Andrew Sweeney

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange.

The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolios for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI).

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF).

Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies.

1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world.

Foyston, Gordon & Payne, Inc. (FGP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1980 and is jointly owned by their management and AMG Canada Corp., an indirect, wholly owned subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. FGP provides value-oriented portfolio management to organizations and high net-worth individuals.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Ascendant Advisors LLC is an investment management firm headquartered in Houston, Texas. The firm was originally formed in 1970 as Texas Investment Management Co. and was later renamed John H. Lee & Co. In 1983, they became known as Pension Management Co. In July 2009, the firm was purchased by a group of strategic investors, acquired new management and became known as Ascendant Advisors LLC. They are a subsidiary of Ascendant Advisors Group LLC. Ascendant Advisors manages assets of individual and institutional clients.

Irish Life Investment Managers Ltd. (ILIM) is the Ireland-based investment management subsidiary of The Canada Life Group (UK) Ltd., ultimately held by Power Financial Corp. (TSE: POW). Headquartered in Dublin, ILIM was founded in 1939 and manages assets on behalf of a diverse range of institutional clients including pension plans, Investment Advisers, Insurance companies, corporations and charitable foundations, across a broad range of asset classes.

Bonaventure Capital LLC (Bonaventure Capital) is a venture capital firm founded in 1998 by Steve Dauphin and Billy Reiser. The firm is headquartered in Birmingham, Alabama, United States.

Russell Investments Canada Ltd. is an investment advisor headquartered in Toronto, Ontario. The firm was previously a wholly-owned subsidiary of Emerald Acquisition Ltd., which was acquired by Russell Investments Group, Ltd. from Frank Russell Co. in 2016. The firm was founded in 1936, and provides investment management services to institutional investors, financial advisors and individuals.

Museum of Fine Arts of Houston owns and operates Museum. The Museum collection contains around 56,000 artworks, which date from antiquity to the present. The company was established in 1900 and is headquartered in Houston, TX.

Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC.

BMO Nesbitt Burns, Inc. (Investment Management) (BMO Nesbitt-IM) is the investment management division of BMO Nesbitt Burns, Inc., an investment company headquartered in Toronto, Ontario. The firm is a subsidiary of BMO Nesbitt Burns Holdings Corp., ultimately owned by Bank of Montreal (NYSE, TSX: BMO). BMO Nesbitt-IM provides wealth management services to individuals, families, businesses and institutions.

Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products.

Fort Capital Partners is a Canadian investment services company. The private company is based in Vancouver, Canada. The company was founded in 2014 by David Bustos. David Bustos has been the CEO since 2014.

Flow Investment Services Corp. (Flow Investment) is a Canadian investment advisory firm headquartered in Toronto, Ontario. They were previously known as Aston Hill Asset Management, Inc. and as LOGiQ Asset Management Ltd. The firm is a subsidiary of Ninepoint Financial Group, Inc. Flow Investment provides investment management solutions to pension plans, foundations, endowments, insurance companies, family offices and other institutional clients in Canada.

Fairbank Investment Management Ltd. (FIM) is an independent Canadian asset management firm headquartered in Thornhill. The firm was founded in 2009 by John and Josie Watson. FIM provides discretionary investment management services to high-net worth individuals, charitable foundations, trusts, and smaller public and private corporations.

Houston Ballet Foundation operates as a ballet company. It provides training services to its dancers throughout the United States, the United Kingdom, Europe, Asia, and Canada. The company was founded in 1969 and is headquartered in Houston, TX.

Focus Asset Management Ltd. (Focus) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded by Scott Conrod in 2009. Focus provides financial advice and products for individuals, families and foundations.

USCA All Terrain Fund operates as a closed-end, non-diversified management investment company. It engages in the provision of selling shares in large minimum denominations to investors. Its investment objective is to seek long-term risk-adjusted returns that are attractive as compared to those of traditional public equity and fixed income markets. The company was founded on January 13, 2015 and is headquartered in Houston, TX.