Trans-Canada Capital

Trans-Canada Capital (TCC) is an innovative asset management firm specializing in non-traditional investment strategies for institutional investors.

Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through sophisticated strategies focusing on alpha generation in a rigorous risk-controlled framework.

With over C$30 billion in assets under management, more than 85 investment professionals based in Montreal and Toronto, and a complete range of innovative solutions, TCC is well positioned to meet the needs of institutional investors seeking consistent returns.

Munro Partners

Munro Partners is a global investment manager with a core focus on growth equities. Established in 2016 by an award winning investment team with a 15 year proven track record of strong returns, the business has over $5 billion in AUM and is owned and controlled by key staff. Via our proprietary investment process, we invest alongside our clients to benefit from some of the key structural changes that occur in our world today. The business is Australian domiciled, with its head office based in Melbourne.

RBC Capital Markets

RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia-Pacific region, which collectively encompass more than 75% of global investment banking activity each year.

TD Wealth

For over 150 years, TD has helped generations of Canadians to grow, manage and protect their wealth. Our vision, to be the better bank, starts with you.

Sprucegrove Investment Management Ltd.

Sprucegrove Investment Management Ltd., (Sprucegrove), is a boutique international and global equities investment management firm exclusively serving the institutional market since 1993. The firm is 100% employee-owned and we are proud of our diversity and inclusiveness: 69% of our shares are held by women, minorities, or both. As of June 30, 2021, Sprucegrove managed over $30 B CAD in AUM across their four equity mandates.

Since the firm was founded, two unchanging objectives have fueled our collective efforts: (1) provide our clients with above-average investment performance over the long-term and (2) provide every client with a boutique service experience. Our ethos is steeped in humility, passion for the business, a desire to learn and deep collaboration across the firm all aimed at achieving these two objectives. Remaining an independent firm not only reinforces our ability to execute our investment process but also deliver exceptional service to each of our clients. Simply put, we can focus on doing what’s right for our clients while effectively maintaining a long-term focus in managing the firm. Our ability to consistently execute on Sprucegrove’s two objectives explains why, across our clients, we are often one of the longest-standing asset managers they have, with many client partnerships spanning more than 15 years.

Sprucegrove is a signatory of the Principles for Responsible Investment (PRI) and the Carbon Disclosure Project (CDP).

ATB Investment Management Inc.

ATBIM is a wholly owned subsidiary of ATB Financial and was incorporated in August 2002. In 2018 we launched a new brand, ATB Wealth, which includes our Investment Management and Private Banking lines of business. ATB Wealth manages approximately $25 billion on behalf of Albertans.

Guardian Capital LP

Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates. Additionally, Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds. Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962.

SLC Management

SLC Management is the institutional asset management business of Sun Life Financial Inc. (“Sun Life”), a large global financial services organization. SLC Management has $303bn* in global assets under management across a continuum of public and private fixed income, real estate and infrastructure.

SLC Management has grown through a combination of organic and acquisitive growth. We offer our platform of solutions through our four affiliated firms:

1. Sun Life Capital Management specializes in investment grade public and private fixed income strategies;

2. Crescent Capital Group specializes in below investment grade public and private fixed income strategies;

3. BentallGreenOak offers global real estate equity and debt investment strategies; and

4. InfraRed Capital Partners is a leader in global infrastructure equity investments.

Our focus is on yield orientated asset classes as we support our clients in meeting their future financial obligations. We have a solutions mindset and work closely with clients and consultants to diagnose and solve their investment challenges through highly customized solutions across our platform.

SLC Management plays an important role in advancing sustainable investing for Sun Life and on behalf of all our clients through its ESG program. SLC Management’s sustainable investment program focuses on deep analysis with a heightened awareness of non-financial risks. The depth of our analysis allows us to effectively identify and manage a wider range of sustainability risks in our investment portfolios, and equally important, to identify and invest in new sustainable investment opportunities to achieve higher returns.

For more information, please visit https://www.slcmanagement.com

*Combined assets of SLC Management affiliates, total AUM includes approximately $12B in cash, other and InfraRed real estate as of December 31, 2020.

Ninety One

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD153 billion in assets (as of 9/30/ 2020).

In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets. For more than a decade, the firm has been committed to clients in the US, Canada and Latin America, developing trusted partnerships by delivering local expertise with a global platform.

Established in South Africa in 1991, as Investec Asset Management, it started with domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.