Edward Kelterborn

Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada.

Marret Multi Strategy Income Fund engages in the provision of risk adjusted returns and tax advantaged distributions to investors. It also offers the opportunity for capital appreciation through exposure to managed investment portfolio consisting of income generating securities. The company was founded on February 25, 2011 and is headquartered in Toronto, Canada.

First Asset North American Convertibles Fund is a closed-end investment fund and trust. It engages in the provision of quarterly distributions, opportunity for capital appreciation, and risk adjusted way to invest. It also invests in a diversified portfolio comprised primarily of convertible debentures of Canadian, U.S, and global issuers. The company was founded on April 19, 2011 and is headquartered in Toronto, Canada.

JFT Strategies Fund is a closed-end investment fund and investment trust. Its investment objective is to maximize return on investment to holders while seeking to mitigate market risk and volatility by investing in an actively managed portfolio of long and short positions in any one or a combination of equities, debt securities or other securities. The company was founded on April 23, 2012 and is headquartered in Toronto, Canada.

First Asset Morningstar U.S. Consumer Defensive Index is a closed-ended investment trust. Its objective is to provide holders of unit the opportunity for capital appreciation and monthly cash distributions. Its portfolio is based on the composition of an index which consists of companies that are involved in the manufacturing of food, beverages, household and personal products, packaging, or tobacco and also includes companies that provide services such as education and training services.The company was founded on February 27, 2013 and is headquartered in Toronto, Canada.

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds.

Founded in 2005, BlackRock Investments Canada, Inc., formerly Claymore Investments, Inc. is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Guggenheim Fund Services Group, Inc. and their ultimate parent is Guggenheim Capital LLC

The Law Society of Upper Canada engages in the provision of legal services. The company was founded in 1797 and is headquartered in Toronto, Canada.

Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada.

McMillan LLP provides legal services to public, private, and not-for-profit clients. The company is headquartered in Toronto, Canada.

Canadian ETF Association operates as an association which provides information, education and access to resources on ETF investing in Canada. The company is headquartered in Toronto, Canada.

CI First Asset Canadian REIT ETF is an exchange traded mutual fund. It portfolio comprised of securities of Canadian real estate investment trusts, real estate operating corporations and corporations involved in real estate related services. The company was founded on October 28, 2004 and is headquartered in Toronto, Canada.

CI First Asset Investment Grade Bond ETF is an exchange traded mutual fund trust. It provides unit holders with monthly cash distributions. The company was founded on October 23, 2009 and is headquartered in Toronto, Canada.

CI Galaxy Bitcoin Fund is a closed-end investment fund, which engages in the investment of digital currency Bitcoin. Its investment objective is to provide holders of units, exposure to bitcoin through an institutional-quality fund platform. The company was founded in 2020 and is headquartered in Toronto, Canada.

Part of Cboe Global Markets, Inc., NEO Exchange, Inc. is a Canadian tier 1 stock exchange for the innovation economy. Fully operational since 2015, NEO provides access to trading across all Canadian-listed securities on a level playing field. The private company is based in Toronto, Canada. NEO lists companies and investment products seeking an internationally recognized stock exchange that enables investor trust, quality liquidity, and broad awareness including unfettered access to market data. NEO Exchange is a progressive stock exchange that brings together investors and capital raisers within a fair, efficient, and service-oriented environment. The Canadian company was founded by Joseph Schmitt and he has been the CEO since incorporation.