the beacon fund walton family

Prior to entering the investment sector, she worked in strategy consulting at Bain & Company We focus on positive social change by removing systemic barriers to success for individuals and their communities. Annie Proietti, who is one of their granddaughters, is the board chair. Jill holds a BA in Economics and Political Science cum laude from Williams College and a Masters in Business Administration from Harvard Business School. 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. Lee brings to the investment community three decades of leadership and operational experience in various commercial sectors. At home, I appreciate my moms cooking talent and her ability of nurturing the whole family. In 2006, she started her own consultancy firm to manage and development infrastructure projects funded by AfDB and JICA. Specialties. 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. Its not about me! Integrity and visionary are two characteristics I generally look for in entrepreneurs. The company's . Slothower typically is hired by the Board of Directors of her client organizations, and often provides them with guidance on effective governance. The company's filing status is listed as Active and its File Number is 291755. . 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 served a stint in the U.S. Marine Corps, before beginning his marketing career at Procter & Gamble in Ohio. As Design Director at MATTER, Rick works across all media for business, culture, and civic engagement with his partner and staff. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. She is a a proud mother of two girls, an avid boxer and a passionate drummer. Sign up with your email address to receive news and updates. | Privacy Policy It is very hard to be an entrepreneur, or at least a successful one. We tend to dream smaller and smaller after adversity. Under his leadership, the District saw remarkable student achievement gains and implemented ground-breaking initiatives. she was also awarded the University Medal. Lee is a long-time Denver Attorney, currently doing freelance legal work. The Walton Family Foundation is rooted in several generations of family, where no voice is louder than the next and different opinions are valued. This is what fuels my passion and imagination every day. While at Kent Denver, Tom was the catalyst in establishing Denver Summerbridge (now Breakthrough Kent Denver) on the school campus in 1994. 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). 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. Her work approach and leadership draws from her rich cross-cultural experience working in Asia, Europe and Africa. 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 believes that we are all at our best when we can tie what we do really well back to helping others. 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. 100 W Foothill Blvd. We are a vibrant network of funders committed to a thriving Southwestern U.S. through the power of philanthropy. However, full access to capital remains a major obstacle. 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. At Beacon, we all share the same passion for investing in women. He is admitted to the Hawaii Bar (2016). The investment team managing the $238 billion Walmart family fortune revealed its stock picks in newly released disclosures, according to a report from Bloomberg. 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. 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. Three generations of the descendants of our founders, Sam and Helen Walton, and their spouses, work together to lead the foundation and create access to opportunity for people and communities. The Walton Family Holdings Trust, formed in 2015 to hold the family's shares, sells some periodically to keep the family's ownership in Walmart at about 50% and to fund charitable contributions. 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. Family Voices: Where Opportunity Takes Root. At the time, I didnt realize the sacrifice this decision required for a divorced mother of three children. She graduated from the University of Texas at Arlington with Cum Laude honors and a Bachelor of Business Administration, Concentration in Finance Degree. 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. At work, I look up to my collaguages who are not only young but incredibly talented and inspiring. Its not easy to feel in control of our own life and feel that we can be whatever we want to be. 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. With Federal grants and Reisher funds, tuition and board are fully covered. Areas of exploration include education and youth engagement, economic asset building for individuals and families, and coalition building to maximize impact. Who we are looking forWe are seeking an outstanding, seasoned Managing Director who brings considerable experience in a service-oriented organization. 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. Sign up for our newsletter to get the inside scoop on what traders are talking about delivered daily to your inbox. After her presentation, she was provided feedback about what they liked, what made them think and what she might consider to improve the presentation. 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. Search Full List of Executives. Years of investment in Walmart's supply chain and e-commerce. The top shareholders of Walmart are S. Robson Walton, Marc E. Lore, C. Douglas McMillon, Walton Enterprises, Walton Family Holdings Trust, and Vanguard Group. After 19 years heading two independent schools, Westtown School (PA) and Kent Denver School (CO), Tom Kaesemeyer served as executive director of the Gates Family Foundation in Denver. Mouna also holds board seats at technology startups and is a Director at the Myanmar Private Equity and Venture Capital Association. These funders recognized what ALG was trying to accomplish, and took a risk by providing our fledgling organization with operating grants. Empowering women is helping them realise their highest potentials as human-beings. Beacon Fund set out to achieve exactly that. The three stocks have had divergent performances between December and June. Walton Family Holdings Trust owns an additional 2.5 per cent. In 10 years, I would like to see Beacon become the gold standard for high quality social impact investing in SEA and across all of Asia. 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. Slothower received Bachelors degrees in history and literature from Harvard University. 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). The announcement was included in the foundation's release of a new five-year strategic plan. Donations by the Walton family vary and both political parties benefit. read blog posts and reports by Normena Walton. As part of the Travels in Tuscany class, the students explored the beautiful sights in Venice. Tom is a trustee of St. Annes Episcopal School in Denver. 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. 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. Bill Weintraub teaches advertising and marketing in the College of Communication at the University of Colorado in Boulder. Later he joined the World Bank, where he worked with governments and companies to prioritise infrastructure projects for economic development. 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. Ltd., Patamar Capital LLC and their respective affiliates or subsidiaries does not guarantee the accuracy or completeness of the information, materials and contents on this website and expressly disclaims liability for any errors in, or omissions from, such information, materials and contents or this website in general. 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 now provides $2.2 million annually in merit/need scholarship grants to over 300 students in 6 state universities. At this stage of my business career, its a privilege to be able to dedicate my time and experience to something that has (remarkably!) 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. 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. The Walton Family Foundation was created in 1987 and is led by the family of Walmart Inc. founders Sam and Helen Walton. Shuyin was named one of Australia's "100 Women of Influence" by the Australian Financial Review Associate Program Officer Jun 2017 - Dec 20181. Daniels Fund, the Lumina Foundation for Education, Robert W. Woodruff Foundation and William Penn Foundation. Following the Arab spring revolution in 2011, Mouna has relocated to Singapore with her family. Chuck grew up in Pennsylvania and attended Penn State University [BS] and Southern Illinois University [MBA]. 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. 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. What inspires me is the opportunity to help span this gap that exists for more than half of the worlds population. She lives in Arvada, CO, with her husband, Matthew. 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. 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. 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. Chief of Staff-The Beacon Fund. He also served as interim CEO at the National Sports Center for the Disabled and two years as head of Public Affairs at the Denver Metro Chamber of Commerce. There are many ups and downs on this long journey. Our story begins with Sam and Helen Walton. By clicking Sign up, you agree to receive marketing emails from Insider Hedge-fund billionaire David Tepper's trusts are worth $155 million . Beacon advances the work of these initiatives through broad set of tools including philanthropic grants, investing, and advocacy support. 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. Alice is passionate about collecting art. Beyond the two main aspects of competence and character, I gravitate towards people who genuinely care for people and remain open-minded. 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. His coverage of DPS earned several regional journalism awards. PO Box 297 She was previously the founding Executive Director of Get Smart Schools, a charter school incubator and leadership development organization. I want fundraising to feel in-control, achievable and rewarding to them. Holyoke School District was awarded $160,000 as part of Phase 1 of the Homegrown Talent Initiative grant. 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. 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. I am looking forward to seeing all the great things we will achieve. It is possible to lose money on an investment in the Fund. Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. Holyoke CO 80734, Brenda Johnson Brandt, The Holyoke Enterprise, Total solar eclipse timelapse in Arthur, Nebraska. To continue the good work so that one day impact investing will simply be called "investing.. Previously, Tuan was also an associate at Baker McKenzie advising multinational companies on practical advice related to various issues of market access, business formation, and regulatory compliance. 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. Beacon Fund An investment firm that works for women Diverse perspectives, common values Our team shares a desire to achieve gender equality. Our team shares a desire to achieve gender equality. The Walton Investment Team held $5 billion in the stock market at the end of June, up from $3.8 billion six months prior. 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 . 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 |. Join our team. Throughout his career, one truth has remained constant: success depends on your ability to develop and sustain solid, healthy relationships. He is known as a passionate advocate for design. 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. I hope that Beacon will have meaningfully impacted and elevated each of our entrepreneurs/partners lives and the communities we are involved with. Prior to ANGI, Lee served as General Counsel for an online education platform and a laser vision correction company. 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. San Dimas , California 91773. My mother is the most positive and important influence in my life who has helped to shape my personality and characteristics. In 2013 alone . I am a positive person who lives in a rainbow world! We encourage women, minorities, individuals with disabilities and veterans to apply. | Download Adobe Reader, Site designed and developed by Multimedia Solutions. To learn more, visitwaltonfamilyfoundation.organd follow us onFacebook,TwitterandInstagram. For most of us, life is longfor lots of reasons, we might begin to act like it. in 2015 and an Asia 21 Young Leader by the Asia Society in 2016. Homegrown Talent Initiative is facilitated by Colorado Succeeds and the Colorado Education Initiative. Katie Maguire Walton is organizing this fundraiser. 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. Visionary helps entrepreneurs to foresee the trend of future and make great moves to achieve success while integrity is essential in building trust and long-term cooperation. BENTONVILLE, Ark., Feb. 8, 2021 /PRNewswire/ --The Walton Family Foundation today announced a new strategic plan for its next five-year grantmaking cycle. Email us at [email protected] | NewsPRIVACY POLICY. Insider receives compensation when a reader provides certain personal information to Vanguard after clicking a Digital Advisor enrollment link on this page. Diverse perspectives, common values. 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. 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. Investing in equity securities is generally volatile and riskier than some other forms of investment. Italians have a phrase for it: formare una famiglia, or forming a family. She demonstrated the importance of education and showed me that it is never too late to pursue your dreams., The purpose of an education is to create in a person the ability to look at the world for himself, to make his own decisions., [email protected] read blog posts and reports by Normena Walton. Previously, Hoang served as a Senior Consultant at Deloitte Vietnam for more than five years. Stock picks ranged widely from Pinduoduo to Apollo Global Management and Snowflake. Everyone had positive feedback for the district, and Maloney was handed a check with the first installment of the grant. One needs to be able to plan, execute, problem-solve, reassess, pivot, plan again, execute and lastly never give up. LLC, an independent communicationsconsulting firm. Kellogg Graduate School of Management at Northwestern University. 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. managing one of the first gender lens investing funds in Southeast Asia, the Investing in Women Chuck and his wife Chris have lived in Denver for 20 years and have two children. Do not disclose any personal or financial information upon leaving the Beacon Trust website.