CIBC

Arevon is a prominent renewable energy company in the United States, specializing in the development, construction, financing, and operation of utility-scale solar and energy storage projects. The company provides comprehensive renewable asset management services, including commercial, financial, and performance management for utilities and corporations. Arevon focuses on delivering clean, reliable, and cost-effective energy solutions, enabling its clients to adopt sustainable business models. Through innovative approaches, Arevon also manages solar-plus-storage projects and distributed generation assets, contributing to the transition towards renewable energy.

Sound Point Capital Management, LP is an employee-owned asset management firm established in 2008 and headquartered in New York City, with an additional office in London. The firm specializes in credit strategies and manages a diverse range of investment vehicles, including pooled investment funds and separately managed accounts. Its clientele includes institutions, pension funds, foundations, insurance companies, family offices, and high-net-worth individuals. Sound Point focuses on investments in public equity and fixed income markets in the United States, particularly corporate bonds and senior-secured bank loans. The firm employs fundamental analysis and conducts in-house research to inform its investment decisions, providing tailored financial solutions to a broad spectrum of investors.

Ecora Resources PLC is a company that specializes in acquiring royalties from a diverse portfolio of mining assets, primarily focusing on base metals and bulk materials. Its portfolio includes key commodities such as copper, nickel, iron ore, gold, cobalt, vanadium, metallurgical coal, and uranium. Notable assets include Voisey's Bay, Mantos Blancos, and Maracas Menchen, among others. The company operates in low-risk jurisdictions and aims to enhance its income growth by investing in cash-generating royalties and exploring opportunities in earlier stage royalties. Ecora Resources is committed to returning a substantial portion of its royalty revenues to shareholders as dividends.

Arevon is a prominent renewable energy company in the United States, specializing in the development, construction, financing, and operation of utility-scale solar and energy storage projects. The company provides comprehensive renewable asset management services, including commercial, financial, and performance management for utilities and corporations. Arevon focuses on delivering clean, reliable, and cost-effective energy solutions, enabling its clients to adopt sustainable business models. Through innovative approaches, Arevon also manages solar-plus-storage projects and distributed generation assets, contributing to the transition towards renewable energy.

Power Corporation of Canada is a diversified international management and holding company headquartered in Montréal, Canada. Established in 1925, it operates in various sectors, including financial services, renewable energy, and communications. The company has significant interests in life insurance, asset management, and investment advisory services through its subsidiaries, such as Lifeco and IGM Financial. Power Corporation offers a range of products, including life and disability insurance, annuities, mutual funds, and wealth management services. In addition to its financial operations, the company generates renewable energy from solar and wind facilities and is involved in manufacturing LED lighting solutions and zero-emission vehicles. Its portfolio includes a variety of businesses in sectors such as mineral-based specialty solutions, testing and certification, cement production, wines and spirits, and leisure parks. Power Corporation also holds minority stakes in other international companies, further expanding its investment reach.

Artis REIT is a diversified commercial real estate investment trust and an unincorporated closed-end real estate investment trust focusing on industrial, office, and retail properties. Through value investing, Artis REIT seeks to increase net asset value per unit and distributions to its investors. Artis REIT is fully internalized and manages its own assets and properties. Its functions are in charge of managing the REIT's portfolio on a daily basis as well as providing administrative services.

Inovalis Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust under the laws of the Province of Ontario. The REIT has been created for the purpose of acquiring and owning office properties primarily located in France and Germany but also opportunistically in other European countries where assets meet the REIT's investment criteria. The REIT currently owns an interest in eleven office properties in France and Germany, comprising approximately 1,409,113 square feet of gross leasable area (taking into account the interests in the properties owned in joint ventures).

Founded in 1987 by Michael J. Cleary and several partners, Cleary Gull’s original focus was research, sales, and trading for institutions. In response to client needs as well as market opportunities, they then added Investment Banking and Wealth Management capabilities in the 1990s. In 1998, Tucker Anthony Sutro, a Boston-based financial service firm, acquired Cleary Gull. A few months after Tucker Anthony Sutro was acquired by the Royal Bank of Canada – Dain Rauscher (RBC) in 2001, their principals and employees led a buy back that returned the company to their entrepreneurial roots. “Their overriding desire was to own and control their own destiny for theirselves, their clients and employees,” said Managing Director Bob Warner. Once again independent, they focused on Wealth Management and Investment Banking services. After a merger with MBO Advisors in 2003, they formed a third division called MBO Cleary Advisors Inc., to provide Institutional Investment Advisory services. The result: they grew in size and increased the amount of client assets they have under advisement. Finally, in January of 2011 another step was taken to reinforce a single brand and unify their public image when MBO Cleary Advisors Inc. changed its name to Cleary Gull Advisors Inc. Today, they are privately held and employee-owned. Their three business lines – Investment Banking, Wealth Management and Institutional Advisory – are complementary yet well diversified with over $2.1 billion in assets under management. They believe that their business model allows their principals, managers and employees to have input and make decisions, so you can get the service you deserve and the sophisticated advice you need.

Geneva Advisors was an independent Registered Investment Advisory firm based in Chicago, Illinois, specializing in equity and fixed income strategies. Founded in 2003, the firm managed over $8 billion in assets for institutional and high-net-worth investors, adhering to a disciplined and research-driven investment philosophy. Geneva Advisors was noted for its commitment to a client-first culture and had plans to join CIBC Atlantic Trust Private Wealth Management, ensuring continuity with its dedicated team. However, it is important to note that Geneva Advisors is no longer in operation and is not actively tracked by financial databases.

StoneCastle, founded in 2003 and headquartered in New York City, specializes in providing financial services focused on community banks and small to medium-sized financial institutions. The firm offers a range of solutions, including cash management, deposit funding, and proprietary processing and analytical services. StoneCastle serves a diverse clientele, including corporations, municipalities, public funds, endowments, foundations, hedge funds, wealth management firms, and private equity firms. Additionally, the firm arranges institutional debt transactions for investors and manages private funds aimed at delivering fixed-income returns across various investment scenarios.

SkyBitz, Inc., a mobile asset management company, delivers real-time tracking and information management solutions. It provides system hardware, such as mobile terminals, power management, and sensors. The company also offers service plans, including Basic Tracking that provides location reporting based on a configurable schedule; and Smart Sensor Tracking, which incorporates a patented Smart Sensor in the GLS 210. In addition, it offers SkyBitz Partner and Leasing Application, a hosted solution that provides leasing companies the ability to track the location of unleased assets, as well as access to tracking solutions for their leasing customers. The company serves transportation, rail, intermodal, marine, energy, and heavy equipment industries. SkyBitz, Inc. was formerly known as Eagle Eye, Inc. The company was founded in 1995 and is based in Sterling, Virginia.

Whatifi.com is an online asset management firm focused on the individual consumer.