The New America Alliance (NAA) is a titan in the world of diversity advocacy in the finance industry, and State and Federal governance. Since 1999, our organization has been influential in supporting institutional investors, State and US legislators, and State governors and comptrollers in increasing diversity across asset allocations and leadership appointees.
Our network comprises powerful American Latinos and diverse asset managers, institutional investor leadership and legislators across the U.S. Benefits Of Membership
Being a member of the NAA offers access, education, and camaraderie for successful American Latinos and diverse investment professionals.
Public Markets: Total firm AUM up to $300 Million.
Public Markets: Total firm AUM above $300 Million
Private Markets: Total firm AUM up to $150 Million.
Private Markets: After one year of total firm AUM above $150 Million.
A Young Leader member must be within three years after graduation from an undergraduate degree.
A Young Leader member must be within three years after graduation from an MBA or graduate level program.
This category encompasses: Law firms, CPAs, investment bankers, consultants, corporate executives* (corporate executives that are not service providers and/or vendors as described below), Board members, Non-profit executives, government, and public sector officials.
*Service Provider/Vendor Membership:
Accounting firms, law firms, fund administrators, outsourced compliance officers, insurance brokers, operations/strategy consultants, placement agents, fund distributors, investment banks, and any other who would call on NAA Asset Management members for potential business.
This category encompasses: Law firms, CPAs, investment bankers, consultants, corporate executives* (corporate executives that are not service providers and/or vendors as described below), Board members, Non-profit executives, government, and public sector officials.
*Service Provider/Vendor Membership:
Accounting firms, law firms, fund administrators, outsourced compliance officers, insurance brokers, operations/strategy consultants, placement agents, fund distributors, investment banks, and any other who would call on NAA Asset Management members for potential business.
Asset managers across asset classes, broker dealers, fund-of-funds, manager-of-managers, and investment consultants across all asset classes.
Additional executives of firms already represented in our asset management membership.
Companies, not engaged in the asset management industry, five years or younger, as measured from the founding date of the company.