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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.
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Director Of InvestmentsImpactassets Capital Partners Mar 2022 - PresentImpactAssets Capital Partners works with individuals, families and a range of organizations to create positive change for the world through impact investing and philanthropic giving. -
Investment PrincipalThe Beacon Fund Jun 2019 - Mar 2022The Beacon Fund is a social impact enterprise committed to using the full range of philanthropic & market rate tools to help create positive change.
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Managing DirectorDeming Center Venture Fund Mar 2018 - May 2019Boulder, Colorado, UsThe 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/ -
AssociateDeming Center Venture Fund Oct 2017 - Mar 2018Boulder, Colorado, Us -
AssociateAvivar Capital May 2018 - Apr 2019Los Angeles, Ca, UsAvivar 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/ -
Senior Loan OfficerAccion Chicago May 2016 - Aug 2017Chicago, Illinois, UsAccion 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/ -
Loan Officer (Oficial De Préstamos)Accion Chicago Jan 2014 - Apr 2016Chicago, Illinois, Us -
Business Valuation AssociateDeloitte Sep 2011 - Jan 2014Worldwide, OoPerformed 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 -
Resource Development InternAccion Usa Jun 2010 - Aug 2010New 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 -
Analyst InternPalamarti 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
Carlos Peña Education Details
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University Of Notre Dame - Mendoza College Of BusinessFinance And Economics -
University Of Colorado BoulderNew Venture Finance -
The Wharton SchoolVenture Capital Executive Program -
Middlebury Institute Of International Studies At MontereyFrontier Market Scouts Program -
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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