He is admitted to the Hawaii Bar (2016). Our story begins with Sam and Helen Walton. Paid non-client promotion. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. Help Guardian Flight pilot Scott Walton's family The company's . 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. Walton Family Foundation The three stocks have had divergent performances between December and June. She also serves on the Advisory Board of Colorado Public Radio. Diverse perspectives, common values. Walton Family Foundation: Employee Directory | ZoomInfo.com Paid non-client promotion. Beacon Students Discover Learning Abroad Becomes a Family Affair 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. 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. 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? Tom graduated from Lehigh University (BA) and the University of Washington (MA). She lives in Arvada, CO, with her husband, Matthew. 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. 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. 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. In 2015, Craig received the first ever Colorado Governor's Citizenship Medal recognizing his professional excellence and positive impact on the Colorado Community. "Scott was just one of those people who you can't even put into words," Katie Walton, Scott's . He also was an associate at the law firms of Brobeck, Phleger & Harrision, and Ballard, Spahr, Andrews & Ingersoll. Resilience. About the PositionThis role has emerged as a result of increased philanthropic, investments and advocacy by the organization. Box 2030, Bentonville, AR 72712 | Social Media. Hedge-fund billionaire David Tepper's trusts are worth $155 million . Their Walton Family Foundation, established by the late Sam and Helen Walton in 1988, is considered a heavyweight in the world of nonprofits with just under $2 billion in assets. Patamar Beacon Pte. "Today's 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," saidAnnie Proietti, board chair of the Walton Family Foundation. 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. In 2017 Jill was appointed by the Denver School Board to serve on the Strengthening Neighborhood Initiative. Access your favorite topics in a personalized feed while you're on the go. The Waltons' largest holding was a $2.2 billion stake in VWO, Vanguard's emerging markets ETF, which rose 8.4% between December 2020 and June of this year. The Walton foundation was created by late Wal-Mart founder Sam Walton and his wife but has no connection to the discount-store chain. At the same time, a glossy mission isnt much good without incredible execution. 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. If you continue to use this site we will assume that you are happy with it. Lee is a graduate of the Wharton School at the University of Pennsylvania, and received his law degree from the University of Colorado. It is very hard to be an entrepreneur, or at least a successful one. Beacon's rulesbased strategies attempt to add value through intelligent portfolio design and implementation, not through individual security or sector selection. In addition, she co-founded the Denver School of Science and Technology where she spent three years as chief financial officer prior to its 2004 opening. Three generations of the descendants of our founders, Sam and Helen Walton, and their spouses, work together to lead the foundation. It now provides $2.2 million annually in merit/need scholarship grants to over 300 students in 6 state universities. Learn More Speak with an advisor. . Were focusing on debt products, because we believe theyre a better fit for the moderate growth, cash-flow positive businesses that were targeting. The Walton Investment Team held $5 billion in the stock market at the end of June, up from $3.8 billion six months prior. Donations by the Walton family vary and both political parties benefit. 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. 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. 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. Board Members - A Plus Colorado Rong Hui holds an MBA from HEC Paris, where he was awarded both the Dean's List and Leadership awards. Her work approach and leadership draws from her rich cross-cultural experience working in Asia, Europe and Africa. Alan co-founded Chalkbeat, a growing and increasingly prominent national newsnonprofit focused on PreK-12 education policy, policy implementation and practice. Education reform internships expand to students at Mississippi's HBCUs My mother is the most positive and important influence in my life who has helped to shape my personality and characteristics. 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. Prior to entering the investment sector, she worked in strategy consulting at Bain & Company 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. It is possible to lose money on an investment in the Fund. Other ETF holdings included various Vanguard and iShares funds in emerging markets and Treasury bonds. The Managing Director will work closely with the Directors, Board of Directors and President to help design and support philanthropy, investment and advocacy strategies and goals. In addition, ETFs may invest in shares of other investment companies, including ETFs, as a means to pursue its investment objective. in 2015 and an Asia 21 Young Leader by the Asia Society in 2016. Walton Family Foundation provides $2 million grant for mixed-income opportunities in Southeast Asia. He also holds degrees in Economics from Boston University and Peking University for his Masters and Bachelor's degree respectively. We tend to dream smaller and smaller after adversity. Based in Denver, Beacon achieves its purpose through three primary initiatives: 1) Career and post-secondary success 2) Immigrant advocacy and integration Most of the money for Walton's museummore than $1 billion, including endowmentscame from the Walton Family Foundation, the family's main charitable arm, which also spends hundreds of millions of dollars a year on education reform and environmental protection. With the support of internal and broader organizational resources, the Managing Director will ensure that needs are met in an integrated and high-quality manner, that enhances capacity and capability in meeting the organizations social impact ambitions to continually move the organization forward. 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. Yen started her career as an investment banking analyst at Vietnams top brokerage firm, Ho Chi Minh City Securities Corporation (HSC). Chief of Staff-The Beacon Fund. As they say: Life is like a bicycle, to keep your balance, you must keep moving..