John Henry Goldsmith

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients.

Van Berkom & Associates, Inc. (Van Berkom) is a specialized investment management firm headquartered in Montreal, Canada. The firm was founded by J. Sebastian van Berkom in 1991 and is owned by JSVB Investments, Inc. They manage stock portfolios for large North American pension funds, corporations, foundations, and endowment funds. Van Berkom is a signatory to the UN Principles for Responsible Investment (UNPRI).

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

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.

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.

National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.

Polar Asset Management Partners, Inc. (Polar) is Canadian hedge fund manager headquartered in Toronto, Ontario. The firm was founded by J. Paul Sabourin in 1991 and is a subsidiary of Polar Financial Corp. Polar provides discretionary investment advice and management services to private investment funds, which may be organized as onshore or offshore limited partnerships or corporations, as well as separately managed accounts.

CN Investment Division (the Division) is an investment management firm headquartered in Montreal, Quebec. The firm was founded in 1968 and is owned by Canadian National Railway Co. (CNR) (NYSE: CNI; TSE: CNR). CNID manages the pension fund of CNR. The Division also manages the assets of the CN Pension Plan for Senior Management and the BC Rail Pension Plan.

Chitiz Pathak LLP provides legal services. The private company is based in Toronto, Canada. The Canadian company was founded by Sumesh Paul Pathak.

Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

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.

The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016.

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.

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.

Middle East Venture Partners(MEVP) is a venture capital firm headquartered in Dubai. The firm founded in 2010 by Walid Hanna.

PineStone Asset Management, Inc. (PineStone) is a boutique investment manager headquartered in Montréal, Canada. The firm was founded by Nadim Rizk in 2021 as StonePine Asset Management, Inc. PineStone provides advisory services to a broad range of institutional, private wealth clients and to the Funds offered to certain investors on a private placement basis as well as private funds sub-advised by PineStone.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

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.

Gilgamesh Ventures LLC (Gilgamesh Ventures) is a venture capital firm founded in 2020 by Miguel Armaza, Andrew Endicott and Sue Choe. The firm is headquartered in New York.

Dash Ventures Ltd (Dash Ventures) is a venture capital firm founded by Mohammed Ali Khaldoun Al-Husry and Omar J. Sati in 2011. The firm is headquartered in Amman, Jordan.

Smart Automation Energy LLC provides turnkey solutions for facilities. The firm offers energy management consultancy services, implementation services and advanced building analytics services. Its solutions include heating, ventilation and air conditioning controls, power monitoring management, lighting and integrated automation. The company is headquartered in Dubai, United Arab Emirates.

e2e Integrated Solutions LLC provides energy efficiency solutions. It offers solutions addressing the needs of the energy, water, and environment markets. The company is headquartered in Amman, Jordan.