Melissa Reiter

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products.

Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals.

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers.

State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans.

Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia.

Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds.

TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.

Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD.

Smythe Ratcliffe LLP provides accounting services. The private company is based in Vancouver, Canada.

Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas.

TELUS Global Ventures (TELUS Global Ventures) is a venture capital operating division of TELUS Corp. (TSX: T) founded in 2001 by Mathew George. The firm is headquartered in Vancouver, British Columbia.

Lloyds International Pty Ltd. provides financial services. The firm provides asset finance, credit insurance, investment plans, and corporate and retail banking services. It has operations in the UK and Ireland. The company was founded in 1995 and is headquartered in Sydney, Australia.

Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada.

Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia.

The Canadian Institute for Advanced Research engages in the provision of global research networks. Its research programs include Azrieli program in brain, mind and consciousness, bio-inspired solar energy, child and brain development, cosmology and gravity, genetic networks, humans and the microbiome, institutions, organization and growth, microbial biodiversity, learning in machines and brains, quantum information science, quantum materials, and social interactions, identity and well being. The company was founded in 1981 and is headquartered in Toronto, Canada.

The Québec Bar Association is a professional organization that oversees the practice of over 29,000 lawyers in all areas of law. The organization is based in Montréal, Canada. and has subsidiaries in Canada. The mission of the association is to ensure the protection of the public, contribute to accessible and quality justice, and defend the rule of law.

Part of UBS Group AG, UBS Investment Bank (Australia Branch) operates as a nationally chartered commercial bank. The company is based in Sydney, Australia.

JPMorgan Chase Bank provides investment banking services. The company is headquartered in Toronto, Canada.

Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.

Bailador Investment Management Pty Ltd (Bailador Investment Management) is a private equity/venture capital firm founded in 2010 by David Edward Kirk and Paul Robert Wilson. The firm is headquartered in Sydney, Australia.

Growth Lending Ltd (Growth Lending) is a private equity firm founded in 2011. The firm is headquartered in London, United Kingdom.

Lorica Investment Counsel, Inc. (Lorica) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Gary Morris in 2010 and is a subsidiary of Cidel Asset Management, Inc., which is owned by Cidel Bank Canada. Lorica provides investment counselling services to institutional, managed account and private clients.

Instaclustr Pty Ltd. provides managed and hosted Cassandra and DataStax enterprise solutions. The firm offers cassandra on AWS, cassandra on azure, developer nodes and pricing. Its services include proof of concept, data migration, and architecture. The company was founded by Adam Zegelin and Ben Bromhead in 2013 and is headquartered in Bruce, Australia.

Stackla Pty Ltd. operates as a social content marketing platform. The firm provides brands to discover and showcase customer endorsements from the social web. Its services include social catalogues for e-commerce websites, content crowdsourcing for live events, curated social media hubs for websites and visualizations generated from social data. The company was founded by Peter Cassidy, Damien Mahoney and Semin Nurkic in 2012 and is headquartered in Crows Nest, Australia.

Sagard Private Equity (Sagard) is a private equity subsidiary of Sagard Holdings ULC founded in 2021. The firm is headquartered in Canada with offices in New York and Denver.

10302201 Canada, Inc. provides investment research. The private company is based in Montreal, Canada. The Canadian company was founded in 2017 by John Anthony Boeckh, Chen Zhao. John Anthony Boeckh has been the CEO since 2017.

Tidal Ventures Investment Management Pty Ltd (Tidal Ventures) is a venture capital firm founded in 2016 by Grant McCarthy and Murray E. Bleach. The firm is headquartered in Sydney, Australia with an office in New York.

Instaclustr, Inc. provides managed and cloud solutions. It offers apache cassandra and datastax enterprise solutions. It allows distribution of cluster servers across cloud provider failure zones. Cassandra’s rack concept is designed to group servers within a cluster where the likelihood of a failure is correlated and to provide ongoing availability despite the failure of a group of servers. The solution also allows nodes to be replaced within a cluster with no interruption to the service provided by the cluster. The company was founded by Ben Bromhead, Doug Stuart, Peter Lilley and Adam Zegelin in 2012 and is headquartered in Palo Alto, CA.

La Presse Ltée is a printing company based in Montréal, Canada. The Canadian company engages in printing needs of advertising agencies. Part of Coopsco, La Presse Ltée was acquired by Groupe Fides, Inc. from Power Corp. of Canada on October 15, 2020.