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FSA, FCIA, CFA
As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Team. Sadiq sits on BMO GAM Executive Committee and is responsible for investment strategy and risk management. He will oversee the investment team on asset allocation, portfolio structure, and fund strategies across all traditional asset classes, and investment functions, including Trading, Portfolio Analytics and Investment Governance. Sadiq joined BMO GAM in July 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation.
His investment strategy has focused squarely on managing investment risk while still pursuing the growth investors are looking for. A strategy that has been widely embraced, with Sadiq’s team overseeing more than $150 billion today.
Sadiq’s investment knowledge is also sought after in the broader investment community, and is frequently asked by media outlets like CNBC, BNN/Bloomberg and Reuters for his insights. He also travels extensively across Canada, meeting with advisors, consultants, investors, plan sponsors and companies to discuss portfolio positioning, markets and the world economy. Before joining BMO GAM, Sadiq was Chief Investment Officer at Sun Life Global Investments and Russell
MBA, CAIA
CAIA
Scott is the Manager of the Treasury for the City of Calgary, the third largest municipality in Canada. As Manager of the Treasury, Scott is accountable for the strategic direction and operational management of the division, while overseeing the city’s investment program, banking, and payment solutions, and the execution of the municipality’s capital advisory, capital financing and municipal bond program.
William is responsible for sourcing investment opportunities, transaction execution and asset management, with extensive sector expertise in midstream, renewable natural gas, and energy infrastructure more broadly. Prior to joining IFM Investors, William worked at Macquarie Capital in both Melbourne and New York working across a variety of infrastructure transactions, predominantly in the transport and PPP space.
William is a board member of IFM’s portfolio company Mobius Renewables, a globally vertically integrated, low carbon fuels platform accelerating the development, production, distribution, and commercialization of renewable natural gas (RNG) at scale across North America and Europe.
MBA
Laurie is passionate about philanthropy, inclusive community and collaborating to achieve shared aspirations. Laurie brings to her work many years of experience in program innovation, community engagement, and strategic management in many sectors including post-secondary education, national retail, financial services, and public land policy advocacy. She has held leadership roles at Banff Centre for Arts and Creativity and Mountain Equipment Co-op. Laurie has a BA (Hon) in Economics from McGill University and an MBA from the University of Calgary. Laurie and her partner and young son live in Canmore.
Hear Laurie’s Podcast interview with Kristy Wolfe:
Activating Community Potential: A Conversation with the Banff Canmore Foundation
CFA
CFA
After graduating from Epita and with a Master’s in technical financial from ESSEC, Pierre joined CIC in 2007, spending 14 years in own-account index derivatives and equities trading. He specialised firstly in the US market for 8 years, before becoming head of systematic strategies for global index derivatives and equities as of 2016. He joined the Ellipsis AM Alternative & Risk Mitigation Strategies division in June 2021.
Chad Hilton is a seasoned executive and strategic leader currently serving as the Chief Executive Officer for the Saskatchewan Pension Plan (SPP). Known for his forward‑thinking approach and strong operational insight, Chad has built his career on driving organizational clarity, performance excellence, and sustainable growth. He brings 20 years of progressive leadership experience in the financial services sector to SPP, having led teams across retail, business banking, and wealth management. Prior to joining SPP, he served as a Regional Vice President at BMO and also held several senior leadership roles with CIBC where he was recognized for building client-centric teams, driving growth, and leading large-scale organizational change initiatives.
With a leadership style grounded in transparency, accountability, and collaboration, Chad is recognized for bringing people together around a shared vision and translating strategy into measurable results. He has led transformative initiatives across multiple business functions, guiding teams through complex challenges while strengthening culture and empowering high‑performing talent. Throughout his career, Chad has demonstrated a deep commitment to innovation, continuous improvement, and delivering value to stakeholders. He thrives at the intersection of strategy and execution—ensuring organizations not only set ambitious goals but achieve them with integrity and purpose.
Chad’s passion for leadership extends beyond the Saskatchewan Pension Plan. He is a dedicated mentor, an advocate for community engagement, and a firm believer in building organizations that positively impact both people and the broader industry.
CFA
Experience
Hubert has worked in the financial services industry for 17 years and advises institutional investors on a range of investment-related matters, including portfolio strategy, asset allocation, and manager selection.
In addition to his client advisory work, Hubert leads Convyta’s investment strategy and manager research initiatives. His expertise includes investment due diligence, asset mix analysis, plan governance, and portfolio monitoring. He also contributes to the firm’s commitment to community engagement as a member of the Indigenous Relationships Committee.
Prior to joining Convyta, Hubert worked at a global consulting firm where he conducted research and due diligence on investment matters for institutional clients. Earlier in his career, he worked as an accountant with a specialty lending firm.
Hubert works with a diverse range of institutional investors, including pension and benefit plans, endowments, foundations, and Indigenous communities.
Qualifications & Education
Hubert is a Chartered Financial Analyst (CFA) charterholder and a member of CFA Society Vancouver. He graduated from the University of British Columbia with a Bachelor of Commerce in Accounting and International Business. He serves on the Finance, Audit, and Investment Committees of the Banff Canmore Foundation and YWCA Calgary.
MBA
CFA
Thomas Holloway is Chair of the Investment Board for Alberta EcoTrust and a finance professor at the University of Calgary where he also supervises a student-run investment fund and several other applied initiatives. He has been a capital markets professional since 2006 as a trader, fixed income specialist, and Portfolio Manager. He has been on the Pembina Institute’s board of directors since 2022 and is currently the board treasurer.
Tom works with both individual clients and non-profit organizations to build insight on how they manage their investment portfolios. He is passionate about technology, ESG (Environmental, Social and Governance), and corporate finance fundamentals.
CAIA
Brittany Jones is Senior Manager of Portfolio Analytics and Research within the Capital Markets Branch of the Government of Alberta. Her branch is responsible for the oversight of more than $40 billion in investable assets, including Government specialty accounts, long-term disability management plans, defined benefit pensions, and endowments. Previously, she was a Trader on the debt and derivatives desk, where one of her main accomplishments was starting a U.S. Commercial Program and growing it to USD $6 billion. Prior to that, she worked in Client Management for a multi-client asset manager with roughly $130 billion in assets under management. Brittany has more than a decade of experience in institutional asset management and government financing. She is a Chartered Alternative Investment Analyst and has a Bachelor of Business Administration, Northern Alberta Institute of Technology.
CFA
CFA
Zaheed Jiwani is a Senior Relationship Manager, Institutional, at T. Rowe Price (Canada), Inc., where he works with institutional clients and partners across the country.
Zaheed has over 25 years of experience in the Canadian institutional industry, having held a variety of senior roles in asset management and consulting. Before joining T. Rowe Price in 2023, he was a Principal at Eckler, where he led their multi-asset class research and DC business. He has also held senior roles at Greystone Managed Investments and Aon Hewitt.
Zaheed earned a B.Sc. in Actuarial Science from the University of Toronto and holds the Chartered Financial Analyst® (CFA) designation.
In addition, Zaheed coaches youth football and has led a fundraising team for the Make-A-Wish Foundation for many years.
MA, CFA
Jason serves as President & CEO of CCMBC Legacy Fund, Canada’s largest church denominational lending and investment platform. He oversees the stewardship of mission-aligned capital nationwide, delivering mortgage lending, investment solutions, pension oversight, payroll, and benefits services to more than 230 churches and affiliated ministries across Canada.
MASc
Jacky Lee is Senior Managing Director and Head of the Total Portfolio Group where he leads the evolution of HOOPP’s Total Portfolio Approach (TPA), implements liability-aware investing strategies, and oversees the development of the total fund management framework. Jacky’s work is focused on navigating the complexities of current economic conditions through an integrated, cross-asset perspective.
Since joining HOOPP in 2019, Jacky has played a central role in strengthening the Plan’s total portfolio capabilities. He is an industry thought leader on TPA, co-authoring the paper “Total Portfolio Approach?” which introduces TPA as a flexible investment strategy focused on preparedness, cross-asset thinking, and holistic decision-making. He currently serves on the editorial advisory boards of both the Journal of Portfolio Management and the Journal of Financial Data Science.
Jacky holds a BASc, MASc, and Master of Mathematical Finance from the University of Toronto. His research has been published in peer-reviewed journals and recognized by the International Centre for Pension Management (ICPM), the Pacific Center for Asset Management (PCAM), and the Kroner Center for Financial Research.
Matt is a Fellow of Georgetown Law’s Denny Center for Democratic Capitalism, a Senior Research Fellow of the Behavioral Insights Team, and founder of Leatherman Strategic Advisory. Matt helps in each capacity to manage money for the good of people and the public, including at the high level of geopolitics and political economy through the Denny Center, at the intermediate level of investment governance and strategy through his advisory practice, and at the ground level of real-world implementation through services he is developing specifically for institutional investors with the Behavioral Insights Team. Matt recently helped to establish a financial research organization called Focusing Capital on the Long Term, including joining as its first full-time researcher and originating the entire suite of tools for institutional investors as well as many for corporations. Ontario Teachers’ Pension Plan, Washington State Investment Board, and others have publicly documented the impact of Matt’s leadership on their capital allocation practices. Prior to joining FCLT, Matt served as policy director to North Carolina Treasurer Janet Cowell. Matt advised Treasurer Cowell on her policy initiatives and on engagements with state and federal legislatures, regulators, and stakeholders; served as staff director of the corporate governance committee; directed implementation across a 400-person organization; and personally managed especially significant initiatives across the Department’s remit of investing, pension and health benefit administration, and state banking. Matt is chair emeritus of the John Rex Endowment and a director of the Foundation for Health Leadership and Innovation and the Raleigh Area Land Trust. Matt also advises the Catawba Center for the Environment, one of the largest-endowed university programs focused on the environment, and Reward Value, a Netherlands-based research center experimenting with ways that pay affects CEO behavior. Matt is active in public policy having campaigned to be North Carolina’s Treasurer in 2020.
CFA, MBA
CFA
Robert LeDoux, executive director, is an Investment Specialist within the Emerging Markets and Asia Pacific (EMAP) Equities team. An employee since 2005, he is responsible for product management, portfolio management communications and client servicing across institutional and fund relationships. Robert has a B.S. in business administration with a concentration in financial analysis from the University at Albany, State University of New York and is a CFA charterholder. He also holds the Series 3, 7 and 63 licenses
Erin has a tenure of over 15 years at TELUS, first working in a diverse group of corporate finance teams before finding her niche as part of the Investment Management team that handles TELUS’ defined benefit pension plans – specifically the real estate portfolio, which holds over a billion dollars of assets under management. She attained her MBA from the University of Alberta following an undergraduate degree in finance.
J.D.
LL.B, CFP, CFA
Jerry Olynuk brings a rare combination to portfolio management: three decades of investment experience built on a foundation in Estate & Trust law. That legal training shapes how he thinks about every client relationship, every portfolio decision, and every client structure. Investments do not exist in isolation. They sit inside trusts, holding companies, and family structures where the legal framework determines what is optimal and what is efficient. Jerry understands both sides of that equation.
As Managing Director and Portfolio Manager, Jerry leads Northland’s Calgary office and serves on the firm’s Investment Committee, where he focuses on the analysis and integration of global investments across client portfolios. His work spans asset mix strategy, global portfolio construction, and the design of customised investment solutions that account for each family’s corporate structure, tax position, and succession plan.
Jerry began his career in 1990 in the trust industry, applying his legal background to the planning, administration, and ongoing management of complex estate and trust situations. In 1997, he moved exclusively into portfolio management with the private client division of a major Canadian trust company. He later joined one of Canada’s oldest independent investment counselling firms as Vice-President and Portfolio Manager, where he served on the asset mix committee and deepened his work in independent investment analysis.
In 2007, Jerry took on a broader leadership role as Vice-President, Portfolio Manager, and Chief Compliance Officer at a private investment firm. There he managed balanced and bond portfolios, provided oversight of the firm’s investment funds, chaired the asset mix committee, and carried out original research in global portfolio construction and customised solutions for private and institutional clients. That experience across investment management, compliance, and firm operations prepared him well for the multi-disciplinary demands of a family office.
Jerry is a sought-after speaker at leading family office and investment conferences across North America. His recent engagements include:
Opal Family Office & Private Wealth West (Napa, California): Keynote discussion on Global Macro and Geopolitical Trends and Their Implications for Family Portfolios.
Markets Group 9th Annual Real Estate Canada Forum (Toronto, Ontario): Panelist on A Closer Look at Private Wealth
Pension Bridge Alternatives (New York, New York): Panelist on Will Previously Unloved Energy Continue to Drive Portfolio Performance?
Jerry earned his Juris Doctor from the University of Saskatchewan and holds the Certified Financial Planner (CFP), Partners, Directors & Senior Officers (PDO) Trust Officer and Chartered Financial Analyst (CFA) designations. He volunteers his time within the Calgary arts community, charitable organisations, and with his wife Debbie, is a member of the Japan Society.
Ileen Peng is a passionate and seasoned finance professional with 20 years of experience across various industries in both private and public sectors. In her current role as a Senior Treasury Manager at The City of Vancouver, Ileen manages The City’s $4 billion investment portfolio and $1 billion debenture issuance program. She has developed investment policies and strategies to enhance The City’s portfolio performance and align with industry practices while supporting The City’s objectives and priorities.
She currently serves on the Municipal Finance Authority (MFA) Pooled Fund Advisory Committee, providing advice to the senior management on oversight of investment mandates.
In her spare time, she has dedicated herself to her community by volunteering at schools and non-profit organizations.
CFA
Francois Quinty is the director of investment management for VIA Rail Canada, a federal Crown corporation that operates the national passenger rail service. Quinty joined VIA in 2003 and since 2005 has overseen the corporation’s defined benefit pension plan investments, with assets totaling $2.5 billion, as well as for supplemental, hybrid and defined contribution plan investments. He’s responsible for establishing and implementing investment policies, the selection and monitoring of external managers, the internal management of a $450 million real return bond portfolio, funding policies and reporting to the audit and pension investment committee of the board. Quinty also serves on the pension investment committees of McGill University and the City of Laval, Que. and was formerly a board member of the Pension Investment Association of Canada. He holds a bachelor’s degree in finance from the University of Quebec in Montreal and is a chartered financial analyst charter holder. Prior to joining VIA Rail, he has held various investment related positions at Laurentian Bank and State Street.
Alan is Head of Client and Total Portfolio Management at Railpen, responsible for ensuring that the investments of the >100 Sections of the Railways Pension Scheme are invested in a manner consistent with the Trustee’s agreed investment strategies. This role includes reviewing and mandating of Railpen’s range of pooled funds and the management of flows between these pooled funds, in addition to implementation of interest rate and inflation hedging strategies and oversight of liquidity. Alan is a Fellow of the Institute and Faculty of Actuaries.
CFA
Chris Sicotte is a proud Cree/Métis and member of the Nisichawayasihk Cree Nation (formerly known as Nelson House First Nation), Treaty 5 territory, with family connections to Cumberland House Cree Nation and the Red River Métis Settlement. He is the Executive Director of Zagimē Anishinabēk (formerly Sakimay First Nations) located in Treaty 4 territory in southeastern Saskatchewan. Chris has worked for over 30 years in the financial services (banking & insurance) industry, with some recent work in both the non-profit and investment industries. Over the course of his career, he has worked in locations across Canada, including Winnipeg, Brandon, Norway House Cree Nation, Cree Nation of Chisasibi (James Bay Cree of northern Quebec) and Saskatoon.
Chris has and continues to serve on numerous Boards and committees. In June 2022, through an Order in Council, Chris was appointed a Director of the Canada Mortgage & Housing Corporation (“CMHC”) for a 4-year term and was Acting Chair from April to June of 2024. In September 2024 he was appointed as a Trust Advisory Member for the Muskeg Lake Cree Nation’s 1919 Soldier Settlement Board Surrender Specific Claim and Treaty 6 Agricultural Benefits Claim Trusts, a position he had to step down from in April 2026 due to his new role. In 2025 he was appointed and elected as Chair of the Board of Directors of Birch Narrows Dene Developments Inc. (the economic development arm of Birch Narrows Dene Nation). He is also the former Board Chair of Kahkewistahaw Economic Management Corporation, former Board Chair of Sparrow Hawk Developments (the economic development arm of Peepeekisis Cree Nation), former Chair of the Greater Saskatoon Chamber of Commerce, former Chair of the City of Saskatoon’s Diversity, Equity & Inclusion Advisory Committee, and former Board Chair of AFOA Canada.
In May 2023 Chris participated in the AFOA Canada/Harvard University “Leading People and Investing to Build Sustainable Communities” course at Harvard Business School. As one of eighty-three participants from across Canada, the United States, Australia, and New Zealand he had the opportunity to live on campus for a one-week intensive course designed to empower and inspire Indigenous leaders. This was a unique learning experience and allowed him to network with Indigenous leaders from around the world.
Chris is a speaker and presenter on Indigenous Economic Development, Indigenous Finance, and Urban Reserve development. He remains active as a community builder between the Indigenous and newcomer Canadian communities and the inter-faith community of Saskatoon. In recognition of his volunteer activities Chris was awarded the Queen Elizabeth II Platinum Jubilee Medal (Saskatchewan) in March 2023.
Chris currently resides in Saskatoon, SK (Treaty 6 territory). He is the proud grandfather of three grandsons: Albert (“AJ”), Joseph, and Samuel. He also holds black belts in two martial arts (Traditional Japanese Jiu-Jitsu and the Filipino martial art of Kali) and is an advanced brown belt in the Filipino art of Sikaran.
PhD
Duncan Shand is the Senior Managing Director Economics and Investment Research at AIMCo. He has previously held fund management roles for multi-asset funds at Schroders and a global macro hedge fund at BlackRock. Duncan has also been a Professor at Warwick Business School, where he contributed to academic and practitioner research in finance, publishing in journals such as the Journal of Portfolio Management and Financial Analysts Journal. His expertise spans research, portfolio construction, and systematic investment management, making him a key leader in the field of institutional asset management.
CFA, MBA
Denis began his career in quantitative equity investing in 2001. Between 2001 and 2011, he worked for Man Numeric as a Quantitative Analyst, Portfolio Manager, and Partner. In 2011, Denis joined the quantitative active equity portfolio management and research group at Goldman Sachs Asset Management as a Senior Portfolio Manager for the team’s global mandates. Most recently, Denis spent two years at Teza Technologies, where he co-led the build-out, launch, and management of their medium-term market-neutral equity strategy.
Denis joined Mackenzie Investments in August 2018 as part of the Global Quantitative Equity Team.
Denis graduated from Utah State University as valedictorian of the College of Business with a BS in Economics. He earned an MBA with distinction and an MS in Applied Economics from the University of Rochester. He is a CFA charterholder.
CFA
Robert Shotclose is a First Nations leader and CEO of Bearspaw First Nation, with over a decade of experience driving economic development and community growth. He has led major infrastructure and business projects, including retail fuel centres, telecommunications services, and a $60M+ trust for resource revenues. Known for his collaborative leadership, he has helped grow Bearspaw’s enterprises into a $40M annual operation while creating employment and advancing long-term self-sufficiency for his community.
Samir Ben Tekaya joined British Columbia Investment Management Corporation (BCI) in June 2016. As the Head of Investment Risk at BCI, Samir was instrumental in building the investment risk function from the ground up. He oversees the development of multiple frameworks to measure and manage BCI’s investment risks and to enable multiple investment initiatives.
Samir has more than 21 years of experience in investment risk management in both the banking and pension management industries. Prior to joining BCI, Samir was Director, Portfolio Valuations; and before that, Director, Fixed Income and Asset Allocation Risk Management at Caisse de Dépôt et Placement du Québec (CDPQ). He also serves as a Director on the Board of Mount St. Mary Hospital in Victoria.
Samir holds a master’s degree in Financial Engineering, and a master’s degree in Applied Economics from HEC Montréal, as well as an engineering degree in Statistics from INSEA Morocco.
CFA
Stephen J. Thompson, CFA, is a senior executive in public-sector treasury, capital markets, and risk management, with more than 25 years of experience across debt and derivative programs, cash and liquidity management, investment strategy, insurance services, and investor relations.
Stephen serves as Assistant Deputy Minister, Treasury and Risk Management, with the Government of Alberta’s Ministry of Treasury Board and Finance, and is responsible for the leadership of the division’s treasury and cash management functions, oversight of provincial borrowing and derivatives activity, and the development and execution of investment strategy for government endowments and other funds.
Stephen has spent more than 25 years in senior capital markets roles for provincial governments, joining the Government of Alberta in 2013. Prior to entering the public service, Stephen worked in commercial and corporate banking in the Canadian chartered banking sector.
Stephen leads the teams responsible for the development and execution of the Province of Alberta’s global funding programs including the development and execution of debt management strategies and borrowing programs for the Province’s debt portfolio. Stephen manages relationships with the global capital markets and investor communities and has spent much of his career travelling to build relationships and market Alberta across the globe.
Stephen has also overseen development of investment strategy and investment policy for Alberta’s $32 billion Heritage Fund and other provincial endowments and led the team responsible for the revitalization of the Heritage Fund and the creation of the Heritage Fund Opportunities Corporation.
Stephen has been an active volunteer throughout his career at several non-profit organizations in the areas of financial literacy, financial credentialing, market integrity and ethics.
Terri Troy, CFA, ICD.D is C0-Founder of Placemore Capital Inc., an advisory firm that works closely with investment managers/GPs and accredited investors to match the right solutions with the right partners. In 2018 Terri retired as CEO of the Halifax Regional Muncipality Pension Plan. She has more than 25 years of experience in investment management, pensions, corporate strategy, and mergers and acquisitions. As CEO of the Halifax Regional Municipality Pension Plan, she transformed the governance structure, investment strategy, and customer service function. Innovative investment strategies implemented included factor investing, portable alpha, and a significant emphasis on private investments including co-investments, syndications/club deals with other large institutional investors, and direct investments, etc. While CEO, Terri was a Board member of a UK based energy company and a Board member of a Canadian financial services corporation. She was a member of Investor Advisory Committees for various global private investments including UK, European and US private equity; UK, Australian and Canadian infrastructure; European, UK, Asian, US and Canadian real estate; and European, UK, and US private debt. Prior to the CEO role, Terri was responsible for the investment strategy for RBC’s 33 global pension plans between 2000-2006. Prior to RBC, Terri held various roles at CIBC including corporate strategy, mergers & acquisitions, and wealth management. Terri has held various leadership roles in the pension industry including being a Board Member of the Pension Investment Association of Canada (PIAC), Chair of PIAC, Chair of PIAC’s Investment Practices Committee and Chair of PIAC’s Government Relations Committee. Terri was a member of the International Limited Partnership’s Association’s Education Committee 2016-2018 and is currently on ILPA’s Teaching Faculty. Over the course of her career, Terri has received many awards including the Leading Pension Plan Sponsor Award and the Top 25 Most Influential Plan Sponsors. Terri has an MBA from York University and an HBBA from Wilfrid Laurier. She also holds the CFA charter and completed the ICD Rotman, Directors Education Program.
MBA, CFA
Ryan is Director, Treasury & Investments at the University of Calgary where he is responsible for the management of the University’s $2.9 billion investment portfolio. The portfolio is almost equally split between endowed and non-endowed funds. Asset classes include Public Equities & Fixed Income, Private Equity, Hedge Funds, Infrastructure, Private Credit, and Commercial Mortgages.
Ryan was previously City Treasurer for the City of Medicine Hat where he managed the $790 million investment portfolio and oversaw the banking, insurance, and risk management functions for the organization. Prior to that he was a Portfolio Manager for the City of Calgary where he managed a $4.2 billion portfolio of public and private market investments. Ryan has an MBA from Queen’s University and is a CFA charterholder.
MBA, CFA, CAIA, CIPM
Chad is a member of the University of Alberta investment team that manages approximately $3.5 billion in endowment and balance sheet capital. He covers liquid market strategies across a diversified program of equity and hedge fund managers and leads the investment reporting effort. Prior to joining the team in 2009, he completed a Bachelor of Commerce degree from the Alberta School of Business and subsequently completed his MBA. Chad holds the CFA, CAIA, and CIPM designations and is an alumnus of the Program for Research and Investment Management Excellence (PRIME). When the markets are closed, he enjoys an afternoon on the golf course, listening to UK rock ‘n’ roll, or a good meal with a nice glass of wine.
David L. Young serves as the Colorado State Treasurer. Treasurer Young is responsible for safeguarding taxpayer dollars, overseeing the state’s $90 billion in assets and leading initiatives that strengthen Colorado’s long-term financial health. With over 50 years in public service as an educator, legislator, and now State Treasurer, Young has dedicated his career to ensuring government works for all people, especially those too often left behind.
A former middle school math, science, and technology teacher, Young’s commitment to equity and education laid the foundation for his public service. His journey into politics was inspired by his sister, who lives with developmental and intellectual disabilities. Witnessing the challenges she faced accessing basic care inspired him to reform systems that fail vulnerable Coloradans.
As a state legislator, Young served on the Joint Budget Committee and as Chair of the House Appropriations Committee, crafting bipartisan policies to expand health care, improve public education, and support small businesses. Since taking office as Treasurer in 2019, he has helped launch transformative programs like the Colorado Secure Savings auto-IRA program, expanding access to retirement savings for private-sector workers, and CLIMBER, a loan fund to support Colorado’s small businesses during and after the COVID-19 pandemic.
Treasurer Young is deeply committed to economic justice and financial empowerment. Under his leadership, the Treasury has prioritized transparency, fiscal responsibility, and programs that provide real value to everyday Coloradans. His focus on equitable economic opportunity continues to drive his work, from expanding access to financial literacy programs to investing in long-term solutions that serve future generations of Coloradans.
CFA
Deirdre Ypma, CFA, most recently was a Managing Director at Neuberger Berman, where she served as the Head of Equity Risk Analysis since 2015. Prior to joining Neuberger, Deirdre spent 14 years at APG Asset Management, both in New York and The Netherlands, where she initially managed portfolios in-house and since 2002 has run external equity pools and ultimately assumed responsibility for the external program in equities. She received her MSc degree in Business from the RijksUniversiteit Groningen, The Netherlands, and her MBA from the University of Scranton. Deirdre has a keen interest in investing for the long-term and its contribution to retirement, education and health care affordability and security.
Criteria
Green Key certified establishments meet a set of high standard environmental requirements. The Green Key criteria and their explanatory notes are available to all interested parties and can be downloaded below. We have developed criteria and explanatory notes for six Green Key categories (hotels and hostels, campsites and holiday parks, small accommodations, conference centres, restaurants, and attractions) covering the same 13 criteria areas.