Listen, Learn & Lead | The Latinx Perspective
Recorded On: 12/03/2020
A Dialogue on Authentic Allyship.
As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry about their personal journeys, including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Join us for actionable guidance on how to reach young Latinx talent and create a support system that allows people the opportunity to develop and grow in an inclusive environment.
This program is sponsored by:
LeAnn Trejo (Moderator)
Director of Client Services.
LeAnn Trejo is Director of Client Services and Vice President of American Funds Service Company, part of Capital Group based in San Antonio, TX. LeAnn has 22 years of experience across sales, distribution and managing operations in the finance industry. She currently leads change management, communications, new associate onboarding and development in client services. She is a graduate of the University of the Incarnate Word in San Antonio and holds FINRA Series 6, 63 and 26 licenses. LeAnn serves on the non-profit board at the Brighton Center, a child development center focused on inclusive therapy for children with all abilities. LeAnn is passionate about the industry's focus on Diversity and Inclusion and serves as a sponsor for Capital Group's business resource group for Latinx/Hispanic associates (CG Unidos).
President and CEO, Penserra
George is Penserra’s founder and Chief Executive Officer since June 2007.
Developing innovative products/services, implementing precise solutions, and engaging in effective recruiting are at the forefront of George’s leadership focus. George leads the Executive Committee, which sets the strategic direction of the firm and he works across all the business lines to ensure that Penserra is focused on our client’s most critical trading and investment objectives. He is also Chairman of the Board of Directors.
Prior to founding Penserra, George was the Head of Transition Management and a Senior Portfolio Manager at Barclays Global Investors (BGI), which is now part of BlackRock. He joined BGI in 1993 as part of the portfolio valuation team learning the operations, asset valuation, and performance attribution side of the business. He quickly became an international equity portfolio manager and ran a team that managed $300 billion of developed market portfolios in separate accounts, pooled funds, and exchange traded funds. In his last few years at BGI, George led the implementation team of transition management. This service provides for multi-asset class portfolio restructuring using derivatives to inoculate risk while underlying physical securities are traded opportunistically. He implemented many innovative solutions including the creation of synthetic daily international strategy, expansion of the affiliate broker to better accommodate fixed income transactions and the use of multi-period optimization techniques to improve performance. During his tenure at BGI, George was also involved with firm-wide technology initiatives, risk management, best execution committee, investment performance committees, and a supervisory principal of the affiliate broker-dealer.
George is a graduate of California State University, Fullerton with a BS in Finance. He is also a graduate of Columbia University with a MBA focus in securities analysis and a graduate of University of California, Berkeley with a MBA focus in business strategy. He holds security licenses 3, 7, 24, 63, and 66.
Luis Miguel Ochoa
VP of Strategic Planning, BNY Mellon Wealth Management
Luis Miguel Ochoa is Vice President of Strategic Planning at BNY Mellon Wealth Management. He is responsible for organizing cross-functional initiatives to drive the firm’s strategic priorities. He is also a member of the leadership committee for the firm’s diversity business resource group, IMPACT.
He has covered the investment management sector from both a strategy consulting and in-house capacity. As a member of the corporate strategy team at OppenheimerFunds, he co-founded the firm’s corporate development function and led a number of strategic works including new market entry.
Luis is a graduate of Stanford University, where he was a member of the varsity fencing team.
Janeth Medina Larios
Vice President, Bank of the West
Janeth Medina is a Vice President at Bank of the West, where she focuses on product management within the Bank’s Digital Channel group. Previously to joining the Digital group, Janeth served as the annual Community Ambassador within the Bank's Corporate Social Responsibility (CSR) group. In her ambassadorship, she had the unique opportunity to provide nonprofit consulting and critical organizational support to Earth Island Institute. Before entering the CSR space, Janeth spent most of her career developing strategic business cases for business lines to improve the growth and profitability of their businesses and also supported major bank-wide transformation initiatives. Janeth has always been intentional about intertwining her career path with her passion for social impact and has served on several nonprofit boards including Latinos in Finance, Financial Women of SF and Latina Vida where she has an
opportunity to contribute to the advancement of women and Latinos within the field of Finance. She has an MBA and a BA in Political, Legal and Economic Analysis from Mills College.