Larry Poirier

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Maverick Capital Ltd. (Maverick) is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. They are a wholly-owned subsidiary of Cohasset Ltd. The firm was founded by Lee Ainslie III in 1993. Maverick provides advisory services to hedge funds, funds of funds, funds making venture capital investments, a private equity fund and related co-investment vehicle, other pooled investment vehicles, and institutional investors.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds.

The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund).

ZS Associates, Inc. engages in the sales and marketing consulting, outsourcing, technology and software services. Its services include market segmentation, targeting, mergers, integration, forecasting and design. The company was founded by Prabhakant K. Sinha and Andy Zoltners in 1983 and is headquartered in Evanston, IL.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.

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.

Nexus Investment Management, Inc. (Nexus) is an investment management firm headquartered in Toronto, Canada. The firm was founded by William "Bill” Berghuis in 1988 and is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Nexus manages portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in their pooled funds or $2 million in their segregated portfolios.

RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients.

Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

LaBarge Weinstein LLP provides legal services. It provides services in the areas of corporate law, taxation, securities, mergers and acquisitions, technology and commercial transactions. It serves the biotechnology, pharmaceuticals, commercial real estate, computing and networking technology, e-commerce, investment banking, photonics, security applications, semiconductor, software, and telecommunications industry clients. The company was founded by Paul C. Labarge, Randy Taylor, Deborah L. Weinstein & Lawrence Weinstein in 1997 and is headquartered in Kanata, Canada.

Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients.

Whitehorse Liquidity Partners, Inc. (Whitehorse Liquidity Partners) is an independent private equity/venture capital firm founded in 2015. The firm is headquartered in Toronto.

Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks.

Stifel Nicolaus Canada, Inc. (Stifel Canada) is a Canadian broker-dealer subsidiary of Stifel Financial Corp. (NYSE: SF) in the US. Headquartered in Toronto, Stifel Canada provides institutional sales and trading to corporate clients and institutional investors. The firm also offers a much broader suite of products and services, while remaining the same group of dedicated professionals serving Canadian capital markets.

Part of Bank of Montreal, BMO Capital Markets Ltd. is a leading, full-service financial services provider. The company is based in London, UK. The British company offers corporate and investment banking, treasury management, as well as research services. The company was founded in 1994. William Kenneth Spinney Smith has been the CEO of the company since 2004.

Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City

Starlight Investments Capital LP (dba Starlight Capital) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2018 and is wholly owned by Starlight Investments Ltd. Starlight Capital offers mutual funds, exchange-traded funds, memorandum funds and structured products. They manage assets on behalf of institutional joint ventures as well as publicly listed REITs, closed-end funds and investment funds.

We Are Friday Ltd. provides design and technology services. It offers content management, application development and integration, and hosting and infrastructure. The company was founded in September 2009 and is headquartered in London, the United Kingdom.

ERGO Capital Partners LLC (ERGO Capital Partners) is a venture capital firm founded in 2010. The firm is headquartered in Irvine, California.

Deloitte LLP provides audit, tax, consulting and financial advisory services. Its services include advisory, audit, consulting, human capital, mergers and acquisitions, operations, regulatory, risk and resilience, strategy, tax and technology. The firm serves in financial services, manufacturing, real estate, technology, media, life science and consumer business industries. The company is headquartered in Toronto, Canada.

Part of Royal Bank of Canada, Trisura Specialty Insurance Co. is a leading international specialty insurance provider. The company is based in Oklahoma City, OK. Trisura, rated A- by A.M. Best, operates in the surety, risk solutions, corporate insurance, fronting, and reinsurance segments of the market. Trisura has three principal regulated subsidiaries: Trisura Specialty Insurance Company, Trisura Guarantee Insurance Company, and Trisura International Insurance Ltd. With a commitment to exceptional, personalized service, Trisura creates custom insurance and surety solutions for a niche industry of valued corporate clients. The CEO of the company is Michael Beasley.

Instar Asset Management, Inc (Instar Asset Management) is a private equity firm founded in 2014. The firm is headquartered in Toronto, Canada.

Taplytics, Inc. provides mobile A/B testing. It provides integrated mobile A/B testing, push notification and analytics platform offering the tools you need to optimize your mobile app. The company was founded by Cobi Druxerman, Andrew Norrie, Aaron Glazer and Jonathan Norris in 2011 and is headquartered in San Francisco, CA.