Gerald Loo

Westwood International Advisors, Inc. (Westwood) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 and is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides investment solutions to individual and institutional clients.

Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program.

Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.

Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom.

FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada.

CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada.

First Avenue Investment Counsel, Inc. is a Canadian company that invests capital alongside their clients, ensuring that their families' financial security is directly aligned with their clients. The private company is based in Toronto, Canada. The company acts as a fiduciary and partner to their clients. and has subsidiaries in Canada. The company was founded in 2009 by Kashayar J. Pashootan, who has been the CEO since 2009.

Part of UBS Group AG, Credit Suisse First Boston Securities (Japan) Ltd. engages in the purchase, sale, and brokerage of securities. The company is based in Tokyo, Japan.

PenderFund Capital Management Ltd. (Pender) is an independent, value-based mutual fund firm headquartered in Vancouver, Canada. The firm was founded by J. Kelly Edmison in 2003. Pender manages a range of funds for various types of clients.

OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario.

The Bishop Strachan School provides education services. It provides education for day and boarding students from JK to Grade 12. The company was founded in 1867 and is headquartered in Toronto, Canada.

Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans.

Part of Hatch Ltd., Acres International Ltd. provides management consulting, engineering, and other technical services to the oil and gas, mining, and transportation industries. The company is based in Oakville, Canada. Acres International was acquired by Hatch Ltd. on June 18, 2004.

The Caisse de dépôt et placement du Québec (CDPQ) is a government-owned institutional fund manager headquartered in Montréal, Canada. Founded in 1965, CDPQ manages the funds of several depositor groups primarily for public and parapublic pension and insurance plans which pay out benefits to more than two million Quebecers each year.

Part of Maple Leaf Foods, Inc., Maple Leaf Foods International is a Canadian company that manufactures and distributes meat and meat products. The company is based in Toronto, Canada.

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

Madison Energy Investments LLC, founded in 2019, develops, constructs, owns, and operates distributed generation assets such as solar energy and green resources for commercial and industrial (C&I) and small utility-scale sectors. The company is based in New York, NY. The company's team of technical experts offers a broad and diverse perspective on the renewable industry, providing help with energy transition and commercial project completion. Madison Energy Investments significantly contributes to the solar industry and impacts lives through onsite generation, offsite generation, or mobility solutions.

AGF International Advisors Co., Ltd. (AGFIA) is the wholly-owned, Ireland-based investment management subsidiary of AGF Investments, Inc., itself a subsidiary of AGF Management Ltd. (TSE: AGF.B OTCMKTS: AGFMF) in Canada. Headquartered in Dublin, AGFIA was founded in 1991 to provide a European base for the management of AGF investments in Britain and continental Europe. The firm is a socially responsible investor which provides investment management and financial solutions to retail, institutional and high-net worth clients.

Gresham House Asset Management Ireland Ltd. (Gresham House Ireland) is an asset management firm headquartered in Dublin, Ireland. Formerly known as Appian Asset Management Ltd., the firm was founded by Patrick J. Lawless in 2003 and is a subsidiary of Gresham House Holdings Ltd., which is owned by Gresham House Plc in Great Britain. Gresham House Ireland manages a range of funds, including equity, cash, multi-asset and property funds to retail and institutional investors such as private clients, pension funds, endowments, charities and corporates.