William Turner

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.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

Bestinver Gestión SA SGIIC (Bestinver) is the financial services subsidiary of Bestinver SA, itself a wholly-owned subsidiary of Acciona SA (MP: ANA) in Spain. Established in 1988, the firm is headquartered in Madrid and manages the Bestinver range of mutual funds and pension funds for individual and institutional investors.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

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.

Ecofin Advisors Ltd. (Ecofin) is an alternative investment manager and holding firm headquartered in London, UK. The firm was founded by Bernard Lambilliotte and John Murray in 1991 and was acquired in 2018 by the Tortoise group of companies; shortly afterwards it changed its name from Ecofin Ltd. to Tortoise Advisors UK Ltd. - it has now reverted to using the name Ecofin Advisors Ltd. Ecofin provides discretionary investment management services to collective investment vehicles, and to separately managed accounts which it manages on behalf of professional investors.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Polaris Management A/S (Polaris) is an independent Danish private equity investment firm that invests in and develop medium-sized companies located in Nordics and throughout Europe. It focuses on companies with sales from EUR 20m and up to EUR 200m. Headquartered in Copenhagen, Polaris was founded in 1998 by Viggo Nedergaard Jensen.

Royal Bank of Canada operates as a a global financial institution. It engages in corporate banking services for financial institutions and treasury. The company was founded in 1910 and is headquartered in London,the United Kingdom.

RBC Europe Ltd. is the Great Britain-based broker/dealer subsidiary of RBC Europe Ltd., itself a subsidiary of Royal Bank of Canada (TSE: RY) in Canada. Headquartered in London, the firm was founded in 1970 and provides a full spectrum of brokerage services specifically tailored for both retail and institutional investors. The firm is active in several markets, exchanges, and electronic trading platforms.

Liberum Capital Ltd. (Liberum) is a brokerage firm headquartered in London, UK. The firm was founded by Shane Le Prevost in 2007 to provide a different style of broking. They were acquired by Panmure Liberum Ltd. from TN Holdings (BVI) Ltd. in 2024. Headquartered in London, Liberum provides trading and execution services for institutional clients. They bring liquidity into the niches that matter and are market-makers in various large, mid and small-cap stocks.

JB Capital Markets Sociedad de Valores SA (JB Capital Markets) is a broker/dealer firm headquartered in Madrid, Spain. The firm was founded by Javier Botín in 2008 and formerly known as M&B Capital Markets Sociedad de Valores SA. JB Capital Markets offers brokerage and advisory services to a wide base of institutional investors.

Apollo Management International LLP (AMI) is an alternative investment manager headquartered in London, UK. The firm was founded by David Abrams in 2005 and is a subsidiary of Apollo Capital Management LP, ultimately held by Apollo Global Management, Inc. (NYSE: APO) in the US. AMI offers a wide and flexible range of solutions to institutional investors.

MaRS Discovery District (Venture Capital) (MaRS Discovery District) is a venture capital subsidiary of MaRS Discovery District founded in 2000 by Murray McCaig. The firm is headquartered in Toronto, Canada.

Founded in 2011, Evercore ISI International Ltd. is a British brokerage services company that is part of Evercore, Inc. The company is based in London, UK.

Braeburn Wealth Management LLC is a financial planning and investment management company that offers services such as retirement planning, investment strategies, and college savings plans. The private company is based in Norton Shores, MI. The company also provides assistance with company retirement plans, 401 (K) s, IRAs, Roth 401 (K) s, Roth IRAs, and Social Security planning. The company's goal is to help clients invest with knowledge and discipline throughout their entire lives.

Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA.

ExodusPoint Capital Management UK LLP (ExodusPoint) is an alternative investment management firm headquartered in London, UK. The firm was founded by Michael Gelband and Hyung Lee in 2017. They are a subsidiary of ExodusPoint Services UK Ltd., which is owned by Exoduspoint Capital Management International Holdings, Inc., in the US. ExodusPoint provides investment solutions to individual and institutional clients.

Evergreen LLC engages in creating and sustaining healthy and dynamic urban environments in schools, public spaces, housing and transit systems, and communities. The company was founded in 1991 and is headquartered in Toronto, Canada.

Part of AGI-Shorewood Group, Westrock Packaging Systems UK Ltd. is a company that manufactures and sells paper products and packaging materials. The company is based in Bristol, UK and was founded in 1986.

Part of Royal Bank of Canada, RBC US Group Holdings LLC is an intermediate bank holding Canadian company. The company is based in Toronto, Canada. The CEO of the company is Christopher J. Carey.