Page 249 - DCAC Feb 2026 Files

Service In Our

Q4 2025 Innovest at a Glance Communities

Event Sponsorships

• Benedictine College, Scholarship Ball
Current Company Statistics
• Centennial Institute, Business Council
$60B 60 19 37 29+ Membership
• Gold Crown Foundation, 2025 Gold Crown
Assets Under Consultation Total Employees Total Partners States Served Years in Business Classic Entry
• Junior League of Denver, Inc., Mile High
Holiday Mart 2025
National Publications and Awards
• Roman Catholic Foundation of Eastern
• Innovest was named a "Best Place to Work" – Pensions & Investments
Missouri, 2026 CEO Symposium
• Innovest was ranked among the top 25 Corporate Philanthropists in 2024 – Denver Business Journal
• Rotary Club of Parker, Spirit of the Trail
• Is the Growth of Evergreen Funds Good or Bad for Private Markets? – Advisor Perspectives – Sloan Smith
(SOTT)
• Why Credit Markets Warrant Caution – Financial Advisor Magazine – Peter Mustian
• Saint John Institute, Retreat
• St. John Paul the Great Catholic High
Events, Conferences, & Webinars School, The Great Gala
• 7 Common Mistakes Employers Make with 401(k) Plans Webinar: Innovest hosted a webinar led by Rick Rodgers and •
Tomas Jansson, sharing practical insights for plan sponsors. St. Thomas More Catholic School, Mane
Event 2025
• Colorado Government Finance Officers Association (CGFOA) Conference: Innovest attended and sponsored the
conference in November. • The Saint Sebastian Project, Catholic
Families Night
• Givers, Thinkers, and Doers Conference: Principal Sarah Newman and CEO Richard Todd attended the conference in
Phoenix.
• Investment Management Rooted in Financial Science Webinar: Innovest hosted a webinar with Jared Martin and Rick On-the-Ground Service
Rodgers in partnership with Dimensional Fund Advisors, focused on evidence-based investment management.
• Navigating Markets, Policy, and Nonprofit Priorities Virtual Nonprofit Conference: Innovest co-hosted the • Christ in the City
conference, where Principal Christian O’Dwyer, CFA, presented an Economic Update. • Colorado Gives Day
• State Financial Officers Foundation Fall Meeting: Innovest sponsored and attended the annual fall meeting. •
• Wellness, Career, and City Fairs: Innovest participated in multiple local events, providing financial wellness education Little Flower Assistance Center
to attendees. • Regis Jesuit High School

2