Join us Tuesday, May 14th from 5-8pm at UCI Beall Applied Innovation (The Cove) for an exciting inaugural event: Women in Impact Investing hosted by RevHubOC. This panel will feature experts from the world of equity and philanthropic impact investment who will share their insights on the current impact landscape, their investment thesis, and their thoughts on the future of funding for impact ventures. This event will provide women innovators and investors in impact with real-world advice and actionable insights. There will be plenty of time for networking.
Katie Nguyen Kalvoda is the founder and CEO of G3 Ventures, a social enterprise specializing in impact investments, innovative philanthropy and community advocacy. Prior to this, Ms. Kalvoda worked in the investment management industry as Chief Investment Officer of Newport Wealth Management. In that role, she managed a portfolio comprised of commercial real estate, private equity and liquid investments. Her achievements earned her many national and international awards including Angel Investor of the Year and Best Business Leader in Real Estate Investments. In 2018 and 2021, Katie chaired the Impact Investing Conference for Campden Wealth in San Diego and Palm Springs.
Ms. Kalvoda has many charitable pursuits. Katie is a board member of the Weingart Foundation, serving as Vice Chair of the Investment Committee. She is the CEO of the Kalvoda Family Foundation, founder of Advance OC, Treasurer and Finance Committee Chair of the Sisters of St. Joseph Healthcare Foundation, Board Member of Mission Hospital Foundation and Board Member of the California Health Facilities Financing Authority.
Shannon is the Chief Executive Officer of Beacon Pointe Advisors (“Beacon Pointe”), which she founded in 2002. Today, Beacon Pointe is one of the largest Registered Investment Advisory (RIA) firms specializing in full-service financial planning and research-driven investments, partnering with institutions, retirement-sponsored plans, and private clients. As of YE2023, the firm has more than $30 billion in assets under advisement, with more than 50 offices and 470+ employees nationwide.
Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute (founded in 2011), and Beacon Pointe Advisors is proudly the largest female-led RIA in the nation. She also co-authored Your Dollars, Our Sense, an International Best Seller, having ranked #1 in six business and finance categories. The book and its authors have also been featured on KKFX Fox 11, KMIR NBC Desert Living, CBS 8 San Diego, VoyageLA Magazine, and the KTLA 5 Morning Show.
Beyond her corporate achievements, Shannon actively serves or has served on numerous boards, including Banc of California, Viewpoint Ventures, Young Presidents Organization (YPO) Orange County Chapter, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, CNBC Financial Advisory Council, as well as the UCI Athletic Fund Board, Sisters of St. Joseph in Orange, and the Trustee for the Friends of the Girl Scout Council of Orange County. Shannon and Beacon Pointe have collectively been recognized for many achievements, showcasing the success of Shannon’s career and the firm’s accomplishments. Some of these recent accolades include:
• Barron’s Top 100 RIA Firms
• Barron’s Top 100 Women Financial Advisors
• Forbes America’s Top Women Wealth Advisors
• InvestmentNews Women to Watch of 2020
• Worth Magazine’s 50 Women Changing the
• Top Wealth Advisor Moms by Working Mother Magazine
• Financial Advisor Magazine Top RIAs
• Forbes 100 Fastest Growing RIAs
• Financial Times 401 Top Retirement Plan Advisers
• UC Irvine Lauds & Laurels Award Recipient World
Prior to founding Beacon Pointe Advisors, Shannon played a pivotal role in Roxbury Capital’s Private Client Group, overseeing investment policy, asset allocation, and equity strategy. She also managed Roxbury’s Socially Responsible Investments Team and contributed to the firm’s strategic direction as a member of Roxbury’s Management Committee.
Shannon earned her MBA from UCLA’s Anderson School of Management and her undergraduate degree from UC Irvine, where she also played on the Women’s Volleyball Team. She resides in Newport Beach, California, with her husband, where they raised their four children.
Lauren’s background in nonprofit development made her eager to activate more capital for social change, leading her to co-found Mission Driven Finance, an impact asset management firm and Certified B Corporation that designs, develops, and manages capital vehicles to advance inclusive economic opportunity.
As Chief Community Officer, she leads the design of community-based strategy, providing a frame for both internal culture & partner relationships. Lauren’s blended heritage—Irish, Chinese, and Native Hawaiian—informs her approach to reconnecting capital and community.
Prior to building Mission Driven Finance, she spent nearly 10 years fundraising for a wide variety of nonprofits—from large universities to small, volunteer-run initiatives. Lauren served on the steering committee of the Inclusive Capital Collective at Zebras Unite, on the board of Business for Good San Diego, and as a Social Venture Circle Innovation Entrepreneur. She is an active member of many philanthropic initiatives. Lauren is an alumna of Punahou School in Honolulu and Columbia University in the City of New York.
Syrian-American Impact Tech Entrepreneur, Investor and philanthropist. Rama is a partner in Transform VC, a Silicon Valley firm enabling 1000 tech founders to impact a billion and make a billion by investing in deep tech with climate and social impact. Rama was instrumental in building the social entrepreneurship ecosystem in the Middle East. In addition to her corporate roles, Rama runs an edTech nonprofit (VIP.fund) supporting youth impacted by conflict. Rama has been featured in Forbes, Bloomberg, the Monitor, Arab Women Rising, a Wharton School of Business Publication and The power of presence, a book by Joy Moore.
Katie LaFleur is a serial entrepreneur and Partner at FullCycle Climate Partners, investing in commercial-scale, climate-critical technologies. Committed to driving global change, Katie champions environmental protection initiatives, sitting on the board of the conservation journalism outlet, Mongabay, and serving as a Nexus Global ambassador.
