16th Annual Latinos in Finance Bootcamp 2024

16th Annual Finance Bootcamp

On Saturday, September 21st, 2024, Latinos in Finance will host its Signature Event, the 16th Annual Finance Bootcamp at the Wells Fargo Connections office in San Francisco. This event aims to educate college students and finance professionals about the various careers and opportunities within the finance industry, thereby expanding the pipeline of Latino professionals.

The Bootcamp features workshops led by experienced professionals covering topics such as private equity, asset management, digital assets, and transformative leadership. Attendees will have the unique opportunity to brush shoulders with seasoned professionals, gaining valuable insights and networking connections. Please bring resumes and business cards.

You don’t have to be a member to attend, but we would love for you to join our community.

Event Details:

- Location: Wells Fargo annex Building, 333 Market Street, San Francisco, CA 94105

- Admission: $10, needs-based discounts available

- Dress Code: Business casual (Men - slacks, button-down shirt, tie; Women – dress skirt/pants, blouse, flats/heels)

- Goal: To educate college students and young professionals on various careers and opportunities in the finance industry and to expand the pipeline of Latino professionals.

Agenda

8:30 AM - 9:15 AM Check-in / Registration & Coffee Mingle

Light breakfast pastry and refreshments provided after check in

9:20 AM - 9:35 AM 2024 LIF President - Welcome Remarks

9:35 AM - 10:30 AM 2024 Keynote Speaker - Leading with Cultural Intelligence: Navigating the Intersection of Latino Identity and Professional Success

10:35 AM - 11:30 AM Panel #1: The State of the Markets - Interpreting the Macro Outlook: How Interest Rates, Inflation, and Employment Trends Shape Our Economic Future

An engaging panel discussion to explore the current macroeconomic landscape! Industry experts will delve into how interest rates, inflation, and employment trends are shaping our economic future. Gain valuable insights on recent developments and learn how they might impact markets and investment strategies.

11:35 AM - 12:15 PM Breakout Sessions #1

• SF Fed Panel

• Cultivating Diverse Leadership Styles

An insightful workshop on fostering diverse leadership styles and bringing personal experiences into leadership roles! Learn how to recognize and nurture various leadership approaches, leveraging your unique strengths to enhance team dynamics and create a more inclusive organizational culture.

• Presented By Latinas in Finance - Women Rising: Pioneering Latina Leadership and Breaking Barriers

Explore the critical issue of Latina underrepresentation in top professions worldwide and their pre-pandemic workforce dropout rates. Backed by compelling data and charts, this session will highlight the declining numbers of Latinas in the workforce and leadership roles. We'll conclude by discussing actionable solutions and asking, "How are WE going to fix this?" Don't miss this important and impactful discussion.

12:30 PM - 1:30 PM Lunch and Recruiter Career Fair Hour

1:35 PM - 2:25 PM Breakout Sessions #2

• Breaking into PE

Dive into the private equity sector with our comprehensive workshop! Gain insights into essential skills and knowledge, explore various roles within private equity firms, and learn effective strategies for networking and securing a position in this dynamic field.

• Breaking into Business Development

This workshop provides an in-depth look at entering the private equity sector. Participants will gain insights into the key skills and knowledge required, explore the various roles within private equity firms, and learn strategies for networking and securing a position in this dynamic field.

• Breaking into Portfolio and Private Wealth Management

This workshop offers an in-depth guide to entering and succeeding in the fields of Institutional and Private Wealth portfolio management. Participants will acquire the essential skills and knowledge needed to explore various roles, including Trading, Fundamental Fixed Income and Equity Research, and Portfolio Management (PM) for Family Offices, High Net Worth Individuals (HNWIs), Institutional Investors, and Registered Investment Advisors (RIAs).

2:45 PM - 3:30 PM Panel #2 - Revolutionizing Finance and the Workforce

This panel examines the transformative impact of digital assets and AI on the financial sector and other industries. Participants will gain insights into how cryptocurrencies, blockchain technology, tokenization, and artificial intelligence are reshaping financial products, services, and job roles. The session will explore the evolving landscape of these innovations and their profound implications for both the financial sector and other industries.

3:35 PM - 4:00 LIF Scholarship Recipient Announcements

Host or Publisher Latinos in Finance