Matthew Joss

Palisade Capital Management Ltd. (Palisade Capital) is an independent, Canadian portfolio manager and investment fund manager headquartered in Calgary, Alberta. The firm was founded by Denise D. Macinnes and Matt R. Aufricht in 1998. Palisade Capital manages investments for high net worth clients, family trusts, foundations, corporations and family offices.

Cidel Asset Management, Inc. (Cidel AM) is the asset management subsidiary of Cidel Bank Canada. The firm was founded by Peter D. Sacks and Robert H. Gibson in 2013 and formerly known as Toron AMI International Asset Management. Headquartered in Toronto, they offer investment services and solutions to private clients. Cidel AM is a signatory of the United Nations-supported Principles for Responsible Investment (PRI).

PFB Corp. engages in the manufacturing and selling of proprietary insulating building products. Its products range from geotechnical and packaging solutions to building material components. It operates through Canada and United States of America (USA) geographical segments. The Canada segment trades expanded polystyrene products and structural insulating panels. The United States of America segment produces EPS foam products, customized log, and timber structures. The company was founded on January 1, 2003 and is headquartered in Calgary, Canada.

CFA Society Calgary operates as a member society of the CFA Institute.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.