Francisco, CA 94104


Thursday, June 22nd
6:00 pm


About The SF La Raza Lawyers Association

San Francisco La Raza Lawyers Association is one of the oldest Latino Bar Associations in the country. The organization's mission is to serve the public interest by cultivating the science of jurisprudence; promoting reform in the law; facilitating the administration of justice; advancing the standing of the legal profession; preserving the high standards of professionalism among Latino attorneys; and cooperating with other professional and community organizations in the furtherance of our mission.


9th Annual Finance Boot Camp

On Saturday September 16th 2017, Latinos in Finance will host the 9th Annual Finance Boot Camp for college/high school students at the BlackRock office in San Francisco.

The goal of the LIF Finance Boot Camp is to educate college and high school students on the various careers/opportunities in the finance industry and to expand the pipeline of Latino professionals.

The event offers free admission for students and includes workshops from experienced professionals on topics such as private equity, real estate and asset management. In addition, we will offer professional development sessions to help you prepare to break into the industry. Lastly, a post-event mixer with LIF members and corporate sponsors will be held for all attendees to help build an active professional network and provide students timely career and educational opportunities.

LIF Boot Camp Corporate Partners


Saturday, September 16th

8:00AM - 3:30 PM



400 Howard Street,
San Francisco, 94105


All attendees must register HERE!

Developing Your Financial Career in Today's Environment


Latinos in Finance hosted an event geared towards guiding experienced professionals in taking the next steps to develop their career. The event took place at the New York Life offices.


Alejandro Caminos


Alejandro started his career in financial services within the Private Client Services division of Lehman Brothers.

He went on to serve as Managing Director at DEPFA Bank and Vice President for KNN-Zions First National Bank, before establishing IPFC Group, which provided consulting services for development agencies, governments, and supranational entities, including the US Agency for International Development (USAID), European Union Water Commission, and the German Development Bank-GTZ. The work included assessing over 15 financing projects and 50 financial institutions, in over 20 countries.
He subsequently served as Vice President of Public Finance with SNW Securities in California, where he led the firm’s investment banking in California and Mexico.

Today, Mr. Caminos is a Financial Services Professional at New York Life, where he assists clients with personal finance and risk management. 

Giving back is a top priority. He serves on HSF’s San Francisco Advisory Council, is the Vice President and Chairman of the External Relations Committee of Latinos in Finance, and a Partner at the Risk and Value Creation Institute. He has also served on the Board of Directors for the Escuela Bilingüe Internacional, an independent co-educational day school in San Francisco’s East Bay area.

His advice to others, including those who may be considering a higher education or career in financial services is simple: "Anything is possible. Never give up. In the face of adversity, keep going."   

 Panel Members


Carlos Rizo

Carlos joined the New York Life in May of 2015 as the Latino Market Manger and Recruiter.  Carlos was born and raised in Northern California in the middle of wine country.  Prior to joining New York Life, Carlos worked 5 years in the telecommunication industry as a sales representative.  Carlos is passionate about building strong ties within the Latino community of San Francisco by increasing financial literacy and awareness for long-term financial planning. 

In his spare time, he loves to travel, spend time with family, and attend San Francisco Giants games with his beautiful wife Jeniffer.  


Carlos Zapata, MSFA


Born and raised in Lima, Peru Carlos Zapata, MSFA has nineteen years of experience in the financial services industry, specializing in portfolio management, equity research analysis, and options.

Carlos spent the last eleven years as an independent financial advisor and portfolio manager at the firm he founded, PanAmerican Investments. Prior to that, he worked for GE Financial Advisors where he was recognized as the Top Financial Advisor in 2002. He started in the financial services industry with Prudential Securities in San Francisco.

Carlos enjoys soccer, cycling, reading, listening to music and spending time with his wife and two teen-aged boys.

He received an MS in Financial Analysis degree from the University of San Francisco, and a BA and BS from California State University East Bay.

Oscar Olivas


Oscar Olivas joined the U.S. High Yield team at Wells Capital Management in 2006 and is a senior analyst covering the energy and financial sectors.  Oscar also has extensive experience covering utilities, gaming and lodging, and media companies. Prior to his current position, Oscar was responsible for portfolio analytics in addition to supporting trading functions and client communications. He began his investment management career in 2004 at Wells Capital Management, where he spent two years on the marketing team. Oscar has earned dual bachelor’s degrees in business administration and Latin American studies from the University of California, Berkeley, and is a graduate of Wells Fargo’s Credit Management Training Program. He has earned the right to use the CFA designation.

Oscar spends his free time coaching his younger son’s soccer team, volunteering on the UC Berkeley LBSA Alumni Fund Board and actively engages in diversity focused events for the Walter A. Haas School of Business and Wells Fargo Asset Management.  

Fernando J. Cabrales 


Fernando is the COO of FinTech Portfolio and FinTech School. 

Previously, Mr.Cabrales led the Latin American Product team for research, product development and performance management efforts of BlackRock’s iShares® ETFs domiciled in Latin America. In addition, he was responsible for identifying opportunities to bring new asset classes and exposures to the region and implementing cross-border regulatory product approvals for Latin American pension funds to invest in iShares® ETFs domiciled in US, EMEA and Asia. 

Prior to his role with the BlackRock Latin American business, he was part of the Investment Operations team at Barclays Global Investors (acquired by BlackRock in 2009) responsible for managing a platform of Fixed Income global hedge funds.

Before joining Barclays Global Investors, Mr. Cabrales held several roles at Investors Bank & Trust including managing a team in Trading Operations and started his career in accounting for Private Equity Limited Partnerships.

Art Meets Tech

Innovation, passion, inspiration and disruption are viewed through the lens of art. The parallels between Art and Technology are drawn together to inspire change.

Join us for a night of music, film, art and technology at Draper University’s Hero City. Enjoy dinner and drinks while you network with professionals, entrepreneurs, innovators, and investors. Most importantly, have fun while supporting our organization - the proceeds from the event will benefit Latinos in Finance and the Hispanic Scholarship Fund!

When? Thu, April 13, 2017

7:00 PM – 11:00 PM

Where? Hero City at Draper University

55 East 3rd Avenue, San Mateo, CA 94401

You can purchase tickets here.

Campus to Career Workshop @ Stanford

Latinos in Finance (LIF) hosted the first ever Campus to Career workshop at Stanford in partnership with the Stanford Latinx Business Association and BlackRock’s Multi-Cultural Network. Campus to Career is a quarterly workshop series developed by the LIF Professional Development Committee where panel discussions are hosted at Bay Area universities. The event, featured Sherwin Jiang (Morgan Stanley), David Lawson (BlackRock), Paul Gerard (BlackRock), Nishant Malapatti (BlackRock), Andrew Kaban (BlackRock) and covered investment banking and asset management. They discussed their career paths and provided practical advice for students looking to enter these sectors.

Students interested in hosting a Career to Campus workshop on their campus can contact Andrew Kaban at andrewlatinosinfinance@gmail.com.

Save the date: Professionals Back to the Classroom: Entrepreneurship, Saturday, March 25th


Save the date and join Latinos in Finance, the Society of Professional Spanish Engineers, and the Latinos Startup Alliance for an event focused on educating entrepreneurs interested in forming a startup of their own. There will be workshops teaching topics like how to turn an idea into a viable business, building the right team to turn your idea into a success, and when to pitch your business to angel investors/VC, as well as the opportunity to showcase what you learned in an ideation session.

Location and RSVP information will be revealed as a later date and shared on our website and social media channels as soon as possible.

Financial Planning En Español presented by Latinos in Finance

You are cordially invited to a talk presented by Latinos in Finance about meeting your financial goals, how to save money for college for your children, and planning your retirement. 

This presentation will be in Spanish. 

Date: Wednesday, November 9th

Time: 6-8pm

Address: 225 Tilton Ave, San Mateo, CA 94401 @ Iglesia San Mateo Unidos en Cristo

There will be tacos and drinks. There is no RSVP and this is a free event. We hope to see you there!

Reaching Your Goals: Wealth Management Strategies for Women


Join Latinas in Finance (all are welcome!) for our catered 4th Quarter event featuring Claudia Rivas, a Senior Financial Advisor at Merill Lynch! This interactive event will consist of a networking session, presentation, and Q&A focusing on the following items:

  • Understanding your investment personality
  • How to make investment decisions that will help you pursue and achieve your financial goals
  • Taking care of others
  • Ways to help maximize protecting your finances. 

We look forward to seeing you NEXT Thursday, November 3rd, @ 5pm!

Keynote Speaker

Claudia Rivas

Claudia is a Senior Financial Advisor in the San Francisco, Merrill Lynch office. She has been in the financial services industry since 2005. She has been able to work on high profile stock options plans such as, Facebook and other San Francisco and Silicon Valley clients. Her niche is high net worth individuals and businesses who require sophisticated financial strategies, detailed attention and care. She grew up living in San Francisco, Mexico, and was born in El Salvador. Claudia is a graduate of Mills College, where she attained her B.A. in Economics and an M.B.A. She currently resides in San Francisco with her husband and two boys. In her spare time, she loves salsa dancing, running and reading self-improvement books.


Thursday, November 3rd

5pm - 8pm


The Vault

415 Jackson St

San Francisco, CA 94111

(Google map and directions)



MAFter Party

Join the celebration at the MAFter Party on 10/27 for a night of delicious food from local entrepreneurs who used Lending Circles to take it to the next step in their lives. This benefit will celebrate the thinkers and do-ers fighting the good fight for our communities. You'll hear from 2016 MacArthur "Genius" award winner and CEO Jose Quinonez, an inspiring story of struggle and success from a local business owner Isabel from El Buen Comer, listen to music from DJ HeyLove, participate in a raffle and get a photo at photobooth (superhero props included). This is a great event for Latinos in the Bay Area who care about equity, social justice and finding tech-powered solutions to solving social problems to come together, learn about innovative solutions that are working and how they can join in the fun. 

Mission Asset Fund (MAF) is a nonprofit on a mission to create a fair financial marketplace for hardworking families. MAF’s award-winning Lending Circles are a fresh take on social lending, enabling participants to save for college, apply for citizenship, and start businesses – all while building credit.

For more information and to RSVP, click here.