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Diversity, Equity, Inclusion (DEI) Committees

The DEI Steering Committee provides oversight for CFA Institute DEI work. Sub-committees focus on key areas of work.

The DEI Code Sub-committee is responsible for developing and maintaining the Diversity, Equity, and Inclusion (DEI) Code. The Research Sub-committee guides and advises on DEI research. The Gender Diversity Sub-committee reviews and supports gender-based programs and the Early Intervention and Education Sub-committee advises on DEI education strategies and programs.

DEI Steering Committee Members

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Marlene Timberlake D’Adamo

Chair

Chief Diversity, Equity, and Inclusion Officer, California Public Employees’ Retirement System (CalPERS), United States

Orim Graves

Orim Graves CFA

Vice Chair

Managing Partner, David Hill Group

Orim Graves is a visionary leader and proven advisor, guide, and implementor of evolutionary growth and transformational change within investment organizations. As the Executive Director of the National Association of Securities Professionals (NASP) for more than ten years, he revolutionized the organization while architecting the vision, strategy, and execution for NASP’s mission of promoting diversity, financial education, investment, and advocacy across the financial services sector. Currently Orim operates an independent consultancy to provide strategic and tactical investment advisory services, ESG integration, market strategy, and diversity equity and inclusion consulting to diverse clients across the global investment sector.

Mr. Graves has more than thirty years of experience in the investment, pension, banking and financial services industries. Recognized as a strategically and analytically effective leader with sound business and investment acumen, an extensive professional network, expert in diversity and inclusion, and the ability to develop and implement effective strategies.

Prior to joining NASP, Mr. Graves was a partner at an investment firm responsible for the firm’s performance evaluation, reporting and risk analysis and was a member of the Investment Committee. Mr. Graves also has held positions as a senior member of a leading investment consulting firm, where he provided investment counsel to a number of institutional clients across the country. He specialized in introducing new alternative strategies and innovative managers to the firm’s client base.

Before his work in consulting, Mr. Graves served as deputy chief investment officer for the City of Philadelphia Board of Pensions and Retirement where he provided expertise in investment performance attribution and evaluation, as well as asset allocation strategies specializing in non-traditional asset categories. In addition to his consulting and plan sponsor experience, Mr. Graves previously served as an analyst in the gaming industry and as a fixed income trader for a major multi-national bank.

Mr. Graves currently serves on numerous boards including Dillard University, a historically black university, Ben Franklin Technology Partners and Investment Committee Police and Fire Retirement System City of Detroit among others. Mr. Graves also serves on the CFA Institute’s Diversity and Inclusion Steering Committee and working group. Mr. Graves earne

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Christopher J. Ailman

California State Teachers’ Retirement System (CalSTRS), United States

Christopher J. Ailman is the chief investment officer of the California State Teachers' Retirement System (CalSTRS). He serves on several boards and advisory boards, including the International Corporate Governance Network, the Pacific Pension Institute, and Milken Institute Global Capital Markets. Mr. Ailman received the Institute for Fiduciary Education Leadership Award and the Richard Stoddard Award for service in the investment of public pensions. Previously, he served as the CIO for the Washington State Investment Board, the Sacramento County Employees' Retirement System, and the County of Sacramento. Mr. Ailman has a bachelor of arts in business economics from the University of California, Santa Barbara.

Katherine Jollon Colsher

CEO, Girls Who Invest, United States

Frank Dobbin PhD

Henry Ford II Professor of the Social Sciences, Harvard University, United States

Lori Heinel

Lori M. Heinel CFA

Deputy Global Chief Investment Officer, State Street Global Advisors

Member of CFA Society Boston

Lori is an Executive Vice President and the Global Chief Investment Officer at State Street Global Advisors. In this capacity, Lori oversees industry-leading investment capabilities from index funds and exchange traded funds to active, multi-asset class solutions and alternative investments. She leads an investment team of more than 600 professionals globally. She is also a member of the company's Executive Management Group, Investment Committee, and Global Product Committee. Prior to this, she was the Deputy Global Chief Investment Officer at State Street Global Advisors, where she was responsible for various activities that impact the effective delivery of investment strategies and solutions to our global client base.

Before joining State Street Global Advisors, Lori was the Chief Investment Strategist and Head of Investment Products for Oppenheimer Funds, Inc. In that role, she identified market opportunities, spearheaded new product development and created thought leadership aimed at helping clients navigate markets and position their portfolios effectively. Prior to that, she was a Managing Director and Head of Investments for Citi Private Bank. She worked with high-net-worth clients, family offices, private foundations, and institutional clients to develop investment strategies designed to meet financial, cash management, and risk management needs. Before joining Citi, Lori ran the Global Investment Products Group for SEI Investments, where she developed innovative strategies to manage pension plans and other institutional assets. She also launched a series of investor portfolios designed to address specific client needs and pioneered integrated managed accounts with portfolio overlay functionality.

Earlier in her career, Lori managed the new business development effort for Mellon Financial's eastern region and was a Senior Vice President at Parker/Hunter Incorporated running the equity and fixed income sales and trading departments.

She began her career at Credit Suisse FirstBoston, where she analyzed investment and financing alternatives for institutional clients. Lori received her Master of Business Administration degree from Carnegie Mellon University and her Bachelor’s degree in religion from Princeton University. She earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Amanda Holmes

Managing Director, Talent, People, and Culture, Ontario Teachers’ Pension Plan (OTPP), Canada

Kim Lew CFA

President and CEO, Columbia Investment Management Company, United States

Amy McGarrity, CFA

Amy C. McGarrity CFA

Chief Investment Officer of the Public Employees’ Retirement Association of Colorado

Amy McGarrity, CFA, is chief investment officer of the Public Employees’ Retirement Association of Colorado. Previously, she worked at William Blair as a global equity product specialist and held investment positions at Buck Consultants, Prima Capital Holding, William M. Mercer Investment Consulting, and Caxton Corporation. Ms. McGarrity is a member of the SEC Fixed Income Market Structure Advisory Committee and serves on the boards of the Colorado Secure Savings Plan and the Healthy Markets Association. She holds a Bachelor of Science degree in finance from the University of Wyoming and a Master of Business Administration degree from Rider University.

Daniel Miller

Deputy Executive Director, New York City Board of Education Retirement System, United States

René Picazo

Head of Wealth Client Group, Allspring Global Investments, United States

Wylie Tollette

Wylie Tollette CFA

Executive Vice President, Head of Client Investment Solutions, Franklin Templeton Investment Solutions, United States

Member of CFA Society Sacramento

Wylie Tollette is Executive VP, Head of Client Investment Solutions at Franklin Templeton Investment Solutions. Prior to rejoining Franklin Templeton, Mr. Tollette served as chief operating investment officer at CalPERS, the largest defined-benefit public pension fund in the US. He helped to lead initiatives focused on enhancing the portfolio and investment decision-making process, engaged the CalPERS Board and various constituents, and helped to redesign the asset allocation and investment strategy committee. He was also responsible for investment performance and risk analytics, investment policy, investment manager engagement, operations, compliance, and business planning.

Prior to his time at CalPERS, Mr. Tollette worked at Franklin Templeton for almost 20 years, including as the head of the Performance Analysis and Investment Risk team, which was responsible for collaboratively defining, measuring and managing investment risk and performance across all Franklin Templeton products and clients. He entered the financial services industry in 1989 as an accountant for KPMG Peat Marwick.

Michael Trotsky

Michael G Trotsky CFA

Executive Director and Chief Investment Officer, Massachusetts Pension Reserves Investment Management Board, United States

Michael G. Trotsky, CFA, is executive director and chief investment officer at Massachusetts Pension Reserves Investment Management Board. Previously, he served as executive director at Massachusetts Health Care Security Trust and as a senior vice president and portfolio manager at PAR Capital Management. Mr. Trotsky also served as a senior analyst responsible for technology and telecommunications at Greenberg Summit Partners and as a portfolio manager, senior analyst, principal, and senior vice president at Independence Investment Associates (a John Hancock subsidiary). Initially trained as an engineer, he began his career at Intel Corporation. Mr. Trotsky will serve on the 2014–15 CFA Institute Board of Governors and previously served as chair of the CFA Institute Asset Manager Code Advisory Committee. He holds a BS in electrical engineering from the University of Pennsylvania and an MBA from the Wharton School of the University of Pennsylvania.