Jennifer M. Weir

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies.

Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities.

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.

TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities.

SOASTA, Inc. provides test automation solutions for web applications and services. The firm’s products include mPulse, CloudTest, TouchTest, DOC and Pricing. Its solutions include web performance testing, real user monitoring, mobile performance testing and mobile test automation. The company was founded by Kenneth C. Gardner, Lisa Bergamo, Mike Hemmert, Craig Powers, Kenneth Holcomb, Kendall Cosby and Tom Lounibos in February 2006 and is headquartered in Mountain View, CA.

Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Part of The Stronach Group, Inc., Golden Gate Fields is an American company that owns and operates a thoroughbred horse racetrack. Golden Gate Fields was acquired by Magna Entertainment Corp. from Hilton Hotels Corp. on November 08, 1999 for $77 million.

Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI).

The Civil Service Superannuation Board (CSSB CSSB) is a Canadian pension fund manager headquartered in Winnipeg, Manitoba. The Board was founded in 1939 and is a division of the government-owned Manitoba Department of Finance. CSSB administers the Civil Service Superannuation Fund, the Public Service Group Insurance Fund, and any other plans under their direction in accordance with the various acts and insurance policies and provides efficient services and equal treatment to all their members.

BCV Asset Management, Inc. (BCV) is an independent asset management firm headquartered in Winnipeg, Canada. The firm was founded by Tony Demarin in 2007. BCV provides discretionary asset management services using separately managed accounts.

KAI Asset Management, Inc. (KAI) is a full discretion portfolio management firm headquartered in Winnipeg, Canada. The firm was co-founded by Paul Allard and Robert MacKay in 2015. KAI manages the assets of various types of investors.

Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA.

PT Bintang Smelter Indonesia engages in the exploration, development, production, smelting, and marketing of nickel ore. The private company is based in Jakarta Pusat, Indonesia. The Indonesian company was founded in 2013, and Muhammad Ishaq has been the CEO of the company since 2022.

Bioscience Association Manitoba (BAM) is a non-profit industry association that supports and drives the bioeconomy in Manitoba, Canada. The non-profit company is based in Winnipeg, Canada and is dedicated to making Manitoba known for its rich and diverse ecosystem within the biosciences. BAM acts as a catalyst for innovation, expands the sector's skills and workforce development, and champions a unified voice for the industry. BAM is the home for bioscience in Manitoba.

Genome Prairie, Inc. operates as a not-for-profit organization that manages and supports genomics and proteomics research projects. It specializes in connecting & educating, project management and project development. The company is headquartered in Saskatoon, Canada.

Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.

PT Fajar Mining Resources engages in mining, exploration, development and sales of nickel ore. The company is headquartered in Jakarta, Indonesia.

EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Salinas Valley Memorial Healthcare System, Inc. offers healthcare services. It provides diagnostic services, treatment for cancer and also offers outreach programs including community lectures, health screenings, prevention education, and support groups. The firm also provides heart care, spine center, joint replacement and comprehensive cancer care services, stroke center, robotic surgery, sleep medical center, and other services. The company was founded on April 20, 1953 and is headquartered in Salinas, CA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Coughlin Capital LLC (Coughlin Capital) is a private equity firm founded in 2007 by Carl Coughlin, Francis Coughlin and Kevin Coughlin. The firm is headquartered in Corte Madera, California.

Tristar LED Lighting LLC, founded in 2007, manufactures lighting equipment. The private company is based in Yardley, PA. Tristar LED Lighting was acquired by Dazor Lighting Technology LLC from Coughlin Capital LLC on December 31, 2018.