2026 State of Latino Entrepreneurship (SOLE) Summit

Programming

Town Square

SPEAKERS

Arturo & Miriam Rivera

CEMEX

SPEAKERS

George Foster, Rosalia Zarate, Marlene Orozco

CEMEX

SPEAKERS

President Jonathan Levin & Carolina Jannicelli

CEMEX

SPEAKERS

Jennifer Garcia

CEMEX

King Community Court

SPEAKERS
Jose Pinero, Miriam Rivera, Eli Oftedal, Marlene Orozco

The venture capital landscape is undergoing a significant reset, reshaping how capital is deployed, evaluated, and scaled. This panel will explore current venture funding trends, shifts in investor behavior, and what the data reveals about who is getting funded. Panelists will unpack how risk, valuation, and growth expectations have shifted, what investors are prioritizing in early and growth-stage companies, and how founders can adapt their strategies accordingly. The discussion will offer clarity on the structural dynamics shaping venture today and provide actionable insights for entrepreneurs seeking to raise and deploy capital more effectively.

Oberndorf

SPEAKERS
Allison Kelley, Martha Hernandez, Luis Gonzalez

For many entrepreneurs, CDFIs play a critical role in providing early access to capital. As businesses grow, however, transitioning to traditional bank financing becomes an important next step for scaling operations, increasing loan capacity, and lowering the cost of capital. This panel will explore how founders can successfully navigate that transition.
Panelists will discuss what banks look for as businesses mature, how to prepare financially and operationally for bank financing, and how to leverage early CDFI relationships to become “bank-ready.” Attendees will gain practical insights into strengthening financials, improving credit profiles, and building the relationships needed to move along the capital continuum with confidence.

Gunn Building, Room 101

SPEAKERS
Andy Tang, Ahmad Thomas, Valentina Ratner, Yusuf Kazi

Artificial intelligence is reshaping how companies are built, funded, and scaled. From venture capital to enterprise adoption, AI is redefining competitive advantage and unlocking new pathways to growth. Panelists will unpack how capital is flowing into AI, what investors are truly looking for, how founders are navigating rapid innovation cycles, and how financial institutions are adapting to support AI-driven growth.

CEMEX

SPEAKERS
Pepe Estrada, Tina Castaneda, Ivan Brenton, Oscar Ledezma

Breaking into large retail requires more than a great product. This panel will demystify what it really takes to become “retail ready,” from understanding how large retailers evaluate suppliers to navigating the application and contracting process. Panelists will cover how to position your company, prepare your operations, navigate procurement requirements, and avoid common pitfalls that can stall or derail promising opportunities. Whether you are just beginning to explore retail partnerships or actively pursuing large contracts, this session will provide practical insights, real-world examples, and clear next steps to help you compete—and win—at scale.

McClelland Building, Room 104

King Community Court

SPEAKERS
Collin Wallace, Jenny Flores, Nykole Prevost, Travis Patton

Venture investing has entered a more selective era—where access to capital depends less on momentum and more on clarity, traction, and strategic positioning. Panelists will discuss how investors are underwriting risk in 2026, how expectations around growth and profitability have evolved, and where real opportunity exists despite a more disciplined market. The session will also unpack how emerging technologies, sector specialization, and market timing influence funding decisions.

CEMEX

SPEAKERS
Shana Peterson-Sheptak, Hector Arroyo, Adrian Sierra, Steve Hall

Cash flow, not just revenue, is what determines whether a business can truly scale. Panelists will offer insights on structuring capital responsibly, tightening collections, managing risk, and creating systems that give owners clearer visibility into their cash position. Whether you are navigating growth, preparing for financing, or simply looking to operate more efficiently, this session will equip you with tools and perspectives to strengthen cash flow and scale with confidence.

Gunn Building, Room 101

SPEAKERS
Don Chen, Julian Castro, Joe Bui, Cheryl Campos

Philanthropy plays a powerful role in shaping who gets to start, grow, and scale a business, by filling gaps that traditional markets and financial systems often leave behind. Panelists will discuss how grants, program-related investments, research funding, and capacity-building initiatives can unlock access to capital, accelerate business growth, and strengthen entire entrepreneurial ecosystems. Attendees will leave with a clearer understanding of how philanthropy can be leveraged as a strategic force to expand opportunity, drive innovation, and build a more inclusive economy.

Oberndorf

SPEAKERS
Raquel Morales, Christian Felix, Karem Ospino, Chris Montes

Owning commercial real estate can be a powerful strategy for building long-term wealth and positioning a business for sustainable growth. This panel will explore how SBA loan programs create accessible pathways to commercial property ownership, including opportunities for up to 100% financing for commercial property. Panelists will break down the financial preparedness required to pursue ownership, the lending options available through SBA programs, and how business owners can assess readiness from both an operational and balance-sheet perspective. Attendees will gain practical insights into structuring deals, navigating the application process, and understanding how commercial real estate ownership can support broader growth and succession strategies.

McClelland Building, Room 104

Network in a relaxed and welcoming environment. A paid ticket is required.

Includes entrance to the Gala with hosted beer & wine during the reception and a full-course dinner with open seating.

Panel Discussion:
From Seed to Scale: The New Reality of Venture Funding

Speakers

Jose Pinero

Jose Pinero

Panelist: From Seed to Scale: The New Reality of Venture Funding

Miriam Rivera

Miriam Rivera

CEO, Co-Founder & Managing Director – Ulu Ventures

Panelist: From Seed to Scale: The New Reality of Venture Funding

Eli Oftedal

Eli Oftedal

Principal Researcher – Silicon Valley Bank

Panelist: From Seed to Scale: The New Reality of Venture Funding

Marlene Orozco

Marlene Orozco

CEO & Founder – Stratified Insights

Panelist: From Seed to Scale: The New Reality of Venture Funding

The venture capital landscape is undergoing a significant reset, reshaping how capital is deployed, evaluated, and scaled. This panel will explore current venture funding trends, shifts in investor behavior, and what the data reveals about who is getting funded. Panelists will unpack how risk, valuation, and growth expectations have shifted, what investors are prioritizing in early and growth-stage companies, and how founders can adapt their strategies accordingly. The discussion will offer clarity on the structural dynamics shaping venture today and provide actionable insights for entrepreneurs seeking to raise and deploy capital more effectively.

Main Location
McClelland Building, Room 104

Panel Discussion: Access to Capital: Resources for Entrepreneurs

Speakers

Luis Gonzalez

Luis Gonzalez

Panelist: Access to Capital: Resources for Entrepreneurs

Martha Hernandez

Martha Hernandez

Co-Founder & CEO – ESO Ventures

Panelist: Access to Capital: Resources for Entrepreneurs

Access to capital remains one of the most critical—and complex—challenges for entrepreneurs seeking to start, sustain, and scale their businesses. This panel will highlight practical resources designed to bridge capital gaps for founders who may be early-stage, undercapitalized, or navigating traditional systems for the first time.

Panelists will explore how community-based capital providers combine flexible financing with hands-on support to help entrepreneurs strengthen financial readiness, build lender confidence, and position their businesses for long-term growth.

Main Location
McClelland Building, Room 104

Panel Discussion: Shaping the AI Economy: Innovation,
Investment, and Opportunity

Speakers

Andy Tang

Andy Tang

Partner – Draper Associates

Panelist: Shaping the AI Economy: Innovation, Investment, and Opportunity

Ahmad Thomas

Ahmad Thomas

Panelist: Shaping the AI Economy: Innovation, Investment, and Opportunity

Yusuf Kazi

Yusuf Kazi

Panelist: Shaping the AI Economy: Innovation, Investment, and Opportunity

Valentina Ratner

Valentina Ratner

Co-Founder & CEO – AllSpice.io

Panelist: Shaping the AI Economy: Innovation, Investment, and Opportunity

Artificial intelligence is reshaping how companies are built, funded, and scaled. From venture capital to enterprise adoption, AI is redefining competitive advantage and unlocking new pathways to growth. Panelists will unpack how capital is flowing into AI, what investors are truly looking for, how founders are navigating rapid innovation cycles, and how financial institutions are adapting to support AI-driven growth.

Main Location
McClelland Building, Room 104

Panel Discussion: Retail Contracts: What It Takes to Break Into Big Retail

Speakers

Pepe Estrada

Pepe Estrada

Panelist: Retail Contracts: What It Takes to Break Into Big Retail

Ivan Brenton

Ivan Brenton

CEO – BP Trading d.b.a RetailActiv

Panelist: Retail Contracts: What It Takes to Break Into Big Retail

Oscar Ledezma

Oscar Ledezma

Managing Partner – Growth and Wellness Investment, LLC

Panelist: Retail Contracts: What It Takes to Break Into Big Retail

Tina Castaneda

Tina Castaneda

VP of Creative – EZ Bombs LLC

Panelist: Retail Contracts: What It Takes to Break Into Big Retail

Breaking into large retail requires more than a great product. This panel will demystify what it really takes to become “retail ready,” from understanding how large retailers evaluate suppliers to navigating the application and contracting process.

Panelists will cover how to position your company, prepare your operations, navigate procurement requirements, and avoid common pitfalls that can stall or derail promising opportunities. Whether you are just beginning to explore retail partnerships or actively pursuing large contracts, this session will provide practical insights, real-world examples, and clear next steps to help you compete—and win—at scale.

Main Location
McClelland Building, Room 104

Panel Discussion: 2026 Investment Trends: Navigating
Opportunity in the Current Business Landscape

Speakers

Collin Wallace

Collin Wallace

Panelist: 2026 Investment Trends: Navigating Opportunity in the Current Business Landscape

Jenny Flores

Jenny Flores

Panelist: 2027 Investment Trends: Navigating Opportunity in the Current Business Landscape

Nykole Prevost

Nykole Prevost

Panelist: 2028 Investment Trends: Navigating Opportunity in the Current Business Landscape

Travis Patton

Travis Patton

Panelist: 2029 Investment Trends: Navigating Opportunity in the Current Business Landscape

Venture investing has entered a more selective era—where access to capital depends less on momentum and more on clarity, traction, and strategic positioning. Panelists will discuss how investors are underwriting risk in 2026, how expectations around growth and profitability have evolved, and where real opportunity exists despite a more disciplined market. The session will also unpack how emerging technologies, sector specialization, and market timing influence funding decisions.

Main Location
McClelland Building, Room 104

Panel Discussion: Cash Flow
Optimization to Scale Your Business

Speakers

Shana Peterson-Sheptak

Shana Peterson-Sheptak

Head of Business Banking – PNC Bank

Panelist: Cash Flow Optimization to Scale Your Business

Hector Arroyo

Hector Arroyo

President – California Steam Specialties

Panelist: Cash Flow Optimization to Scale Your Business

Adrian Sierra

Adrian Sierra

Founder & CEO – Sierra Forensic Group

Panelist: Cash Flow Optimization to Scale Your Business

Steve Hall

Steve Hall

Panelist: Cash Flow Optimization to Scale Your Business

Cash flow, not just revenue, is what determines whether a business can truly scale. Panelists will offer insights on structuring capital responsibly, tightening collections, managing risk, and creating systems that give owners clearer visibility into their cash position. Whether you are navigating growth, preparing for financing, or simply looking to operate more efficiently, this session will equip you with tools and perspectives to strengthen cash flow and scale with confidence

Main Location
McClelland Building, Room 104

Panel Discussion: Philanthropy as a Catalyst for
Entrepreneurship

Speakers

Don Chen

Don Chen

President – SURDNA Foundation

Panelist:Philanthropy as a Catalyst for Entrepreneurship

 Julian Castro

Julian Castro

CEO – Latino Community Foundation

Panelist: Philanthropy as a Catalyst for Entrepreneurship

Joe Bui

Joe Bui

Panelist: Philanthropy as a Catalyst for Entrepreneurship

Cheryl Campos

Cheryl Campos

GP – FamiliaFund

Panelist: Philanthropy as a Catalyst for Entrepreneurship

Philanthropy plays a powerful role in shaping who gets to start, grow, and scale a business, by filling gaps that traditional markets and financial systems often leave behind. Panelists will discuss how grants, program-related investments, research funding, and capacity-building initiatives can unlock access to capital, accelerate business growth, and strengthen entire entrepreneurial ecosystems. Attendees will leave with a clearer understanding of how philanthropy can be leveraged as a strategic force to expand opportunity, drive innovation, and build a more inclusive economy.

Main Location
McClelland Building, Room 104

Panel Discussion: Commercial Real Estate Ownership: How SBA
Loans Unlock Financing Options

Speakers

Raquel Brasilia Morales

Raquel Brasilia Morales

Owner & President – Amigo Fence & Stain

Panelist: Commercial Real Estate Ownership: How SBA Loans Unlock Financing Options

Christian Felix

Christian Felix

VP of Business Lending – Live Oak Bank

Panelist: Commercial Real Estate Ownership: How SBA Loans Unlock Financing Options

Karem Ospino

Karem Ospino

Founder & CEO – Ospino Consulting LLC

Panelist: Commercial Real Estate Ownership: How SBA Loans Unlock Financing Options

Christopher Montes

Christopher Montes

Founder & CEO – Olos Impact

Panelist: Commercial Real Estate Ownership: How SBA Loans Unlock Financing Options

Owning commercial real estate can be a powerful strategy for building long-term wealth and positioning a business for sustainable growth. This panel will explore how SBA loan programs create accessible pathways to commercial property ownership, including opportunities for up to 100% financing for commercial property. Panelists will break down the financial preparedness required to pursue ownership, the lending options available through SBA programs, and how business owners can assess readiness from both an operational and balance-sheet perspective. Attendees will gain practical insights into structuring deals, navigating the application process, and understanding how commercial real estate ownership can support broader growth and succession strategies.

Main Location
McClelland Building, Room 104

Recommended Hotel

Santa Clara Marriott

The Santa Clara Marriott is a convenient option if you are planning on attending our March events. It’s situated 13 miles south of Stanford GSB, where the SOLE Summit will be taking place.  
​​The hotel will host LBAN’s Alumni Conference on March 24th and the SOLE Summit Gala Celebration on March 25th.​​
​Use the link below to book at a special discounted rate (available until February 27, 2026). Rooms are limited, so we recommend booking as soon as possible.
Book here
Recommended Hotel

Santa Clara Marriott

The Santa Clara Marriott is a convenient option if you are planning on attending our March events. It’s situated 13 miles south of Stanford GSB, where the SOLE Summit will be taking place.  
​​The hotel will host LBAN’s Alumni Conference on March 24th and the SOLE Summit Gala Celebration on March 25th.​​
​Use the link below to book at a special discounted rate (available until February 27, 2026). Rooms are limited, so we recommend booking as soon as possible.
Book here

Parking

The Santa Clara Marriott is a convenient option if you are planning on attending our March events. It’s situated 13 miles south of Stanford GSB, where the SOLE Summit will be taking place.  
​​The hotel will host LBAN’s Alumni Conference on March 24th and the SOLE Summit Gala Celebration on March 25th.​​
​Use the link below to book at a special discounted rate (available until February 27, 2026). Rooms are limited, so we recommend booking as soon as possible.
Book here

Parking

The Santa Clara Marriott is a convenient option if you are planning on attending our March events. It’s situated 13 miles south of Stanford GSB, where the SOLE Summit will be taking place.  
​​The hotel will host LBAN’s Alumni Conference on March 24th and the SOLE Summit Gala Celebration on March 25th.​​
​Use the link below to book at a special discounted rate (available until February 27, 2026). Rooms are limited, so we recommend booking as soon as possible.
Book here

The LBAN SOLE Summit app brings our community together; making it easy to connect, plan your schedule, and engage with panels, speakers, and fellow attendees.