John Trundle

Canadian Derivatives Clearing Corp. provides commodity brokerage and dealer services. The private company is based in Montréal, Canada.

Lexicon Partners US LLC provides investment advice. The private company is based in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Euroclear Bank SA/NV provides settlement and related securities services for cross-border transactions involving domestic and international bonds, equities, investment funds and derivatives. It offers asset classes, banking services, corporate actions, primary issuance, tax and settlement services. The company was founded in 2000 and is headquartered in Brussels, Belgium.

Euroclear France SA provides post-trade financial asset services. Its services include issuing securities, reducing your risk, processing your transactions and managing collateral. The company was founded in 1949 and is headquartered in Paris, France.

Coban 2017 LLP provides property consulting services. Its offers services to residential commercial rural, development, and professional services. The company was founded by Edward Gerald Strutt and Charles Alfred Parker in 1885 and is headquartered in London, the United Kingdom.

FirstCity Partnership Ltd. provides insurance and reinsurance services. It is an advisory firm with a specialization in the financial services sector. FirstCity Partnership offers claims, finance, information technology, audit & compliance, and other office related services. The company was founded on March 3, 1948 and is headquartered in London, UK.

Society for Worldwide Interbank Financial Telecommunication supplies messaging services and interface software to financial entities. Its messaging services include transaction exchange, bulk data, interactive services, and distributed architecture. The firm serves to banks, broker and dealers, custodians, corporate, investment managers, banking market, infrastructures, and securities market infrastructures industries. The company was founded in 1973 and is headquartered in La Hulpe, Belgium.

LCH Group Holdings Ltd. is an investment company, which engages in the provision of rates and multi-asset clearing house solutions. Its services include clearing and post trade services. The company was founded on April 24, 2003 and is headquartered in London, the United Kingdom.

Part of TMX Group Ltd., CDS Clearing & Depository Services, Inc. provides depository, clearing, regulatory and information services. The company is based in Toronto, Canada. CDS Clearing & Depository Services was acquired by TMX Group Ltd. on August 01, 2012 for $170.75 million.

RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities.

FX Alliance LLC operates as a holding company with interest in providing electronic foreign exchange trading solutions. Its proprietary technology platform enables it to deliver reliable FX price discovery, trade execution and automation of pre-trade and post-trade transaction workflow with access to a deep pool of liquidity from banks and other liquidity providers. FX Alliance comprehensive suite of electronic FX trading products, including FX spot, FX forwards, FX swaps and non-deliverable forwards are used by asset managers, banks, broker-dealers, corporations, hedge funds, prime brokers and other institutions worldwide. The company's platform supports the over-the-counter trading of gold and silver on a spot, forward or swap basis and provides access to bank deposits. FX Alliance offers single point access to multiple execution mechanisms, including collaborative trading, request for stream, continuous streaming prices, and an anonymous electronic communication network, as well as execution mechanisms proprietary to specific liquidity providers. It offers institutional clients with 24-hour direct access, five days per week to the foreign exchange market, which is a liquid financial market. The company was founded on September 22, 2006 and is headquartered in New York, NY.

The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright.

The Investment Industry Association of Canada is a member-based professional association that aims to advance the growth and development of the Canadian investment industry. The association is based in Toronto, Canada. Ian Russell has been the CEO of the Canadian company since 2006.

The Association of British Insurers provides insurance services. The non-profit company is based in London, UK. The CEO of the British company is Hannah Gurga.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Xtrakter Ltd. provides capital markets data, operational risk management, trade matching and regulatory reporting services. It offers capital market firms with information to assist them in conducting net asset valuations, mark-to-market calculations, fixed-income portfolio mapping, liquidity and volume modelling, as well as reference data population updates. The firm?s solutions include Trax Match, Regulatory reporting, Trax Insight and market and reference data solutions. The company was founded in 1985 and is headquartered in London, the United Kingdom.

Morgan Stanley UK Group engages in providing investment services with interest in property. The company is headquartered in Canary Wharf, the United Kingdom.

Part of CLS Group Holdings AG, CLS UK Intermediate Holdings Ltd. is a company that provides innovative settlement, processing, and data solutions to make foreign exchange (FX) safer, smoother, and more cost-effective. The company is based in London, UK. Trusted by thousands of counterparties within the FX ecosystem, the British company's datasets include data based on over 1 billion trades dating back to 2002, providing clients with access to over 50% of FX traded volumes in the market for the 18 currencies settled in CLSSettlement.

Euroclear Sweden AB provides functions related to clearing operations for financial instruments and payments. It offers platform for settlement of domestic and cross-border securities transactions and safekeeping of investments. It also engages in management of risks and exposures of financial transactions. The company was founded in 1967 and is headquartered in Stockholm, Sweden.

Euroclear SA/NV engages in domestic and cross border settlement services for bond and mutual fund transactions. It provides settlement, safe-keeping and servicing of domestic and cross-border securities for bonds, equities and derivatives to investment funds. The company was founded 1968 and is headquartered in Brussels, Belgium.

Ondra LLP operates as a independent financial advisory firm. The company was founded on July 12, 2017 and is headquartered in London, the United Kingdom.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Marathon Asset Management LLC provides investment advice.

Part of Currency Exchange International Corp., Currency Exchange International of Canada Corp. is a Canadian company that engages in retail and wholesale foreign exchange. The company is based in Toronto, Canada.

The Canadian Depository For Securities Ltd. provides depository, clearing, regulatory and information services. The company was founded on June 9, 1970 and is headquartered in Toronto, Canada.

Newincco 1358 Ltd., also known as Style Analytics, is a British company that provides factor and ESG analytics to investment managers. The private company is based in London, UK. The company is now a part of Investment Metrics and serves some of the largest investment managers in the industry.

Innovate Finance Ltd. serves as a single access point to the FinTech ecosystem, and through partnership programmes. It provides financial services. The company is headquartered in London, the United Kingdom.

Part of Citigroup, Inc., Citigroup Global Capital Markets, Inc. is a company that provides security brokerage services. The company is based in New York, NY.

Part of Morgan Stanley, Morgan Stanley Pension Trustee Ltd. operates as a British non-trading company. The company is based in London, UK.