June 30, 2022
The Bailard Foundation celebrated its third anniversary in May. Bailard’s values shine through in many ways at the firm and the Foundation has quickly become another way for Bailard to exemplify its values of compassion, courage, and fairness. The Foundation channels Bailard’s strong commitment to the community through three focus areas: affordable housing, homelessness and poverty, and financial literacy. Since inception, the Foundation has donated $257,490 to grantees and remains appreciative of the incredible support receivedn by clients, employees, and friends of the firm during several challenging years. As we look to the future, the Foundation remains committed to building out additional in-person employee volunteer opportunities and expanding our grantee partnerships.
Giving Highlights
Employee Drives: The Foundation has conducted seven employee fundraising drives over the past three years, raising nearly $50,000 between employee contributions and the Foundation’s match. Our most successful drive to date was in March 2022 to support the ongoing crisis in Ukraine and highlights our employees’ commitment and generosity. In December 2021, we also held our Annual Holiday Drive, where employees received a match for contributions to their local food bank.
Volunteer Events: The Foundation held its inaugural in-person volunteer day on June 30 at Second Harvest of Silicon Valley. Fourteen Bailard employees gathered to sort 6,000 pounds of food for those facing food insecurity in the Bay Area. The Foundation looks forward to many future volunteer events around the Bay Area, underscoring our ultimate goal to build material relationships with our grantees by going beyond financial support and giving our direct time and effort. The next employee event will be at the SF-Marin Food Bank later in the summer.
Grantee Highlight – St. Francis Center
Mission: St. Francis Center provides opportunity for families living in Redwood City and the surrounding communities to live with dignity and build self-sufficient livelihoods.
Services: In addition to supplying food, housing, clothing and other essential services, the thriving community-based center seeks to reduce the cycle of poverty through skill building courses, mentorship programs and social services.
Grantee Highlight – World Central Kitchen
Mission: World Central Kitchen (WCK) works to provide food to global communities during crises, by being at the frontlines providing meals and by helping build resilient food systems in areas with chronic food system challenges.
Services: Founded in 2010 by Chef José Andrés, WCK is first to the frontlines, providing meals in response to humanitarian, climate, and community crises while working to build resilient food systems with locally led solutions. WCK has served more than 100 million fresh meals to people impacted by natural disasters and other crises around the world. WCK’s Resilience Programs strengthen food and nutrition security by training chefs and school cooks; advancing clean cooking practices; and awarding grants to farms, fisheries, and small food businesses while also providing educational and networking opportunities.
The Bailard Foundation supports initiatives that the firm, its employees, and its clients value, as we seek to collectively improve the communities in which we live, work, and engage. The Bailard Foundation has a board of directors that is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both select friends of Bailard, Inc. and employees.
Photo credit: World Central Kitchen/WCK.org.
Recent Insights
Bailard CEO Ft. in Forbes, “Three Ways To Put Your Values And Your Team First In A Competitive Market”
Bailard's CEO Sonya Mughal, CFA offered three insightful ways leaders in the industry can fortify their culture and step up their communication practices to attract and retain high-performing teams.
May 2, 2024
Country Indices Flash Report – April 2024
The Japanese yen hit its lowest level versus the dollar since the 1980s late in the month, followed by a sharp bounce in the currency, which most suspect was driven by official intervention.
April 30, 2024
Quarterly International Equity Strategy Q1 2024
The global economic environment changed dramatically in the first quarter as bond yields, which had marched down in the 4th quarter on the belief that central bank pivots were fast approaching, reversed course. Prospects for mid-year reductions in short-term interest rates remain high for Europe and the UK, but persistent strength in the U.S. labor market has pushed prospects for a shift there closer to the end of 2024. Still, non-U.S. equities found purchase in solid earnings even as they faced headwinds from a strong dollar due to the evolving central bank dynamics and heightened geopolitical risks. As noted below, we see a range of foreign stocks that can flourish in the current environment and remain excited for the potential of stocks both in developed and emerging markets to compete well against U.S. peers.
April 25, 2024
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