Tuan started his career as an equity trader for a hedge fund in Los Angeles, California. They seek to offer a diversified portfolio of domestic equity exposure with contractually defined outcomes and stable returns, taking the emotion out of investing. She currently serves on the Areas of exploration include education and youth engagement, economic asset building for individuals and families, and coalition building to maximize impact. 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. 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 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! Resilience. The Waltons youngest son, Jim Walton, is Proiettis father. 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. About the Walton Family FoundationThe Walton Family Foundation is, at its core, a family-led foundation. 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. 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. She graduated summa cum laude from the Australian National University, where Yen graduated cum laude from North Central College, Illinois where she pursued a B.S. 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. Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. 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. Additional assessments covering other top-100 U.S. foundations will roll out in the coming months. Stock picks ranged widely from Chinese e-commerce platform Pinduoduo to private equity giant Apollo Global Management and cloud computing firm Snowflake. When women entrepreneurs are empowered to build sustainable and profitable businesses, they empower their families, communities and their societies as a whole. 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. Specialties. I imagine when entrepreneurs think about Beacon Fund, they are excited to work with us not only because we have products which meet their needs but also because of the experiences we are able to deliver. | Disclosures Lee brings to the investment community three decades of leadership and operational experience in various commercial sectors. 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. 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. 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., normenaw@gmail.com read blog posts and reports by Normena Walton. The Walton Family Foundation is rooted in several generations of family, where no voice is louder than the next and different opinions are valued. She graduated from the University of Texas at Arlington with Cum Laude honors and a Bachelor of Business Administration, Concentration in Finance Degree. He and his wife, Sally, served in the Peace Corps in Peru. Previously, Hoang served as a Senior Consultant at Deloitte Vietnam for more than five years. Tuan holds a B.S in Finance and a JD/MBA from the University of Hawaii, where he graduated cum laude (JD) and was awarded honours for outstanding MBA student. Half of their fortune is tied to Walmart, though the family has sold almost $7 billion in the company's stock since 2020, according to Bloomberg. Yen started her career as an investment banking analyst at Vietnams top brokerage firm, Ho Chi Minh City Securities Corporation (HSC). To learn more, visitwaltonfamilyfoundation.organd follow us onFacebook,TwitterandInstagram. Following the Arab spring revolution in 2011, Mouna has relocated to Singapore with her family. Chuck retired as Colorado President for Qwest Communications in 2012. The world's wealthiest family moved $48 billion of Walmart Inc. stock to a different holding company in an action that may signal future share sales and bolster their philanthropy. 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 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. Common values provide the threads of trust which allow a team to challenge each other and push each other without descending into a cacophony. The purpose of HTI is to create pathways for kids to succeed engaging students who dont necessarily learn in a traditional way. Three of the six members of the Walton family who occupy space on the Forbes 400 list of the richest Americans are in the top ten, and a fourth ranks at number 11. Marital and Premarital. The top shareholders of Walmart are S. Robson Walton, Marc E. Lore, C. Douglas McMillon, Walton Enterprises, Walton Family Holdings Trust, and Vanguard Group. 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. P.O. in 2015 and an Asia 21 Young Leader by the Asia Society in 2016. 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. Philanthropic Response in the U.S. Southwest to the Crises of 2020. release of a new five-year strategic plan. 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). Craig lives in Denver with his wife and three young children and starts his mornings with a bike ride to take his daughter to school. 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 was one of those special people who lit up a room . Prior to joining Beacon Fund, Hoang worked as Finance Manager at EcoTruck, a leading technology logistics company with the mission to improve efficiency and optimise logistics costs for Vietnam market. 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. 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. His coverage of DPS earned several regional journalism awards. 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. 86% of retail CFD accounts lose money, Registration on or use of this site constitutes acceptance of our. Beyond the two main aspects of competence and character, I gravitate towards people who genuinely care for people and remain open-minded. While at Kent Denver, Tom was the catalyst in establishing Denver Summerbridge (now Breakthrough Kent Denver) on the school campus in 1994. Jesus is a Colorado native who loves bringing exceptional people together to accomplish great things. P.O. 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. On the other side of the bridge, are economic choices to which these women are too often denied access. Prior to entering the investment sector, she worked in strategy consulting at Bain & Company One needs to be able to plan, execute, problem-solve, reassess, pivot, plan again, execute and lastly never give up. Southeast Asia Advisory Council of Womens World Banking, a global NGO promoting womens in Communications from Marist College and has worked in both the non-profit and private sectors. However, full access to capital remains a major obstacle. The three stocks have had divergent performances between December and June. 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. As they say: Life is like a bicycle, to keep your balance, you must keep moving.. Beacon advances the work of these initiatives through broad set of tools including philanthropic grants, investing, and advocacy support. The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. 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 |. Chief of Staff-The Beacon Fund. He is admitted to the Hawaii Bar (2016). 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. 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. The scholarships are awarded to community college graduates matriculating into 4-year colleges and rising sophomores at state universities. I hope that Beacon will have meaningfully impacted and elevated each of our entrepreneurs/partners lives and the communities we are involved with. Address: 358 E Foothill Blvd Ste 100 San Dimas, CA, 91773-1264 United States 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. Join our team. He believes that we are all at our best when we can tie what we do really well back to helping others. 25 May, 2021. At home, I appreciate my moms cooking talent and her ability of nurturing the whole family. 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. 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. Prior to the Beacon Fund, he was a director at IFB Holdings managing F&B and media portfolio companies with a focus on operational efficiency and optimisation for exit. A mission that also led her to join Beacon Funds mission. That insight will empower breakthrough ideas that are the building blocks for the big system change we hope to achieve.. Rick has designed and curated three exhibits on typography and letterpress printing and served as a curator and designer of exhibitions for AIGA National. 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. 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). She was responsible for overseeing sub-awards with provincial Departments of Health to maximise contributions and support for public health programs in Vietnam. Who we are looking forWe are seeking an outstanding, seasoned Managing Director who brings considerable experience in a service-oriented organization. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. 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. He was inducted into the International Academy of Digital Arts and Sciences in 2001. In my opinion, they also happen to be great advice for life in general! Prior to joining Beacon Funds mission, she spent more than three years working for public health sector under Program team at Population Services International. in Finance and B.A. Learn More Speak with an advisor. From 1988-97, Alan was a reporter with The Denver Post. Daniels Fund, the Lumina Foundation for Education, Robert W. Woodruff Foundation and William Penn Foundation. Currently, she is a Senior Contract Specialist at IHS Markit, having managed over $70MM in contracts for the Federal government. The company's principal address . Suite 101. 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. At this stage of my business career, its a privilege to be able to dedicate my time and experience to something that has (remarkably!) At the age of forty-one, my mother decided to return to college to complete her education. 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. 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. Paid non-client promotion. 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. Alanfounded Chalkbeats precursor, Education News Colorado, and served as its publisherfrom its founding in 2008 until the merger with New York-based GothamSchools thatcreated Chalkbeat in 2013. In 2013 alone . 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. 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. We focus on positive social change by removing systemic barriers to success for individuals and their communities. 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. 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. Diverse perspectives, common values. Her current and past clients include Childrens Hospital Colorado, the Colorado Health Foundation, the Colorado Office of Early Childhood, the Colorado Charter School Institute, Colorado Access and numerous smaller nonprofits, charter schools and independent schools. Later he joined the World Bank, where he worked with governments and companies to prioritise infrastructure projects for economic development. The nonprofit behind a mixed-income neighborhood project in the south part of town received a $2 million grant from the Walton Family Foundation to expand its model throughout the region. Shifting capital to investment vehicles that are a better fit for women entrepreneurs needs requires leadership. Tuan La is a seasoned attorney with over 10 years of diverse experience in business, investments, legal, start-ups and private equity. 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 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. Over the last decade Ive been relentlessly working towards advancing women entrepreneurs to achieve success. Based in Ho Chi Minh City, Hoang focuses on credit assessment and portfolio management. In addition, ETFs may invest in shares of other investment companies, including ETFs, as a means to pursue its investment objective. For most of us, life is longfor lots of reasons, we might begin to act like it. Our Team Beacon is proud to be a 2X-aligned fund and part of the global movement to invest in women. At the same time, a glossy mission isnt much good without incredible execution. March 3, 2023 | Beacon News, Travel Abroad - Prato. Alan co-founded Chalkbeat, a growing and increasingly prominent national newsnonprofit focused on PreK-12 education policy, policy implementation and practice. The Walton Family Foundation is rooted in several generations of family, where no voice is louder than the next and different opinions are valued. What inspires me is the opportunity to help span this gap that exists for more than half of the worlds population.
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