Beacon Fund set out to achieve exactly that. Who we are looking forWe are seeking an outstanding, seasoned Managing Director who brings considerable experience in a service-oriented organization. He and his wife, Sally, served in the Peace Corps in Peru. . 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. She has later led the Japan market expansion for a French technology startup (a company of VINCI GROUP) developing new technologies to maintain civil Engineering Infrastructure in Japan. 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. Integrity and visionary are two characteristics I generally look for in entrepreneurs. Over the last decade Ive been relentlessly working towards advancing women entrepreneurs to achieve success. His coverage of DPS earned several regional journalism awards. We tend to dream smaller and smaller after adversity. The purpose of HTI is to create pathways for kids to succeed engaging students who dont necessarily learn in a traditional way. as well as other partner offers and accept our, Bill Clark/CQ-Roll Call, Inc via Getty Images, Registration on or use of this site constitutes acceptance of our. She enjoys running, skiing, cooking, and listening to TED Talks. She is the kind of person who always has time for her kids, always interested in learning new things, would sacrifice herself for her family, and certainly is a role model in my eyes. championing community-driven change to ensure the foundations work reflects the voices and needs of communities in which it works; prioritizing diversity, equity and inclusion in the grants the foundation makes and the voices it engages; collaborating with partners to develop innovative approaches that bring people, resources and ideas together from across government, local communities, and the private and philanthropic sectors. Therefore, I am proud to take part in Beacons efforts in addressing this challenge. 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. Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. Box 2030, Bentonville, AR 72712 | Social Media. Each of these ventures refined Lees expertise in building effective organisations, finding and inspiring the best talents, and creating environments where every team member can succeed. Beacon not only is customer-focused but also takes the team serioulsy. Based in Denver, Beacon achieves its purpose through three primary initiatives: 1) Career and post-secondary success 2) Immigrant advocacy and integration Patamar Beacon Pte. MATTERs broad range of clients includes restaurants, beverage manufacturers and distributors, politicians, universities, architects, engineers, arts venues, mimes, scientists, government agencies, and entrepreneurs. 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. The plan envisions Northwest Arkansas as one of the most vibrant and inclusive regions in the nation. 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. A mission that also led her to join Beacon Funds mission. 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. Under Alans leadership, Chalkbeat grew into an organizationwith more than 20 employees and a budget topping $3 million. 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. He later served in the U.S. State Department as a Diplomat to Poland and Russia. My role is not to lead, but to guide, assist and help our team and the women-led businesses we are serving. | Site Map I realised that current investment products in the market were not meeting the needs of women-led businesses, and that prompted me to imagine a world in which investors designed their organisations with their targeted entrepreneurs (customers) at their core. THE WALTON ASSOCIATED COMPANIES is a California Stock Corporation - Ca - General filed on September 27, 1954. Beacon advances the work of these initiatives through broad set of tools including philanthropic grants, investing, and advocacy support. His work focused primarily onurban social issues, including public housing, homelessness, and, from 1995-7, DenverPublic Schools. The Home Region Program honors the Walton familys 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. The Waltons youngest son, Jim Walton, is Proiettis father. Bill attended public schools, growing up in a mixed-ethnic working class Chicago neighborhood. Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. Lee is a long-time Denver Attorney, currently doing freelance legal work. She holds a B.A. Insider receives compensation when a reader provides certain personal information to Vanguard after clicking a Digital Advisor enrollment link on this page. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. At this stage of my business career, its a privilege to be able to dedicate my time and experience to something that has (remarkably!) 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. 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. The Walton Investment Team held $5 billion in the stock market at the end of June, a 32% gain from $3.8 billion six months prior. He was inducted into the International Academy of Digital Arts and Sciences in 2001. That 32% gain came on the back of several low-cost exchange-traded funds as well as a few choice stocks. We focus on positive social change by removing systemic barriers to success for individuals and their communities. and development consulting at TechnoServe. Specific initiatives will: K-12 EDUCATION PROGRAM The plan reflects the foundation's . She also served as the vice president of finance and operations for the Colorado Children's Campaign, an advocacy organization working to improve the lives of all of Colorado's 1.1 million kids. Maloney practiced her pitch to businesses at the HTI Leadership Summit in Buena Vista on July 29 in front of many of the grant sponsors. This is what fuels my passion and imagination every day. The chance to partner Southeast Asian women who want to build a better life for themselves and their communities with their own hands was too difficult to pass up as a fellow Southeast Asian! 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. since 2013, she has witnessed first hand the rise (and rise!) Philanthropic Response in the U.S. Southwest to the Crises of 2020. release of a new five-year strategic plan. This is so important. Meet the people and organizations transforming lives in their communities by creating access to opportunity, one good idea at a time. 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. In my previous efforts to reach out to female entrepreneurs, I felt like I was tinkering around the edges rather than trying to change the rules of the game. The Walton Investment Team held $5 billion in the stock market at the end of June, up from $3.8 billion six months prior. Our story begins with Sam and Helen Walton. This is a women-led initiative. Prior to joining Beacon Funds mission, she spent more than three years working for public health sector under Program team at Population Services International. Interestingly enough, this was the question I got asked when being interviewed for this job. She was responsible for overseeing sub-awards with provincial Departments of Health to maximise contributions and support for public health programs in Vietnam. Katie Maguire Walton is organizing this fundraiser. Additional assessments covering other top-100 U.S. foundations will roll out in the coming months. Sign up for our newsletter to get the inside scoop on what traders are talking about delivered daily to your inbox. Walton Family Foundation Plans More Than $2 billion in Philanthropic Support Over the Next Five Years. 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. P.O. Three generations of the descendants of our founders, Sam and Helen Walton, and their spouses, work together to lead the foundation. 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. 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 The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. Walton . 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. 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. For most of us, life is longfor lots of reasons, we might begin to act like it. Around the world, societies continue to evolve, opening up to the new role of women in their family . Lee brings to the investment community three decades of leadership and operational experience in various commercial sectors. The Beacon Fund invests in expanding peoples opportunity to thrive. 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. This is especially true for women as the unspoken expectations of us can be literally bone-breaking, and we tend to internalise our struggles too much. Daniels Fund, the Lumina Foundation for Education, Robert W. Woodruff Foundation and William Penn Foundation. | Privacy Policy The company's . (626) 513-4049. Our team shares a desire to achieve gender equality. Lee is a graduate of the Wharton School at the University of Pennsylvania, and received his law degree from the University of Colorado. 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. 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. Everyone had positive feedback for the district, and Maloney was handed a check with the first installment of the grant. Walton Enterprises: First posted: November 01, 2020: x. 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. To continue the good work so that one day impact investing will simply be called "investing.. The Beacon Fund invests in expanding people's opportunity to thrive. 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. Internships and business partnerships will be a big focus for HTI. 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. Alan Gottlieb is a Colorado-based writer, editor, journalist, and nonprofit entrepreneur,with 20 years of experience in education policy and education journalism. Entrepreneurs can fully focus on delivering the impacts and mission they set out to do by working with Beacon Fund. Its not about me! $25,000 to the LGBTQ Victory Fund, $100,000 to the cross-partisan group the White House Fund, and $100,000 to a . To learn more, visitwaltonfamilyfoundation.organd follow us onFacebook,TwitterandInstagram. Prior to Dallas, Miles successfully transformed the Harrison School District in Colorado Springs, raising student achievement and building a high-performance culture. Investing in equity securities is generally volatile and riskier than some other forms of investment. 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. 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. It is not about the game of power between genders. Phone Email. The Walton foundation was created by late Wal-Mart founder Sam Walton and his wife but has no connection to the discount-store chain. Job Title. By doing so, I build my own examples of womans success and contribute to my lifes mission of empowering others. | Terms and Conditions 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. Walton Family Foundation corporate office is located in PO Box 2030, Bentonville, Arkansas, 72712, United States and has 320 employees. He is admitted to the Hawaii Bar (2016). In addition, ETFs may invest in shares of other investment companies, including ETFs, as a means to pursue its investment objective. in Communications from Marist College and has worked in both the non-profit and private sectors. Address: 358 E Foothill Blvd Ste 100 San Dimas, CA, 91773-1264 United States No matter how new the frontier, how sparkling the tech, how brilliant the team you are investing in the real long run value is always going to be about unit economics and cashflow. As a Partner at Patamar Capital, Shuyin leads Patamars Vietnam Office and evaluates investment She enjoys the arts, hiking, volunteering at Urban Peak, and spending time with her family. Proudly seeded by Patamar Capital, with Vulpes Investment Management as Singapore fund management partner. While at Kent Denver, Tom was the catalyst in establishing Denver Summerbridge (now Breakthrough Kent Denver) on the school campus in 1994. PO Box 297 They use their disproportionate capital to exert a disproportionate influence over . Launching as the UNCF Social Enterprise for Youth in 2010, the program initially focused on nonprofit social enterprise, said Givens. 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. managing one of the first gender lens investing funds in Southeast Asia, the Investing in Women As we focus on making an impact that improves lives today, we want to ensure it lasts to benefit future generations. They have two children, one in high school and the other at the University of Colorado. Shalynn Damron receives her Life Saving Award from Munising Police Department Chief John Nelson at Munising City Hall on Wednesday, March 1, 2023. About the PositionThis role has emerged as a result of increased philanthropic, investments and advocacy by the organization. opportunities in Southeast Asia. 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. At work, I look up to my collaguages who are not only young but incredibly talented and inspiring. Under his leadership, the District saw remarkable student achievement gains and implemented ground-breaking initiatives. Based in Ho Chi Minh City, Hoang focuses on credit assessment and portfolio management. Chuck served on the Board of the Denver Metro Economic Development Corporation, which he co-chaired for two years, the Board of the Denver Metro Chamber of Commerce, which he chaired in 2010, and the Board of Big Brothers and Big Sisters of Colorado. New research affirms that when it comes to integrating Open AIs ChatGPT tool into their classrooms, educators are innovators. Our 10+ years of experience have helped us identify an overlooked opportunity amongst moderate growth companies. In 2015, Craig received the first ever Colorado Governor's Citizenship Medal recognizing his professional excellence and positive impact on the Colorado Community. Sometimes we get so caught up in performing according to the rules of the system that we stop questioning why they exist. 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. Diverse perspectives, common values. 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. Beacon Trust Company and its affiliates are not responsible for the products, services and content on any third party website. 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. From 1988-97, Alan was a reporter with The Denver Post. . Years of investment in Walmart's supply chain and e-commerce. The investment team managing the $238 billion Walmart family fortune revealed its stock picks in newly released disclosures, according to a report from Bloomberg. His work is an erudite exploration of language, history, politics, science, music, and ethicstypographically-focused and relevant. Beacon's rulesbased strategies attempt to add value through intelligent portfolio design and implementation, not through individual security or sector selection. Walton Family Foundation Inc. Is this your nonprofit? 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. 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. 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). Her private sector experiences include serving as Director of Product Management for Active.com, which is now a publicly-traded company, and working in management consulting for the Mitchell Madison Group, a McKinsey spin-off. We are a vibrant network of funders committed to a thriving Southwestern U.S. through the power of philanthropy. Investing in women matters now more than ever, which gets me even more excited to be part of Beacon Funds journey. The team managing the $238 billion Walmart family fortune disclosed its holdings, according to a report from Bloomberg. 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. Donations by the Walton family vary and both political parties benefit. As they say: Life is like a bicycle, to keep your balance, you must keep moving.. Slothower was also the founder and board president of Denver Venture School, a Denver Public Schools charter high school with an entrepreneurship focus.