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Carmen  Ortiz-McGhee

Carmen Ortiz-McGhee

Chief Operating Officer National Association of Investment Companies (NAIC)

Carmen Ortiz-McGhee

Chief Operating Officer National Association of Investment Companies (NAIC)

Biography

Carmen Ortiz-McGhee is the Chief Operating Officer of the National Association of Investment Companies (NAIC), the trade association and largest network of diverse- and women-owned alternative investment firms. The NAIC’s membership is comprised of 194 members managing over $434 billion in institutional capital. Carmen oversees all NAIC programs and initiatives, including industry research, events, communications, member engagement and is integrally involved in relationship management with key corporate partners and institutional investor alliances. As COO, Carmen is also responsible for ensuring operational efficiency and effectiveness across the organization.

Prior to joining NAIC, Carmen served as Senior Vice President at Aon plc. In this role, she was responsible for driving growth across all risk and health product lines throughout the Mid-Atlantic. Carmen guided the turnaround of the sales team, improved culture and performance, and pushed the team to its highest revenue generation and overall best performance in a decade During her time at Aon, she was recognized as one of Business Insurance Magazine’s Top 25 Women to Watch. 

Before joining Aon, Carmen was Vice President of Investor Relations for a boutique real estate private equity firm with $1 billion in assets under management. Prior to engaging in real estate private equity, Carmen was President of The Marathon Club (TMC), an organization established to accelerate relationships among the best and brightest business minds in the U.S. to create enhanced wealth creation and deal flow across various stakeholder groups. Carmen led programs both in the US and abroad. Prior to leading TMC, Carmen created value for a number of non-profit organizations.  In her various roles at these organizations, Carmen led corporate fundraising strategies; membership recruitment efforts, raising the diversity and number of participants; content development, innovating unique approaches and managing the logistical implementation of the annual meetings, trade shows & conferences.

A passionate advocate for human-centered leadership and building cultures that drive enhanced employee engagement and productivity, Carmen has delivered riveting presentations for leading organizations including, Mondelez, Key Bank, Randa Accessories, Weil & Gotshal, Responsible Investment Magazine, Zonta International, the National League of Cities, Clearbridge and many others.

A proud graduate of the University of Virginia where she serves on the Alumni Association Board of Managers, Carmen has blogged for Huffington Post, sits on the MBA Fund I Investment Committee, the Loudoun County Economic Development Authority advisory board, and is an executive committee member of the national board for Communities in Schools, and a former executive committee member of the NEA Foundation board.

Speaker Videos

Introduction Video

Lighthouse Values

Arc of a Life

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.

Testimonials