Professional Investment Management and Peer Oversight
Oversight of the One Investment Program and the program’s professional portfolio managers is provided by both the LAS and MFOA/CHUMS Boards of Directors, as well as the Program’s (Peer) Advisory Committee, and Investment Advisory Committee.
Program (Peer) Advisory Committee: comprised of municipal and investor representatives, as well as senior staff from MFOA/CHUMS and LAS. Committee support is provided by our independent third-party investment consultant.
Current committee membership:
- Karen Caren, Municipality of Oliver-Paipoonge
- Michael Coffey, Tbaytel (a municipal service board of the City of Thunder Bay)
- Dan Cowin, MFOA/CHUMS
- Judy Dezell, LAS
- Ed Hankins, Region of York
- Rob Maisonville, County of Essex
- Mark Martin, City of Ottawa
- Ken Nix, Town of Whitby
- Steve Rettie, Town of Bracebridge
- Ed Stankiewicz, City of Greater Sudbury
Investment Advisory Committee: comprised of investment sector and legal representatives, as well as senior staff from MFOA/CHUMS and LAS.
Current committee membership:
- Jennifer Dowty, CFA
- Heather Douglas, Lawyer
- Jim Clark, CFA
- James Giles, CFA
- Christine Tessier, CFA
- Geri James, CFA
Day-to-day management of the program operations is provided by LAS and CHUMS staff, but the services of a professional third-party investment consultant are regularly utilized.