Kwanza Jones and José E. Feliciano Transform the Concept of Legacy at NAIC Forum

Redefining Legacy Through Empowerment



At the recent National Association of Investment Companies (NAIC) Amplifying Alts Forum, influential investors and philanthropists Kwanza Jones and José E. Feliciano ignited a transformative dialogue about legacy, moving away from traditional financial metrics towards a more holistic understanding of impact, access, and opportunity. In a compelling fireside conversation with Robert L. Greene, President and CEO of NAIC, both Jones and Feliciano emphasized that legacy is about more than just returns; it's about creating systems that sustain access and foster empowerment for generations to come.

Jones and Feliciano, who have made significant strides in philanthropy through the Kwanza Jones & José E. Feliciano Initiative, shared their insights during the Leadership Excellence Awards Luncheon on October 2. Their message was clear: a true legacy is forged through purposeful leadership that emphasizes sustainable change. Feliciano articulated, "Access to economic capital is a human right, critical for a nation built by immigrants." This sentiment underlines the necessity for systemic inclusion rather than temporary acts of generosity.

Jones echoed this sentiment, stating, "Possibility doesn't happen without patience. It doesn't happen without perseverance. And it certainly doesn't happen without obstacles." She guided the audience through a grounding exercise, showcasing the importance of a strong foundation not only in entrepreneurship but also in impactful living. This approach brings a human-centered perspective to investments, reminding attendees that there are real lives, histories, and stories behind financial decisions.

Moreover, the couple discussed their influence in reshaping institutional frameworks, using their named dormitories at Princeton University as tangible examples of belonging and representation in spaces of higher learning. They shared their personal journey of creating a 'life plan' driven by making an impact rather than merely accumulating wealth. Jones's assertion, "If you only focus on a dollar amount, you're leaving so much on the table," speaks volumes about their commitment to prioritizing meaningful contributions over financial gain.

Greene acknowledged their exceptional leadership, stating, "I can’t tell you how much I appreciate your example, your leadership, and how much this association appreciates your friendship." This exchange captured the true essence of their mission, highlighting that lasting value is not gauged by accumulation but by the access and opportunities one creates for others.

Through their initiative, Jones and Feliciano have pledged over $200 million towards promoting education, entrepreneurship, equity, and empowerment. They articulated that the true measure of success lies in the lasting effects of their philanthropic endeavors, which aim to bridge gaps and create pathways for underserved communities.

About Kwanza Jones and José E. Feliciano



Kwanza Jones and José E. Feliciano are not just partners in life; they are also business colleagues committed to social change. Their family office, established in 2014, is dedicated to driving meaningful impact through strategic investments and philanthropy focussed on four key pillars: education, entrepreneurship, equity, and empowerment. They firmly believe that access to capital paves the way for inclusive opportunities and have demonstrated their dedication through their financial commitments.

Kwanza Jones is a celebrated artist and speaker with numerous Billboard hits, extending her leadership across various non-profit and corporate boards. Her vibrant energy and creativity leave an indelible mark wherever she goes. José E. Feliciano, meanwhile, serves as the Co-Founder and Managing Partner of Clearlake Capital and holds influential positions at several prestigious organizations, reflecting his commitment to cultural progress and education.

By redefining what legacy means at the NAIC Forum, Jones and Feliciano inspire a new generation of leaders to look beyond profits and strive for a more equitable and inclusive society. Their powerful message urges us all to consider how we can create impactful legacies that enrich communities and change lives for the better.

Topics People & Culture)

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