Robert Joseph Miehm

Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto.

Part of Morningstar, Inc., Portfolio Analytics Ltd is a Canadian company that provides investment fund research and analysis. The company is based in Toronto, Canada. Portfolio Analytics was acquired by Morningstar, Inc. on November 30, 1999.

Segal Advisors, Inc. provides investment consulting services. The firm offers asset allocation and investment strategies, assets-liability modeling, performance measurement, retire fund, model portfolios, defined contribution consulting and fiduciary services. It provides consulting advice and outsourcing solutions to plan sponsors. The firm offers investment programs through a broad range of customized solutions designed to assist clients at every stage of the investment process. The company is headquartered in New York, NY.

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.

Founded by David Baskin in 1992, Baskin Financial Services, Inc. is an investment advisor located in Toronto, Ontario. The firm provides customized wealth management and discretionary investment management services to individuals and families throughout Canada.

Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California.