CEO Summit Book

ALPFA’s mission is to empower and develop Latino men and women as leaders of character for the nation, in every sector of the global economy.

“BNY Mellon and ALPFA have a strategic partnership spanning many years, culminating with the 2015 annual convention in New York City, where we are the Lead Sponsor and Chair of the Host Committee.

We are excited about our relationship with ALPFA, which has provided development opportunities for our talent through local ALPFA chapter involvement, and engagement opportunities with IMPACT, our multicultural employee resource group. Today, we have more than 100 BNY Mellon employees who are ALPFA members, with many serving in a leadership capacity within the organization.

BNY Mellon’s commitment to diversity and inclusion is important to our company's culture and supports our ability to serve our clients and grow our businesses. Through ALPFA, we have identified and attracted to our company Latino talent, who are helping us deliver on our commitment to our clients.”

Gerald Hassell

Chairman and Chief Executive Officer BNY Mellon

Expand Your Visibility Table of Contents

Key Benefits in selected packages:

toa attendees S eVideo s s i o nmessage 1 – A C n d i d C o n(Host v e r s alevel t i o n only) with Chief Executive

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S e s s i o n 2 – D r i v i n g B r e a k t h r o u g h R e s u l t s i n Ti m e s o f C h a n g e

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S eHost s s i o spotlight n 4 – CE O B rlevel e a k fonly) ast (Host

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During our Recognition Reception, we spotlight Host partners by running a video they create with a message to attendees. This is a great a ncompany’s d C h i ediversity f D i vand e r inclusion s i t y Oefforts, ff i c eand r salign your efforts with an organization committed to empowering and way to position your developing Latino men and women as leaders for the nation in every sector of the American and global economy.

Post-convention, Hosts’ spotlight videos may be posted on our YouTube channel under our “Partner” playlist to remind our members of S eyour s s iinvolvement o n 3 – and C EtoOshare Re c emessage p t i o nwith our larger audience. your

C Eknow O B i o stheir recruitment efforts, event workshop, or special promotions during the convention. ^^ about

In the twelve weeks leading up to convention, we create a special series of emails that showcases host partners and lets our attendees

A bHost o u tshowcase A L P FA will also be shared on our social media accounts: LinkedIn Company Page, Facebook Event page, Twitter, and Google+ page.

A L P FA L e a d e r s h i p

We ask that Hosts’ social media team work in concert with ours to increase their exposure.

Premium Banner Display space is available first to Steering Committee Hosts to select premium display areas for signage or displays due to the unique attributes of this year’s event space.

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Job Postings

ALPFA career and job center is a key resource for partners only to recruit a diverse talent pool throughout the year. In the weeks before our convention, this is a great way to promote the opportunities you have and get a head start in reaching candidates. Openings may be tagged specifically for convention attendees.

Additional postings may be purchased a la carte.

Career center job postings will be allowed on our members-only closed LinkedIn Group.

Company’s literature/giveaway included in the convention bag (Gold level and above)–make an impression as our attendees arrive.

Companies may also offer digital giveaways to redeem online via our member portal.

Partner Receptions

We allow partners the opportunity to host a reception to network on a more personal level with attendees, or you may offer a private VIP event on-site or off.

For receptions open to all attendees, we will send out details via email from ALPFA. ^^ In additional, we will help you set up special real time social media campaigns around your reception (such as check-ins on Facebook) to increase your visibility as an attractive partner to our broader membership. ^^ Designated emails will be sent via the ALPFA office to convention registrants during the month of July and will include more than one company.

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2015 ALPFA CEO Summit

The Impact of Latino Leadership on the Global Market

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“The way we run our company is to try to be the best place for our teammates to work.

We have many Hispanic Latino employees and customers in communities around the country. Our goals and the important issues ALPFA covers are aligned in many ways.

We share ALPFA’s focus on career development and leadership opportunities. This has been an important partnership for us.”

Brian Moynihan

Chairman and CEO Bank of America

“PwC is a people driven organization. We take people off a university campus, we then continue their education when they are on the job with us, and then we leverage them as best as possible to convey knowledge. If you want to be in a professional services firm and leveraging people’s knowledge there are two things you need to do: you need to recruit the best people, and you need to attract the most diverse people. What ALPFA does is gives us all of those things— and then some.”

Robert E. Moritz

U.S. Chairman and Senior Partner PricewaterhouseCoopers (PwC)

Session 1

A Candid Conversation with Chief Executive and Chief Diversity Officers 4:30 – 5:30 PM (closed door) • Mercury Ballroom

Emcee – Charlie Garcia ALPFA CEO

Charles Garcia has dedicated his career to championing the influence of Latinos in U.S. society. He has

worked for four Presidents, both Republican and Democrat, and the book "Hispanics in the USA: Making History" picked him as one of 14 Latino role models for the nation. He grew up in the Republic of

Panama, graduated from the U.S. Air Force Academy, and was a highly decorated military officer. He

founded Sterling Financial Group, the fastest growing Hispanic-owned business in the U.S. with sixty

offices in seven counties and $2 billion in assets, before selling it in 2006, to then serve as one of the youngest members of a Fortune 500 board. President Obama and President Bush appointed him as

Chairman of the Board of Visitors of the U.S. Air Force Academy, the oversight board that governs all operations at the military academy. He is a Columbia Law School graduate, a former White House Fellow, and a bestselling author of two leadership books.

Moderator – Jyoti Chopra

Managing Director, Global Head of Diversity and Inclusion, BNY Mellon Jyoti Chopra, Managing Director, is the Global Head of Diversity and Inclusion for BNY Mellon. She joined the company in 2012. Jyoti is responsible for leading the company’s comprehensive

award-winning diversity and inclusion program and promoting a culture of inclusion that creates

pathways for the continued recruitment, development and advancement of a diverse workforce. Her responsibilities include overseeing BNY Mellon’s diversity strategy and execution, advancing diversity training and hiring and serving on the company’s Global Diversity and Inclusion Council, a group led by BNY Mellon Chairman and CEO Gerald Hassell.

Closing Remarks – Yvonne Garcia ALPFA Chairwoman

Yvonne Garcia is a Senior Vice President and Global Head of Client Solutions and PMO of the Investment Manager Services group for State Street Corporation. In that role, Yvonne has global responsibility for developing new client relationships, deploying cutting-edge technology and operational

processes, and delivering complex consulting engagements for existing and potential State Street

clients. Yvonne delivers presentations, seminars, and workshops across the globe in support of State Street business. Prior to State Street, Yvonne served as Director in Marketing and Distribution Strategy for Liberty Mutual’s Agency Corporation where she led the development and deployment of complex

integrated marketing strategies, including the development and implementation of their Hispanic

Marketing initiative. Yvonne also served as Vice President for Bank of America’s China Construction Bank Strategic Assistance. In that role, Yvonne and her team created and implemented over 80 Wealth

Management Centers throughout China. Yvonne is a fully certified Six Sigma Black Belt, and applies that discipline, rigor, and process

to every project on which she deploys. Yvonne serves as the Chairwoman for ALPFA, and is also the co-founding Chair of Milagros para Niños, a board at Children’s Hospital in Boston, which has raised more than $4 million in funds for Hispanic children who can’t afford medical care.

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2015 ALPFA CEO Summit

CEO Participants

(CEOs listed alphabetically by company)

Gerald Hasell Chairman and CEO, BNY Mellon

Oscar Munoz President and COO, CSX Corporation

Mike Bodson President and CEO, DTCC

Roger Crandall Chairman, President and CEO, MassMutual

Ted Mathas Chairman and CEO, New York Life Insurance

Bob Moritz Chairman and Senior Partner, PwC

Jay Hooley Chairman and CEO, State Street

Sol Trujillo Former CEO of 3 Global Companies

2015 ALPFA CEO Summit

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Participants

Title

Company

Nellie Borrero

Managing Director, Global Inclusion & Diversity

Accenture

Rita Mitjens

Chief Diversity Officer & CSR Officer

ADP

Charles P. Garcia

CEO

ALPFA

Michael Sherman

SVP Global Head of Talent Acquisition

Bank of America

Erika Irish Brown

Chief Diversity Officer

Bloomberg

Rachael Akohonae

Head of Employee Relations & Global Head of D&I

BNP Paribas Prime Brokerage, Inc

Jyoti Chopra

Chief Diversity Officer

BNY Mellon

Monique Herena

Senior Executive Vice President and

BNY Mellon

Laura Scherban

Head of Diversity

Brown, Brothers, Harriman

Diana Sorfleet

Vice President and Chief Human Resources Officer

CSX Corporation

Kelvin K. Womack

National Managing Principal, Diversity

Deloitte

Kathryn Burdett

Head of D&I, Americas

Deutsche Bank AG

Nadine Augusta

Director D&I and Corporate Social Responsibility

DTCC

Tony Portannese

Managing Director, Human Resources

DTCC

Anilu Vazquez-Ubarri

Chief Diversity Officer

Goldman Sachs

Katie Othman

Head of Diversity & Inclusion

HSBC

Terilyn Juarez Monroe

Chief Diversity Officer & Director, Engagement

Intuit, Inc

Latoria Farmer

Executive Director

KPMG, LLP

Dineen Garcia

Vice President, Diversity Strategies

Macy's, Inc.

William Hawthorne

VP, Diversity Strategies & Legal Affairs

Macy's, Inc.

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2015 ALPFA CEO Summit

Chief Human Resources Officer

Participants

Title

Company

Marcelo Modica

Chief People Officer

Mercer

Elizabeth Nieto

Chief Diversity Officer

MetLife, Inc.

Melvin Flowers

Corporate Vice President, Internal Audit

Microsoft

Adebola Osakwe

Executive Director, Diversity Coverage Officer and Head of

Morgan Stanley

Susan Reid

Chief Diversity Officer

Morgan Stanley

Kathleen Navarro

Chief Diversity Officer

New York Life Insurance

Michele Green

Chief Diversity Officer

Prudential

Cherrie M. McCoy

Director, Office of Diversity

PwC

Maria Moats

Chief Diversity Officer

PwC

Michael J. Scannell

Senior Vice President, Global Human Resources

State Street

Carol Fulp

President and CEO

The Partnership, Inc.

Patsy Doerr

Global Head, Corporate Responsibility & Inclusion

Thomson Rueters

Michael R. Dennis

Vice President of Human Resources

TIAA-CREF

Dana Green

National Leader, Corporate Diversity & Inclusion

Toyota

Terri Von Lehmden

National Leader, Talent Acquisition

Toyota

Leslie Godridge

Executive Vice President, NCSI and GTM

U.S. Bancorp

Elizabeth Derby

Chief Diversity Officer

Voya Financial

Lorie Valle-Yanez

Chief Diversity Officer

Experienced and Campus Diversity Strategy

MassMutual

Company

2015 ALPFA CEO Summit

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Session 2

Driving Breakthrough Results in Times of Change 5:45 – 6:45 PM (open session) • Trianon Ballroom

Moderator – Sol Trujillo

Former CEO of US West, Orange and Telstra

In keeping with the theme of this year’s convention “The Impact of Latino Leadership on the Global

Market,” this panel is moderated by Sol Trujillo, an international business executive with three decades’ experience as CEO of three $40+ billion market cap global companies in the US, the EU, and Asia-PAC,

including US West (now CenturyLink), Orange (now France Telecom) and Telstra, the Australian media-

communications company. Sol currently sits on corporate boards in the US, EU, and China – including

in the US, Western Union and ProAmerica Bank; WPP plc, the EU-based advertising and public relations multinational; and in Asia, SouFun Holdings Ltd., China's leading real estate Internet portal, and China's

Silk Road Technologies, where he is board chairman. Sol has served on the boards of Target, Bank of America, PepsiCo, EDS, Orange, Telstra, and Gannett, the newspaper chain that includes USAToday.

CEO Participants

(CEOs listed alphabetically by company)

Gerald Hasell Chairman and CEO, BNY Mellon

Oscar Munoz President and COO, CSX Corporation

Ted Mathas Chairman and CEO, New York Life Insurance

Emcee and Closing Remarks

Emcee Charlie Garcia ALPFA CEO

Bob Moritz Chairman and Senior Partner, PwC

Closing Remarks Yvonne Garcia ALPFA Chairwoman

Jay Hooley Chairman and CEO, State Street

Session 3 CEO Reception

Rendezvous Ballroom • 6:45 – 8:30PM (by invitation only)

Welcome Remarks Charlie Garcia ALPFA CEO

CEO Introductions Yvonne Garcia ALPFA Chairwoman

Session 4 CEO Breakfast August 7 • 7:30 – 8:30 AM (by invitation only)

Davio’s

Private room at 447 Lexington Ave, New York, NY 10017 14

2015 ALPFA CEO Summit

Gerald Hassell

Chairman and Chief Executive Officer, BNY Mellon Gerald L. Hassell is Chairman and Chief Executive Officer of The Bank of New York Mellon Corporation, a

global investments company dedicated to helping institutions, corporations and individual investors manage

and service their financial assets throughout the investment lifecycle. BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. The company can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.

As of June 30, 2015, the company had $28.6 trillion in assets under custody and/or administration, and $ 1.7

trillion in assets under management. It ended the second quarter of 2015 with total assets of $396.5 billion and a market capitalization of $46.4 billion. The company has more than 50,000 employees worldwide. BNY Mellon has consistently been ranked among America's Most Admired Companies, as compiled by Fortune magazine. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE:BK).

Mr. Hassell has spent his entire career with BNY Mellon, beginning in The Bank of New York's management development program. He

has had direct management responsibility for the company's broad range of investment services businesses, including asset servicing

and issuer, broker-dealer, treasury and clearing services, as well as operations and technology. He was named to The Bank of New York’s executive committee in 1994, and named president and elected to its Board of Directors in 1998. In 2011, Mr. Hassell was named Chairman and Chief Executive Officer of BNY Mellon.

Mr. Hassell holds an MBA in finance from the New York University Stern School of Business and a BA in economics from Duke University.

Mr. Hassell is also on the Board of Directors of Comcast Corporation and the Board of Trustees of Duke University. In addition he is on the Board of Visitors of Columbia University Medical Center and the boards of the New York Philharmonic, the Economic Club of New York and the National September 11 Memorial & Museum. He is also a member of the Financial Services Forum and is Vice Chairman of Big Brothers Big Sisters of New York City.

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2015 ALPFA CEO Summit

Oscar Munoz

President and Chief Operating Officer, CSX Corporation Oscar Munoz is President and Chief Operating Officer of CSX Corporation, a premier North American transportation company based in Jacksonville, Fla., that provides rail, intermodal and rail-to-truck transload

services across a broad array of markets. He has responsibility for operations, sales and marketing, human resources, labor relations, service design, information technology, purchasing and other administrative

functions at this Fortune 250 company with nearly 32,000 employees serving the eastern United States and two Canadian provinces.

Mr. Munoz joined CSX in 2003 as Executive Vice President and Chief Financial Officer, responsible for all

financial, strategic planning, information technology and real estate activities. He served with distinction, directing strategic capital that drove long-term value creation and ensured consistent shareholder rewards. Since he joined CSX, the company’s stock value has increased more than 500 percent and earnings per share have increased more than 900 percent.

In 2012, Mr. Munoz was appointed Executive Vice President and Chief Operating Officer, responsible for all aspects of the company’s rail and intermodal service delivery. Under his leadership, the railroad has produced record safety performance and some of the highest service and customer satisfaction levels in company history.

Named President in February 2015, Mr. Munoz works with the Chairman and Chief Executive Officer to execute CSX’s core strategy of delivering service excellence to capitalize on long-term growth opportunities and create sustainable value for customers, shareholders and the communities the company serves.

Prior to joining CSX in 2003, Mr. Munoz served as chief financial officer and vice president of AT&T Consumer Services. He also has held key executive positions with other consumer products companies including The Coca Cola Company and PepsiCo.

Mr. Munoz earned his Bachelor of Science from the University of Southern California and his Master of Business Administration from

Pepperdine University. He is a member of the board of directors of United Air Lines, where he chairs the Audit Committee. He was also appointed by the Florida Board of Governors to serve on the Board of Trustees of the University of North Florida.

2015 ALPFA CEO Summit

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Michael C. Bodson

President and Chief Executive Officer, DTCC Michael C. Bodson is President and Chief Executive Officer of DTCC. He is also President and Chief

Executive Officer of DTCC’s principal operating subsidiaries, DTC, FICC and NSCC; Chairman of the Board of Managers of Omgeo, LLC and a member of DTCC’s Board.

In his prior position as DTCC’s Chief Operating Officer, Bodson had enterprise-wide responsibility for all Information Technology and Operations and oversaw DTCC Deriv/SERV LLC and EuroCCP.

Bodson joined DTCC in 2007 as Executive Managing Director for Business Management and Strategy.

Prior to this, he held a number of senior management positions with Morgan Stanley over a 20-year period. In his last position at Morgan Stanley, Bodson was Global Head of the Institutional, Retail and Asset Management Operations Department. He previously served as Divisional Operations Officer for the Institutional Securities Group and Head of the Enterprise Information Group. He served as Head of

Finance, Administration and Operations for Morgan Stanley Japan in Tokyo and prior to that, held similar responsibilities for Morgan Stanley Asia in Hong Kong.

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2015 ALPFA CEO Summit

Roger W. Crandall

Chairman, President and Chief Executive Officer, MassMutual Roger W. Crandall is Chairman, President and Chief Executive Officer of Massachusetts Mutual Life Insurance Company (MassMutual), headquartered in Springfield, Mass.

During Mr. Crandall’s tenure as CEO, MassMutual has grown to serve more than five million customers, reached a record $639 billion in assets under management and strengthened its industry-leading position as a financially-strong mutual company run for the benefit of its policyowners and customers. MassMutual

provides holistic financial solutions through a broad range of businesses, which include its domestic insurance and retirement businesses, asset management subsidiaries (including OppenheimerFunds,

Babson Capital Management LLC, Cornerstone Real Estate Advisers LLC, Baring Asset Management Limited), and MassMutual

International, which has insurance operations in China, Japan, and Taiwan. MassMutual is a top 100 company on the FORTUNE 500 and a FORTUNE World’s Most Admired Company.

Mr. Crandall first joined MassMutual in 1988 as a real estate investment trainee and spent the first 12 years of his career in the

company’s Investment Management Department. In 2000, he joined Babson Capital, where he gradually assumed broader

management responsibilities in such areas as public and private bonds, bank loans, and private equity investments. In 2005, Mr. Crandall was appointed Chairman of Babson Capital and MassMutual’s Chief Investment Officer, and in 2007 he added the role of Co-Chief Operating Officer. He was named MassMutual’s President and joined the company’s Board of Directors in 2008, and was named CEO in 2010.

In addition to his role at MassMutual, Mr. Crandall takes an active leadership role in industry, civic and economic development

organizations. He is Chairman of the Board of Directors of the American Council of Life Insurers, and a member of the Smithsonian National Board. Mr. Crandall also serves on the Wharton Board of Leadership Advisors, the Business Roundtable, the Massachusetts

Competitive Partnership, the Massachusetts Governor’s Council of Economic Advisors, and the Corporate Advisory Board for The Boston Club, which promotes the advancement of women to leadership positions. Mr. Crandall, a Chartered Financial Analyst (CFA), is

a graduate of the University of Vermont with a bachelor’s degree in Economics. He earned his MBA with honors from the Wharton School of Business at the University of Pennsylvania.

2015 ALPFA CEO Summit

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Ted Mathas

Chairman and CEO, New York Life Insurance Ted Mathas is Chairman of the Board and Chief Executive Officer of New York Life Insurance Company, the nation’s largest mutual life insurer with more than $500 billion in assets under management. As chief executive, Mr. Mathas is responsible for running all aspects of the company, including U.S. and Mexico operations. The core business includes life insurance, retirement income, investment management, and long-term care insurance.

Mr. Mathas has been a director of the company since July 2006. In July 2007, Mr. Mathas was named President by the Board of Directors. He became Chief Executive Officer on July 1, 2008. On June 1, 2009,

Mr. Mathas became Chairman of the Board of Directors, retaining the title of President and CEO.

In August 2014, Mr. Mathas was appointed a member of the Federal Advisory Committee on Insurance, a group of state legislators and

regulators, insurance executives, college professors and consumer advocates that advises the Federal Insurance Office of the U.S. Department of the Treasury.

He also serves on the boards of The Financial Services Roundtable, where he is a member of the board's Executive Committee, the

U.S. Chamber of Commerce, the American Museum of Natural History, the Partnership for New York City, the Norfolk Collegiate School, and the Hackley School. In addition, he recently served as industry chair of the American Council of Life Insurers.

Mr. Mathas graduated with an A.B. from Stanford University, with distinction, in 1989. He received a J.D. from the University of Virginia in 1992, where he was a member of the Virginia Law Review and the Order of the Coif. He and his wife, Keryn, live in Armonk, New York, with their three children.

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2015 ALPFA CEO Summit

Bob Moritz

Chairman and Senior Partner, PwC Bob Moritz is the Chairman and Senior Partner of the US firm of PwC, after having been re-elected by the

US partnership in January 2013 to serve another four-year term ending June 30, 2017. He is also a member

of the PwC global network leadership team, which includes the senior partners from the network's four largest territories. Prior to July 2009, Bob served as the Assurance Leader of the US firm from 2006 to 2009; and from 2004 to 2006 was the Managing Partner of the New York office and Metro Region.

Bob joined the firm in 1985 and became a partner in 1995. From 1998 to 2001, he served as the Metro Region Financial Services Leader. From 2001 to 2004, he led the Financial Services Audit and Business

Advisory practice, which includes the banking, capital markets, insurance, investment management and real estate sectors.

Bob served a three-year tour in PwC Tokyo, providing audit and advisory services to numerous European and US-based financial services organizations operating in Japan.

He is a graduate of the State University of New York at Oswego and is a member of the American Institute of Certified Public Accountants, the New York State Society of CPAs and the New Jersey State Society of CPAs. He is the chair of the Center for Audit

Quality Governing Board and board member of the Oswego College Foundation. Other board memberships include the Atlantic Council, the Conference Board and the Partnership for New York City.

Bob resides in Westchester County, NY and has two children.

2015 ALPFA CEO Summit

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Jay Hooley

Chairman and Chief Executive Officer, State Street Corporation Joseph L Hooley is chairman and chief executive officer of State Street Corporation, one of the world's

leading providers of financial services to institutional investors, with US$28.5 trillion in assets under custody and administration, and US$2.4 trillion in assets under management* as of March 31, 2015.

Since joining State Street in 1986, Mr. Hooley has held a number of diverse leadership positions with

increasing responsibility. After leading the US Mutual Fund sales organization, he joined State Street’s shareholder servicing joint venture with Kansas City-based DST systems. From 1988 to 1990, he served as

president and chief executive officer of National Financial Data Services and went on to become president

and chief executive officer of Boston Financial Data Services from 1990 to 2000.

Mr. Hooley returned to State Street in 2000 to manage the company’s global investment servicing business. During this time, he played

a lead role in the company’s major strategic acquisitions, including Deutsche Bank’s Global Securities Services business in 2003 and Investors Financial Services Corporation in 2007. Mr. Hooley was appointed vice chairman in 2006 and president and chief operating

officer in 2008. In this role, he was responsible for all of State Street's asset servicing and trading activities worldwide, and also oversaw the company’s securities operations and its corporate technology organization. He assumed his current role in 2010.

Mr. Hooley is a director on the board of Boys & Girls Clubs of Boston, the President’s Council of the Massachusetts General Hospital,

the Massachusetts Competitive Partnership (MACP) and a trustee of the board of Boston College. He is also a member of The Boston Club’s Corporate Advisory Board, which is focused on identifying and recommending qualified women candidates for openings on

corporate boards. Mr. Hooley is a board member of the Federal Reserve Bank of Boston and is also a member of the Financial Services Forum in Washington, DC, a non-partisan financial and economic policy organization comprising the chief executive officers of 18 of the largest and most diversified financial services institutions doing business in the United States.

He received his Bachelor of Science degree from Boston College.

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2015 ALPFA CEO Summit

Sol Trujillo

Former CEO of US West, Orange and Telstra Solomon D. (“Sol”) Trujillo is an international business executive with three decades’ experience as CEO of

large market cap global companies in the US, the EU, and Asia-PAC – including US West (now CenturyLink), Orange (now France Telecom) and Telstra, the Australian media-communications company. A digital pioneer

with many "firsts" in the telecommunications, technology, and media space, Sol has been a long-time

champion of high-speed broadband and a pioneer of smart phone innovation and its integration with the

mobile Internet to stimulate productivity and innovation across all sectors of the economy. He has managed operations in more than 25 countries – including developed and emerging markets from the EU and North America to China, South Asia, Africa and the Middle East.

Sol currently sits on corporate boards in the US, EU, and China – including in the US, Western Union and ProAmerica Bank; WPP plc, the EU-based advertising and public relations multinational; and in Asia, SouFun Holdings Ltd., China's leading real estate Internet portal, and China's Silk Road Technologies, where he is board chairman.

Sol has previously served on the boards of Target, Bank of America, PepsiCo, EDS, Orange, Telstra, and Gannett, the newspaper chain that includes USA Today. In the public sector, Mr. Trujillo served as a trade policy advisor to the Clinton and Bush administrations and remains active on public policy issues related to immigration, trade, productivity, and fiscal affairs.

In recognition of his lifetime commitment to workplace diversity, Sol received the Ronald H. Brown Corporate Bridge-Builder Award from President Clinton in 1999. Most recently, Sol received the prestigious National Hispanic Hero Award from the United States Hispanic Leadership Institute (USHLI), recognizing his distinguished career and pioneering achievements in the telecommunications industry, his advocacy on behalf of Hispanics, and his leadership of on-going initiatives to re-brand the Hispanic community.

Born in 1951 in Cheyenne, Wyoming, Mr. Trujillo holds a Bachelor of Science in business and an MBA (finance) from the University of Wyoming with honorary doctorates from the University of Wyoming and the University of Colorado.

2015 ALPFA CEO Summit

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About ALPFA

About ALPFA There is a demographic tsunami threatening our nation. The U.S. is undergoing a demographic transformation that threatens to overtake

our economy, resulting from three structural factors: 1) hordes of retiring seniors, 2) rising longevity, and 3) falling fertility. The first two increase the retired population, while the third (falling fertility) rapidly depletes the workforce, and results in fewer job creators, fewer employees, fewer business creators, fewer taxpayers, and a shrinking economy.

This dynamic places significant stress on corporations, the military, and our economy. With 78 million Baby Boomers retiring over the next 18 years, it places tremendous pressure on Social Security, Medicare, and other government programs, because fewer than three

workers support each retiree today, compared to 16 workers per retiree in 1950. Unfortunately, the possible solutions – substantially increasing taxes, cutting benefits, and/or raising the retirement age – are not appealing. But better solutions exist.

America’s Latinos are essential to addressing the challenges. One of the best ways to address these fiscal challenges is to increase America’s revenues by growing and educating our workforce and expanding our business base. The nation’s rapidly growing Latino population is one of our most under-realized assets. At a time when talent is in short supply, global competition is intensifying daily, and

Latin America ranks as our largest trading partner, America’s Latinos can be the workforce and the business creators that our nation needs – hard-working, global citizens, well-versed in different cultures, and ready to move into the workforce just as Baby Boomers

retire. In fact, a 2015 report by leading global research firm IHS Global Strategy noted that Latinos will account for 40 percent of employment growth over the next five years and more than 75 percent from 2020 to 2034.

ALPFA has an approach that works. ALPFA, the Association of Latino Professionals for America, is the country’s leading professional Latino non-profit organization. ALPFA’s mission is to empower and develop Latino men and women as leaders of character for the

nation, in every sector of the global economy. At a time when the business community is desperately seeking talent, and America’s young Latinos are desperately seeking opportunity, ALPFA is the connector. ALPFA has helped thousands of Latino professionals gain

the skills and connections they need to move from the outside of America’s economic mainstream to the center of it. At the same time, ALPFA’s proven model has made it the “go to” organization for companies seeking Latino talent, including Bank of American, State

Street, Boeing, Walmart, Deloitte, Microsoft, KPMG, and many of our country’s largest employers. ALPFA is also a proven growth

accelerator for Latino entrepreneurs, helping them to build networks, access capital, and scale much more rapidly than they otherwise could have. ALPFA works, and America needs it.

There is a real need for more Latino leaders. As America’s Latinos become a much more significant part of the workforce, we must ensure

that they are positioned to be strong contributors and leaders who embody America’s values of determination, optimism, ingenuity, and

patriotism. The reality is that we simply will not meet our nation’s demand for labor, or solve our fiscal challenges, without them.

ALPFA strengthens the fabric of America. As ALPFA grows in impact, everyone wins. ALPFA is the bridge between America’s Latinos and the business community. We open doorways for Latinos to gain access to guidance, networks, careers, and capital, while

simultaneously creating the pipeline of leaders that our economy demands. And America immediately shifts onto stronger fiscal footing.

An investment or a strategic partnership with ALPFA is a much-needed commitment to a brighter future for Latinos and more prosperous future for America.

2015 ALPFA CEO Summit

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About ALPFA With its high impact programs, national brand, and new strategy, ALPFA is positioned for transformational growth over the next three years. That growth will be in four areas:

1. Empowering career-ready college students: ALPFA will significantly scale its impact by working with the country’s leading employers to place thousands of Latino college students in game-changing professional internship and employment opportunities.

2. Developing the next generation of Latino professionals: ALPFA will expand its membership base from 48,000 to 100,000 Latino professionals, scaling its proven model of supporting mid-career Latinos via mentors, networks, and leadership development opportunities.

3. Catalyzing the growth of Latino entrepreneurs: ALPFA will provide its network of 15,000 Latino entrepreneurs with access to mentoring, peer networks, and leadership development, as well as significant business opportunities with its more than 200 Fortune 1000 partner companies.

4. Implementing an innovative partnership paradigm: A nonprofit “Fund of Funds” – ALPFA will invest in strategic partnerships with other leading organizations like Junior Achievement USA and Management Leadership for Tomorrow, connecting Latino professionals with the best leadership development opportunities available in our country.

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Empowering Latino Leaders

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2015 ALPFA CEO Summit

“Throughout the duration of our 10 year partnership with ALPFA, at both local and national levels, State Street Corporation has been able to address multiple business goals. As a company, we look to ALPFA to help source and recruit diverse talent as well as provide membership opportunities that foster professional development, mentoring and education for our employees. Today we have over 350 State Street employees who are active ALPFA members.

We are pleased that our Latin American Professionals Group (LAPG) can trace its roots to a collaboration with ALPFA which was the catalyst in helping us launch this employee network group in 2005. Our LAPG works closely with ALPFA to support creative and talented employees who are committed to their career development, while making an impact in their communities and positively impacting our business and culture.”

Alison A. Quirk

EVP, Chief Human Resources and Citizenship Officer State Street Corporation

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“As the Global Head of Staffing at Bank of America, and as an ALPFA Executive Sponsor, I continue to be impressed with ALPFA’s commitment and dedication to developing Hispanic/Latino talent, as evidenced in the talented ALPFA members that we have hired through ALPFA.

Our 10+ year relationship with ALPFA continues to grow and strengthen, both at the national and local level. Through this relationship, we’ve been able to hire thousands of Hispanic/Latino employees over the last five years, while at the same time providing valuable leadership development opportunities for our employees. ALPFA simply provides a terrific platform to companies like ours who aim to attract, retain, and develop the best Latino talent globally.”

Michael Sherman

Global Head of Talent Acquisition Bank of America

“Goldman Sachs’ success depends on the quality and diversity of our people, which is why we are dedicated to working with exceptional organizations like ALPFA. Over the last 15 years, ALPFA has helped us recruit top Hispanic/Latino talent across many levels and divisions of our organization.

Many at Goldman Sachs are actively involved in ALPFA; I proudly serve on ALPFA’s Corporate Advisory Board and many of our employees are active ALPFA members including several who are chapter leaders. Furthermore, Goldman Sachs sponsors multiple ALPFA programs, including the ALPFA Veteran’s Initiative, which provides Latino veterans with networking and community leadership opportunities, and Women of ALPFA, which focuses on empowering Latinas to reach their full potential.

Diversity, as highlighted in our Business Principles, is essential to our mission as a firm helping us to develop better ideas, respond to the needs of our clients, and ensure our people can work at their maximum and ALPFA has been a superb partner in recruiting diverse talent.”

Joe Mella

Chief of Staff - Finance Division Goldman Sachs

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“Having the privilege of being appointed CEO of Santander Cards US at age 36 and President of Diners Club International at age 39 would have not been possible if ALPFA did not exist. I am both truly humbled by the professional success that I have enjoyed so far and I am forever indebted to ALPFA. I joined ALPFA in 2002 and was elected President of its Boston Chapter in 2003. Volunteering to transform a small chapter into one of the biggest chapters in the country required a nurturing and empowering environment plus a growing number of like-minded Latinos.

As a volunteer, I inspired hundreds of ALPFA members. Now as part of Corporate America more than ten years later, I a get to inspire perhaps millions of people with an international reach and a large and growing customer base. ALPFA empowered my leadership in a transformative way!”

Eduardo Tobon

President Diners Club International

“Massachusetts Mutual Life Insurance Company (MassMutual) first began working with ALPFA five years ago based on our shared commitment and dedication to serving the Latino community, which is leading the way in U.S. population growth. Since then, we have grown to be a highly engaged partner with ALPFA and have developed an excellent working relationship with its leadership, members, and local chapters that has enabled us to reach hundreds of current and future Latino leaders.

MassMutual works closely with ALPFA both nationally and locally. In addition to my role on ALFPA’s Corporate Advisory Board, with our Chief Diversity Officer, Lorie ValleYañez, MassMutual’s Diversity and Inclusion Director, Marcela Aldaz-Matos, also serves on ALPFA’s Board of Directors, and our financial professionals are highly active in ALPFA chapters throughout the country.

Our broad involvement with the organization has enabled us to gain invaluable insights in how to best serve the Latino community, while also work with its members to provide financial education and career opportunities in the financial services profession.”

Michael T. Rollings

EVP, Chief Financial Officer MassMutual

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“Microsoft has been a strong supporter of ALPFA, at both national and local levels, since 2006. Over the last 9 years, we have collaborated with ALPFA on goals related to retaining and developing our Latino professionals. ALPFA’s partnership has helped us to recruit & hire diverse talent, establishing an Employee Resource Group (ERG) within our Finance organization, as well as providing our Latino professionals with opportunities for professional development.

We have increased our relationships to include sponsorship of the San Francisco, Los Angeles, Miami, Orlando, & Seattle chapters; while continuing our efforts at the national level. Additionally, we are proud that our Microsoft professionals are actively engaged within their local ALPFA chapters and continue to drive impact in their communities.

The world is diverse. Being a global company requires a diverse and inclusive employee population that is a reflection of the communities and customers we serve. ALPFA is a valued partner of Microsoft and we will continue to seek innovative solutions to drive impact together.”

Melvin Flowers

CVP, Internal Audit Microsoft

“ALPFA inspires Latinos to excel, while staying true to the things that matter most: family and community.

At Northwestern Mutual people are the power behind the communities we serve.

Common values have fueled our partnership with ALPFA for nearly a decade. From the national convention to the local chapter partnerships we’ve formed, Northwestern Mutual employees and financial advisors from across the country are plugged into the momentum created by ALPFA in the Latino community.

Meeting our clients’ needs requires a diverse and inclusive organization that draws from a variety of perspectives, experiences and approaches. It’s an essential part of reflecting the markets we serve, being recognized as a world-class employer and achieving brand distinction.

Our partnership with ALPFA compliments Northwestern Mutual’s efforts in the Latino marketplace. We use the insights gathered and relationships created with ALPFA at all levels to help inform the tools and resources we create to better serve Latino clients and prospects.”

Karl Gouverneur

Chief Technology Officer Northwestern Mutual

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ALPFA Leadership

Charlie Garcia ALPFA CEO

In June 2014, Charlie Garcia was selected to lead the Association of Latino Professionals for America (ALPFA).

Founded in 1972, ALPFA’s mission is to empower and develop Latino men and women as

leaders of character for the nation, in every sector of the global economy. In June 2015, he was elected to the national board of Junior Achievement, the world's largest organization dedicated to educating students about workforce readiness, entrepreneurship and financial literacy.

Charlie’s career spans a broad spectrum of industries, all focused on leveraging his in-depth understanding

of Hispanic consumers. In 1997, he became the CEO of Sterling Financial Group, a privately held financial services firm which he grew from a small business to 60 offices in seven countries, 20,000 Hispanic clients

and $2 billion in assets prior to selling it in 2005. The company was named by Inc. magazine as the #8 fastest growing privately held company in the country and Charlie was named Entrepreneur of the Year by three national organizations.

With an expertise in finance, marketing, and strategy, Charlie served for six years (until the company was sold in 2012) on the Board of

Directors of Winn-Dixie Stores, a Fortune 500 supermarket in the southeast. He also chaired an Advisory Board for Aetna Inc. reporting directly to its CEO, focused on growing the Hispanic market share of this diversified healthcare company.

Charlie has worked for four Presidents, both Democrat and Republican, and served on high profile federal and state government boards.

In 1988, he was awarded a White House Fellowship by President Reagan, where he served in various high level positions in the federal government, receiving the Congressman Henry B. Gonzalez Public Service and Integrity award.

From 2001-2005, former Florida Governor Jeb Bush appointed Charlie as one of seven members to the State Board of Education, overseeing all public education in Florida with an annual budget of $15 billion. Charlie led the strategic planning process on behalf of

the board, and the Governor’s state wide reading taskforce. In the next ten years, Florida’s ranking in reading for low-income fourth graders on the National Assessment of Educational Progress, better known as “the nation’s report card,” moved from the national cellar to first in the nation.

From 2006-2011, he was appointed by both President Bush and President Obama, as the Chairman of the Board of Visitors of the U.S. Air Force Academy, to oversee all operations at the Air Force Academy. The fifteen member board is composed of four U.S. Senators, four U.S. Congressmen, and seven Presidential appointments. He was awarded the Distinguished Public Service Medal by the Secretary of the Air Force who also credited him with leading “a historic transformation of the Board of Visitors to ensure it operates more like a corporate board of directors ... and for increasing candidate diversity at all the nation’s service academies.”

Charlie has an M.P.A. from the University of Oklahoma and a B.S. from the U.S. Air Force Academy, where he was awarded the Class

of 1983 Honor and Ethics Trophy given to the graduate who “most personified the ideals of personal integrity.” He also has a J.D. from Columbia Law School where he was the first person in his class to publish an article in Columbia Law Review.

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Raymond Arroyo

Chief Learning Officer, ALPFA Solutions Raymond's extensive background includes 25 years of experience with Fortune 100 companies as a senior executive in both human resources and general business, and as a board director for several nonprofit organizations. Raymond, a former Aetna chief diversity officer reporting to the CEO, was recognized as a top

Hispanic executive in the U.S. in two consecutive years. During his tenure, Aetna achieved a Top 20 company

for diversity rating, a marked improvement from its previous altogether exclusion from the list. Aetna was recognized as having one of the best ERG programs, with more than 14,000 employees participating. Aetna was recognized by Black Enterprise, Latina Style, Latino Leaders, National Association of Executive Women, and many other organizations for its progressive diversity programs.

Raymond earned B.S. and M.S. degrees from New York University and a governance certificate from Harvard University. He also serves

as Chairman-Elect of the Board of Directors of the U.S. Hispanic Chamber of Commerce and as a Senior Fellow of Plaza Institute as

well as a member of its Global Enterprise Studies program. He has served on ALPFA's Corporate Advisory Board, as President of

PRIMER, as a member of the Board of Regents of the University of Hartford, a Treasurer and Officer of the Wheeler Clinic Board of Trustees, and a board member of the National Hispanic Medical Association.

Selene Benavides Chief Financial Officer

Selene Benavides is Client Finance Director with Consero Global where she helps companies address complex financial requirements with software applications while scaling finance operations more efficiently

and reducing G&A expenses to allow for greater investment in driving and supporting top line growth for her clients. Prior to her new role, Ms. Benavides was the Chief Financial Officer/Chief Operations Officer for the

National Society of Hispanic MBAs, located in Irving, Texas where she was responsible for helping its leadership define the strategic direction of the organization, enhance its offerings and reduce its expenses,

all while overseeing the Operations, Finance, Legal, and IT functions of the business which includes 40 Chapters across the nation.

Previously, Ms. Benavides was a Senior Finance Consultant overseeing the Global Audit and Transformation

budget that included 300+ employees across the world. Also at Dell, she held roles as a Revenue Recognition leader for Services

Accounting team, global lead analyst for the Consumer/Small-Medium business group and as a Senior Audit Consultant. Previous to

her leadership at Dell, Ms. Benavides worked for Farmers Insurance Group and BMC Software as a Project/Operations Manager. The former Treasurer of the NSHMBA National Board of Directors and Chair of the Audit Committee, she fosters education and leadership as key attributes to one’s success and the prosperity of our future society. Ms. Benavides is an alumnus of the Corporate Achiever program with HACR and has participated in the Hispanic Austin Leadership program sponsored by the Greater Austin Hispanic Chamber

of Commerce where they designed new initiatives to help the Hispanic community in the Central Texas Area. Ms. Benavides received

a B.S. in Mathematics from Texas A&M University and holds an MBA from Texas State University in San Marcos, Texas. During her

spare time, Ms. Benavides enjoys volunteering to help small businesses grow, doing yoga, running marathons, participating in triathlons and relaxing with her husband traveling the world.

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Julio Carbonell

Chief Information Officer Mr. Carbonell was Senior Vice President and CIO of the American Society for the Prevention of Cruelty to

Animals (ASPCA), a not-for-profit entity dedicated to the humane treatment of animals. As the ASPCA’s first CIO, he developed the strategy and led the transformation of technology services to better align with the

mission of serving victims of animal cruelty and of providing positive outcomes for at-risk animals. The organization’s wide ranging activities afforded him the opportunity to deliver solutions in a variety of

disciplines including healthcare, fundraising, disaster response, community services, law enforcement and many others.

Previously, Mr. Carbonell was Vice President of Information Technology at the Major League Baseball Office

of the Commissioner (MLB) where he led the strategic direction and evolution of technology services for MLB’s central offices and teams. During that time, he implemented a vast array of enterprise-level programs designed to increase revenue, improve business

processes and reduce costs. He was a member of the senior management team responsible for the centralization of the company’s thirty-one web sites leading to the creation and launch of mlb.com. His general duties encompassed the management of all corporate technology products and services including business applications, client services, network communications, technical operations an infrastructure.

Prior to joining MLB, Mr. Carbonell was a Vice President & Product Manager with Citicorp Information Resources, a subsidiary of Citigroup, where he had responsibility for implementing their automated international banking products across the U.S. Earlier positions included management roles with the National Westminster Bank and the Irving Trust Company.

Mr. Carbonell speaks fluent Spanish and holds an accounting degree from the New York City College of Technology in Brooklyn, NY.

He serves on various advisory boards including on the Hispanic Information Technology Executive Council (HITEC), where he has been frequently recognized on its list of Most Influential Hispanics in Information Technology, on the Fairfield/Westchester chapter of the Society for Information Management and on IBM’s Mid-Market Advisory Network.

A former Pedro Pan refugee, Mr. Carbonell is devoted to the goal of establishing a free Cuban society with respect for human rights.

He lives in Newtown, CT and has been a faithful supporter of the town’s resurgence from the December 2012 massacre at the school

where his four children spent their formative years. He is an avid sports enthusiast and spends his leisure time on whichever golf courses or tennis courts are willing to accommodate his scoring handicaps.

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Leni Delgado

Chief of Staff and Deputy General Counsel Leni Delgado is an attorney with over a decade of experience. Commencing and developing her career in New

York City, Leni worked for two of the nation’s premiere law firms: O’Melveny & Myers, LLP and Hughes Hubbard & Reed, LLP, often representing Fortune 500 companies. As an associate, she obtained experience

impressive in both depth and breadth, working in a variety of areas, including: Latin America corporate,

general commercial litigation, employment contracts and policies, intellectual property, securities, and antitrust.

Leni also received accolades for her probono work, providing free legal services to animal welfare and battered women organizations, LBGT asylum seekers, and disabled Latinos seeking government assistance.

Subsequent to her time at OMM, Leni worked on matters involving privacy law and consumer data.

Leni received her law degree from Harvard Law School. While at Harvard, she was very active within the student body and served as class representative all

three years. Her third-year paper addressed the experience of Latinos in the legal profession. She also

participated in Moot Court and in La Alianza, the Latino students association. She received her bachelor's degree in history from the

University of Florida, where she graduated summa cum laude with a 4.0 GPA and was involved in numerous academic groups. Her senior year thesis, refuting the claims of Holocaust deniers and exposing their anti-Semitism, was awarded highest honors.

Leni often volunteers with low-income Latinos facing foreclosure and tenancy eviction and is passionate about animal rights. In her spare time, she writes about current affairs and pop culture. She is also a fluent Spanish speaker and is an avid fan of mixed martial arts.

Migdalia Diaz

Chief Operating Officer As Chief Operating Officer of ALPFA, Migdalia’s goal is to create a future where any Latino can look in any

direction, in any industry, and find a Latino role model to emulate. Prior to joining ALPFA, Migdalia was the Priority Projects Manager for AIRINC, working with the Operations Committee to prioritize company projects and deliver those projects while also managing two suites of products. Prior to her role at AIRINC, Migdalia

worked for 10 years in the International Assignment Solutions Group for PricewaterhouseCoopers in the

Hartford, Connecticut; Auckland, New Zealand and Boston, Massachusetts offices. She managed clients with small and medium sized expatriate programs and assisted them with the specific tax compliance, policy and

payroll related issues unique to programs of this size. Migdalia also served in the Connecticut Army National

Guard for eight years where she learned the importance of teamwork and of working efficiently. Migdalia graduated with a B.S. in

Accounting from the University of Connecticut. She has been an active ALPFA member for the past ten years since attending the ALPFA Convention in Miami in 2005. She served as the Chair of Marquee Events and has been the President of the Boston Chapter since

October 2013. Under her leadership the Chapter was recognized in 2014 as the Leading Chapter of the Year by ALPFA and was also honored by El Mundo Newspaper as Community Partner of the year.

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Verna Greer

Senior Vice President, Corporate Development Verna Greer is a results-driven Accredited Business Advisor and a Certified Fundraising Executive

(CFE) with business development expertise. She specializes in providing executive leadership and guidance to build new and existing organizations in the not-for-profit and private sectors. She is

consistently successful in increasing effectiveness, productivity and profitability at all levels, while surpassing goals and expectations.

Verna leads a team of dedicated professionals that is transforming the way ALPFA corporate partners

realize their potential, while developing engaging content that helps empower and develop Latino men and woman.

Greer joined ALPFA after a successful career with the National Association of Black Accountants, Inc. (NABA), where, since 2009,

she led its resource development as the Senior Director of Corporate Strategic Alliance and national programming. At NABA, Greer

generated more than 80 percent of the organization's total revenue. She also developed numerous programs, including the Women of NABA Network workshops.

In her previous role, she enhanced the Leadership Institute, which enlists some of the country's most renowned universities, such

as Harvard and Georgetown, to provide specialized training to executives. Prior to that, Greer served as principal of ATC Services, Inc., as regional director for Accountants 4 Contracts (A4C) and as Vice President of Small Business, Mass Market Operations at Fleet Boston Financial.

Greer received her Bachelor of Science degree from Northeastern University with honors and her MBA from the Northeastern Graduate School of Business. She also earned her CFE from New York University and received a certificate from Georgetown University in Executive Leadership Development.

Verna resides in Jersey City, NJ and works closely with the ALPFA team in the Wall Street office.

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Frank Lopez

Senior Vice President of Corporate Development Frank Lopez is an accomplished visionary executive with demonstrated ability and experience in leading and managing all levels and pillars of corporate and non-profit development and of diversity and inclusion relationship-building initiatives and strategic alliances.

Frank is a former president and CEO of the U.S. Hispanic Chamber of Commerce (USHCC) Foundation

and, during his tenure, served as a dynamic service executive and as chief development strategist.

During his tenure at the USHCC Foundation, Lopez was instrumental in establishing a variety of

collaborative National partnerships among premiere national businesses, trade associations, and

Fortune 500 corporations.

Earlier in his career, Lopez served as a program management executive within a major telecommunications company, Nortel Networks, with a focused leadership role in the operations and successful implementation of a $100M portfolio of technology driven

telecommunications projects throughout the Caribbean and Latin America markets. Lopez also served as a senior management executive with a one of the largest agencies of the State of New York, where he was instrumental in leading the effort that developed over 2,000 voluntary operated residential settings (Specials Needs Housing) for underserved individuals with a developmental

disability in distressed communities across the State of New York. Lopez also was part of the NYS Governor Cuomo's team that located and implemented the historic and trend-setting program parameters for promoting and certifying Minority and WomenOwned Businesses (M/WBEs).

Lopez has also served on a number of philanthropic and social service governance boards, including three terms as an At-Large

National member on the Board of Directors of SourceAmerica, the Ability One congressionally created organization focused on creating employment opportunities for people with significant disabilities. SourceAmerica secures, manages and brokers over $2.5 Billion in federal contracts for a network of voluntary agencies from across the United States and Puerto Rico.

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Radhames Nova

Senior Vice President of Strategic Initiatives Radhames “Rad” Nova has been a member of ALPFA, the Association of Latino Professionals For America, since 2006. A proud lifetime member, his ALPFA story began as a volunteer, when he joined the Board of Directors of

the ALPFA Boston Chapter. In 2011, he joined the ALPFA staff as Executive Director of the Boston Chapter.

During his three year tenure, the chapter added over 3,000 new members, 25 new corporate partners, tripled

multi-year corporate partnerships, launched several successful new programs and was recognized as Leading Chapter of the Year in 2013 and 2014.

He currently serves as Senior Vice President of Strategic Initiatives and is a member of the Executive Leadership Team. He works closely with CEO Charlie Garcia to plan and execute strategic initiatives, including key

partnerships with top organizations such as Junior Achievement and Management Leaders For Tomorrow (MLT). Rad wrote the business plan and leads ALPFA’s Latino Business 500, which provides middle-market Latino businesses access to top Latino talent, capital, advisors and procurement opportunities with Fortune 1000 companies.

Rad serves as a board member for the Boys & Girls Club of Lawrence, the Boys & Girls Club of Chelsea and the Massachusetts Society of CPAs Educational Foundation. He has been recognized by El Planeta Newspaper as one of the most influential Hispanics in

Massachusetts; by Diversity MBA Magazine’s Top 100 Under 50 and by Merrimack Valley Business Magazine’s 40 Under 40. He was featured in Hispanic Executive Magazine, the Boston Business Journal’s Emerging Leaders segment, among other publications.

Rad obtained his B.A. from Middlebury College and his MBA from Boston University. Born in the Dominican Republic, he immigrated to the United States in 1989 and currently lives in Salem New Hampshire with his wife Alexandra and three children.

Emma Ocampo

Senior Vice President of Special Events and Convention As the lead ALPFA event producer, Emma Ocampo is a Senior Director of Global Accounts for HelmsBriscoe.

Based in Houston, Texas, Emma has 20 years of international experience in site selection, hotel sales and marketing, and in organizing conferences and events from 200 to 22,000 people.

Emma’s site selection and complete meeting management services include diverse clients, ranging from associations, government and corporate. She aims to ensure the best venues are chosen, bases on client needs, audience, budget and desired event experience. Her meeting planning experience includes providing operational

expertise , time and staff management, overseeing marketing, space allocations, vendor relations and banquet

supervision. In her role as Site Selection expert, Emma helps clients create detailed RFP's to effectively

communicate business needs to hotels, convention centers and other suppliers. Emma is known in the business for negotiating favorable contacts and helping save clients over $75,000 in attrition penalties through post-event negotiations and has secured a $1.14 million, multi-year, international contract for site selection and destination management.

A nine-time President's Club recipient, Emma has demonstrated both expertise and success in site selection, vendor negotiations, and

customer service. Emma is fluent in Spanish and conversational in Japanese. She received a Bachelor of Arts in international relations from

the University of Victoria in British Columbia, Canada. In addition to a full plate of clients Emma is able to balance the demands of 3 daughters.

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Jorge Ortega

Chief Marketing Officer (Interim) Since Charlie Garcia assumed the leadership of ALPFA, Jorge Ortega has served as interim chief

marketing officer. Working with his prior agency, Newlink America, he has worked closely with the leadership team to help re-brand and re-position ALPFA’s new mission and value proposition.

Recently he re-joined Burson-Marsteller, the global communications and public relations firm, and has continued to serve as a strategic advisor to ALPFA.

Today he is the executive vice-president and managing director of Burson-Marsteller Miami, where he

manages six practice areas: Latin America regional business; Burson Latino, the firm’s Hispanic division;

Florida / SE USA client service; StudioB Miami, Burson’s global digital offering; Burson LIFT, for early stage companies; and the new Cuba Specialty Group, advising clients on doing business in the Island Country. The Miami office works with clients such as Alcatel, Bacardi, Ford, HBO, IKEA, Sony, Televisa, and the Stanford Latino Entrepreneurial Initiative (SLEI).

Jorge brings more than two decades of international and U. S. multicultural experience in marketing and communications to the position leading the Miami office. Jorge spent the first half of his career working in Burson offices in New York, Chicago, Mexico City

and Miami. He was the general manager of B-M Mexico and in Miami started and built the Latin America Brand Communications Practice and Burson’s first U.S. Hispanic division.

Jorge also developed JeffreyGroup into a leading Latin America and US Hispanic agency. Prior to returning to Burson, he was the

founder and managing partner of Newlink America, the Hispanic market and communications consulting firm. He managed clients such as Coca-Cola, Diageo, ESPN DEPORTES, Janssen, Juan Valdez Coffee and the Colombian Coffee Federation.

Jorge advises in the areas of brand marketing, corporate communications, issues management and public affairs. In addition, he

brings a wealth of experience developing and managing Hispanic marketing campaigns. He has worked with diverse clients including: Abbott, Bacardi, Baptist Health, FedEx, Johnson& Johnson, Merck, Miami Children’s Hospital Foundation, Mylan, Procter & Gamble, Ryder, among others.

Jorge sits on the board of the Florida State University Center for Hispanic Marketing Communication and is the founder and past chairman of the International Kids Fund/Wonderfund, which provides lifesaving medical treatment to children from around the world.

Jorge also serves on the board of Prepworks, LLC, a leading education technology company. He also advises CCNN Live, the nation’s top student run television station based in Miami.

Jorge received his Bachelor’s in Business Administration in Marketing from the American University in Washington, D.C. He is married to Tracy LaFlamme Ortega and has three daughters, Anna, Francesca and Bella.

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Lori Ruff

Senior Vice President of Marketing and Chief Branding Officer Lori Ruff believes strongly in the magic of humanity and in using tools and technology to help people connect, nurture relationships and grow together. As Chief Brand Officer of ALPFA, she supports the mission to develop a sense of selfless service and to create life-long professional opportunities for its members and partners through leadership development, networking, mentorship and community engagement.

Ms. Ruff defines transparency as clear, courageous and honest communication that inspires others to live their passions and encourages transformative change. With youthful curiosity, she maintains a singular outlook causing her to ask questions, think, and believe a little differently than her peers.

Often referred to by her fans as “The LinkedIn Diva,” Lori delivers world-class expertise at a time when many entrepreneurs and

business innovators are trying to make their mark in a bigger and ever more challenging world. She is recognized on over 3,000 lists related to Social Media, Blogging, Marketing, Leadership, Women’s Issues, and Advocacy, including the Top 50 Women Writers

and Top 40 Marketing Authors on Twitter. One of the most-connected women on LinkedIn, Forbes has included her twice in their

Top 50 Social Media Power Influencers’ list where she was ranked the #9 woman globally. She was named Top 100 (Social Media) Community Managers of 2014 by Little Bird. American Genius Beat recognized her as a Top 50 Industry Influencer in Jan 2014 for her leadership as a #SocialCEO of Integrated Alliances, a pioneer in the social sales training industry. Ruff joined the company in

May 2008, was named to the executive team as Chief Administrative and Learning Officer within four months and served as COO before being promoted to CEO in Nov 2012.

An innovator, lifelong learner and advocate for professional and personal development, Lori helped research, define and compile “Operations Standards for the Business Support Industry”, known today as the Virtual Administrative (VA) Industry. She served as

NC State Education & Certification Chair for the International Association of Administrative Professionals (IAAP), having earned designation as a Certified Administrative Professional (CAP) in 2003.

Her enthusiasm and sincerity link her to everyone she meets. Lori is a survivor (near-fatal motorcycle wreck in 2005 and afflicted with Rheumatoid Autoimmune Disorder and Fibromyalgia) making her bravely open and vulnerable about her insights. She is a celebrity ambassador for the Arthritis National Research Foundation (www.CureArthitis.org). Lori graduated suma cum laude with a

BA in Political Science from Pfeiffer University in 2007, completed a Master’s Certificate in Leadership and is expected to graduate Spring 2015 with an MBA-HR from Liberty University.

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