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Carmen Ortiz-McGhee

Carmen Ortiz-McGhee

Chief Operating Officer National Association of Investment Companies (NAIC)

Trail-blazing Executive. Authentic Leader. Unwavering Advocate...

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Bio

Full Bio

Trail-blazing Executive. Authentic Leader. Unwavering Advocate. These are just a few of the descriptions that come to mind when describing the emergent and compelling voice of Carmen Ortiz-McGhee. Shaped by her upbringing as the daughter of a single Puerto Rican mother, she offers compelling, inspirational messages on the power of possibility and the opportunity each of us has to bend the arc of the life of another.

At a time where the realities faced by women and People of Color have come squarely onto the national radar, Carmen Ortiz-McGhee has been developing a culture of inclusive leadership throughout her career. From her college days, when she co-founded the University of Virginia Latino Student Admissions Committee, to her advocacy work today in the alternative investment industry, Carmen has always been focused on expanding access for underserved communities. Now, as Chief Operating Officer of the National Association of Investment Companies (NAIC), the trade association for diverse and women-owned private equity firms and hedge funds, Carmen leads all NAIC programs, initiatives, corporate partnerships and key industry alliances. Overseeing a membership of 140 firms, managing over $260 billion in institutional capital, as COO Carmen is also responsible for ensuring operational efficiency and effectiveness across the organization.

Her accomplishments and commitments have not gone unnoticed. She has been recognized by Business Insurance Magazine as one of their Top 25 Women to Watch and contributed to numerous publications, including the Huffington Post, Nonprofit News, Infrastructure Investor and others. Most recently, she has been one of ten people featured in the ground-breaking book: The Lighthouse Effect: How Ordinary People Can Have an Extraordinary Impact in the World. A dynamic presenter, Carmen has spoken for market leading organizations including WorkHuman, The Aspen Institute, The Society for Human Resources Management (SHRM), the National Minority Supplier Development Council, U.S. Department of Commerce Minority Business Development Agency, and many more. Her speaking topics have included: Resilience in Leadership, Leading with Authenticity, The Lighthouse Effect of Leadership, Wealth Creation: The Last Social Justice Frontier, The Wealth Gap in America, Stranger in New Land: Finding Success Wherever You Are. A passionate advocate for the growth and success of women and people of color in business, Carmen offers a new and inspiring vision for how we can all do our part to achieve a more inclusive society.

A proud graduate of the University of Virginia where she receives her BA in Psychology, Carmen sits on the MBA Fund I Investment Committee and the Hispanics in Philanthropy PowerUp Fund Impact Cabinet and is the Governance & Nominating Committee Chair for Communities In Schools national board of directors, a former executive committee member of the NEA Foundation board of directors, and former board chair of New America Alliance.

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Topics

Topics

The Lighthouse Effect: How Ordinary People Can Have an Extraordinary Impact in the World

Developing Resilience: The Story of The Not Quite Enough Girl

Being You: How to Find-and Lead-with Authenticity

Videos

Videos

Introduction Carmen Ortiz-McGhee
Lighthouse Values | Carmen Ortiz-McGhee

Books

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News

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TESTIMONIALS

CLIENT TESTIMONIALS

The American Psychological Association was thrilled to have Dr. Antonia Novello as our speaker for the 2024 APA Convention. Dr. Novello was fantastic, and her presentation was a tremendous success. Thank you, Peter, for all your hard work in making this event such a resounding success.

American Psychological Association

For our annual Native American Heritage Month celebration, PDA Group arranged for John Echohawk to join us for a virtual moderated discussion. The program was thoughtful, engaging, and highly impactful for our audience of lawyers and professional staff. We are grateful for their partnership and look forward to working with them again.

Debevoise & Plimpton LLP

We have partnered with PDA Group on multiple successful events, including our charity luncheon with Lisa Edelstein and our Women’s Philanthropy Kickoff Event featuring Allegra Goodman. Their professionalism, expertise, and commitment to excellence make them an outstanding partner. Thank you for your exceptional work and continued support.

UJA-Federation

We have received so much fantastic feedback following our virtual event. It was an absolute success, and Sylvia Fowles was excellent. Thank you again to Sylvia and the entire team for your partnership!”

U.S. Bank

Kurt Warner was spectacular—he completely wowed the audience and solidified major leadership points. He was an amazing partner, and we will be talking about this experience for years to come. We will definitely leverage the PDA team for all of our speaking needs!”

Sysco Corporation

The events over the past two years went very well — everyone had a great time with Dr. Mark Esper in 2025, and Sam Hinkie led a very engaging Q&A with our Principal, Jean Reynolds, in 2024. Thank you for working with us these last two years; your support has been instrumental to the success of our programs!

Investcorp Strategic Capital Group

It was an absolute privilege to have Dr. Sanjay Gupta as our keynote speaker for the 2026 GME Leadership Conference. He delivered an outstanding address that resonated deeply and left a lasting impression on everyone in the room. The entire planning process was seamless and collaborative. It was a pleasure working together, brainstorming suggestions, and ultimately selecting the perfect fit for our event. We couldn’t have asked for a better experience.

HCA Healthcare

We had a fantastic day with Inge! She was very engaging with all those that attended. Her personal stories about the holocaust were very special and we were moved that she was willing to share them with everyone. Thank you again, PDA for all your hard work and dedication to make this program such a success!

Salt Lake Community College

It was a great pleasure to work with PDA Group! The communication was always prompt, friendly and helpful. We loved the speakers and events we booked through Mr. Peter Walker (PDA Group).

Western Michigan University

On behalf of myself and my organization Entertainment Unlimited the Campus Programming Board of Ferris State University, we thank you PDA and Dan for a successful event!! Dan was magnificent! Students really enjoyed the presentation. I know I did. Can’t wait to bring in more programs with PDA Group.

Ferris State University

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