Amy Schmitt

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF.

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.

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.

Canadian Business Growth Fund Cbgf (Canadian Business Growth Fund) is private equity firm founded in 2018. 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.

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.

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.

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.

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

Whitecap Venture Partners (Whitecap) is a venture capital firm founded in 1989 by Carey J. Diamond. The firm is headquartered in Toronto.

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.

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.

Stadnyk & Partners, Inc. provides market awareness and strategic advisory services. The private company is based in Vancouver, Canada. The Canadian company was founded by David Alexander Stadnyk.

Greenbrier Communications, Inc. provides 24/7 help desk support and network security services. Greenbrier Communications is based in Lewisburg, WV. The private company offers certified help desk support with optional 8/5 availability, and their Sentinel Network Security service balances business objectives and risks with the cost of protection. The company uses proven, standardized processes and monitors them constantly to keep hackers out, keep data in, and stop any potential threats.

Part of Five Nines Ventures Ltd., CanPac Investments Corp. provides financial services. The company is based in North Vancouver, Canada. The CEO of the Canadian company is Carman Parente.

Part of American Future Fuel Corp., Elephant Capital Corp. operates mineral projects. Luke Montaine has been the CEO of the Canadian company since 2019. Elephant Capital was acquired by Evolving Gold Corp. on May 25, 2022 for $16.04 million.

Polycor, Inc. engages in manufacturing and distribution of natural stone. It offers ultra-thin 1cm slabs and porcelain tiles. The company was founded in 1987 and is headquartered in Quebec, Canada.