Octavio Sandoval, CFA, CAIA

Director of Investments at Illumen Capital
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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Experience

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Director of Investments
      • Nov 2021 - Present

      PRIMARY RESPONSIBILITIES ● Oversee all aspects of Illumen Capital’s fund investment process, including sourcing and pipeline development, screening potential managers, financial analysis and due diligence, financial modeling, deal structuring, negotiation and documentation, and ongoing monitoring ● Formulate and present investment memoranda to Investment Committee ● Lead the market analysis of specific asset classes and impact sectors ● Monitor financial/operational conditions and industry dynamics of portfolio funds and underlying companies, and present quarterly reviews to the management team ● Manage the post-investment transition to engagement with Illumen Capital’s bias-reduction programming Show less

    • United States
    • Primary and Secondary Education
    • 300 - 400 Employee
    • Board Member
      • Sep 2022 - Present

      KIPP Northern California has 18 schools in 7 cities educating elementary, middle, and high school students. School locations include East Palo Alto, Oakland, Redwood City, San Francisco, San José, San Lorenzo, and Stockton. KIPP Northern California has 18 schools in 7 cities educating elementary, middle, and high school students. School locations include East Palo Alto, Oakland, Redwood City, San Francisco, San José, San Lorenzo, and Stockton.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Director - Alternative Investments
      • Aug 2017 - Nov 2021

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Investment Banking Summer Associate
      • Jun 2016 - Aug 2016

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Manager
      • Jun 2012 - Jun 2015

    • United States
    • Financial Services
    • 700 & Above Employee
    • Capital Markets Analyst
      • Jun 2010 - Jun 2012

    • United States
    • Financial Services
    • 700 & Above Employee
    • Securities Summer Analyst
      • Jun 2009 - Aug 2009

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Summer Proprietary Research Analyst
      • Jun 2008 - Aug 2008

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • High School Diversity Summer Intern
      • 2005 - 2005

    • Intern
      • 2004 - 2004

Education

  • Massachusetts Institute of Technology - Sloan School of Management
    Master of Business Administration (M.B.A.)
    2015 - 2017
  • Cornell University
    Applied Economics and Management, Accounting, Finance, and Strategy
    2007 - 2010
  • Choate Rosemary Hall
    2002 - 2006
  • Kipp Academy Charter School
    1998 - 2002

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