Carlos Peña

Carlos Peña Email and Phone Number

Impact Investor @ ImpactAssets Capital Partners
Carlos Peña's Location
Greater Cleveland, United States, United States
Carlos Peña's Contact Details

Carlos Peña personal email

n/a

Carlos Peña phone numbers

About Carlos Peña

Carlos is a Director of Investments at ImpactAssets Capital Partners, where he manages the sourcing, due diligence, and selection of investment opportunities across impact themes and asset classes, with a focus on racial equity.

Carlos Peña's Current Company Details
ImpactAssets Capital Partners

Impactassets Capital Partners

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Impact Investor
Carlos Peña Work Experience Details
  • Impactassets Capital Partners
    Director Of Investments
    Impactassets Capital Partners Mar 2022 - Present
    ImpactAssets Capital Partners works with individuals, families and a range of organizations to create positive change for the world through impact investing and philanthropic giving.
  • The Beacon Fund
    Investment Principal
    The Beacon Fund Jun 2019 - Mar 2022
    The Beacon Fund is a social impact enterprise committed to using the full range of philanthropic & market rate tools to help create positive change.
  • Deming Center Venture Fund
    Managing Director
    Deming Center Venture Fund Mar 2018 - May 2019
    Boulder, Colorado, Us
    The Deming Center Venture Fund is a graduate student-run investment fund that provides capital and resource support for emerging companies based in the Colorado market. The fund focuses on early and seed stage investments, providing the financial support that early-stage companies often require to develop and test new products and technologies.Drawing from the University of Colorado’s MBA, Law, and Engineering graduate programs, the DCVF team is comprised of 15 graduate students offering diverse interdisciplinary expertise in financial analysis, product development, project management, branding, technology, law, accounting, marketing, and sales.https://www.colorado.edu/dcvf/
  • Deming Center Venture Fund
    Associate
    Deming Center Venture Fund Oct 2017 - Mar 2018
    Boulder, Colorado, Us
  • Avivar Capital
    Associate
    Avivar Capital May 2018 - Apr 2019
    Los Angeles, Ca, Us
    Avivar Capital is an investment advisory firm focused on managing impact investment portfolios and developing impact-driven funds on behalf of clients. Avivar assists foundations, banks and other institutional investors in the design and execution of impact investing strategy for financial, social and environmental return.Selected Project Experience:• Performed due diligence on early-stage impact deals for foundations seeking to do program related investments.• Monitored investment portfolios and created financial/impact covenants to help investees improve their performance.• Conducted CAMEL analyses on CDFIs and non-profit lending organizations in order to assess their ability to effectively redeploy impact investing capitalhttps://www.avivarcapital.com/
  • Accion Chicago
    Senior Loan Officer
    Accion Chicago May 2016 - Aug 2017
    Chicago, Illinois, Us
    Accion Chicago is a non-profit organization committed to bringing affordable microfinance solutions to small business owners who need them. We're a dynamic organization that reaches deeply into the communities we serve to help small businesses grow and thrive. We are experts in microfinance - and in helping small business owners use it to build their businesses.• Secured financing for 100+ low-to-moderate income small business owners, resulting in over $1,000,000 of loan capital being disbursed into the local economy• Provided consulting services on the areas of idea validation and business planning to potential entrepreneurs, assisting in the creation of more than 100 startup companies in the Chicagoland area• Designed and implemented a technical assistance program for clients with limited financial history, leading to a default rate reduction for this customer segment’s portfolio of loans• Conducted financial literacy workshops for several nonprofit and governmental entities including the City of Chicago’s Department of Business Affairs and the University of Notre Dame• Initiated and managed strategic partnerships with local community development entities, generating multiple institutional collaborations and raising awareness of organization’s missionhttps://us.accion.org/
  • Accion Chicago
    Loan Officer (Oficial De Préstamos)
    Accion Chicago Jan 2014 - Apr 2016
    Chicago, Illinois, Us
  • Deloitte
    Business Valuation Associate
    Deloitte Sep 2011 - Jan 2014
    Worldwide, Oo
    Performed valuations of public and private businesses, complex securities, and intangible assets for financial reporting, mergers and acquisitions, and strategic planning purposes.Selected Transaction Experience:• Developed and refined a unique financial model to value a $300M family-run horticultural company considering an international expansion• Completed a $130M intangible asset valuation analysis for a Fortune 500 firm’s acquisition of a medical device company• Prepared per-share value analyses for a large US-based restaurant chain during the two quarters prior to its initial public offering
  • Accion Usa
    Resource Development Intern
    Accion Usa Jun 2010 - Aug 2010
    New York, Ny, Us
    • Performed a statistical analysis of the microfinance market in the New England region• Analyzed and processed potential clients with the lending and underwriting departments
  • Palamarti
    Analyst Intern
    Palamarti Jun 2008 - Jul 2008
    • Collaborated with project leaders in the valuation of firms and development of financial models utilized in the issuance of commercial paper

Carlos Peña Skills

Strategy Strategic Planning Financial Analysis Entrepreneurship Leadership Fundamental Analysis Business Valuation Corporate Development Chartered Financial Analyst Analysis Dcf Valuation Financial Modeling Finance Statistics Business Planning Valuation General Awesomeness Start Ups Cat Herding Awesomeness

Carlos Peña Education Details

  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Finance And Economics
  • University Of Colorado Boulder
    University Of Colorado Boulder
    New Venture Finance
  • The Wharton School
    The Wharton School
    Venture Capital Executive Program
  • Middlebury Institute Of International Studies At Monterey
    Middlebury Institute Of International Studies At Monterey
    Frontier Market Scouts Program
  • Colegio Javier
    Colegio Javier

Frequently Asked Questions about Carlos Peña

What company does Carlos Peña work for?

Carlos Peña works for Impactassets Capital Partners

What is Carlos Peña's role at the current company?

Carlos Peña's current role is Impact Investor.

What is Carlos Peña's email address?

Carlos Peña's email address is cpenaval@nd.edu

What is Carlos Peña's direct phone number?

Carlos Peña's direct phone number is (617) 625*****

What schools did Carlos Peña attend?

Carlos Peña attended University Of Notre Dame - Mendoza College Of Business, University Of Colorado Boulder, The Wharton School, Middlebury Institute Of International Studies At Monterey, Colegio Javier.

What skills is Carlos Peña known for?

Carlos Peña has skills like Strategy, Strategic Planning, Financial Analysis, Entrepreneurship, Leadership, Fundamental Analysis, Business Valuation, Corporate Development, Chartered Financial Analyst, Analysis, Dcf Valuation, Financial Modeling.

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