Carmen Ortiz-McGhee
Leadership & Culture Transformation Keynote Speaker, Asset Management Executive, Author of The Bumblebee Blueprint
Fields of expertise:
Carmen Ortiz-McGhee is a dynamic leader, strategic thinker, and influential voice 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 organizational growth for a network of alternative investment firms whose members collectively manage more than $460 billion in institutional capital. She oversees NAIC’s key initiatives, including industry research, events, marketing, member engagement, and strategic partnerships. In recognition of her leadership and impact, Carmen was recently named to the Power100 by Blueprint Capital Advisors.
A trailblazer in finance and investment, Carmen previously served as Senior Vice President at Aon, where she led significant growth across multiple product lines. Her leadership earned her recognition as one of Business Insurance Magazine’s Top 25 Women to Watch. Earlier in her career, she served as Vice President of Investor Relations at a $1 billion AUM real estate private equity firm and as President of The Marathon Club (TMC), where she championed wealth creation and expanded access to investment opportunities.
Carmen is also a sought-after keynote speaker who addresses audiences on leadership, trust and psychological safety, and culture transformation. She has spoken for global organizations and industry leaders including Cushman & Wakefield, Mondelēz, KeyBank, ClearBridge, Workhuman Live, Weil & Gotshal, Ropes & Gray, Wiggins & Dana, Zonta International, and the National League of Cities. Known for combining strategic insight with compelling storytelling, Carmen equips audiences with practical tools to lead with greater courage, connection, and purpose.
She is the author of The Bumblebee Blueprint: Tiny Truths for a Bigger, Braver Life, a guide to leadership and resilience that uses the metaphor of the bumblebee to explore how individuals can strengthen resilience, embrace purpose, and lead courageously through change and uncertainty. Blending personal insight with practical lessons, Carmen inspires people to challenge perceived limitations and step more fully into their potential.
