Natalie M. Adams

Chesley, Taft & Associates LLC (CTA) is an independent wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Faris Chesley and A. Richard Taft in 2021. CTA provides portfolio management services to high-net-worth individuals and their related entities. Related entities include personal trust, IRA, and retirement accounts. The firm also manages family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

Cossette, Inc. provides communication planning, research and marketing services. The company was founded in 1972 and is headquartered in Toronto, Canada.

Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003.

Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia.

National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.

Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Part of TELUS Corp., Fastvibe Corp. is a Canadian company that provides web streaming solutions. The company is based in Toronto, Canada. Fastvibe was acquired by TELUS Corp. on January 30, 2008. The company was founded by Rajiv Rai.

Part of Dell Technologies, Inc., Bulldog Group, Inc. is a Canadian company that provides digital asset management software. The company is based in Toronto, Canada. Bulldog Group was acquired by Documentum, Inc. on December 05, 2001 for $10 million.

Polar Asset Management Partners, Inc. (Polar) is Canadian hedge fund manager headquartered in Toronto, Ontario. The firm was founded by J. Paul Sabourin in 1991 and is a subsidiary of Polar Financial Corp. Polar provides discretionary investment advice and management services to private investment funds, which may be organized as onshore or offshore limited partnerships or corporations, as well as separately managed accounts.

LaBarge Weinstein LLP provides legal services. It provides services in the areas of corporate law, taxation, securities, mergers and acquisitions, technology and commercial transactions. It serves the biotechnology, pharmaceuticals, commercial real estate, computing and networking technology, e-commerce, investment banking, photonics, security applications, semiconductor, software, and telecommunications industry clients. The company was founded by Paul C. Labarge, Randy Taylor, Deborah L. Weinstein & Lawrence Weinstein in 1997 and is headquartered in Kanata, Canada.

Puretracks provides and distributes digital music products. It provides services through digital entertainment stores, customized promotions, album card redemption platforms, web services and affiliate programs. The company was founded by Alistair Mitchell in 2003 and is headquartered in Toronto, Canada.

The Québec Bar Association is a professional organization that oversees the practice of over 29,000 lawyers in all areas of law. The organization is based in Montréal, Canada. and has subsidiaries in Canada. The mission of the association is to ensure the protection of the public, contribute to accessible and quality justice, and defend the rule of law.

Sheldon Huxtable Professional Corp. provides legal services. The private company is based in Toronto, Canada.

Middle East Venture Partners(MEVP) is a venture capital firm headquartered in Dubai. The firm founded in 2010 by Walid Hanna.

Part of KPMG International Cooperative, SECOR, Inc. (Canada) provides management consulting services. The company is based in Montréal, Canada. The Canadian company was founded by Marcel Côté. SECOR, Inc. (Canada was acquired by KPMG LLP (Canada) on July 24, 2012.

Part of Norton Rose Fulbright LLP, Norton Rose Fulbright Canada LLP provides legal services. The company is based in Québec, Canada.

Great Top Investment Ltd. operates as an investment holding Chinese company and is ultimately controlled by the City of Beijing. The company is based in Hong Kong, Hong Kong.

Part of Leadwin Asia Group Ltd., Nice World Chemical Industry Xiamen Co. Ltd. is a company that manufactures phthalic anhydride and fumaric acid. The company is based in Xiamen, China.

Nuqul Group engages in producing paper products and aluminum plates. It also manufacture tissues, tissue paper rolls, wet wipes, and hygienic products. The company was founded in 1952 and is headquartered in Amman, Jordan.

e2e Integrated Solutions LLC provides energy efficiency solutions. It offers solutions addressing the needs of the energy, water, and environment markets. The company is headquartered in Amman, Jordan.