the beacon fund walton family

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. Its the fundamentals, stupid. Throughout his career, one truth has remained constant: success depends on your ability to develop and sustain solid, healthy relationships. AP/April L. Brown. 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. 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. Philanthropic Response in the U.S. Southwest to the Crises of 2020. release of a new five-year strategic plan. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. Most recently Jill served as Vice President of Board Governance for Teach for America and prior to that was Vice President of Corporate Philanthropy and Community Relations for JP Morgan Chase in Colorado. While at Gates, Tom focused on public-private partnerships, including the funding and construction of 22 Learning Landscapes on DPS elementary school campuses in Denvers Focus Neighborhoods. Beyond the two main aspects of competence and character, I gravitate towards people who genuinely care for people and remain open-minded. Under Alans leadership, Chalkbeat grew into an organizationwith more than 20 employees and a budget topping $3 million. She currently serves on the He later served in the U.S. State Department as a Diplomat to Poland and Russia. New Report: The Walton Family Foundation's $375M in Market-Oriented Grants Is a Hit for the Environment, But a Miss for Education . He chaired the Association of Colorado Independent Schools (ACIS) while at Kent and served on the board of the National Association of Independent Schools (NAIS). This may have privacy and security policiesdifferent from Beacon Trust. In true pioneer fashion, he has helped launch and guide several new start-ups in Denver, and serves on the board of Remotely, a Colorado-based technology start-up. The plan envisions Northwest Arkansas as one of the most vibrant and inclusive regions in the nation. 100 W Foothill Blvd. By Staff | 7 hours ago. THE WALTON ASSOCIATED COMPANIES is a California Stock Corporation - Ca - General filed on September 27, 1954. Our 10+ years of experience have helped us identify an overlooked opportunity amongst moderate growth companies. | Download Adobe Reader, Site designed and developed by Multimedia Solutions. With support of the American People through the United States Agency for International Development (USAID). Launching as the UNCF Social Enterprise for Youth in 2010, the program initially focused on nonprofit social enterprise, said Givens. Holyoke School District was awarded $160,000 as part of Phase 1 of the Homegrown Talent Initiative grant. When women entrepreneurs are empowered to build sustainable and profitable businesses, they empower their families, communities and their societies as a whole. Donations by the Walton family vary and both political parties benefit. Prior to Beacon Fund and Patamar Capital, she had stints at a VC-backed fintech startup and in the investment banking sector. in 2015 and an Asia 21 Young Leader by the Asia Society in 2016. While at Kent Denver, Tom was the catalyst in establishing Denver Summerbridge (now Breakthrough Kent Denver) on the school campus in 1994. The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. Most of the money for Walton's museummore than $1 billion, including endowmentscame from the Walton Family Foundation, the family's main charitable arm, which also spends hundreds of millions of dollars a year on education reform and environmental protection. I want fundraising to feel in-control, achievable and rewarding to them. He then moved on to Green Giraffe in Paris, where he advised companies on how to finance and structure renewable energy debt and equity projects. Paid non-client promotion. Put option is the option to buy or sell a security at a predetermined price and date for a premium. 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. With more than five years of customer service, financial management, external relations and executive-level administrative experience, Trang brings valuable expertise to several leading international commercial and non-profit organisations seeking global standards in these areas. 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 youngest sibling, Alice Walton, is worth $63.8 billion, according to Bloomberg. 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. All rights reserved. Proudly seeded by Patamar Capital, with Vulpes Investment Management as Singapore fund management partner. The grants included $5,000 to the City of Beacon for its Beacon Pool Swim Academy, which serves 96 children over eight weeks . The plan reflects the foundation's . Bill attended public schools, growing up in a mixed-ethnic working class Chicago neighborhood. 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. Rong Hui brings close to ten years of experience from different public and private sector organisations in Asia and Europe. 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 . Beacon Trust Company and its affiliates are not responsible for the products, services and content on any third party website. As with any mutual fund, there are risks to investing and loss of principal is possible. 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. Her deep desire to see more women strive in technology and for more women to play a larger role in founding the companies of the future led her to found Woomentum in 2014. Nothing on this website should be construed as an offer to sell or a solicitation of an offer to purchase any investments, securities or products or the giving of any advice in relation to any investments, securities or products in any jurisdiction where such offer or solicitation is not qualified or exempt from registration or permitted by law. Miles also holds degrees from the University of California at Berkeley and Columbia University. His work is an erudite exploration of language, history, politics, science, music, and ethicstypographically-focused and relevant. 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. It is supported by the Daniels Fund, Walton Family Foundation, Beacon Fund, Gill Foundation, Adolph Coors Foundation and the Northeast Regional El Pomar Foundation Council. While "doing good well" is a term that has received a lot of airtime in recent years, it is still relatively difficult to find a firm equally committed to impact and doing well financially. In addition, ETFs may invest in shares of other investment companies, including ETFs, as a means to pursue its investment objective. Pinduoduo fell steadily from the start of the year, while Snowflake seesawed and Apollo climbed 27%. His vision for Prosono, the company he founded, is to create a workplace where exceptional consulting professionals can find a deeper purpose in their work, by unlocking their passion in philanthropy and incorporating it into their day to day jobs. Investing in women matters now more than ever, which gets me even more excited to be part of Beacon Funds journey. Transporting patients to receive life-saving care was an absolute passion and life's mission for Scott. Tom currently works part-time as executive director of the Fox Family Foundation that focuses on supporting nonprofits that promote education reform and self-sufficiency for underserved populations in Denver and New Orleans. Walton Family Foundation Plans More Than $2 billion in Philanthropic Support Over the Next Five Years. We use cookies to ensure that we give you the best experience on our website. The Environment Program envisions North America as a leader in improving water quality and availability through climate-resilient approaches to agriculture, water resource management and sustainable fisheries. To engage as much as possible with entrepreneurs to understand their challenges, think about how the portfolio companies align with the values the fund stands for. He also was an associate at the law firms of Brobeck, Phleger & Harrision, and Ballard, Spahr, Andrews & Ingersoll. 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. According to the release, details for specific areas of the foundations new strategic plan include: ENVIRONMENT PROGRAM 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. Associate Program Officer Jun 2017 - Dec 20181. She worked a full-time job, took classes in the evenings, and graduated from Marymount Manhattan College with a Bachelors degree in Business Administration. 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. The three stocks have had divergent performances between December and June. Walton Enterprises: First posted: November 01, 2020: x. 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. "As we work toward lasting change for tomorrow, we are committed to unlocking opportunity today and breaking down barriers that stand in the way.". Investing in derivative instruments can be volatile and involves various types and degrees of risks, depending upon the characteristics of a particular derivative. 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. Investing in equity securities is generally volatile and riskier than some other forms of investment. 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 . Job Title. 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. We seek out ideas from those closest to the problem - because theyre usually closest to finding effective, lasting and shared solutions. Specific initiatives include: The foundation's work in the Delta will focus over the next year on gaining a deeper understanding of how to support community-driven change most effectively. He is known as a passionate advocate for design. At the same time, a glossy mission isnt much good without incredible execution. Our story begins with Sam and Helen Walton. Previously, Hoang served as a Senior Consultant at Deloitte Vietnam for more than five years. Address: 358 E Foothill Blvd Ste 100 San Dimas, CA, 91773-1264 United States This is what fuels my passion and imagination every day. Over the last decade Ive been relentlessly working towards advancing women entrepreneurs to achieve success. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. 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. About the Walton Family FoundationThe Walton Family Foundation is, at its core, a family-led foundation. Everyone had positive feedback for the district, and Maloney was handed a check with the first installment of the grant. Jill currently serves on the Board of Directors of Chalkbeat, a national network of local education news bureaus and on the Education Committee of The Denver Foundation. He served as trustee of Colorado Mesa University from 2000-2008, and of the Denver School of Science and Technology (DSST-Public Schools) from 2008-2014. Bentonville-based Walton Family Foundation (WFF) announced Monday (Feb. 8) more than $2 billion in philanthropic support over the next five years to support various social and environmental initiatives. Karen Aug: 303-954-1733 or kauge@denverpost.com Where. They seek to offer a diversified portfolio of domestic equity exposure with contractually defined outcomes and stable returns, taking the emotion out of investing. 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. 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. 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. The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. She has been divorced twice and has no children. They have two children, one in high school and the other at the University of Colorado. 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. Alpha is the difference between strategy performance and benchmark performance. 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. 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. As we focus on making an impact that improves lives today, we want to ensure it lasts to benefit future generations. Access your favorite topics in a personalized feed while you're on the go. Mike Miles co-founded Third Future, an educational services company, after serving three years as the Superintendent of the Dallas Independent School District. Beacon Planned Return Strategy Fund Ticker: BPRLX The Fund seeks to capture most of the returns generated by U.S. equity markets in rising markets while protecting against the market losses in declining markets by following a disciplined and systematic investment process. Caryl M. Stern, executive director of the Walton Family Foundation, said, "To create meaningful and positive change in the communities we serve, we must first listen to and learn from those closest to the complex challenges. His work is represented in the permanent collections of the Denver Art Museum, the Tweed Museum of Art, and the Butler Library of Rare Books and Manuscripts at Columbia University. Ricks true orientation is towards self-reliance, disruption, creative compassion, and independent thought. Derivatives may entail investment exposures that are greater than their cost would suggest, meaning that a small investment in a derivative could have a large potential impact on the performance of the Fund. Slothower typically is hired by the Board of Directors of her client organizations, and often provides them with guidance on effective governance. Internships and business partnerships will be a big focus for HTI. As a result of this policy, your cost of investing in the Fund will generally be higher than the cost of investing directly in such investment companies or with the risks of investing in an investment company. 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. | Privacy Notices Sign up with your email address to receive news and updates. 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. Prior to Dallas, Miles successfully transformed the Harrison School District in Colorado Springs, raising student achievement and building a high-performance culture. Annie Proietti, who is one of their granddaughters, is the board chair. Specific initiatives will: K-12 EDUCATION PROGRAM The Walton Investment Team held $5 billion in the stock market at the end of June, up from $3.8 billion six months prior. Even though shes only in kindergarten, these rides have become the greatest source of inspiration shaping his future career and civic duties. The next 12 months will offer opportunities for learning from community partners and exploring how to best support their work helping ensure residents have equitable access to resources and opportunities. They have two children, Kate and Karl. That insight will empower breakthrough ideas that are the building blocks for the big system change we hope to achieve.". 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. Slothower received Bachelors degrees in history and literature from Harvard University. Amy Slothower is a management consultant with more than 20 years of leadership experience in both the private and nonprofit sectors. This is a women-led initiative. He and his wife, Sally, served in the Peace Corps in Peru. Family Voices: Where Opportunity Takes Root. Rick Griffith is a graphic designer and master letterpress printer. 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. It addresses the foundations three, longstanding programmatic areas protecting rivers and oceans and the communities they support, improving K-12 education and investing in the foundations home region of Northwest Arkansas and the Arkansas-Mississippi Delta. Chief of Staff-The Beacon Fund. She graduated summa cum laude from the Australian National University, where 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. She lives in Denver with her husband Adam and their sons Jacob (7) & Eli (5). 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. Smith graduated Magna Cum Laude from the University of Colorado, Colorado Springs in 1997 with a degree in Finance. My mom is my role model and inspiration. She holds a B.A. 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. 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. The scholarships are awarded to community college graduates matriculating into 4-year colleges and rising sophomores at state universities. WFF grants totaled more than $525 million in 2019. On the other side of the bridge, are economic choices to which these women are too often denied access. 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. That year, though, everything changed, thanks to the vision and generosity of several philanthropic funders, first and foremost the Walton Family Foundation. That insight will empower breakthrough ideas that are the building blocks for the big system change we hope to achieve.. Tom graduated from Lehigh University (BA) and the University of Washington (MA). Specific initiatives will: HOME REGION PROGRAMThe Home Region Program honors the Walton family's shared values and commitment to Northwest Arkansas and the Arkansas-Mississippi Delta by supporting local efforts to create opportunity and enhance quality of life for all who call these communities home. One needs to be able to plan, execute, problem-solve, reassess, pivot, plan again, execute and lastly never give up. Email us at admin@apluscolorado.org | NewsPRIVACY POLICY. Marital and Premarital. As part of the Travels in Tuscany class, the students explored the beautiful sights in Venice. Do not disclose any personal or financial information upon leaving the Beacon Trust website. Katie Maguire Walton is organizing this fundraiser. Learn More Speak with an advisor. Its not about me! They use their disproportionate capital to exert a disproportionate influence over . 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. Investing in ETFs can create the risk in liquidity, as an ETF might not be able to dispose of certain holdings quickly or at prices that represent true market value in the judgment of the ETF investment managers. Currently, she is a Senior Contract Specialist at IHS Markit, having managed over $70MM in contracts for the Federal government. The Waltons' largest holding was a $2.2 billion stake in VWO, Vanguard's emerging markets ETF, which rose 8.4% between December 2020 and June of this year. 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. At work, I look up to my collaguages who are not only young but incredibly talented and inspiring.