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. She was previously the founding Executive Director of Get Smart Schools, a charter school incubator and leadership development organization. As a Co-Founder and Partner at Patamar Capital, Lee leads fund operations and has built and sustained the global infrastructure to make and exit investments in an efficient manner. Do not disclose any personal or financial information upon leaving the Beacon Trust website. Today, Smith still serves as President & COO of HomeAdvisor, responsible for leading more than 1,400 employees, including international and subsidiary businesses. Its the fundamentals, stupid. Walton was an exceptional pilot who spent years as a flight instructor, and transporting patients through Care Flight was an "absolute passion and life's mission," according to his sister-in-law . Thus, she started her own work from home business. Investing in derivative instruments can be volatile and involves various types and degrees of risks, depending upon the characteristics of a particular derivative. As Beacon continues to implement its social impact strategy, the team is seeking an experienced, highly motivated and entrepreneurial individual to serve as its Managing Director. The Registered Agent on file for this company is Beth K Rautiola and is located at 300 Spectrum Center Dr Ste 1550, Irvine, CA 92618. Box 2030, Bentonville, AR 72712 | Social Media. Areas of exploration include education and youth engagement, economic asset building for individuals and families, and coalition building to maximize impact. | Form CRS Walton Family Foundation Plans More Than $2 billion in Philanthropic Support Over the Next Five Years. They seek to offer a diversified portfolio of domestic equity exposure with contractually defined outcomes and stable returns, taking the emotion out of investing. This is what fuels my passion and imagination every day. 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. Walton Family Foundation Inc. Is this your nonprofit? Coming from diversified backgrounds with multi-national cultures, we value all team members opinions as well as ideas and are receptive to change for the better. 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. Fund. Your Shot Texas awards more than $1.1 million in latest round of grants to raise confidence and increase access to COVID-19 vaccines, Daniels Fund Awards $730,000 for Scholarshipsto Non-traditional Students in Colorado, New Philanthropy Collective to Fund Mission-Driven Community Development in Colorado Springs, The Dallas Foundation Names 25 Nonprofit Recipients of 2021 Community Impact Grants. Just when you think the basics of business no longer apply, they will certainly creep up behind you and then slap you in the face. Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. WALTON INVESTMENTS, LLC is a California Limited-Liability Company - Ca filed on March 23, 2020. Mike Miles co-founded Third Future, an educational services company, after serving three years as the Superintendent of the Dallas Independent School District. P.O. The Waltons youngest son, Jim Walton, is Proiettis father. financial inclusion. Specific initiatives will: K-12 EDUCATION PROGRAM The 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. Continue to strategically build out the necessary human capital and operational infrastructure to support the organizations needs; Attract and recruit top talent, motivate, delegate effectively, and celebrate diversity, Facilitate the Assessment of Fund-wide Impact Collaborate with external experts to further develop current data and metric systems to learn from individual programs, capture information, and ensure learnings are shared across the organization and with stakeholders; Help create a system that measures outcomes and assess business performance to ensure ROI; Increase the adaptive learning capacity of program staff and support a culture of learning and reflection, including incorporating of lessons learned into strategic decision-making processes; Serve as a strategic thought partner to the program Directors as they develop an evaluation framework and consistent evaluation approaches. She is a a proud mother of two girls, an avid boxer and a passionate drummer. 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. We focus on positive social change by removing systemic barriers to success for individuals and their communities. He is passionate about mentoring and coaching young people about their careers. Chuck retired as Colorado President for Qwest Communications in 2012. I believe by having such open-minded, driven, smart and inspiring individuals, Beacon can grow strong as a team in striving towards becoming a global leading impact investing firm and deliver significant contribution for the society. As a Partner at Patamar Capital, Shuyin leads Patamars Vietnam Office and evaluates investment Yen graduated cum laude from North Central College, Illinois where she pursued a B.S. Box 2030, Bentonville, AR 72712 | Social Media. Tuan La is a seasoned attorney with over 10 years of diverse experience in business, investments, legal, start-ups and private equity. Mouna Aouri earned her MS in Engineering in Japan in 2001 and spent most of her career working in leading engineering firms in France, North Africa and Japan. opportunities in Southeast Asia. The Managing Director will bring business and investment acumen, strong leadership skills, an implicit service orientation, and specifically will: Lead Organizational Strategy and Planning Assess the companys operational and strategic performance; Align processes, resources-planning, budgets and department goals with overall strategy; Evaluate regularly the efficiency of business procedures and organizational structure according to objectives and apply improvements; Review financial information and adjust operational budgets as needed; Revise and/or formulate policies and promote their implementation, Serve as a Trusted Advisor Have the confidence and humility to effectively build credibility and relationships with board members and team; assume senior advisor and client service role to effectively anticipate and respond to the needs and requests of board members; proactively serve as a thought partner to help guide board members as they think through options, in order to promote informed decision-making; Enable and seek strategic opportunities to bridge individual funding or philanthropic initiatives into collective giving across various funders, stakeholder and shared interest groups; Provide clarity to all stakeholders regarding collaboration with shared service teams such as grants management support, accounting, legal, IT, communications and human resources; Foster strong relationships within and across a broad group of stakeholders; Represent the fund as a spokesperson with strategic partners, external audiences and other critical stakeholders; Identify, discuss and communicate synergies between existing funding partners giving strategies to maximize impact and promote cohesiveness, while respecting those partners individual philanthropic missions; Serve as a bridge between The Beacon Fund and a broader family eco-system, Manage Human Capital for Strategic Impact Manage performance of dedicated and shared service teams working in sync to enable the organization to achieve giving goals through creative strategies and use of multiple funding tools; Identify educational opportunities for board members and staff to empower them to achieve strategic objectives; Cultivate a supportive, inclusive and equitable work environment for all our staff and constituents. When women entrepreneurs are empowered to build sustainable and profitable businesses, they empower their families, communities and their societies as a whole. His professional career began at the Singapore Economic Development Board, where he strategized how to build up Singapore's IT and infrastructure sectors and attracted investment from foreign multinationals. Job Title. Rick has designed and curated three exhibits on typography and letterpress printing and served as a curator and designer of exhibitions for AIGA National. 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. Holyoke School District was awarded $160,000 as part of Phase 1 of the Homegrown Talent Initiative grant. We seek out ideas from those closest to the problem - because theyre usually closest to finding effective, lasting and shared solutions. From 1997 until June 2007, Gottlieb served as education program officer at The PitonFoundation in Denver. Homegrown Talent Initiative is facilitated by Colorado Succeeds and the Colorado Education Initiative. One year later, Smith was named a, CEO of the Year finalist and helped earn the company top honors as. While at Kent Denver, Tom was the catalyst in establishing Denver Summerbridge (now Breakthrough Kent Denver) on the school campus in 1994. As we focus on making an impact that improves lives today, we want to ensure it lasts to benefit future generations. The Beacon Fund is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. He led service teams to success in multiple projects including but not limited to due diligence for Merger and Acquisition purposes, tax planning and optimisation, market entry advisory, and accounting and tax system health-check to numerous clients in a variety of industries such as logistics, retail, manufacturing, banking and credit institutions, real estate, etc. Daniels Fund, the Lumina Foundation for Education, Robert W. Woodruff Foundation and William Penn Foundation. While some may be dismissive of these SMEs as lifestyle or micro-businesses, our experience has revealed that many of these businesses are in fact profitable, cash-flow positive businesses growing at healthy rates. 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 . As we work toward lasting change for tomorrow, we are committed to unlocking opportunity today and breaking down barriers that stand in the way.. Walton . 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. Family Voices: Where Opportunity Takes Root. Shuyin has almost a decade of experience investing and working in emerging Asia. At the same time, a glossy mission isnt much good without incredible execution. Based in Vietnam Slothower was also the founder and board president of Denver Venture School, a Denver Public Schools charter high school with an entrepreneurship focus. In addition to his leadership in the business community, Smith has stayed true to his philanthropic roots. My role is not to lead, but to guide, assist and help our team and the women-led businesses we are serving. Beacon is our attempt to break those boundaries and design an investment firm which works for women. She was responsible for overseeing sub-awards with provincial Departments of Health to maximise contributions and support for public health programs in Vietnam. We encourage women, minorities, individuals with disabilities and veterans to apply. Michael Walton, who had flown several times as his brother's passenger, said Scott Walton "always had an affinity for aviation" even throughout his 20s when he was working in marketing. He also was an associate at the law firms of Brobeck, Phleger & Harrision, and Ballard, Spahr, Andrews & Ingersoll. | Terms and Conditions At a historic HBCU in the heart of the rural South, a new leadership academy provides wraparound support, The foundations Theory of Change for the region is designed to help us and our partners - be bold and nimble in finding solutions to our shared challenges, High school junior Zachary Clifton uses ChatGPT to bridge gaps in his understanding, English teacher Patrick Powers says ChatGPT is a more dynamic research tool, In Diego Marins math class, ChatGPT helps differentiate support for students at all levels, The foundation will support innovation, new ideas and above all community-led change. 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. It is very hard to be an entrepreneur, or at least a successful one. Throughout his career, one truth has remained constant: success depends on your ability to develop and sustain solid, healthy relationships. The Waltons are richer than ever, adding $25 billion in the past year to take their combined fortune to an estimated $215 billion. The purpose of HTI is to create pathways for kids to succeed engaging students who dont necessarily learn in a traditional way. His work is an erudite exploration of language, history, politics, science, music, and ethicstypographically-focused and relevant. Maloneys office will be located in the center, where she will headquarter when shes not out overseeing/coordinating internships for students. The Walton Family Foundation will provide more than $2 billion in philanthropic support over the next five years to achieve these goals. 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. Empowering women acts as a facilitatorwhich allows women to unlock their hidden talents and abilities that could potentially change the world. 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. It is your sole responsibility to be made aware of and to fully comply with such restrictions. Based in Denver, Beacon achieves its purpose through three primary initiatives: 1) Career and post-secondary success2) Immigrant advocacy and integration3) Youth nutrition. Annie Proietti, who is one of their granddaughters, is the board chair. Launching as the UNCF Social Enterprise for Youth in 2010, the program initially focused on nonprofit social enterprise, said Givens. head1 Institutional Share; Ticker . They have a collective worth of about $100 billion, and as of 2007, the family commanded more wealth than the entire bottom 30 percent of Americans. There are very few firms intentionally focused on solving this problem in this particular way. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. Beacon focuses on three areas: career and post-secondary success; immigrant advocacy and integration; and youth nutrition and movement. . Around the world, societies continue to evolve, opening up to the new role of women in their family . The Walton Investment Team was launched in 2020 and is an "affiliate" of the main office that manages the Walton family fortune, a representative told Bloomberg. Investing in equity securities is generally volatile and riskier than some other forms of investment. Miles also holds degrees from the University of California at Berkeley and Columbia University. Shifting capital to investment vehicles that are a better fit for women entrepreneurs needs requires leadership. We work in three areas: improving K-12 education, protecting rivers and oceans and the communities they support, and investing in our home region of Northwest Arkansas and the Arkansas-Mississippi Delta. Based in Denver, Beacon achieves its purpose through three primary initiatives: 1) Career and post-secondary success 2) Immigrant advocacy and integration Insider receives compensation when a reader provides certain personal information to Vanguard after clicking a Digital Advisor enrollment link on this page. Join our team. Bill attended public schools, growing up in a mixed-ethnic working class Chicago neighborhood. It is not about the game of power between genders. 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. 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. Turning this question on myself and my work was in many ways the impetus for Beacon. By applying this legacy to our work, we are redefining the way philanthropy collaborates with grantees and communities to take on some of the worlds biggest problems. You are leaving Beacon Trust's website and going to a third party website. Under his leadership, the District saw remarkable student achievement gains and implemented ground-breaking initiatives. 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. Beacon Fund An investment firm that works for women Diverse perspectives, common values Our team shares a desire to achieve gender equality. He enjoys hiking and skiing in the mountains of Colorado with his wife Susie, a long-time elementary school teacher in Jeffco, his two boys who are students at the University of Vermont and the University of Oregon, and his faithful Golden Retriever, Moose. 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. Three generations of the descendants of our founders, Sam and Helen Walton, and their spouses, work together to lead the foundation. The Walton Family Foundation was created in 1987 and is led by the family of Walmart Inc. founders Sam and Helen Walton. Mouna brings over 20 years of experience in technology, entrepreneurship, management, angel and seed investing. 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. By doing so, I build my own examples of womans success and contribute to my lifes mission of empowering others. The ideal candidate possesses experience in philanthropy and impact investing with a mix of the following core competencies, experiences and capabilities: Required Qualifications Bachelors degree required Robust professional experience as a leader in impact investing, which may include time at a venture or private equity firm, top-tier investment bank, family office, and/or strategic consulting firm, as well as in the philanthropic and/or nonprofit sectors Significant experience in grant making or philanthropy operations Experience negotiating large grants, contracts or financial transactions, including conducting due diligence and setting terms Financial modeling, company analysis, market and competitive analysis, analysis of investment merits and concerns, management benchmarking, evaluation of company and investment structure, and returns analysis Monitoring and oversight of existing investments, including analyzing financial figures received, responding to follow-on capital raises and other corporate actions, and exiting investments, Knowledge, skills and abilities that will support your success, Leading Teams The ability to attract and recruit top talent, motivate the team, delegate effectively, and manage performance; widely viewed as a strong developer of others A leader who is self-reflective and aware of his/her own limitations; leads by example and drives the teams performance with an attitude of continuous improvement by being open to feedback and self-improvement, Executing for Results The ability to set clear and challenging goals while committing the team to improved performance; tenacious and accountable in driving results Comfortable with ambiguity and uncertainty; the ability to adapt nimbly and lead others through complex situations. It is possible to lose money on an investment in the Fund. Its not about me! Beacon Fund set out to achieve exactly that. 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. Who we are looking forWe are seeking an outstanding, seasoned Managing Director who brings considerable experience in a service-oriented organization. I am looking forward to seeing all the great things we will achieve. Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. MATTERs broad range of clients includes restaurants, beverage manufacturers and distributors, politicians, universities, architects, engineers, arts venues, mimes, scientists, government agencies, and entrepreneurs. She also serves on the Advisory Board of Colorado Public Radio. 130 N Interocean Ave Our team shares a desire to achieve gender equality. From 1988-97, Alan was a reporter with The Denver Post. The combined stake threw off US$3.2 billion of dividends in 2017, the same year the family sold about US$4.1 billion of stock to fund philanthropy and other projects. Access your favorite topics in a personalized feed while you're on the go. Alongside our partners, we seek catalytic solutions to some of the worlds toughest social and environmental problems. 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. The three stocks have had divergent performances between December and June. He is known as a passionate advocate for design. 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. As part of the Travels in Tuscany class, the students explored the beautiful sights in Venice. Interestingly enough, this was the question I got asked when being interviewed for this job. In 2019, the foundation awarded more than $525 million in grants in support of these initiatives. We are a vibrant network of funders committed to a thriving Southwestern U.S. through the power of philanthropy. Slothower typically is hired by the Board of Directors of her client organizations, and often provides them with guidance on effective governance. Southeast Asia Advisory Council of Womens World Banking, a global NGO promoting womens 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. They use their disproportionate capital to exert a disproportionate influence over . Prior to entering the investment sector, she worked in strategy consulting at Bain & Company . The plan reflects the foundation's . As Design Director at MATTER, Rick works across all media for business, culture, and civic engagement with his partner and staff. Rong Hui brings close to ten years of experience from different public and private sector organisations in Asia and Europe. Three of the six members of the Walton family who occupy space on the Forbes 400 list of the richest Americans are in the top ten, and a fourth ranks at number 11. 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). Under Alans leadership, Chalkbeat grew into an organizationwith more than 20 employees and a budget topping $3 million. As they say: Life is like a bicycle, to keep your balance, you must keep moving.. Specific initiatives include: 2021Philanthropy Southwest. He believes that we are all at our best when we can tie what we do really well back to helping others. The world's wealthiest family moved $48 billion of Walmart Inc. stock to a different holding company in an action that may signal future share sales and bolster their philanthropy. P.O. Before moving to Colorado in 2006, Jill worked in Massachusetts as a consultant to nonprofits and charitable foundations at Monitor Institute, New Profit Inc. and FSG Social Impact Advisors. Brice Burge. 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. Craig lives in Denver with his wife and three young children and starts his mornings with a bike ride to take his daughter to school. 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. Tom graduated from Lehigh University (BA) and the University of Washington (MA). Learn More Speak with an advisor. Customer centricity is everything. If you continue to use this site we will assume that you are happy with it. He managed all finance strategies of the Company and led the execution team to successfully raise USD 4.5 million equity investment throughout a full fundraising process. She currently provides strategic planning services to organizations in the health care and education industries. Managing Director, The Beacon Fund Job Title Managing Director Job Description Who we are The Beacon Fund invests in expanding people's opportunity to thrive. 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 Beyond the two main aspects of competence and character, I gravitate towards people who genuinely care for people and remain open-minded. In addition, ETFs may invest in shares of other investment companies, including ETFs, as a means to pursue its investment objective. I am a positive person who lives in a rainbow world! BENTONVILLE, Ark., Feb. 8, 2021 /PRNewswire/ --The Walton Family Foundation today announced anew strategic planfor its next five-year grantmaking cycle. The Walton foundation was created by late Wal-Mart founder Sam Walton and his wife but has no connection to the discount-store chain. Specialties. Walton Family Holdings Trust owns an additional 2.5 per cent. In 1999 Tom was asked by Roger Reisher, founder and CEO of First Bank to help set up a major college scholarship program for Colorado students. Rong Hui holds an MBA from HEC Paris, where he was awarded both the Dean's List and Leadership awards. Such options may also be illiquid, and in such cases, the Fund may have difficulty closing out its option positions. The company's principal address . Following the Arab spring revolution in 2011, Mouna has relocated to Singapore with her family. The Beacon Fund invests in expanding people's opportunity to thrive. Previously, she worked in advertising at BBDO New York and Thomas & Perkins in Denver, Colorado. 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. The scholarships are awarded to community college graduates matriculating into 4-year colleges and rising sophomores at state universities. He has served as an adjunct professor at the University of Denver, University of Colorado, Denver, and has been a visiting artist at the Rocky Mountain College of Art + Design and the Academy of Arts, Architecture, and Design in Prague (UMPRUM).