Steven Lee

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 portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI).

Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York.

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.

Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.

Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta.

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.

KPS Capital Partners LP (KPS Capital Partners) is a private equity firm founded in 1997 by Eugene Keilin, Michael Psaros and David Shapiro. The firm is headquartered in New York.

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.

Teachers' Private Capital is a private equity firm founded in the year 1991. The firm is headquartered in Toronto, Ontario with additional offices in London, Singapore and Hong Kong.

Clairvest Group, Inc. (Private Equity) (Clairvest Group) is a private equity arm of Clairvest Group, Inc. founded in 1987. The firm is headquartered in Toronto, Canada.

Penfund Management Ltd (Penfund Management) is an Independent Private Equity firm is founded in 1979 by John Bradlow. The firm is headquartered in Toronto, Canada.

Birch Hill Equity Partners Management, Inc (Birch Hill Equity Partners) is a private equity firm founded in 1994 by Steve J Dent and John B MacIntyre. The firm is headquartered in Toronto, Canada.

Presima Securities ULC is a specialist asset manager and holding firm headquartered in Montreal, Canada. The firm was founded in 2004 as Presima, Inc. Presima specializes in public and private real estate markets for Canadian investment advisors and accredited investors.

Imperial Capital Group Ltd (Imperial Capital) is a private equity firm founded in 1989 by Stephen D. Lister and Jeffrey Rosenthal. The firm is headquartered in Toronto, Canada.

Ironbridge Equity Partners Management Ltd. is an Independent Private Equity firm founded in 2005 by Alan G. Sellery.The firm is headquartered in Toronto, Canada.

EdgePoint Investment Group, Inc. (EdgePoint) is an independent investment manager headquartered in Toronto, Canada. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, and Patrick Farmer. EdgePoint offers discretionary investment management services to institutions (foundations, pension portfolios, etc.) through separately managed accounts.

Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada.

Barclays Capital Canada, Inc. is a Canadian broker-dealer headquartered in Toronto, Ontario. The firm is a direct subsidiary of Barclays Capital, Inc., ultimately owned by London-based Barclays Bank plc (LON: BARC, NYSE: BCS). They offer institutional asset managers, hedge funds and other financial institutions with execution and clearing services that support multiple asset classes and provide transparent pricing. Their integrated prime brokerage services cover a wide array of asset classes and regions including developed and emerging markets.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).

Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.

ONCAP Management, Inc.(ONCAP) is a private equity subsidiary of ONEX Corp founded in 1999. The firm is headquartered in Toronto, Canada with additional office in New York.

Grafton Asset Management, Inc. (Grafton) is an independent investment management firm headquartered in Calgary, Alberta, Canada. The firm was founded by Richard Garfton in 2010. Grafton offers bespoke energy investment solutions to meet sovereign, institutional and private client mandates.

Altas Partners LP (Altas Partners) is a private equity firm founded in 2012 by Andrew Dunn and Andrew Sheiner. The firm is headquartered in Toronto, Canada with an additional office in New York.

Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada.

Forum Equity Partners, Inc. (Forum Equity Partners) is a Private Equity firm founded in 2002 by Richard Abboud. The firm is headquartered in Toronto.

Canadian Business Growth Fund Cbgf (Canadian Business Growth Fund) is private equity firm founded in 2018. The firm is headquartered in Toronto, Canada.

BrandProject (BP) is a venture capital firm founded in 2012 by Andrew Black, Jay Bhatti and Andrew Bridge. The firm is headquartered in Toronto.

Butterfly Equity LP (Butterfly Equity) is a private equity firm founded in 2016 by Adam Waglay and Dustin Beck. The firm is headquartered in Beverly Hills, California.

Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada.

Conquest Planning, Inc. is a FinTech company that is developing an innovative solution for the financial services industry. The company was founded by Mark Evans in 2018 and is headquartered in Winnipeg, Canada.