George Ashton Iii Email & Phone Number

Oakland, CA, US

Candide Group is an investment advisor that works with family offices, foundations, and high net worth individuals to create investment portfolios that reflect their passions and the change that they want to see in the world. As a leading impact investment advisor, Candide Group specializes in the deep due diligence necessary to ensure that our investors.

• Founded an investment group focused on investing in entrepreneurs of color. To date, we have committed investments of more than $450,000 across 4 minority- owned businesses in the Mid-Atlantic region. The group also.
• Led the first round of mezzanine debt investment in local minority developer - $100K
• Created investment structures to mitigate the risk of investments in early-stage ventures
• Co-authored legal documentation to support the structure of the investment
• Created financial models to support the business functions of the entrepreneur
• Created financial forecasts to support the investment decisions of the investors

Washington, District Of Columbia, US

George joined LISC in 2018 bringing over 20 years of finance and management experience. As President of LISC Fund Management, George led LISC’s multidimensional effort pursuing a range of high-impact investments that create jobs, fuel small businesses, revitalize commercial areas, improve housing, expand local incomes and make communities safer and.

Washington, DC, US

• President of Sol Systems, a renewable energy investment firm that has deployed more than $1B into solar asset investments on behalf of multinational banks, insurance companies, and large energy firms in the form of tax.
• Grew the company to more than 65 employees, and managed large teams across 3 offices
• Achieved revenues in excess of $100M
• Raised initial seed from angels, and later sold minority stake to strategic investor
• Specifically oversaw trading, business development, new project sales, and financial structuring
• Worked with energy utilities to develop solar incentive hedges across 6 state markets

Washington, DC, US

• Managing a team of 20 finance professionals and specifically overseeing trading, business development, financial structuring, and accounting functions.
• Negotiated pricing and terms for bilateral agreements between Sol Systems and partnering firms, and with generators and large utility companies with the use of outstanding client management skills.
• Raised more than $200M in debt and equity to invest in solar related projects through SRECs and lease programs aimed at lowering the barriers to solar energy ownership for homeowners and small businesses, and support.
• Grew the business to more than 4,000 solar energy system owners and $9+ million in annual revenue ($16 million expected for 2013).
• Raised a $100mln debt fund for project level investments in commercial solar projects.

Washington, District Of Columbia, US

• Traded and hedged portfolio risk with mortgage backed securities (MBS)
• Priced whole loan portfolios on a spread to treasuries, swaps, and MBS products for the purposes of acquisition from partner firms
• Structured and traded private label securities in CMO structures for sub-prime products
• Managed over 50 large bank relationships and more specifically the market transactions that Fannie Mae executed with those lenders (totaling $50B in 2009)
• Wrote market commentary on the fixed-income and mortgage markets distributed through the capital markets group and the company at-large
• Developed strong background and expertise in real estate underwriting and finance

• Built financial models to perform federal reimbursement calculations for hospitals
• These financial models extrapolated sample results over a larger population and calculated a $120M government reimbursement for the Medicaid system in Puerto Rico.

Mba, Finance, Strategy

Bachelor Of Science - Bs, Double Major - Finance & Economics