James Chisholm

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.

Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds.

The Calgary Foundation facilitates collaborative philanthropy by making connections between donors and community organizations for the long-term benefit. The company was founded in 1955 and is headquartered in Calgary, Canada.

ARC Financial Corp (ARC Financial) is a private equity/venture capital founded in 1989 by Mac van Wielingen, John Stewart and Phil Swift. The firm is headquartered in Alberta, Canada.

The Canadian Investor Relations Institute (CIRI) is a professional organization that aims to enhance the credibility and competency of the investor relations profession. CIRI has four chapters located in different regions. The organization also provides insights on ESG processes and reporting for issuers at various stages in their ESG journey. The non-profit company is based in Oakville, ON, Canada. CIRI provides resources, professional development, networking opportunities, and advocacy to support the IR community. The organization has over 500 members, with most responsible for IR at publicly-traded companies. Visible Alpha is a sponsor of CIRI that enhances the investment research process. CIRI publishes IR Directions, a magazine that explores current and emerging practices of board reporting and engagement. Nathalie Megann has been the CEO of the Canadian company since 2004.

The Canadian Energy Pipeline Association represents Canada's transmission pipeline companies. The non-profit company is based in Calgary, Canada. Christopher John Charles Bloomer has been the CEO of the Canadian company since 2015.

ACM Ltd (ACM) is a private equity firm founded in 2000 by Pentti Karkkainen and Jeffrey van Steenbergen. The firm is headquartered in Calgary, Canada.

WaterSMART Solutions Ltd. provides water supply services. The firm offers its services to agri-food industries, finance sector, public sector, resource industries, and watershed management and support. The company was founded by P. Kim Sturgess in 2004 and is headquartered in Calgary, Canada.

Part of Enbridge, Inc., Alliance Pipeline Ltd. is a natural gas transmission pipeline system that delivers rich natural gas from the Western Canadian Sedimentary Basin to the market hub. The company is based in Calgary, Canada. The company operates the Canadian portion of the pipeline and is proposing to construct, install, own, operate, and maintain a new metering and regulating station, and other related auxiliary facilities and appurtenances. The project will provide natural gas transportation services to Competitive Power Ventures’ planned Three Rivers Energy Center. Brian Johnson has been the CEO of the company since 2020.

DO2 Technologies, Inc. provides software solutions for the companies involved in the oil and gas industry. Its solutions are used for electronic invoicing, contract management, spend analysis, well lifecycle management, business process management, and rig scheduling. The company was founded in 2000 by Rod Munro and is headquartered in Calgary, Canada.

Unit Electrical Engineering Ltd. manufactures switchgear, relay and industrial control apparatus. Its products include e-houses, switchgear, movable substations, pit dewatering substations, underground substations, shove motivator, trailing cable couplers, cable handling accessories, unit power controller, cable repair stations, operator cabs, laboratories and stand-by backup power. The company was founded in 1990 and is headquartered in Okanagan Falls, Canada.

Alliance Pipeline LP provides oil and gas pipeline transportation services. The company was founded by John Lagadin and Glen Perry in 1996 and is headquartered in Calgary, Canada., Canada

GE Capital Solutions provides leasing, lending, and capital investment products and services. The company is headquartered in Danbury, CT.

Sultran Ltd. delivers logistics and terminal solutions for bulk commodity supply chains. The private company is based in Calgary, Canada. and has subsidiaries in Canada.

The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn.

American Society of Mechanical Engineers operates non-profit professional organization that enables collaboration, knowledge sharing and skill development for engineering community. The company was founded in 1880 and is headquartered in New York, NY.

Pacific Coast Terminals Co. Ltd. acts as a link between ship and shore for western Canadian resource companies and their global markets. Its products include sulphur, ethylene glycol, potash, and canola. The company was founded in 1929 and is headquartered in Port Moody, Canada.

McRock Capital Corp. is an Independent Private Equity/Venture Capital firm founded in 2012 by Scott I. MacDonald and Whitney Rockley. McRock Capital Corp. is headquartered in Toronto.

Accelerate Financial Technologies, Inc. (Accelerate) is an independent Canadian alternative asset manager headquartered in Calgary, Alberta. The firm was founded by Julian M. Klymochko in 2018. Accelerate is an alternative investment solution provider, with a suite of hedge fund ETFs, crypto ETFs and Web3 funds for investors that seeks diversification and long-term performance.

Ross Smith Asset Management, Inc. provides investment advice. The private company is based in Calgary, Canada. and has subsidiaries in Canada.

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).

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.

BDC Growth Equity Partners (BDC Growth) is a Private Equity firm, a subsidiary of Business Development Bank of Canada. The firm is headquartered in Montréal, Canada.

NuWave Industries, Inc. manufactures, distributes and services abrasive water jet cutting tools and pipeline services. The company was founded by Tim Sharp and Troy Illingworth in 2010 and is headquartered in Calgary, Canada.

Setter Capital, Inc. is a private company based on secondary advisory. The Canadian company has a large team of specialists who have been working in this field since 2006. The company has completed numerous transactions and gained market insight to deliver superior results for their clients.

PillarFour Capital, Inc (PillarFour Capital) is an independent private equity firm founded in 2015 by Paul Colucci and Matt Colucci. The firm is headquartered in Calgary, Canada with additional office in London, UK.

Placeholder Canada, Inc. is a Canadian company that provides warehouse space for rent on flexible terms. The company is based in Calgary, Canada. The company offers a variety of spaces for every size, term, and budget in different neighborhoods across Canada. The company offers transparent pricing, unique spaces, and multi-usage options for every use case. Placeholder has received positive feedback from customers who appreciate the platform's process for understanding their requirements and finding spaces that match their needs. The company was founded in 2019 and prides itself on making it easy for businesses to find warehouse space that works for them.

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.