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Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages over $1.5 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 39 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent over $100 million of the firm’s assets under management.

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with about $217 billion in assets under advisement and management as of Sept. 30, 2019. The company has operations in 27 countries.

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Purpose Investments is a modern asset management firm. They offer outcome-based investment products spanning both traditional and alternative strategies, in asset classes including Equity, Fixed Income, Privates, Alternatives and more. They currently have over $8 billion in assets under management, primarily in ETFs and mutual funds.

Founded in 2013 by industry pioneer Som Seif, Purpose Investments helps thoughtful Canadian investors achieve meaningful success. Their clients are both retail investors — through their investment advisors — and institutions.

In 2019, Purpose Investments became one of the first investment firms in the world to embed Environmental, Social and Governance (ESG) principles across their entire investment process, rightfully placing them at the foundation of how they think about building products. Investors in Purpose benefit from superior returns while also strategically investing capital in companies that make the world a better place.

Purpose Investments is fully owned by independent financial services leader Purpose Financial, and is employee-controlled with strategic investments from OMERS and TorQuest.