James G. Reddy

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.

Perimeter Markets, Inc. offers electronic and hybrid broking services. It develops and operates alternative marketplaces for trading Canadian fixed income products. The company was founded in 1999 and is headquartered in Toronto, Canada.

LDIC, Inc. is an investment advisor headquartered in Toronto, Canada. They are a subsidiary of Lawrence & Co., Inc. The firm was founded in 1998 by Michael Decter and provides personalized portfolio management for high net-worth individuals, corporations, and foundations.

Thornmark Asset Management, Inc. (Thornmark) is an independent Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by Daniel Bain in 1998. Thornmark provides complimentary Wealth Management Planning for clients with investments of greater than $3 million. The firm manages the Thornmark Investment Funds, which are only available to accredited investors on a prospectus exempt basis in certain jurisdictions of Canada.

Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets.

G3 Capital Corp. is an independent Canadian alternative asset manager headquartered in Toronto, Ontario. The firm was founded by John Fraser and Paul Pew in 2008. G3 Capital operates within the hedge fund, venture capital, and merchant banking areas.

At Morrison-Maierle, Inc. provides engineering consulting services. The firm provides services to transportation, airports, buildings, development, mining and surveying areas. The company was founded by John Morrison Sr. and Joe Maierle in 1945 and is headquartered in Helena, MT.

BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world.

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

American Water Works Association is an organization that provides resources, tools, and professional development opportunities for water professionals. The non-profit company is based in Denver, CO. The company offers events and education, publications, policy and advocacy, and a network of members to connect with. The association is a leader in industry standards, policy, governance, and influence. The company embraces their responsibility to share their knowledge with the world as they pursue a vision of safe and reliable drinking water for every citizen.

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

CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products.

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.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

The Water Environment Federation is an organization that aims to inspire the water community to work towards human and environmental well-being. The private company is based in Alexandria, VA. The company's mission is to address water challenges and create a future free of such challenges.

Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution.

Dentalcorp Health Servcies ULC focuses on acquiring and partnering with general and specialist dental practices in Canada. It provides support in the field of recruitment and human resources, training and development, finance, marketing, practice optimization and information technology and procurement. The company was founded by Graham Rosenberg and Andrew Meikle in September 2011 and is headquartered in Toronto, Canada.

The American Council of Engineering Cos. is a premier organization that drives innovation in engineering. The non-profit company is based in Washington and has subsidiaries in the United States. The American company offers trust programs to enhance membership investment by helping to control firm costs. The organization empowers engineers and architects to shape the future through events and resources. ACEC is the leading trade association of firms in the $338B engineering design services industry, with over 5,500 member firms and 600,000 employees across the United States.