Carlos Peña Email & Phone Number

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 is a social impact enterprise committed to using the full range of philanthropic & market rate tools to help create positive change.

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/

Boulder, Colorado, Us

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/

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/

Chicago, Illinois, Us

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

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

• Collaborated with project leaders in the valuation of firms and development of financial models utilized in the issuance of commercial paper

Bba, Finance And Economics

Mba, New Venture Finance

Venture Capital Executive Program

Frontier Market Scouts Program

Education record