Alpha is the difference between strategy performance and benchmark performance. Additional assessments covering other top-100 U.S. foundations will roll out in the coming months. Beacon not only is customer-focused but also takes the team serioulsy. . There are very few firms intentionally focused on solving this problem in this particular way. Bill Weintraub teaches advertising and marketing in the College of Communication at the University of Colorado in Boulder. Prior to entering the investment sector, she worked in strategy consulting at Bain & Company Proudly seeded by Patamar Capital, with Vulpes Investment Management as Singapore fund management partner. Mike Miles co-founded Third Future, an educational services company, after serving three years as the Superintendent of the Dallas Independent School District. The Fund seeks to outperform U.S. equity markets in modestly rising market environments, capture most of the equity returns in strong bull markets, while attempting to post returns that approximate the U.S. equity markets in falling markets. LLC, an independent communicationsconsulting firm. We encourage women, minorities, individuals with disabilities and veterans to apply. Specific initiatives will: K-12 EDUCATION PROGRAM Walton Family Foundation Finding Inspiration in the Past, a New Generation of Delta Leaders Rise Recent Stories "It Was Like Being Able to Access a New Chapter of the Textbook" K-12 Education Jessie Long March 1, 2023 High school junior Zachary Clifton uses ChatGPT to bridge gaps in his understanding The Walton family is the richest family in the world, and their massive $238 billion fortune has continued to add tens of billions per year. Search Full List of Executives. Pinduoduo fell steadily from the start of the year, while Snowflake seesawed and Apollo climbed 27%. At this stage of my business career, its a privilege to be able to dedicate my time and experience to something that has (remarkably!) Lee is a graduate of the Wharton School at the University of Pennsylvania, and received his law degree from the University of Colorado. Specific initiatives will: K-12 EDUCATION PROGRAMThe K-12 Education Program seeks to increase access to high-quality K-12 education that puts opportunity and a self-determined life in reach for every child, especially those most in need. This may have privacy and security policiesdifferent from Beacon Trust. The Beacon Funds are distributed by ALPS Distributors, Inc. SECURITIES AND INVESTMENT PRODUCTS: NOT FDIC INSURED - MAY GO DOWN IN VALUE - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, Copyright @2023 Beacon Trust Walton Family Foundation: Where Opportunity Takes Root, in the places we work and in a family legacy of giving back, in our work with grantees and in enabling individuals to take an active role in determining their futures, in our focused approach to creating lasting change, in our belief about whats possible and in tackling big, complex problems, about who we are and to ideas from anywhere in keeping with our diversity, equity and inclusion commitments both internally and externally. Three generations of the descendants of our founders, Sam and Helen Walton, and their spouses, work together to lead the foundation. MATTERs broad range of clients includes restaurants, beverage manufacturers and distributors, politicians, universities, architects, engineers, arts venues, mimes, scientists, government agencies, and entrepreneurs. Her current and past clients include Childrens Hospital Colorado, the Colorado Health Foundation, the Colorado Office of Early Childhood, the Colorado Charter School Institute, Colorado Access and numerous smaller nonprofits, charter schools and independent schools. The Waltons are richer than ever, adding $25 billion in the past year to take their combined fortune to an estimated $215 billion. Email us at admin@apluscolorado.org | NewsPRIVACY POLICY. Mouna also holds board seats at technology startups and is a Director at the Myanmar Private Equity and Venture Capital Association. My mom is my role model and inspiration. In many countries around the worldespecially here in South East Asiawomen entrepreunerss access to finance is limited leading to many potential opportunities staying unrealised. Job Title. | Disclosures The five-year plan prioritizes three goals across the Walton Family Foundation:championing community-driven changeto ensure the foundation's work reflects the voices and needs of communities in which it works;prioritizing diversity, equity and inclusionin the grants the foundation makes and the voices it engages;collaborating with partnersto develop innovative approaches that bring people, resources and ideas together from across government, local communities, and the private and philanthropic sectors. That insight will empower breakthrough ideas that are the building blocks for the big system change we hope to achieve.". One year later, Smith was named a, CEO of the Year finalist and helped earn the company top honors as. Investments in the Fund are not deposits or obligations of any bank, are not endorsed or guaranteed by any bank and are not insured or guaranteed by the U.S. government, the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other government agency. Integrity and Client Focus A leader who is viewed by others as having a high degree of integrity and forethought in an approach to making decisions; the ability to act in a transparent and consistent manner while always considering what is best for the organization Willingness to support, uplift, and shine a spotlight on the valued work of our funding partners and grantees while leading from behind the scenes and keeping a low profile for the organization. We are a family-led foundation redefining the way philanthropy collaborates with communities. Learn More Speak with an advisor. I want Beacon to become a trusted, approachable partner of entrepreneurs where they can come and bounce ideas off us (even ideas of how to better serve themselves) instead of projecting the scary uptight power that financial institutions typically emit. He served a stint in the U.S. Marine Corps, before beginning his marketing career at Procter & Gamble in Ohio. One year later, Smith was named a Colorado Biz CEO of the Year finalist and helped earn the company top honors as Denver Business Journals Best Places to Work and CTA Technology Company of the Year. As one of HomeAdvisors early executives, Smith was instrumental in building the company from an idea to Colorados largest consumer Internet brand. Beacon Fund An investment firm that works for women Diverse perspectives, common values Our team shares a desire to achieve gender equality. His work focused primarily onurban social issues, including public housing, homelessness, and, from 1995-7, DenverPublic Schools. The Dutchess County Department of Community and Family Services announced on Wednesday (March 1) that it has awarded $307,881 to fund 21 youth programs. Walton family fortune Alice Walton has a net worth of $66 billion, making her the 12th-richest person and the 2nd-richest woman in the world. It is possible to lose money on an investment in the Fund. I love working with people who have a track record of ruthless execution mixed with a healthy dose of humour and big helping of common sense. By clicking Sign up, you agree to receive marketing emails from Insider she was also awarded the University Medal. The Registered Agent on file for this company is William M Raymond and is located at 432 East Foothill Blvd Suite 120, San Dimas, CA 91773. He went on to become Chief Marketing Officer at Kellogg in Michigan, then at Tropicana in Florida, then at Coors in Colorado. Her work approach and leadership draws from her rich cross-cultural experience working in Asia, Europe and Africa. Karen Aug: 303-954-1733 or kauge@denverpost.com Where. Sign up for our newsletter to get the inside scoop on what traders are talking about delivered daily to your inbox. As a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund. He also helped establish a 5-foundation collaborative, the Foundations for Great Schools, which annually granted $500,000 to high performing public district and charter schools in Metro Denver. Previously, he served for 16 years as the Executive Vice President and General Counsel of ANGI Homeservices, Inc. (owner of HomeAdvisor and Angie's List). "Today's challenges are more complex and interconnected than ever, and solutions require setting ambitious goals, bringing people with different ideas and backgrounds together, and developing innovative approaches," saidAnnie Proietti, board chair of the Walton Family Foundation. Links to other websites from this website are for convenience only. In my opinion, they also happen to be great advice for life in general! We are family-led, creating access to opportunity for people and communities. She currently serves on the As a fourth-generation Coloradan, Craig Smith was raised with a deep appreciation for his home state and a desire to help its citizens prosper. She has been a key investment team member on numerous deals, working end-to-end from origination, to execution of the transaction, to portfolio management. Investing in options purchased over-the-counter bears the risk that the counterparty that wrote the option will be unable or unwilling to perform its obligations under the option contract. read blog posts and reports by Normena Walton. . Who we are looking forWe are seeking an outstanding, seasoned Managing Director who brings considerable experience in a service-oriented organization. I believe all of us have pros and conswhich means I find everyone has at least one thing about them that is admirable. A core set of beliefs guide our work: the power of partnership; humility in knowing that we do not have all the answers; respect for individuals to discover and engage in building a lifestyle of their choice; and an openness to adapt to ever-changing needs and to new ways of creating positive change. The Beacon Fund is a social impact fund committed to using the full range of philanthropic and market rate tools to help create positive change. A new report from the Packard and Walton Family Foundations has identified five key areas of focus that the seafood industry would need to build upon to develop demand in emerging sustainability markets in Latin America and Asia, Walton Family Foundation (WFF) Senior Program Officer Teresa Ish said during the Latin American Summit for Fishing and Aquaculture Sustainability. View original content to download multimedia:http://www.prnewswire.com/news-releases/listen-learn-lead-walton-family-foundation-launches-new-five-year-strategic-plan-301224096.html, Plus500. I guess the number of role models in my life is countless and I feel blessed for having the chance to learn from each of them day by day. Family Assistance Fund of the Pba of Nys cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors. She holds a B.A. To me, empowering women means empowering myself. Woomentum is a Singapore based network organisation that advances women-owned SMEs and startups to achieve success through access to mentoring, business networks and capital. Contact Name. He also holds degrees in Economics from Boston University and Peking University for his Masters and Bachelor's degree respectively. Its not about me! Currently, she is a Senior Contract Specialist at IHS Markit, having managed over $70MM in contracts for the Federal government. Beacon advances the work of these initiatives through broad set of tools including philanthropic grants, investing, and advocacy support. One needs to be able to plan, execute, problem-solve, reassess, pivot, plan again, execute and lastly never give up. Walton . He graduated from the University of Illinois and went on to receive an MBA from Northwestern. The announcement was included in the foundationsrelease of a new five-year strategic plan. 130 N Interocean Ave There are many ups and downs on this long journey. As the only breadwinner in the family, she had to find alternative solutions to a normal job because she needed to also be available as a caregiver to her young children. With the support of internal and broader organizational resources, the Managing Director will ensure that needs are met in an integrated and high-quality manner, that enhances capacity and capability in meeting the organizations social impact ambitions to continually move the organization forward. Thus, she started her own work from home business. Holyoke School District was awarded $160,000 as part of Phase 1 of the Homegrown Talent Initiative grant. At the same time, a glossy mission isnt much good without incredible execution. The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. . "As we work toward lasting change for tomorrow, we are committed to unlocking opportunity today and breaking down barriers that stand in the way.". | Privacy Policy We are a vibrant network of funders committed to a thriving Southwestern U.S. through the power of philanthropy. Turning this question on myself and my work was in many ways the impetus for Beacon. His professional career began as a practicing attorney assisting institutional investors in private placement finance transactions. Working across its three, longstanding programmatic areas protecting rivers and oceans and the communities they support, improving K-12 education, and investing in the foundation's home region of Northwest Arkansas and the Arkansas-Mississippi Delta the plan places a strong emphasis on supporting innovative and inclusive solutions that support individuals and organizations striving for change in their communities. In February, after 17 years, Tom stepped down as Chair of the Reisher Scholarship Committee. Were focusing on debt products, because we believe theyre a better fit for the moderate growth, cash-flow positive businesses that were targeting. 86% of retail CFD accounts lose money, Registration on or use of this site constitutes acceptance of our. Currently, Alan is owner of Write.Edit.Think,. Thats why we are committed to the issues we work on for the long term. Of the total deals, 10 would come from the Beacon Impact Fund, which was launched yesterday, with a total investment budget of $30 million, around 1.2 billion baht, for an investment period of . Hoang has eight years of experience in finance and taxation, including fundraising, consulting, corporate finance, M&A due diligence, tax optimization and planning. On the street, I admire the Grab-bike driver who works extremely hard by being willing to get sweaty on a 40-degree sunny day in Saigon just to be able to feed his family. My role is not to lead, but to guide, assist and help our team and the women-led businesses we are serving. Jill S. Barkin is The Director of Education at The Beacon Fund --a newly launched social impact enterprise committed to using the full range philanthropic to market rate investment tools and advocacy to help individuals achieve their full potential . Meet the people and organizations transforming lives in their communities by creating access to opportunity, one good idea at a time. Yen started her career as an investment banking analyst at Vietnams top brokerage firm, Ho Chi Minh City Securities Corporation (HSC). She earned a Masters of Business Administration with an emphasis in finance and accounting from the J.L. The expectation is that the Managing Director will assist the organization in driving social change. I am a positive person who lives in a rainbow world! At work, I look up to my collaguages who are not only young but incredibly talented and inspiring. Understanding Teacher and Student Views on ChatGPT, Finding Inspiration in the Past, a New Generation of Delta Leaders Rise, Our Vision for an Inclusive, Thriving Northwest Arkansas, "It Was Like Being Able to Access a New Chapter of the Textbook, It's Like Having A Personal Assistant in Your Pocket, Learning and Leading Together: The Next Five Years. The access, use and/or distribution of this websites information, materials and contents may be restricted by law in certain jurisdictions. It is very hard to be an entrepreneur, or at least a successful one. Over the last decade Ive been relentlessly working towards advancing women entrepreneurs to achieve success. True to the spirit of the West, Smiths persistence and work ethic earned him a prestigious fellowship at El Pomar Foundation, a job that laid the foundation for his rise to President & COO of HomeAdvisor by age 33. It takes courage to start a business but it takes resilience for entrepreneurs to stay on their chosen path, to overcome challenges and to take the business to a fully operating business. When women entrepreneurs are empowered to build sustainable and profitable businesses, they empower their families, communities and their societies as a whole. The Walton Family Foundation was created in 1987 and is led by the family of Walmart Inc. founders Sam and Helen Walton. In 2015, Craig received the first ever Colorado Governor's Citizenship Medal recognizing his professional excellence and positive impact on the Colorado Community. The Walton Family Foundation will provide more than $2 billion in philanthropic support over the next five years to achieve these goals. Interestingly enough, this was the question I got asked when being interviewed for this job. Jesus is a Colorado native who loves bringing exceptional people together to accomplish great things. He and his wife, Sally, served in the Peace Corps in Peru. She has been divorced twice and has no children. From 1988-97, Alan was a reporter with The Denver Post. Tom is a trustee of St. Annes Episcopal School in Denver. The nonprofit behind a mixed-income neighborhood project in the south part of town received a $2 million grant from the Walton Family Foundation to expand its model throughout the region. Everyone had positive feedback for the district, and Maloney was handed a check with the first installment of the grant. Box 2030, Bentonville, AR 72712 | Social Media. The Beacon Fund Apr 2021 - Present1 year 11 months Denver, Colorado, United States Independent Consultant Self-employed Jan 2021 - Apr 20214 months Social Impact and Business Strategist |. . Tuan La is a seasoned attorney with over 10 years of diverse experience in business, investments, legal, start-ups and private equity. BENTONVILLE, Ark., Feb. 8, 2021 /PRNewswire/ --The Walton Family Foundation today announced anew strategic planfor its next five-year grantmaking cycle. [10] [11] [12] The Walton family fortune is broken down as such: Jim Walton, $66.9 billion [13] Alice Walton, $66 billion [14] S. Robson Walton, $65.7 billion [15] Lukas Walton, $16.7 billion [16] Over the years, Bill has served on the boards of various national and local, for-profit and non-profit organizations, including SOAR charter school in far northeast Denver. At the age of forty-one, my mother decided to return to college to complete her education. By applying this legacy to our work, we are redefining the way philanthropy collaborates with grantees and communities to take on some of the world's biggest problems. Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. Throughout his career, one truth has remained constant: success depends on your ability to develop and sustain solid, healthy relationships. Insider receives compensation when a reader provides certain personal information to Vanguard after clicking a Digital Advisor enrollment link on this page. Prior to joining Beacon Fund, Hoang worked as Finance Manager at EcoTruck, a leading technology logistics company with the mission to improve efficiency and optimise logistics costs for Vietnam market. She graduated summa cum laude from the Australian National University, where At Beacon, we all share the same passion for investing in women. The Beacon Fund invests in expanding people's opportunity to thrive. Associate Program Officer Jun 2017 - Dec 20181. Beacon Fund: The financing solution that works for promising women-owned businesses. | Site Map Join us to build a new model of entrepreneurial success Connect with Us | Terms and Conditions In addition, the Managing Director, will lead organizational planning, serve as a trusted advisor, manage all aspects of human capital and facilitate the assessment of the fund impact. I hope that Beacon will have meaningfully impacted and elevated each of our entrepreneurs/partners lives and the communities we are involved with. Slothower typically is hired by the Board of Directors of her client organizations, and often provides them with guidance on effective governance. Common stock prices fluctuate based on changes in a companys financial condition, on overall market and economic conditions, and on investors perception of a companys well-being. Paid non-client promotion. Walmart stock was slightly down during the period. As part of this grant, the local school district has also partnered with Northeastern Junior College and Stone Motors to do industry certificates for interested students. WALTON INVESTMENTS, LLC is a California Limited-Liability Company - Ca filed on March 23, 2020. Rick has designed and curated three exhibits on typography and letterpress printing and served as a curator and designer of exhibitions for AIGA National. At the time, I didnt realize the sacrifice this decision required for a divorced mother of three children. Fund. The Beacon Fund is an organization that seeks positive social change by leveraging an assortment of tools including philanthropy, business, field experts, strong networks and effective partnerships. Investing in a non-diversified investment company subjects you to the risks of investing in fewer issuers, and may be more susceptible to a single adverse economic or regulatory occurrence. This is what fuels my passion and imagination every day. The plan reflects the foundation's mission to tackle tough social and environmental problems with urgency and a long-term approach to expand access to opportunity for people and communities. However, full access to capital remains a major obstacle. Over the next five years, the program will work toward this vision by supporting efforts to protect water resources in the face of climate change. (626) 513-4049. Thus, the most important aspect for an entrepreneur is resilience and passion. in 2015 and an Asia 21 Young Leader by the Asia Society in 2016. She anticipates that the center will be set up by the start of the school year, and parents/students are encouraged to check it out during registration Monday, Aug. 17. She is a a proud mother of two girls, an avid boxer and a passionate drummer. You agree that your access, use and/or distribution of such other websites (including the information, materials and contents therein) is entirely at your own risk and subject to the terms and conditions of access, use and/or distribution contained therein. A mission that also led her to join Beacon Funds mission. With support of the American People through the United States Agency for International Development (USAID). Years of investment in Walmart's supply chain and e-commerce. It now provides $2.2 million annually in merit/need scholarship grants to over 300 students in 6 state universities. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. True to the spirit of the West, Smiths persistence and work ethic earned him a prestigious fellowship at El Pomar Foundation, a job that laid the foundation for his rise to President & COO of HomeAdvisor by age 33. The grants included $5,000 to the City of Beacon for its Beacon Pool Swim Academy, which serves 96 children over eight weeks . Other ETF holdings included various Vanguard and iShares funds in emerging markets and Treasury bonds. Tuan started his career as an equity trader for a hedge fund in Los Angeles, California. The purpose of HTI is to create pathways for kids to succeed engaging students who dont necessarily learn in a traditional way. Brice Burge. Lee is a long-time Denver Attorney, currently doing freelance legal work. Based in Ho Chi Minh City, Hoang focuses on credit assessment and portfolio management. Shuyin was named one of Australia's "100 Women of Influence" by the Australian Financial Review Holyoke CO 80734, Brenda Johnson Brandt, The Holyoke Enterprise, Total solar eclipse timelapse in Arthur, Nebraska. Yen has a strong passion for social impact which led to her involvement in a number of non-profit volunteering and a mentorship programs. Investing in equity securities is generally volatile and riskier than some other forms of investment. | Download Adobe Reader, Site designed and developed by Multimedia Solutions. We seek out ideas from those closest to the problem - because theyre usually closest to finding effective, lasting and shared solutions. In 2017 Jill was appointed by the Denver School Board to serve on the Strengthening Neighborhood Initiative. The Walton Investment Team held $5 billion in the stock market at the end of June, up from $3.8 billion six months prior. Launching as the UNCF Social Enterprise for Youth in 2010, the program initially focused on nonprofit social enterprise, said Givens. Join our team. Later, Lee joined San Francisco-based Venture Out Holdings as President and CEO where he focused its private investment portfolio on operating companies in the recreation vehicle, hospitality, reprographics and real estate development sectors. The Managing Director will work closely with the Directors, Board of Directors and President to help design and support philanthropy, investment and advocacy strategies and goals. Alice is passionate about collecting art. To learn more, visitwaltonfamilyfoundation.organd follow us onFacebook,TwitterandInstagram. It is not about the game of power between genders. They use their disproportionate capital to exert a disproportionate influence over . Our 10+ years of experience have helped us identify an overlooked opportunity amongst moderate growth companies. Rong Hui brings close to ten years of experience from different public and private sector organisations in Asia and Europe.