J. Chisholm Lyons

Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

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.

Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world.

Hillsdale Investment Management, Inc. (Hillsdale) is a privately-owned hedge fund manager headquartered in Toronto, Canada. The firm was founded by Albert Guthrie in 1996. Hillsdale offers discretionary investment management services to a range of sophisticated institutional and private wealth investors, primarily in Canada but also in the US and elsewhere.

ATB Financial operates as a financial institution that provides personal and business financial services, agri-industry, corporate financial services, and investor services in Alberta. The company was founded in 1938 and is headquartered in Edmonton, Alberta.

Established in 1989, CIBC Capital Partners, the venture group of CIBC World Markets' Capital Partners Division, is headquartered in Toronto with additional offices in Boston, New York City and San Francisco. Their ultimate parent is Canadian Imperial Bank of Commerce (TSX: BCM).

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.

Decision Resources, Inc. is a technology consulting firm specializing in ERP manufacturing systems. Its products include ERP systems, ERP extended applications, and Decision365. It also offers consulting and implementation services. The company was founded in 1978 and is headquartered in Pittsburgh, PA.

Part of United BioSource Corp., Caro Research, Inc. provides complex modeling, data collection, and other consulting services. The company is based in Concord, MA. Caro Research was acquired by United BioSource Corp. on September 17, 2007.

Pollitt & Co., Inc. is an independent, Canadian brokerage firm headquartered in Toronto, Ontario with an additional office in Montreal, Quebec. The firm was founded by Murray Pollitt in 1984 and they provide brokerage services to institutional and private clients. Pollitt & Co. is a member of the Toronto Stock Exchange, the Montreal Exchange, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. Their investment objective is steady, long-term capital appreciation. Pollitt & Co. employs a disciplined approach that begins with a strong macroeconomic view which they use to identify sectors and companies investors may have undervalued.

Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.

Business for the Arts operates as a charitable association of business members who support the arts. It connects arts organizations to business patrons and volunteers through artsScene and boardLink programs. The company was founded in 1974 and is headquartered in Toronto, Canada.

The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada.

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 Perpetual Ltd., Pendal Institutional Ltd. is an independent investment management business based in Sydney, Australia. The Australian company's experienced fund managers have the autonomy to make decisions with conviction and offer sustainable investment options, such as the Pendal Sustainable Balanced Fund - Class G through Investment Giving. Recently, the company's Pendal Select Fund (class R) was awarded the highest rating of "highly recommended" by researcher Zenith.

McCann Worldgroup Canada, Inc. is an integrated marketing communications agency, which engages in operating advertising agencies. The company was founded in 1912 and is headquartered in Toronto, Canada.

Buckingham Browne & Nichols School provides education services. The company is headquartered in Cambridge, MA.

The Canadian Academy of Recording Arts & Sciences provides music awards, musicounts, Canada’s music education program and the canadian music hall of fame. The company was founded in 1975 and is headquartered in Toronto, Canada.

Kingsdale Capital, Inc. (Securities) (Kingsdale Capital Securities) is the full-service broker/dealer division of Kingsdale Capital, Inc., a corporate finance and capital markets firm headquartered in Toronto, Ontario. The firm was founded in 2002 and offers security brokerage services to institutional investors.

MaRS Discovery District (Venture Capital) (MaRS Discovery District) is a venture capital subsidiary of MaRS Discovery District founded in 2000 by Murray McCaig. The firm is headquartered in Toronto, Canada.

J O Hambro Capital Management Holdings Ltd. provides financial services. The company was founded on June 13, 2011 and is headquartered in London, the United Kingdom.

Part of Perpetual Ltd., Pendal Fund Services Ltd. is an Australian company that provides investment management services. The company is based in Sydney, Australia.

Fiduciary Trust Co. of Canada (dba Fiduciary Trust Canada) is a Canadian trust and investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Franklin Templeton Investments Corp., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Fiduciary Trust Canada provides customized wealth management solutions to high net worth individuals, families, endowments and foundations.

FTC Investor Services, Inc. provides wealth management solutions. The company is headquartered in Toronto, Canada.

Part of Mirae Asset Global Investments Co., Ltd., Horizons Exchange Traded Funds, Inc. is a Canadian company that provides exchange traded funds. The company is based in Toronto, Canada. The company was founded by Adam Felesky.