Adam Cotterill

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.

Investure LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded by Alice Handy and Charles Cooke in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations.

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

Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.

Forum Equity Partners, Inc. (Forum Equity Partners) is a Private Equity firm founded in 2002 by Richard Abboud. The firm is headquartered in Toronto.

CAI Capital Management Co. (Canada) (CAI) is a Private Equity firm, a subsidiary of Commerce Bancshares, Inc. (Missouri) founded in 1959 by David M. Culver. Capital For Business, Inc. The firm is headquartered in St. Louis.

Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

DC Energy LLC engages in generating electricity. The firm develops efficient and reliable energy markets – for the exchange of both real energy products and corresponding financial energy contracts. The company was founded by in and is headquartered in Vienna, VA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Part of Deloitte LLP (New York), Monitor Deloitte is a company that provides strategic consulting services. The company is based in Rosslyn, VA. The company was founded by Lene S Schulze.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States.

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.

Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY.

Mission Engine LLC (MissionOG) is a venture capital firm founded in 2012 by Kevin O’nell, Eugene Lockhart, George Krautzel, Andrew Kese and Andy Newcomb. The firm is headquartered in Philadelphia, Pennsylvania.

Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise in 2013 and is headquartered in Birmingham, AL.

West Hill Capital LLP (West Hill) is a venture capital arm of West Hill Corporate Finance founded by Robert Forbes Caie, David Hollidge and Mark Hickson in 2013. The firm is headquartered in London, United Kingdom.

Stix Golf Co. is a golf equipment company that challenges the traditional culture of overpriced golf equipment by offering modern, high-performance clubs at a fair price. The company was founded by Gabriel Coyne, Collin Daniel Duff, and Kyle Buzzard, and is based in Elgin, IL. The company's minimalist design ethos disrupts the traditional look of a golfer, creating products that embody the modern golfer and changing the way players experience a round of golf. Stix Golf offers a package set that simplifies the shopping experience, reducing decision paralysis and friction that commonly exists in the customer journey of buying golf clubs. Stix Golf can now be found at leading retailers like PGA Tour Superstore, Target, and Scheels. Gabriel Coyne has been the CEO since incorporation.

Better Society Capital Ltd. (Better Society Capital) is a private equity firm founded by Ronald M. Cohen in April 2012. The firm is headquartered in London.

VRGL, Inc. is a holding company, provides institutional-grade analytics and automated data extraction services for the wealth management industry. The company was founded by Josh Smith and Josh Zimmerman in 2021 and is headquartered in Dallas, TX.

Aumni, Inc. develops application and software as a service platform that tracks critical financial, commercial and legal terms across private equity portfolio. The company was founded in January 2018 and is headquartered in Cottonwood Heights, Utah.

Bridge Financial Technology, Inc. provides investment advice. Its technology platform helps financial advisors in drift reporting, billing and performance reporting. The company was founded by Sanjay Sharma and Rasheed Hammouda in 2015 and is headquartered in Chicago, IL.

KPMG Australia Pty Ltd. engages in the provision of accounting and auditing services. It offers audit and assurance; risk consulting; tax and legal; and deal advisory services. The company was founded in 1987 and is headquartered in Canberra Airport, Australia.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Ogilvie High School operates high schools. The private company is based in Ogilvie, MN and has subsidiaries in Australia. The company was founded in 1895.

Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.