North Texas Company Leads the Pack on Corporate Wellness Trends
Many corporations, large and small, offer wellness programs to help you stay in shape, but what changes might you see in 2017? Experts predict corporate wellness trends for 2017 will include components for mental and spiritual well-being, as well as technology-driven incentives.
“There’s a shift going from the physical health to the total well-being of the employee,” said Robyne Gaudreau, with Viverae, a workplace wellness technology company.
One North Texas company many would say is in front of the trend is Satori Capital, an investment firm with offices in Dallas and Fort Worth.
“Our vision was to have the next generation of corporate wellness. We had, as individuals and leaders, for a number of years, done corporate wellness programs, and we thought there was an opportunity to really build the next generation – corporate wellness 2.0,” said Sunny Vanderbeck, co-founder and managing partner at Satori Capital.
Vanderbeck and his leadership team created what he says is a “whole person approach to well-being,” offering programs, tools and resources to help become healthier in four dimensions: mental, physical, emotional and spiritual. The team of 25 participates in weekly group meditation, journaling, energy rituals, tread desks, walking meetings, health coaching with Larry North and receives nourishing meals (high protein, low carb, organic and “Less-Meat Mondays”) during the workday. They also have access to Satori Sweats, which encourages group fitness as a way to stay active and create connections and a sense of community outside of the office.
“This is not a benefits program. This is something that drives performance at our firm,” Vanderbeck said. “We’re in the investment business, so the more effective and efficient we are, the better decisions we make, the better our business works, so there is a bottom line to all of this. And how wonderful is it to be in the position to help people become the best versions of themselves?” he added.
A healthier employee means a healthier bottom line for companies that offer wellness programs, according to Gaudreau. “Those benefits may include reduced health-care spending in the future. It may include increased productivity, reduced absenteeism and, in fact, recruitment is an advantage as well,” she said.
“Our team doesn’t get sick, doesn’t have issues, so our health-care costs are rising at a rate much lower than other companies,” Vanderbeck said.
Cami Miller, an investor experience analyst at Satori, says the holistic wellness program changes the landscape of “corporate America.”
“I have a photo of me four years ago and a photo of me now, and I look at myself and I don’t even recognize where I was,” Miller said, of her physical fitness. “It’s a seamless transition from my life outside of the office to the office, where my goals are supported and everyone’s talking about it and are holding me accountable. It’s a part of our everyday conversation,” she adds.
Source: North Texas Company Leads the Pack on Corporate Wellness Trends | NBC 5 Dallas-Fort Worth
Satori Capital was named a Best Place to Work in Money Management for 2016 by Pensions & Investments for the second consecutive year.
“Employees at these top-ranked firms most often cited their colleagues, the firm’s culture, and the benefits as the things that make it a great place to work,” said Amy B. Resnick, editor of Pensions & Investments.
“There is no trade-off between being a great place to work and being a great investment,” said Randy Eisenman, co-founder and managing partner of Satori Capital. “As is the case with our firm, we look to invest in companies with a highly engaged group of employees.”
Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top companies.
Pensions & Investments, owned by Crain Communications Inc., is a global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides coverage of events affecting the money management and retirement businesses.
Satori Capital Wins Top Spot in 'Best Companies to Work For' Awards
Satori Capital received a “Best Companies to Work For in Fort Worth” award from FW Inc. magazine on November 9, 2016. The award ranked the top 16 companies in Fort Worth, Texas, for employee satisfaction and engagement. Satori ranked highest in the small companies category.
“We’re delighted and humbled to receive this recognition of our culture and our focus on our team members’ well-being,” said Randy Eisenman, one of Satori’s founders. “We’ve built our culture very deliberately, so an award like this is a great affirmation of that effort.”
Some of the benefits offered by Satori that impressed the judges included company-paid gym memberships, biennial health screenings, monthly Optimal Living advisor visits, flexible schedules, generous time off, chef-prepared healthy lunches daily, on-site guided meditations, and stress management support.
The November/December 2016 issue of FW Inc. includes a multi-page feature on Satori that highlights several team members’ thoughts about working at the investment firm.
“People rarely feel as if they’re making sacrifices to be here in their lives,” said CFO Willie Houston, referring to the company’s flexible schedules. Associate James Gorski talked about the firm’s culture, saying, “We celebrate learners, reward honest communication, seek a purpose higher than making money, and, most importantly, strive to create lasting value for all of our stakeholders.” Faith Geiger, Satori’s stakeholder engagement manager, summed up the firm’s approach to its team members by saying, “When we hire people and when we on-board, we try to take a whole-person approach. We explore – what do they want to bring to the workplace? What makes them thrive?”
This is the second award Satori has received for its culture and workplace excellence. It previously ranked number one in Pensions & Investments magazine’s Best Places to Work in Money Management for 2015.
Eight other companies, from nonprofits to publicly held businesses, competed for the top spot in the small companies category. Rankings were awarded based on an analysis of employer-provided benefits and anonymous surveys completed by employees. The contest was administered and judged by an independent research firm, the Best Companies Group, that specializes in identifying great places to work.
Blue Zones Project is partnering with employers across Fort Worth to create healthier work environments. The Blue Zones Worksite® Pledge promotes evidence-based actions and lifestyle principles to empower employees to be happier, healthier, and more productive. Benefits to employers include increased team member engagement, productivity, and potential savings in healthcare costs.
Satori Capital was recognized by the Fort Worth City Council on March 29, 2016 as one of the newest Blue Zones Project Approved Worksites. By implementing healthy evidence-based options for employees, such as weekly group meditations, extensive fitness benefits, and nutritious meal offerings, Satori is helping to improve the community’s well-being and working hard to maintain status as a great place to work!
Satori Capital Takes First Place in Alternatives Category
Satori Capital was named one of Pensions and Investments Best Places to Work in Money Management for 2015. Satori was one of 34 companies named and placed first among alternative investment managers.
The list of Best Places to Work in Money Management is compiled based on data collected by Buck Consultants LLC. The winners were chosen based upon survey responses submitted by both employees and employers to questions related to categories chosen by Pensions & Investments editors. The leading companies received high scores in areas such as employee relations, social responsibility, and work-life balance.
One team member wrote, “We strive to be the best possible partners we can be to our stakeholders as well as think about the impact our business will have on the world over the course of generations.”
CEO features chief executives from the corporate and not-for-profit sectors. The show explores what it takes to make a company successful in today’s global marketplace, asking questions about leadership style and ethics.
On the October episode of CEO, Satori Capital Managing Partner Sunny Vanderbeck tells host Lee Cullum how Satori helps portfolio companies steer clear of common roadblocks to growth and explains why they look to invest in companies with a conscience. “(Satori Capital believes) profits aren’t a reflection of what you can get away with, what you can extract, but they’re a reflection of the value you create for a customer, for the community you’re in, for your employee,” he says. Vanderbeck also predicts business trends he says will be revolutionary.
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TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is a peer-to-peer learning network for high net worth investors. Members are entrepreneurs, CEOs, inventors and top executives with backgrounds in financial services, real estate, industrial and consumer goods, legal services, entertainment and medicine. The TIGER 21 learning experience centers on improving the members’ investment acumen through critique and coaching, as well as exploring common issues of wealth preservation, estate planning and family dynamics.
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