Page 482 - DCAC February 2024 Files

Around the Firm

Promotions & Team Updates

We are thrilled to share the latest updates and achievements within In addition, all Innovest employees participated in the annual Joy
the Innovest family. Join us in extending a warm welcome to our Drive for the Little Flower Assistance Center contributing much-
newest Analyst Assistant, Ian Gilbert, who graduated from Minot needed supplies for families in Aurora, Montbello, and Green Valley
State University Summa Cum Laude with a degree in Finance. Ian will Ranch. Finally, Innovest employees assisted families in finding gifts at
assist Innovest’s Retirement Plan Team. the Denver Santa Claus Shop, supporting the nonprofit's mission, "A
Toy for Every Girl & Boy."
We are delighted to announce Peter Girard's well-deserved
progression to Manager. John Brock has risen to the role of Senior Conferences, Speaking, Events, & Sponsorships
Analyst, while Christine Attai, Anna Berdahl, Kristin Grayner, Matt In November, Innovest hosted the Arizona Defined Contribution
Popish, Jean-Marie Willis, Matt Foster, and Natalie Miller have Conference (AZ/DC) in Scottsdale, Arizona. This conference offers
advanced to the position of Analyst. Their commitment to our networking opportunities for Arizona public plan professionals and a
clients, team, and mission of stewardship is commendable. forum for the exchange of industry knowledge and expertise.
In addition, we want to acknowledge the outstanding Innovest Principals Troy Jensen and Jared Martin took the stage at
accomplishments of our colleagues who received Innovest's the 2023 Colorado Government Finance Officers Association
esteemed annual awards. Eileen Pohs' dedication secured her the (CGFOA) Annual Conference in Breckenridge, Colorado to give a
Annual Service to Others Award, Rick Rodgers was distinguished with presentation titled "Back to the Future? Monetizing Retirement Plan
the William Fender Mentorship Award, Joanne Cinalli received the Participants."
212 Degree Award, and Kathy Lalone accepted the Founder’s Award.
At the NAGDCA Conference in Seattle, WA, Innovest Principal, Paul
Austin Cleveland, Cheryl Wilks, and Marisa Joseph earned the Service Nacario, skillfully moderated a roundtable discussion, and Innovest
to Others award for October, November, and December 2023 for President, Principal, and Co-Founder, Wendy Dominguez, showcased
their dedication to their fellow employees. her expertise as a panelist in the Solutions to Fiduciary Challenges
Awards & Publications discussion.

Innovest was named a "Best Place to Work" by Pensions & Innovest proudly sponsored the Colorado Professional Firefighter
Investments, earning this achievement for the ninth time in ten Foundation L900 Golf Tournament in September, helping the
years. This is a testament to the collective efforts and dedication of organization surpass last year's fundraising goal by an impressive
our hardworking team members and reflects our ongoing $10,000. The CPFF Foundation provides crucial support to Colorado
commitment to fostering a positive and supportive work firefighters, their families, and communities.
environment. In alignment with our focus on education, Innovest also sponsored
This quarter, several publications showcased Innovest professionals. the Focus on Finance Gala with Economic Literacy Colorado (ELC).
Analyst Assistant Austin Cleveland's thoughts on fixed income ELC empowers students with crucial life skills focusing on economic
functions was highlighted in Citywire.com's Due Diligence Report. and personal finances and equips teachers with the tools and
Principal Troy Jensen and Vice President Kyli Soto's piece, "Should knowledge to teach these concepts in schools. Additionally, ELC
They Stay or Should They Go?" was published by 401K Specialist. Vice offers hands-on opportunities for students to explore careers in the
President Brett Minnick and Lead Senior Analyst Sydney Aeschlimann financial industry.
contributed "The Case for Mid-Cap Equities," featured in Financial
Advisor Magazine. Vice President Paul D'Alessandro's insights on
disaster preparedness were shared by NonprofitPRO. Principal Sloan
Smith explored the topic of cash returns in Family Office Magazine's
Autumn edition. Finally, Principal Troy Jensen's article, "Is it Time to
Retire the 'Normal' Retirement Age," was published by TEXPERS.
Service

On Colorado Gives Day, Innovest finished in 2nd place in the
Corporate Challenge. A special thanks to our dedicated employees!
Because service is the cornerstone of our culture, Innovest
employees volunteered at Project C.U.R.E.'s Denver Distribution
Center, amplifying the impact of sending donated medical supplies to
developing countries.

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