Hispanic Wealth Project Symposium Agenda

5:30 PM – 7:30 PM
Skyline Vista
Welcome Reception
Sponsored by Citi

All sessions will be held at the Ritz-Carlton Battery Park unless otherwise noted

7:45 AM – 4:00 PM
Harbor Vista
Registration
8:30 AM - 9:15 AM
Salons I & II
Opening General Session

Hispanics suffered economically more than any other demographic since the Great Recession, losing two-thirds of their household wealth. This issue was largely driven by the fact that most household wealth for Hispanics is invested in their homes. In this opening session, HWP and NAHREP leadership review partner and industry progress toward tripling Hispanic household wealth within the next 10 years.

Master of Ceremonies: Jason Riveiro, Chief Marketing Officer, NAHREP
Gary Acosta, Co-Founder & CEO, NAHREP
Gerardo “Jerry” Ascencio, Chairman, Hispanic Wealth Project
9:15 AM - 10:45 AM
Salons I & II
General Session II – Increasing the Rate of Hispanic Homeownership

In 2015, Hispanics increased their homeownership rate to 45.6 percent even while this continued to fall for the rest of the country. If 50 percent of Hispanic households were homeowners, then for the first time in U.S history, the median Hispanic family would include home equity among their household assets. In this session, experts discuss progress thus far and identify actionable steps industry, government and agencies can take to achieve this goal.

Moderator: Joseph Nery, 2016 President, NAHREP

Panelists:
Marisa Calderon, Executive Director, NAHREP
Peter Carroll, EVP, Mortgage Policy and Counterparty Relations, Quicken Loans
Brad Blackwell, EVP, Portfolio Business Manager, Wells Fargo
Barry Zigas, Director of Housing Policy, Consumer Federation of America
Brad Wayman, Division Lending Executive, Citi
11:00 AM - 12:30 PM
Salons I & II
General Session III – Increasing the Success of Hispanic-Owned Small Businesses

The number of Hispanic-owned businesses in the U.S. has more than doubled from 13 years ago, from 1.7 million to 4.1 million in 2015. During the past decade, the rate of Hispanic small-business formation has far outpaced entrepreneurship rates among non-Hispanics. However, of the 200,000 newly formed Hispanic-owned businesses each year, roughly 100,000 will not survive, primarily because of lack of experience and knowledge with business rules and practices. This panel will include discussion on existing or needed resources for this important and growing entrepreneur population, as well as practical solutions for connecting the resources with those who need them most.

Moderator: Leo Pareja, 2016 President Elect, NAHREP

Panelists:
Remy Arteaga, Executive Director, Latino Business Action Network
Patty Arvielo, President, New American Funding
Gino Blefari, CEO, HSF Affiliates
Jaime Cardenas, CEO, AC&M Group
12:30 PM - 1:45 PM
Harbor Vista
Lunch Break
1:45 PM - 3:00 PM
Salons I & II
General Session IV - Increasing Hispanic Participation in Savings & Investment Vehicles

Since homeownership is so important to Hispanics, it is easy to understand why much of Hispanic household wealth that exists is associated with home equity. Home equity is an important building block for small business formation and a necessary resource to fund college education. However, creating generational wealth and closing the wealth gap require asset diversification in non-cash financial instruments in which Hispanics currently under participate, irrespective of income. This panel will identify some of the cultural reasons that underlie this condition and will discuss progress being made to bridge this gap.

Moderator: Julissa Arce, Author & Social Justice Advocate

Panelists:

Arturo Gonzalez, Chief of the Consumer & Community Development Research Section, Board of Governors of the Federal Reserve System
Bryan Hughes, Financial Advisor, Northwestern Mutual
Enrique Shadah, Head of Strategic Relationships for MIT’s Office of Digital Learning
Jasmine Thomas, Senior Vice President, National Initiatives, Citi Community Development
Brent Wilkes, Executive Director, LULAC
3:00 PM – 3:15 PM
Harbor Vista
Coffee Break
3:15 PM - 4:45 PM Concurrent Working Groups

Using information shared in the earlier general sessions, attendees will break into three separate working groups where a moderator and discussion leaders will help guide the group to identify programmatic commitments that industry participants and even their own companies can implement in order to make measurable improvement in the coming year and thereafter.

Increasing the Rate of Hispanic Homeownership
Salons I & II


Moderator: Peter Carroll, EVP, Mortgage Policy & Counterparty Relations, Quicken Loans

Discussion Leaders:

Scott Astrada, Economic Policy Advisor, U.S. Senate

Sergio Barajas, Single Family Affordable Lending Manager, Freddie Mac

Cerita Battles, Senior Vice President, Wells Fargo

Charlie Dawson, Sr. Policy Representative, National Association of REALTORS®
Increasing the Success of Hispanic-Owned Small Businesses
Heritage


Moderator: Gustavo Paredes, Government Public Affairs Communications, Gap Strategies

Discussion Leaders:

Jaime Cardenas, CEO, AC&M Group

Nuria Martindale, President & CEO, Novation Title Insurance Agency

Tanya Reu-Narvaez, SVP Human Resources, Realogy

Hector D. Vilchis, Corporate Vice President, New York Life Insurance
Increasing Hispanic Participation in Savings & Investment Vehicles
Salon III


Moderator: Julissa Arce, Author & Social Justice Advocate

Discussion Leaders:

Arturo Gonzalez, Chief of the Consumer & Community Development Research Section, Board of Governors of the Federal Reserve System

Leo Pareja, 2016 President Elect, NAHREP

Landon Taylor, CEO, Base 11
5:00 PM – 5:30 PM
Salons I & II
Closing Comments

Master of Ceremonies: Jason Riveiro, Chief Marketing Officer, NAHREP
Gary Acosta, Co-Founder & CEO, NAHREP
6:00 PM – 9:00 PM
The Rooftop,
75 Wall Street
Reception: Hosted by NAHREP Manhattan

Come enjoy Live Salsa Band, Drinks, Food and Familia. HWP Symposium guests welcome to attend.