Annual Summit

Bringing together investors, limited partners, supporters, and allies

Attendees at the 2022 Summit
Attendees at the 2022 Summit
Attendees at the 2022 Summit
Attendees at the 2022 Summit

2023 Annual Summit

October 17th-18th
Hotel Martinique, NYC

Bringing together VC leaders redefining the Latino/a investor ecosystem

The Annual Summit is an opportunity to come together, learn from each other, and find ways to catalyze the growth of the Latino/a investor ecosystem.

Opening Keynote Speaker

Rosie Rios

Rosie Rios

CEO of Red River Assoc. & 43rd Treasurer of the U.S.

Rosie Rios is the CEO of Red River Associates, an investment management consulting firm and a co-host of several reality series focused on pre-IPO investments. She was appointed by President Joe Biden as Chair of America 250, the United States Congressional Commission planning the 250th anniversary of the nation’s founding in 2026. She served as the 43rd Treasurer of the United States and was the CEO of the Bureau of Engraving and Printing and the U.S. Mint, including Fort Knox with oversight over 4,000 employees and a $5 billion budget. She also initiated and led the efforts to place a portrait of a woman on U.S. currency for the first time in over a century. Following her tenure, she was appointed as a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University with a focus on Millennials and Post-Millennials.

Rosie’s entire career has focused on real estate finance, economic development, and urban revitalization in both the public and private sectors. Prior to her presidential appointment in Treasury, she was Managing Director of Investments for MacFarlane Partners, a $22 billion real estate investment management firm based in San Francisco. She is a graduate of Harvard University and was selected as the first Latina in Harvard’s 387-year history to have a portrait commissioned in her honor. The portrait was unveiled in Winthrop House in 2019. She currently serves on the board of American Family Insurance, Ripple Labs, Inc., and Fidelity Charitable Trust and was previously a board member for the Alameda County Employees Retirement Association (ACERA) prior to her time in the Obama Administration. Her personal passion includes serving as Founder and CEO of EMPOWERMENT 2026, an initiative that facilitates the physical recognition of historical American women in classrooms and public spaces across the country. Rosie is a member of the Council on Foreign Relations and was honored as one of USA Today’s Women of the Century. Most recently, Rosie served on the Treasury Transition Team on behalf of President Joe Biden.

Keynote Fireside Speaker

Dany Garcia

Dany Garcia

Founder, CEO & Chairwoman of The Garcia Companies

Dany Garcia is the founder, CEO, and Chairwoman of The Garcia Companies. As chairwoman, Dany oversees a vast portfolio and utilizes her keen expertise to foster growth for brands within the business, entertainment, entrepreneurial, fashion and food spaces, including Seven Bucks Marketing, Seven Bucks Productions (Black Adam, JUMANJI, Red Notice, and HBO's Ballers) the XFL, GSTQ,  ZOA, Teremana Tequila, the Project Rock line at Under Armour, Acorns, Atom Tickets, and Salt & Straw. Her innovative thinking has garnered explosive growth for her brands, particularly guided by her unmatched ability to seamlessly adapt business models in the rapidly changing business and media landscape.

Summit Schedule

October 17th

6:00pm - 9:00pm
Welcome Reception & Opening Keynote
Speaker: Rosie Rios, CEO of Red River Assoc. & 43rd Treasurer of the U.S.
Interviewer: Alan Arturo Day, Senior Investment Associate, NYL Ventures

October 18th

10:00am - 11:30am
11:30am - 12:30pm
Kickoff Lunch
12:35pm - 12:45pm
Welcome Remarks
12:50pm - 4:25pm
Session 1: Breaking Through & Succeeding as a Latino/a Founder
Speakers: Elias Torres, Founder & CTO of Drift; James Gutierrez, Co-Founder & CEO of Ocho
Moderator: Will Black, Partner at Fenwick
Session 2: Fireside Chat with Howard Morgan, a Pioneer in Early-Stage Investing
Speaker: Howard Morgan, Chairman at B Capital Group
Interviewer: Jomayra Herrera, Partner at Reach Capital
Session 3: Diving Into the Founder's Psyche with Tom Chavez
Speaker: Tom Chavez, Founding Partner at super{set}
Interviewer: Lisette Tellez, Managing Director at Ocean Azul Partners
Session 4: Lessons Learned & Advice from LPs Investing in Emerging Managers
Speakers: Terry Wu, VP of Global Strategic & Sustainable Investments at Bank of America; Sara Zulkosky, Co-founder & Managing Partner at Recast Capital
Moderator: Sergio Monsalve, Founding Partner at Roble Ventures
4:30pm - 5:15pm
Fireside Keynote: Investing to Inspire with Dany Garcia
Speaker: Dany Garcia, Founder, CEO & Chairwoman of The Garcia Companies
Interviewer: Ashley Aydin, Principal at Vamos Ventures
5:20pm - 5:30pm
Closing Remarks
6:00pm - 9:00pm
Rooftop Reception (Shuttles Depart at 5:45pm)

The Venue

Hotel Martinique
49 W 32nd St
New York, NY 10001
Hotel Martinique

2023 Sponsors



Fenwick Logo


Stifel Logo
Norwest Logo


Nationwide Logo
Reach Capital Logo
Armanino Logo
Kapor Center Logo

Founding Sponsor

SVB First Citizens Bank Logo

We can't wait to see you!

Inaugural Annual Summit

The first Annual Summit was hosted in 2022 in Miami and included ~100 Latino/a GPs, LPs, and other members of the community — the largest ever gathering of its kind.