Vivian Kong

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.

Peregrine Metals Ltd. operates as a metals exploration company. The firm engages in the exploration and development of precious and base metal mineral properties in South America. The company was founded by Eric V. Friedland on September 20, 2005 and is headquartered in Marathon, Canada.

Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally.

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.

Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research.

CaseWare International, Inc. engages in the development of audit and trial balance software. The firm provides software for accounting firms, corporate, and government institutions. It offers audit, review and compilation, financial reporting, work papers, analytics, and practice management solutions. The company was founded in 1988 and is headquartered in Toronto, Canada.

Novacap Management, Inc (Novacap Management) is a Private Equity firm founded in 1981 by Marc Beauchamp. The firm is headquartered in Brossard, Quebec.

Pine Brook Road Partners LLC (Pine Brook Partners) is a Private Equity firm founded in 2006. The firm is headquartered in New York.

Morgan Bay Capital, Inc. is an independent, Canadian hedge fund manager headquartered in Toronto, Ontario. The firm was founded in 1999 by Matthew “Matt” Rivard and John MacDonald. Morgan Bay Capital provides investment advice to high-net worth individuals and institutional investors.

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.

Research Capital Corp. is an independent, fully integrated national investment dealer headquartered in Toronto, Canada. The firm was founded in 2010 as Mackie Research Capital Corp. until 2021. Research Capital offers a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada.

Fuller Landau LLP provides accountancy and business consulting services. It offers advisory services to mid-market businesses including business valuation, litigation support, forensic accounting, restructuring, corporate finance, mergers and acquisitions, family office and succession planning services. The company was founded in 1963 and is headquartered in Toronto, Canada.

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.

Conair Group, Inc. is a private company based in Abbotsford, Canada. The Canadian company specializes in manufacturing aircraft.

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.

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.

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

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.

Plazacorp Ventures is an independent venture capital firm founded in 2008. The firm is headquartered in Ontario, Canada.

Origin Merchant Partners operates as an investment bank. It provides value added corporate finance, mergers and acquisitions and merchant banking services. The firm serves the agriculture, consumer products, financial services, healthcare, industrials, media, mining, oil and gas, power and utilities, real estate, technology, telecommunications and transportation industries. The company was founded by W. Glenn Shyba in 2011 and is headquartered in Toronto, Canada.

Stillwater Canada, Inc. engages in the exploration of mines and mills copper, palladium, platinum, and gold in Canada. It also offers by-product of non-mineralized rocks. The company was founded in 2003 and is headquartered in Marathon, Canada.

Ice Edge Business Solutions, Inc. design and manufactures 3D videogame application. Its products include ICEcad, ICEquote, ICEsheet, ICEvision and ICEvr. The firm specializes in 3D, architecture, design, software, technology and manufacturing. The company was founded in 2004 and is headquartered in Calgary, Canada.

TerraNova Partners LP (TerraNova Partners) is a private equity firm founded in 2004 by Vahan Kololian, Jesse Gill and Kathleen Vesely. The firm is headquartered in Toronto, Canada.

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

Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock.

Congruent Management LLC (Congruent Management) is a venture capital firm founded in 2017 by Joshua Posamentier and Abe Yokell.. The firm is headquartered in San Francisco, California.

Hybrid Financial Ltd. is a sales and distribution company that connects issuers to the investment community in both American and Canadian markets. The private company uses a data-driven approach to provide comprehensive coverage to their clients. Hybrid Financial has its head office in Toronto, Canada, and also has offices in other locations. The company was founded by Alexandre Côté, who has been the CEO since incorporation.

FirePower Capital /Private Equity/ is the private equity arm of FirePower Capital Corp, founded in 2012 by Ilan Jacobson. The firm is headquartered in Toronto, Canada.

INCapital Ventures Manager Inc (INCapital Ventures) is independent venture capital firm founded in 2019. The firm headquartered in Toronto, Ontario.

DaVita Venture Group (DaVita Venture Group) is a venture capital firm subsidiary of DaVita Inc. founded in 2019. The firm is headquartered in Denver, Colorado.

Highline Beta, Inc (HIghline Beta) is a venture capital firm founded in 2016 by Lauren Robinson. The firm is headquartered in Toronto, Ontario.

Arcadea Group (Arcadea) is a private equity firm founded in 2021 by Paul Yancich and Eisen Daniel. The firm is headquartered in Toronto, Canada.