HISPANIC WEALTH PROJECT FORUM
WOMEN BUILDING WEALTH
Women
Building Wealth
January 25, 2024
1:00-6:00 PM PST
University of San Diego, Joan B. Kroc Institute for Peace and Justice
5998 Alcalá Park, San Diego, CA 92110
Thank You to Our Event Partners
AGENDA
12:00 PM – 6:00 PM
WOMEN BUILDING WEALTH EVENT

  • Event Emcee | Elisa Hernandez, Host, Los Angeles Dodgers
12:00 PM – 1:00 PM
Registration, Networking
1:00 PM – 1:15 PM
Opening Session:
Latinas Redefine Wealth & Drive Economic Prosperity
The Women Building Wealth Forum is a transformative platform honoring Latina leadership, innovation, and resilience. Attendees acquire actionable insights, networks, and implementable strategies to drive economic prosperity within their communities. This event is a call to action. Embrace the tools, connections, and perspectives to forge a path toward a more economically vibrant and inclusive future. Join us in redefining wealth, effecting change, and building legacies that transcend generations.

  • Speaker | Sara Rodriguez, Chairperson, Hispanic Wealth Project
  • Speaker | Dr. Inez González Perezchica, Executive Director, MANA de San Diego
1:15 PM – 1:45 PM
The Drivers of Wealth: Insights from the 2023 State of Hispanic Wealth Report
Hispanic median household wealth soared to $61,600 in 2022, surpassing all expectations. Dive into an action-oriented discussion on how homeownership, business ownership, and financial assets have driven this remarkable surge. Join us to unearth game-changing strategies and policies that empower Latino prosperity. Learn how to integrate these wealth drivers into your business for exponential growth and contribute to a thriving economy.

  • Moderator | Edwin Acevedo, Broker/CEO, Century 21 LOTUS
  • Panelist | Adriana Brunner, VP of Community & Business Development, My Point Credit Union
  • Panelist | Jaimie Smeraski, Policy, Learning & Research Director, NAHREP
1:45 PM – 2:15 PM
Igniting the Drivers of Wealth
This session will dive into actual experiences in building wealth based on the three drivers of homeownership, business ownership, and financial assets. You will learn strategies and execution tactics in building wealth from entrepreneurs, academics, and Latina business owners.

  • Moderator | Mauricio Perez, Compliance Director | Broker Associate, Real Team San Diego
  • Panelist | Ana Amado-Garcia, Executive Director, Marketing and Communications, University of California, San Diego – Rady School of Management
  • Panelist | Marisa Moret, Director of Global Partnerships, Airbnb
2:15 PM – 2:45 PM
Pay Yourself First: Latinos Succeeding in the Retirement GAME
Presented by Wells Fargo

  • Antonio Lopez, Financial Advisor, Wells Fargo Advisors
2:45 PM – 3:00 PM
Break
3:00 PM – 3:30 PM
Latinas Building Businesses
This session provides a unique opportunity to glean wisdom from the diverse and innovative strategies employed by successful Latina business leaders. Explore the challenges they've overcome, the strategies that propelled their businesses forward, and the pivotal lessons learned along their entrepreneurial paths.
Discover firsthand the resilience, creativity, and triumphs of Latina entrepreneurs and glean invaluable lessons to propel your business journey.

  • Moderator | Nohemi Chavez, Real Estate Investor & Acquisitions Consultant
  • Panelist | Claudia Acevedo, Owner / CFO, Century 21 LOTUS
  • Panelist | Erika Borunda, Founder & Broker Associate, Exude Luxury Group
3:30 PM – 4:00 PM
Navigating Angel Investments, Venture Capital and Startups
Join us for an insightful discussion on the critical importance of enhancing access to capital for Latina entrepreneurs and startups. Discover how Angel Investors and Venture Capitalists are playing a vital role in bridging the gap and helping startups scale for success.

  • Moderator | Marco Lopez, Founder, CEO & Event Measurement Strategist, Onxit
  • Panelist | David Favela, Director of Talent Foundry, UC San Diego’s Office of Innovation & Commercialization
  • Panelist | Fanny Grande, Co-Founder & CEO, Avenida Entertainment Group
  • Panelist | Rachel Lozano Castro, Director of Innovation, San Diego Regional Policy & Innovation Center
4:00 PM – 4:45 PM
The Keys to Legacy Building – Lessons in Resilience
Wealth is more than money. Learn about building wealth with a purpose and vision that can be passed on for generations. Join a diverse panel of influential women in a dynamic discussion on holistic wealth building. Discover the deeper meaning of wealth beyond finances and uncover strategies for building a legacy that transcends generations.

  • Moderator | Lisa Ordóñez, Dean of UC San Diego’s Rady School of Management
  • Panelist | Beatriz Acevedo, Co-founder & CEO, SUMA Wealth
  • Panelist | Nancy Maldonado, Chief Diversity & Inclusion Officer, Rady Children’s Hospital-San Diego
4:45 PM – 5:00 PM
Closing Remarks
5:00 PM – 6:00 PM
Networking Reception
Sponsored by US Bank

  • Sponsor Remarks
SPEAKERS
Erika Borunda
Fanny Grande
Co-Founder & CEO, Avenida Entertainment Group
Founder & Broker Associate, Exude Luxury Group
Nancy Maldonado
Chief Diversity & Inclusion Officer, Rady Children’s Hospital-San Diego
Broker/CEO, Century 21 LOTUS
Edwin Acevedo
Ana Amado-Garcia
Executive Director, Marketing and Communications, University of California, San Diego – Rady School of Management
Sara Rodriguez
Jaimie Smeraski
Chairperson, Hispanic Wealth Project
Mauricio Perez
Compliance Director | Broker Associate, Real Team San Diego
Policy, Learning & Research Director, NAHREP
Co-founder & CEO, SUMA Wealth
Beatriz Acevedo
Dr. Inez González Perezchica
Executive Director, MANA de San Diego
Marisa Moret
Director of Global Partnerships, Airbnb
Lisa Ordóñez
Dean of UC San Diego’s Rady School of Management
Nohemi Chavez
Real Estate Investor & Acquisitions Consultant
Antonio Lopez
Financial Advisor, Wells Fargo Advisors
Marco Lopez
Founder, CEO & Event Measurement Strategist, Onxit
Rachel Lozano Castro
Director of Innovation, San Diego Regional Policy & Innovation Center
Elisa Hernandez
Dogervision Host, Los Angeles Dodgers
Owner / CFO, Century 21 LOTUS
Claudia Acevedo
PARTNER
WITH US