Carmen Ortiz-McGhee
National Association of Investment Companies (NAIC), Transformational Leader & Advocate
Carmen Ortiz-McGhee
National Association of Investment Companies (NAIC), Transformational Leader & Advocate
Biography
Carmen Ortiz-McGhee is a dynamic leader, strategic thinker, and steadfast advocate in the asset management industry and beyond. As Chief Operating Officer of the National Association of Investment Companies (NAIC), she drives operational excellence, financial optimization, and cultural transformation for a differentiated network of alternative investment firms, whose members collectively manage over $460 billion in institutional capital. A principled and visionary leader, Carmen directs NAIC’s key initiatives, including industry research, events, marketing, member engagement, and strategic partnerships, ensuring long-term growth and stellar results. Because of her Carmen was recently recognized among the Power100 by Blueprint Capital Advisors.
A trailblazing advocate in finance and investment, Carmen previously served as Senior Vice President at Aon, where she led game-changing growth across multiple product lines. Her leadership was recognized by Business Insurance Magazine, which named her one of the Top 25 Women to Watch. Prior to that, she was Vice President of Investor Relations at a $1 billion AUM real estate private equity firm and President of The Marathon Club (TMC), where she championed wealth creation and investment opportunities.
Beyond her professional achievements, Carmen is a sought-after speaker who has addressed global organizations and Fortune 500 companies on leadership, trust and psychological safety, and culture transformation. She has delivered compelling keynotes for industry leaders including Cushman Wakefield, Mondelez, Key Bank, Clearbridge, WorkHuman Live, Weil & Gotshal, Ropes & Gray, Wiggins & Dana, Zonta International, and the National League of Cities, leaving audiences inspired and empowered.
Speech Topics
From Chaos to Harmony: The Path to Leadership Success in Tumultuous Times
With almost 30 years of experience spanning nonprofit, corporate and financial industries, robust market cycles and global economic downturns, Carmen Ortiz-McGhee takes audiences through a human-centered leadership journey that helps audiences find success in the most chaotic of times. Leveraging her proven experience in building high performing teams, turning around underperforming ones and building inclusive cultures, Ortiz-McGhee leaves audiences with hearts full and powerful tools they can use immediately to drive towards their goals and connectedness. Whether in good, exciting times or if they’re tumbling in the center of the storms that so often besiege us, audiences will leave inspired, with a clear path to success.
The Lighthouse Effect: How Ordinary People Can Have an Extraordinary Impact in the World
Throughout life, we experience a number of good and bad times, and learn many lessons, but one that sometimes goes unnoticed is that, “not all heroes wear capes.” There are ordinary people who may not even know they’ve completely changed the course of a person’s life. Ortiz-McGhee, referencing her chapter and others in The Lighthouse Effect penned by best-selling author Steve Pemberton, likens them to human lighthouses. Like a lighthouse, their job is to protect the journey of the traveler. They’re humble and steady. They seek no reward. They require no recognition. And yet, we all set our compasses by them. They direct us back to the goodness in each other and in our own hearts.
In this inspirational talk, Ortiz-McGhee, one of the people featured in The Lighthouse Effect, shares stories of her own human lighthouses. You will meet those who have turned personal pain into possibilities for themselves and those around them. You’ll learn what motivates them, where their compassion comes from and the lessons their lives can offer us. Drawing off this groundbreaking narrative, Ortiz-McGhee offers a framework for living, learning and leading — a way to more positively engage with one another, to build trust, to see beyond the labels that define us to the human experiences that bond us.
Developing Resilience: The Story of The Not Quite Enough Girl
Growing up as the only daughter of a single mother, navigating new and often unwelcoming environments, Ortiz-McGhee recounts the challenges and traumas she experienced and the feelings of doubt they left behind. More importantly, she takes audiences on her remarkable journey as she overcomes imposter syndrome and self-doubt to find success and joy in her personal and professional life. A dynamic presenter, Ortiz-McGhee customizes her inspirational presentation to fit a wide-range of audiences from corporate executives to the non-profit and educational sectors.
Oh, The Places You’ll Go! Embracing Uncertainty to Find Success Wherever You Go
From selling educational books one summer in Utah to living in Mexico as part of an exchange program, from the nonprofit space to finance and the risk & health sector, to today serving as Chief Operating Officer for a major industry trade association, Carmen Ortiz-McGhee has always found herself in environments that were completely different than what she had previously known. Those experiences taught her valuable lessons that she shares in this captivating keynote inspired by her favorite childhood book, Dr. Seuss’ Oh, The Places You’ll Go! No matter where in one’s career they are, they will glean powerful insights from this presentation that will help audiences find their voice and build their confidence to succeed no matter the environment.
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