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Ativo Capital Recognition at NAA’s 15th Annual Wall Street Summit

Monday, November 2, 2015


Ativo Capital Management, LLC Joins the ‘Billion Dollar Circle’ of New America Alliance (NAA)

Ativo to be recognized at the NAA’s 15th Annual Wall Street Summit as one of 10 member firms with more than $1 billion in assets under management

CHICAGO–(BUSINESS WIRE)–Ativo Capital Management, LLC (Ativo), announced this morning its recognition by the New America Alliance (NAA) into the ‘Billion Dollar Circle,’ comprised of 10 firms owned by NAA members, each with more than $1 billion in AUM. The NAA, a national collective of influential Latino business leaders driving empowerment and wealth building, acknowledged Ativo during the Diverse Investment Management session at their 15th Annual Wall Street Summit.

The two-day Summit showcases contributions of American Latinos within the U.S. economic and business landscape and features an array of executive leaders, forums and speakers from influential companies and U.S. organizations.“Ativo is honored to be recognized by the NAA,” said Ricardo Bekin, Founder, Chief Executive Officer and Chief Investment Officer, of Ativo. “The NAA’s mission to advance the economic development of the American Latino community is an honorable one, of which we’re excited to play a role.” Bekin, a long-time member of the NAA, was recently elected to its Board of Directors.

The NAA membership is comprised of over 100 prominent Latino-American entrepreneurs and business leaders who are committed to giving back to the community. They commit not only substantial financial resources to the organization, but also considerable time, offering access to their networks while exerting their influence to achieve the goals the NAA sets forth.

“The New America Alliance is pleased to welcome Ativo Capital Management into the ‘Billion Dollar Circle,’” said Tom Soto, NAA Chairman. “Ativo’s dedication to their rules-based investment process, combining quantitative methodologies with a fundamental approach, has clearly inspired confidence from the institutions that they serve.”

About Ativo Capital Management, LLC (Ativo)
Ativo is a 100% employee owned investment advisor with more than $1 billion of assets under management as of October 2015. The firm’s approach is based on rigorously applying discounted cash flow return on investment methodologies to the management of equity portfolios. Ativo offers portfolio management services to pension plans, endowments, foundations, corporations and pooled investment vehicles. To learn more about Ativo, please visit

About the New America Alliance (NAA)
Founded in 1999, the New America Alliance is comprised of a 501(c)6 and a 501(c)3 organization dedicated to building on American Latino success to forge a stronger America. NAA members leverage their influence to promote Latino leadership in entrepreneurship, corporate America, and public service; increase Latino access and control of capital; and accelerate the rise of Latinas and the new generation of American Latino leaders. For more information, please visit