Daniel Peña, CFA, CAIA

Daniel Peña, CFA, CAIA has over 8 years of experience in the capital markets and asset management industry. In 2022, they joined Ledger Investing as Director, Capital Markets. Prior to that, they worked at Vida Capital from 2014-2022 in various roles, including Director, Special Situations, Senior Associate, Special Situations, Senior Associate, Portfolio Analytics, Associate, Asset Management, and Analyst, Asset Management. During their time at Vida Capital, they specialized in the structuring, servicing, financing and management of life settlements, synthetic products, annuities, notes, and structured settlements.

Daniel Peña holds a Bachelor's Degree in Finance and Economics from St.Edward's University, which they obtained between 2010 and 2014. In 2018, they earned their Chartered Financial Analyst (CFA) Charterholder from the CFA Institute. In 2019, they obtained the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association.