Unpacking The MBA

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. 


 WHEN

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


WHERE

Wells Fargo
333 Market Street, 1st Floor


RSVP

Click HERE to RSVP!

Summer Social with Prospanica SF and Latinos in Finance

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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.


WHEN

Thursday, August 24

5:30 -8:30pm PT

 

WHERE

NOVELA SF

662 Mission Street

San Francisco, CA 94105

 

RSVP

CLICK HERE to RSVP!

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.


WHEN?

Thursday, August 10th

5:30 - 7:30 P.M


WHERE?

Penthouse Room

Wells Fargo

420 Montgomery
San Francisco


RSVP

Click HERE to RSVP!

LIF & SF La Raza Lawyers Association Mixer!

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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!

Where:  

The Treasury 

200 Bush Street, Suite 101
San Francisco, CA 94104

www.thetreasurysf.com

When:
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.

www.larazalawyers.org

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

WHEN?

Saturday, September 16th

8:00AM - 3:30 PM


WHERE?

BlackRock

400 Howard Street,
San Francisco, 94105


RSVP

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.

Moderator

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, featuring featured Sherwin Jiang (Morgan Stanley) and David Lawson (BlackRock), 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

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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

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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.


WHEN

Thursday, November 3rd

5pm - 8pm

WHERE

The Vault

415 Jackson St

San Francisco, CA 94111

(Google map and directions)

RSVP

CLICK HERE to RSVP!

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.

DIRECTIONAL AMBITION & OWNING YOUR CAREER

Latinas in Finance invites you to an interactive presentation led by Maya Tussing, Principal at Alesco Advisors, on Directional Ambition. Maya will present the four-factor model to help you achieve your personal objective and fulfill your ambition. The presentation will be followed by a panel Q&A and give you various perspectives on how to successfully own your career.

Keynote Speaker

Maya Lis Tussing

 

Maya co-leads the San Francisco office of Alesco Advisors, an SEC-registered investment advisory firm servicing the investment needs of institutions, foundations and high net worth individuals. Previously, she led BlackRock’s U.S. Institutional Index Asset Allocation business, responsible for over $200B across all asset classes, investment styles and vehicles...READ MORE+

Panelists

Vanessa Hartigan

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Vanessa was a Relationship Manager for Merrill Lynch’s Institutional business which includes coverage of both mutual fund and hedge fund buy-side clients.  She was responsible for working across Merrill Lynch product teams to strategically identify and grow revenues for the West Coast client base...READ MORE+

Lulu Curiel 

 

Lulu is the founder and Managing Director of Ivy Advisors, an elite education consulting firm that helps people prepare for and apply to business schools. She has a passion for mentoring others and for developing talent. Lulu and her team have helped hundreds of people transform their careers and be admitted to the country’s most eminent MBA programs...READ MORE+
 

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...READ MORE+

WHEN

Tuesday, August 30
5:00pm - 8:00pm


WHERE

The Vault
415 Jackson St
San Francisco
(directions)

RSVP

Click HERE to RSVP.
 

CONTACT

Veronica Genao
Veronica.Genao@gmail.com

Annual Finance Bootcamp

On Saturday September 10th 2016, we will host our 8th Annual Finance Bootcamp for college/high school students at the BlackRock office in San Francisco. The goal of the LIF Finance Bootcamp 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 aimed to help you build an active professional network to provide you timely career and education opportunities.

Agenda

  • 8:30-9:30 Check In & Breakfast
  • 9:30-10:00 Bootcamp Introduction
  • 10:10-11:10 Workshop Rotation 1 (Topics include Commercial Real Estate, Behavioral Finance and Portfolio Management)
  • 11:10-11:20 Break
  • 11:20-12:20 Development Session (Interviewing/Resume Workshop and Speed Networking)
  • 12:20-1:20 Lunch & Learn (Keynote Speaker: Breaking into Finance)
  • 1:20-2:20 Workshop Rotation 2 (Topics include Finanical Literacy and Asset Management)
  • 2:20-2:30 Break
  • 2:30-3:30 Young Professional Panel
  • 3:30-4:00 Closing Remarks
  • 4:00-5:00 Post Event Mixer at BlackRock

Please register only if you can commit to attending the event. Latinos in Finance works hard to organize this event and due to limited capacity, we want to maximize the success/impact of this event.

We hope to see you there!

FAQs

Students are responsible for securing their own transportation and housing (if necessary) for the Finance Bootcamp unless specifically arranged with LIF prior to the event.

What time should I arrive?

Please arrive at 8:30 AM for check-in.

Are there ID requirements or an age limit to enter the event?

You must bring your ID (driver's license or college/high school student ID) in order to check in with security and enter the building. There is no age limit to the event but students should be interested in the finance industry.

What is the dress code?

The dress code is business casual. Men: Slacks, long-sleeve button-down dress shirt, dress shoes (tie/suit jacket is optional). Women: Dress slacks/skirt, low heels/flats, blouse (suit jacket optional)

Attention students: This is a professional event! You will have the opportunity to meet real finance professionals so you want to be on your A-Game!

Is food provided?

A light breakfast and a catered lunch will be provided for all attendees (free of charge). 

What should I bring?

Bring an ID (driver's license or student ID), notebook/pen/pencil, glasses (if needed) and a copy of your resume.

WHEN

Saturday, September 10, 2016 from 8:30 AM to 5:30 PM (PDT) - Add to Calendar

WHERE

BlackRock - 400 Howard Street, San Francisco, CA 94105 - 

RSVP

Click HERE to RSVP

The Benefits and Implications of Equity Crowdfunding

 

Come join Latinos in Finance, The Latino Startup Alliance, and LatinoForce for an evening of networking and education at Salesforce’s offices in San Francisco. This event will feature several informative presentations, and will conclude with an interactive panel & Q&A. Drinks and appetizers will be served. This event is designed to educate our members and startups on the new regulations related to crowdfunding, and answer questions such as:

  • What is crowdfunding?
  • What are the tax implications of new equity crowdfunding regulations?
  • What implications will equity crowdfunding have on startup growth and future fund raising? 
  • How can startups utilize Salesforce software to achieve their business goals?

WHEN

Tuesday, August 2nd
5:00 PM - 7:30 PM

WHERE

Salesforce
101 Spear St
Suite 520A
San Francisco, CA 94105
(directions)

RSVP

Click HERE to RSVP


INTRODUCTION

Ione Ayestaran
Sales Development Rep., Salesforce 



Ione is the President of Latinoforce. After graduation, Ione landed in San Francisco. Here, Ione is discovering innovative ways to do business. Ione is very excited to be a member of the LACA team and continues to follow her passion of promoting multi-culturality and communication! READ MORE

 MODERATOR

Manny Alvarez
General Counsel & CCO, Affirm

Manny Alvarez serves as General Counsel and Chief Compliance Officer to Affirm, Inc., a San Francisco-based technology start-up providing online point-of-sale consumer financing solutions. He oversees the company’s day-to-day legal and compliance affairs, including negotiating and drafting commercial contracts, managing corporate governance, and advising the business units on marketing, IP protection, and regulatory compliance. READ MORE

SPEAKERS/PANELISTS
 

Ramona Ortega 
Founder & CEO, My Money My Future

My Money My Future is a responsive web app that combines tailored content and simple to use tools into one platform to empower underserved Millennials to manage their money with confidence. MMMF’s personal finance platform provides financial guidance on all of life’s financial decisions. Ortega is a serial entrepreneur with over a decade of leadership in the public and private sectors. READ MORE


Ruben Hernandez
Partner, DevLabs

Ruben is the co-founder and rainmaker of Devlabs, an accelerator and Micro VC Fund headquartered in Oakland, California. Ruben has been a longstanding global entrepreneur who has worked with thousands of entrepreneurs to enhance their go-to-market strategies globally, and develop clear value propositions for their customers and investors. Ruben's presentation will help members understand the real costs to startups looking to raise capital using the equity crowdfunding channel and alternatives currently available for fundraising at a lower cost. READ MORE


Raul Escatel
Founder and Principal, Escatel Tax Law

Raul A. Escatel is a tax attorney and the founder of Escatel Tax Law, a business and tax boutique law firm in Piedmont, California. Raul advises individuals and new businesses on a wide range of tax issues related to start-up companies, including strategic entity formation, equity compensation, employee classification and exit strategies.  Raul also represents individuals and businesses before federal, state and local tax authorities.  In addition, Raul assists individuals and families with their estate planning, business succession planning and trust administration.  READ MORE
 

Edwin Chavez
Enterprise Business Development, Salesforce

Born in Santa Cruz, CA and raised in Guadalajara, Mexico, Edwin works in Enterprise Business Development at Salesforce. He covers South American and Financials services in Mexico and Central America. In his free time, he enjoys cooking and following sports. He has been an active member of Latinoforce (Event Director) for the last year, working hard to inform others about the great opportunities for inclusion that Salesforce promotes to its employees. READ MORE
 

Jesse Martinez
Co-Founder & Co-Chair, Latino Startup Alliance

Jesse Martinez is the co-founder and co-chair of the Latino Startup Alliance, a non-profit supporting global Latino tech entrepreneurs and startup ecosystems. He is also the co-founder of AVION Ventures, the 1st pre-accelerator focused on Latina women working on a startup and based in San Francisco. Martinez is also an advisor to several startups, for Hackers/Founders Co-op, for #YesWeCode, for SXSW 2016 Accelerator, TechCrunch 9th Annual Crunchies Board Member, for the Global EIR Coalition Community Advisor Committee Member. READ MORE
 

Lucas Huizar
General Counsel, CircleUp

Lucas Huizar serves as General Counsel to CircleUp Network, Inc., an online marketplace for investing into innovative, early-stage consumer businesses. Lucas is responsible for all of CircleUp’s legal affairs, including regulatory compliance, operations, corporate governance, intellectual property, employment matters, litigation, securities and privacy counseling. READ MORE

East Bay Latina Giving Circle Mixer

The Latino Giving Circle Network (LGCN) is a group of intergenerational individuals invested in improving the lives of Latinos in California! Each member of the LGCN pledges to donate at least $1,000 a year. Together, each circle defines the issues facing the Latino community that they want to invest in. After the Giving Circle hears from experts and a dynamic pitch from their top three organization choices, the members decide the amounts to be granted out. 

Since its inception, the LGCN has invested $212,000 in Latino-based organizations in the Bay Area! All contributions from members are given out in its entirety to their choice of grantees. 

Join our movement, it is your time to make a change!

Enjoy tapas and wine!

WHEN

Wednesday, June 8, 2016 from 6:30 PM to 8:00 PM (PDT) - Add to Calendar

WHERE

Agave Restaurant - 2135 Franklin Street, Oakland, CA 94612 - View Map

RSVP

Click here to RSVP

Know Your Worth: Bridging the Wage Gap

Join LIF and Conexiones for an engaging evening of networking with fellow Latino professionals from some of the Bay Area’s top companies, including KPMG, Gap Inc., Wells Fargo, Visa, Deloitte, Facebook, Genentech, RSM, Walmart, Adobe, Intel and many more. 


Know Your Worth: Bridging the Wage Gap

 Come network with fellow Latino professionals and hear from a panel of HR and Business Leaders who will share:

· The state of Latino pay in the workforce

· An overview of key compensation elements: base, bonus, perks

· Salary negotiation strategies and tools


Featured Speakers:

· Alexis Terrazas-Perez - Director, Global Human Resources, Visa Inc.
· Noni Allwood - Entrepreneur & Innovator

No matter where you are in your professional career, this event promises to be exciting for all working professionals.


WHEN
Thursday, May 19
6:00 PM to 9:00 PM

WHERE
Intel
2200 Mission College Boulevard
Santa Clara, CA

RSVP
Click here to learn more and RSVP