Craig James

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.

The Colonial Mutual Life Assurance Society Ltd. provides superannuation and life assurance products. It also offers investment products and administration services. The company is headquartered in Sydney, Australia.

Switzer Dividend Growth Fund is an investment management company. It seeks to provide investors with tax effective income and long term capital growth by investing in a portfolio of blue-chip Australian shares. The company is headquartered in Melbourne, Australia.

AMP Capital Investors Ltd. (AMPCI) is the wholly-owned investment management subsidiary of AMP Capital Holdings Ltd., ultimately held by financial group AMP Ltd. (ASX: AMP) in Australia. Founded in 1849 as the non-profit Australian Mutual Provident Society, the group is an Australian superannuation provider and asset manager. The firm is headquartered in Sydney with additional offices in New Zealand, Dubai, China, Hong Kong, India, Ireland, Japan, Luxembourg, UK and the US. They were one of the first to invest in infrastructure when they participated in the financing of the Sydney Harbour Tunnel in 1988. AMPCI is a socially responsible investor which manages a range of unlisted and listed infrastructure investments in Asia, Europe, North America, Australia and New Zealand as well as life insurance, institutional and mutual funds for the AMP group.

UBS Securities Australia Ltd. is a brokerage firm headquartered in Melbourne, Australia. The firm is a wholly-owned subsidiary of UBG AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Securities Australia offers execution and settles trade in ASX quoted financial products for private investors.

Citigroup Global Markets Australia Pty Ltd. (Citi Australia) is the brokerage arm of Citigroup Global Markets Australia Holdings Pty Ltd., ultimately held by Citigroup, Inc., (NYSE: C) in the US. Headquartered in Sydney with additional office in Melbourne, Citi Australia provides brokerage services to Australian consumers, corporations, institutions and governments. The firm participate in sales and trading across all asset classes including equities, corporate, government and agency bonds, mortgage-backed securities, syndicated loans, structured products, foreign exchange and futures.

JPMorgan Securities Australia Ltd. (JPMorgan Australia) is a broker/dealer subsidiary of JPMorgan Markets Australia (Pty) Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Sydney, JPMorgan Australia provides brokerage services for investors which they can use in making portfolio decisions.

Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators.

Part of Bank of America Corp., Merrill Lynch Equities (Australia) Ltd. is an Australian company that provides brokerage services. The company is based in Sydney, Australia. Joseph Fayyad has been the CEO of the company since 2017.

Macquarie Securities (Australia) Ltd. (MSAL) is a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1969 and is a subsidiary of Macquarie Corporate International Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MSAL serves as the brokering entity for the Macquarie Group.

Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia.

Credit Suisse (Australia) Ltd. (Credit Suisse Australia) is a broker/dealer firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Australia offers global securities sales, trading and execution, prime brokerage, underwriting, and comprehensive investment research for corporate and institutional investors.

The Business Council of Australia operates as a forum for the chief executives of Australia's largest companies to promote economic and social progress in the national interest. The private company is based in Melbourne, Australia. The Australian company was founded by Bavaguthu Raghuram Shetty. Jennifer Anne Westacott has been the CEO of the company since 2011.

Aussie Home Loans Ltd. engages in selling mortgage loans. It provides mortgage broking services. The firm offers home loan, insurance, and credit card services. The company was founded by John Symond in 1992 and is headquartered in Parramatta, Australia.

CLSA Australia Pty Ltd. is a securities brokerage firm headquartered in Sydney, Australia. The firm was founded in 2009 and is a subsidiary of CLSA Ltd., which is owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Australia provides equity research and broking, asset management, corporate finance and capital markets and securities services to corporates and investors.

The Financial Markets Foundation for Children is a non-profit organization which promotes health and welfare of children of Australia. It is supported by the participants of Australia's financial community, receiving both corporate and individual donations to fund research programs and a range of other projects designed specifically to improve the health, welfare and well-being of the future of Australia. The organization was founded in November 1990 and is headquartered in Sydney, Australia.

UNICEF Ltd. operates as a global humanitarian and development agency that works to uphold the rights of every child. The company was founded in 1946 and is headquartered in Sydney, Australia.

Arpico Ataraxia Asset Management Pvt Ltd is a Sri Lankan unit trust company that offers flexible solutions to grow wealth through various investment funds such as equity income fund, balanced fund, cash management trust fund, and bond fund. Arpico Ataraxia Asset Management Pvt Ltd is based in Colombo, Sri Lanka, and their address is Level 4, 67 A, Gregory's Road, Colombo 07. The private company manages funds strategically on behalf of investors to provide optimum returns. The company also offers an investment planner that includes an income-based planner and a goal-based planner. The company provides information on mutual funds, their benefits, and the roles of trustees, custodians, and fund managers.

Infocus Wealth Management Ltd. provides wealth management services. The private company is based in Maroochydore, Australia and has subsidiaries in Australia. The Australian company was founded in 1994. The CEO is Darren Steinhardt.

Property Exchange Australia Ltd. operates as a online property exchange network. The firm assists lawyers, conveyancers and financial institutions to lodge documents with land registries and complete financial settlements electronically. The company was founded in 2010 and is headquartered in Melbourne, Australia.

Auscap Asset Management Ltd. is an independent hedge fund manager which was founded by Tim Carleton and Matthew Parker in 2012. Headquartered in Sydney, the firm manages two funds – the Auscap Long Short Australian Equities Fund and the Auscap Global Equities Fund, both of which target solid absolute risk-adjusted returns and looks to invest in companies that generate strong cash flows and are trading at attractive prices. Auscap Asset Management has been a signatory of the United Nations-supported Principles for Responsible Investing (UN PRI) since 2017, representing their commitment to responsible investment decision-making and ownership practices.

Greening Australia Ltd. is a national not-for-profit environmental enterprise that restores landscapes and protects biodiversity at scale. The non-profit company is based in Melbourne, Australia. The Australian company works with communities, businesses, and government to increase nature in cities, creating greener, more liveable places for people and nature. With seed banks in various locations, they provide high-quality native seed for ecological restoration projects. The company is working with landholders, researchers, and communities to relink vital habitat across the Midlands. Brendan Foran has been the CEO of the company since 2011.

Switzer Financial Group Pty Ltd provides financial services. The private company is based in Sydney, Australia.

Investible Pty Ltd (Investible) is a private equity firm founded in 2014 by Creel Price and Trevor Folsom. The firm is headquartered in Sydney, Australia.

AGP Investment Management Ltd. operates as a fund management company. The firm also provides investment advisory services. The company was founded by Peter Switzer and is headquartered in Sydney, Australia.

Openinvest Ltd. provides financial management services. The private company is based in Hawthorn, Australia.

Australian Banking Association is a private company headquartered in Sydney, Australia, that operates as a trade association for the Australian banking industry. Anna Bligh is the current CEO of the firm.

Openinvest Holdings Pty Ltd. is a private company headquartered in Auburn, Australia, that functions as an investment holding company.

Jarden Australia Pty Ltd. (Jarden) is a broker-dealer firm headquartered in Sydney, Australia. The firm is a subsidiary of Jarden Partners Ltd. in New Zealand. Jarden’s clients are institutional, corporate and private investors that seek a broad range of investment opportunities, backed by world-class service and seamless execution.