the beacon fund walton family

Mouna brings over 20 years of experience in technology, entrepreneurship, management, angel and seed investing. We seek out ideas from those closest to the problem - because theyre usually closest to finding effective, lasting and shared solutions. Investing in women matters now more than ever, which gets me even more excited to be part of Beacon Funds journey. My brother-in-law, Scott Walton, was the pilot of the Guardian Flight medical plane that crashed fatally on Friday, Feb. 24, in Nevada. A mission that also led her to join Beacon Funds mission. 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. Interestingly enough, this was the question I got asked when being interviewed for this job. She worked a full-time job, took classes in the evenings, and graduated from Marymount Manhattan College with a Bachelors degree in Business Administration. 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. The expectation is that the Managing Director will assist the organization in driving social change. She lives in Denver with her husband Adam and their sons Jacob (7) & Eli (5). My mother is the most positive and important influence in my life who has helped to shape my personality and characteristics. 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. Patamar Beacon Pte. since 2013, she has witnessed first hand the rise (and rise!) The Walton Family Foundation will provide more than $2 billion in philanthropic support over the next five years to achieve these goals. Its not about me! 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. You are leaving Beacon Trust's website and going to a third party website. If you continue to use this site we will assume that you are happy with it. Prior to Dallas, Miles successfully transformed the Harrison School District in Colorado Springs, raising student achievement and building a high-performance culture. 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. Join us to build a new model of entrepreneurial success Connect with Us | Download Adobe Reader, Site designed and developed by Multimedia Solutions. 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. 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. In many countries around the worldespecially here in South East Asiawomen entrepreunerss access to finance is limited leading to many potential opportunities staying unrealised. She graduated summa cum laude from the Australian National University, where Therefore, I am proud to take part in Beacons efforts in addressing this challenge. Prior to entering the investment sector, she worked in strategy consulting at Bain & Company 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. 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 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! He graduated from the University of Illinois and went on to receive an MBA from Northwestern. They seek to offer a diversified portfolio of domestic equity exposure with contractually defined outcomes and stable returns, taking the emotion out of investing. Prior to ANGI, Lee served as General Counsel for an online education platform and a laser vision correction company. That 32% gain came on the back of several low-cost exchange-traded funds as well as a few choice stocks. Currently, Alan is owner of Write.Edit.Think,. Annie Proietti, who is one of their granddaughters, is the board chair. The foundation has about 100 employees and additional offices in Denver, Jersey City, N.J. and Washington, D.C. Todays challenges are more complex and interconnected than ever, and solutions require setting ambitious goals, bringing people with different ideas and backgrounds together, and developing innovative approaches, Proietti said in a statement. The scholarships are awarded to community college graduates matriculating into 4-year colleges and rising sophomores at state universities. Bill Weintraub teaches advertising and marketing in the College of Communication at the University of Colorado in Boulder. 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. No matter what happens in life, she has taught me to have faith and shared with me her experience in overcoming tough situations. 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. 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 |. 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. Are you staying close enough to your customers and doing the deep listening to truly understand their needs? Shifting capital to investment vehicles that are a better fit for women entrepreneurs needs requires leadership. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. Beacon Fund An investment firm that works for women Diverse perspectives, common values Our team shares a desire to achieve gender equality. The plan reflects the foundation's . It is very hard to be an entrepreneur, or at least a successful one. As a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund. He went on to become Chief Marketing Officer at Kellogg in Michigan, then at Tropicana in Florida, then at Coors in Colorado. 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. He served a stint in the U.S. Marine Corps, before beginning his marketing career at Procter & Gamble in Ohio. 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. Its not easy to feel in control of our own life and feel that we can be whatever we want to be. 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. 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. I am a positive person who lives in a rainbow world! 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. Yen has almost five years of experience in impact investing in Southeast Asia. In February, after 17 years, Tom stepped down as Chair of the Reisher Scholarship Committee. In 2006, she started her own consultancy firm to manage and development infrastructure projects funded by AfDB and JICA. Join our team. About the PositionThis role has emerged as a result of increased philanthropic, investments and advocacy by the organization. Mouna also holds board seats at technology startups and is a Director at the Myanmar Private Equity and Venture Capital Association. The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. 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. The purpose of HTI is to create pathways for kids to succeed engaging students who dont necessarily learn in a traditional way. I am looking forward to seeing all the great things we will achieve. Throughout his career, one truth has remained constant: success depends on your ability to develop and sustain solid, healthy relationships. He also holds degrees in Economics from Boston University and Peking University for his Masters and Bachelor's degree respectively. 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. She enjoys running, skiing, cooking, and listening to TED Talks. 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. We are also pioneering an evergreen fund structure to better fit the time horizon and financing needs of our portfolio companies. 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. She holds a B.A. 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. 501 (c) (3) organization Donations are tax-deductible URL not available PO BOX 1860 Bentonville AR 72712-1860 Bentonville AR | IRS ruling year: 1988 | EIN: 13-3441466 Mission not available Rating Information Not currently rated Ratings are calculated from one or more beacon scores. 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 corporate office is located in PO Box 2030, Bentonville, Arkansas, 72712, United States and has 320 employees. Rong Hui holds an MBA from HEC Paris, where he was awarded both the Dean's List and Leadership awards. Even though shes only in kindergarten, these rides have become the greatest source of inspiration shaping his future career and civic duties. 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. 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. 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. Empowering women simply aims for women to be able to have control over themselves so they can maximise their contributions to the world as a whole. Hence, I am very proud to be her son and do not take anything that I have for granted. in Global Studies. 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. Hoang holds a Bachelors Degree in Quantitative Finance from Ho Chi Minh City University of Economics, and is pursuing Association of Chartered Certified Accountants (ACCA). There are very few firms intentionally focused on solving this problem in this particular way. One year later, Smith was named a, CEO of the Year finalist and helped earn the company top honors as. The Waltons are richer than ever, adding $25 billion in the past year to take their combined fortune to an estimated $215 billion. While at Kent Denver, Tom was the catalyst in establishing Denver Summerbridge (now Breakthrough Kent Denver) on the school campus in 1994. 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. Entrepreneurs can fully focus on delivering the impacts and mission they set out to do by working with Beacon Fund. I hope that Beacon will have meaningfully impacted and elevated each of our entrepreneurs/partners lives and the communities we are involved with. Sign up for our newsletter to get the inside scoop on what traders are talking about delivered daily to your inbox. She lives in Arvada, CO, with her husband, Matthew. Such options may also be illiquid, and in such cases, the Fund may have difficulty closing out its option positions. With support from Investing in Women, an initiative of the Australian Government, and Swiss EP, an initiative of SECO Economic Cooperation and Development. Thus, she started her own work from home business. Paid non-client promotion. Mike Miles co-founded Third Future, an educational services company, after serving three years as the Superintendent of the Dallas Independent School District. This fall, as Beacon College's popular Beacon in Tuscany study abroad program emerged from COVID-19 hibernation, nearly two . 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. 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. Her work approach and leadership draws from her rich cross-cultural experience working in Asia, Europe and Africa. 130 N Interocean Ave Lee is a long-time Denver Attorney, currently doing freelance legal work. Later he joined the World Bank, where he worked with governments and companies to prioritise infrastructure projects for economic development. Our Team Beacon is proud to be a 2X-aligned fund and part of the global movement to invest in women. "As we work toward lasting change for tomorrow, we are committed to unlocking opportunity today and breaking down barriers that stand in the way.". The plan envisions Northwest Arkansas as one of the most vibrant and inclusive regions in the nation. Chuck retired as Colorado President for Qwest Communications in 2012. 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. 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. Walton Family Foundation Finding Inspiration in the Past, a New Generation of Delta Leaders Rise Recent Stories "It Was Like Being Able to Access a New Chapter of the Textbook" K-12 Education Jessie Long March 1, 2023 High school junior Zachary Clifton uses ChatGPT to bridge gaps in his understanding Based in Denver, Beacon achieves its purpose through three primary initiatives: 1) Career and post-secondary success2) Immigrant advocacy and integration3) Youth nutrition. The access, use and/or distribution of this websites information, materials and contents may be restricted by law in certain jurisdictions. 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. Customer centricity is everything. Amy Slothower is a management consultant with more than 20 years of leadership experience in both the private and nonprofit sectors. We are family-led, creating access to opportunity for people and communities. San Dimas , California 91773. We tend to dream smaller and smaller after adversity. He retired in June, 2010 after 13 years in that position. All rights reserved. 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. Katie Maguire Walton is organizing this fundraiser. Beacon Fund: The financing solution that works for promising women-owned businesses. 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. 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. 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. | Privacy Policy | Disclosures 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. Stock picks ranged widely from Pinduoduo to Apollo Global Management and Snowflake. 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. 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. She has been a key investment team member on numerous deals, working end-to-end from origination, to execution of the transaction, to portfolio management. In 2015, Craig received the first ever Colorado Governor's Citizenship Medal recognizing his professional excellence and positive impact on the Colorado Community. Walmart stock was slightly down during the period. 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. Shalynn Damron was recognized by the City of Munising for actions she took to save another local resident at the Munising City Commission meeting on Wednesday, March 1. My mom is my role model and inspiration. Prior to Beacon Fund and Patamar Capital, she had stints at a VC-backed fintech startup and in the investment banking sector. Contact Name. Its the fundamentals, stupid. Lee is a graduate of the Wharton School at the University of Pennsylvania, and received his law degree from the University of Colorado. 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. A core set of beliefs guide our work: the power of partnership; humility in knowing that we do not have all the answers; respect for individuals to discover and engage in building a lifestyle of their choice; and an openness to adapt to ever-changing needs and to new ways of creating positive change. Our 10+ years of experience have helped us identify an overlooked opportunity amongst moderate growth companies. 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. 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 . 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). Walton Family Foundation Inc. Is this your nonprofit? 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. Beacon Pool and Green Teens receive funds. Alice is passionate about collecting art. Investing in derivative instruments can be volatile and involves various types and degrees of risks, depending upon the characteristics of a particular derivative. 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. 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. Chuck and his wife Chris have lived in Denver for 20 years and have two children. Today, Smith still serves as President & COO of HomeAdvisor, responsible for leading more than 1,400 employees, including international and subsidiary businesses. She was previously the founding Executive Director of Get Smart Schools, a charter school incubator and leadership development organization. she was also awarded the University Medal. head1 Institutional Share; Ticker . 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. Job Title. ENVIRONMENT PROGRAMThe 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. Resilience. Bill attended public schools, growing up in a mixed-ethnic working class Chicago neighborhood. Sign up with your email address to receive news and updates. Lee brings to the investment community three decades of leadership and operational experience in various commercial sectors. 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. of Vietnams entrepreneurial ecosystem. 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). Authentic care is essential to building trust, while open-mindedness is crucial to helping us see new ways of doing things and helps us find the humility to improve. Sometimes we get so caught up in performing according to the rules of the system that we stop questioning why they exist. Empowering women is helping them realise their highest potentials as human-beings. With support of the American People through the United States Agency for International Development (USAID). This is what fuels my passion and imagination every day. To continue the good work so that one day impact investing will simply be called "investing.. Following the Arab spring revolution in 2011, Mouna has relocated to Singapore with her family. Walton Enterprises: First posted: November 01, 2020: x. The Beacon Fund invests in expanding people's opportunity to thrive. Thats why we are committed to the issues we work on for the long term. In 2017 Jill was appointed by the Denver School Board to serve on the Strengthening Neighborhood Initiative. Years of investment in Walmart's supply chain and e-commerce. Family Voices: Where Opportunity Takes Root. Contact Info. He is known as a passionate advocate for design. 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. 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. As the only breadwinner in the family, she had to find alternative solutions to a normal job because she needed to also be available as a caregiver to her young children.