Rodrigo Garcia
CTP®, AIF®, Deputy State Treasurer + Chief Investment Officer, Illinois State Treasurer
Rodrigo Garcia, CTP®, AIF® is the deputy state treasurer and chief investment officer for Illinois State Treasurer Michael W. Frerichs. He directs the Illinois treasury’s combined $38 billion investment portfolios, $275 billion in related banking operations and financial activities, and a $3.2 billion agency budget and financial reporting unit. He is a frequent speaker and contributor on topics such as financial innovation, investment stewardship, the financial markets, corporate governance, inclusive capitalism, sustainable finance/ESG, development finance, impact investing, public policy, leadership, and diversity & inclusion. He is an Adjunct Professor in Public Finance at Northwestern University, an Aspen Global Finance Fellow and a recent TEDx speaker. He also is a Certified Treasury Professional (CTP®), an Accredited Investment Fiduciary (AIF®), and holds SASB’s FSA credential.
Rodrigo was previously the director of the Illinois Department of Veterans’ Affairs and a member of the Illinois Cabinet, and has also worked for Morgan Stanley & Co., Inc. and the Federal Reserve Bank of Chicago. Rodrigo holds an undergraduate degree with a major in finance from Northeastern Illinois University, two post-graduate degrees, one with a focus in finance from the University of Illinois and one with a focus in public policy from Northwestern University and has also completed a senior executives program at Harvard’s Kennedy School of Government.
Rodrigo chairs the investment selection committee at Angeles Investors, chairs the investment committee for the endowment at Northeastern Illinois University, serves on the investment committee for the endowment at Youth Guidance/Becoming a Man, serves on the investment committee for the endowment at Leadership Greater Chicago, serves as the treasurer on the board of directors for the Thirty Percent Investor Coalition and is the chairman emeritus of Student Veterans of America. He also serves on the advisory councils for the Private Directors Association, the Milken Institute’s Global Capital Markets group and the Aspen Institute’s Latinos in Society program.
He is a dedicated public servant, an investment platform innovator, an angel investor, and an economic systems architect battling the many challenges afflicting our communities
Code of Conduct: Governing Data & Emerging Tech
Boards are no longer observers of emerging technology; they are stewards of how it’s governed. This panel goes beyond awareness to examine how directors can structure oversight, define accountability, and measure governance effectiveness in AI, data use, and digital innovation. Panelists will share practical strategies for building governance systems that ensure transparency, ethical decision-making, and responsible innovation at scale.
Speakers include: Sita Lowman, Nithya Das, Suresh Sharma, Byron Loflin
Your First Board Meeting: A Director’s Playbook
Tactics that Work: Case Studies in Navigating Shareholder Activism
Inside the Boardroom: Resilience Planning in Action
Reputation & Response: How Boards Navigate Shareholder Activism
As shareholder activism intensifies, boards face mounting pressure to defend strategy, protect corporate reputation, and engage stakeholders with clarity. This panel brings together seasoned directors to explore how boards can respond effectively while maintaining credibility, board alignment, and stakeholder trust. Hear real-world insights on navigating activism in today’s high-stakes, high-visibility environment.
Speakers include: Gaby Sulzberger, David Cahoy, Rachael Coffey, Eduardo Gallego
Navigating Global Markets: Trade, Tariffs, and Supply Chain Strategy
As global disruptions reshape business models, this panel will explore how boards can navigate the practical complexities of trade, tariffs, and supply chain shifts across regions. Panelists will share how directors are guiding companies through regulatory changes, sourcing challenges, and new market risks, while seizing opportunities for growth and operational agility.
Speakers include: Titi Cole, Mia Mends
Strengthening Oversight: Risk Management and Board Resilience
This keynote will equip directors to think globally about risk through the lens of geopolitical foresight, cross-border tensions, and long-term instability. Learn how boards can strengthen oversight and guide enterprise-wide resilience by anticipating disruption and embedding a proactive risk culture in a changing world.
Speakers include: Rodger Baker