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CI Financial Corp. (CI), formerly CI Financial Income Fund, is a diversified wealth management firm. It is engaged in the management, marketing, distribution and administration of mutual funds, segregated funds, structured products and other fee-earning investment products for Canadian investors, distributed primarily through brokers, independent financial planners and insurance advisors, including Assante Capital Management Ltd. and Assante Financial Management Ltd. It operates in two segments. The Asset Management provides the majority of its income and derives its revenues from the fees earned on the management of several families of mutual, segregated, pooled and closed-end funds, structured products and discretionary accounts. The Asset Administration derives its revenues from commissions and fees earned on the sale of mutual funds and other financial products, and ongoing service to clients. On December 31, 2009, it completed the sale of Blackmont Capital Inc. to Macquarie Group.

CIBC Mellon was founded in 1996 and is headquartered in Toronto, Canada with additional offices in Calgary, Halifax, London, Montreal, and Vancouver. CIBC Mellon Global Securities Services Company is a 50-50 joint venture between Canadian Imperial Bank of Commerce and Mellon Canada Holdings Company. CIBC Mellon Global Securities Services Company provides asset servicing, issuer, multicurrency accounting, information delivery, securities lending, and foreign exchange services in Canada. Its services include safekeeping, cash management and trade settlement, full service investment fund accounting, fund valuation and unit holder record keeping, transition management, pension fund administration and benefit payment, multinational, and securities lending and borrowing. The company also provides transfer agency, corporate trust, corporate actions, and employee share purchase plan services. CIBC Mellon Global Securities serves pension funds, investment funds, insurance companies, foreign insurance trusts, governments, corporations, foundations and endowments, and financial institutions.

Citadel Investment Group, L.L.C was founded in 1990 and is based in Chicago, Illinois with additional offices in New York, New York; and San Francisco, California. Citadel Investment Group, L.L.C is a privately owned investment manager. The firm manages client focused portfolios and hedge funds for its clients. It invests in the public equity, fixed income, and alternative investment markets across the globe. As part of its alternative investments, the firms invests in currency, commodities, and derivatives such as interest-rate swaps, futures, options, repurchase agreements, and reverse repurchase agreements. Its fixed income investments include investments in government bonds and mortgage-backed securities. The firm employs a mix of strategies including credit arbitrage and structured credit strategies to make its investments. It employs a combination of quantitative and fundamental analysis with a bottom-up stock picking approach to create its investment portfolio. The firm makes its investments in the stocks of companies operating across diversified sectors. It conducts an in-house research to make its investments.

Clerical Medical targets the practical and economical, helping to make sure their retirement years are more paradisiacal than ascetical. Clerical Medical, which started out serving clergy members and physicians, today provides middle-class professionals and other clients from all walks of life with tools to build their nest eggs. The company's products include group and individual pension plans and other investment products, such as life insurance, offshore investment funds, and a variety of bonds (flexible growth, income, and others); it has more than $39 billion under management. Clerical Medical is a subsidiary of Lloyds Banking Group.

Clinton Group was founded in August 1991 and is based in New York City with additional offices in Tinton Falls, New Jersey, Washington, District Of Columbia, and London, United Kingdom. Clinton Group, Inc (CGI) is an employee owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It also caters to corporations, banks, insurance companies, pension funds, and public funds. The firm invests in the public equity, fixed income and hedging markets across the globe. For its fixed income investments, it primarily invests in collateralized debt obligations, mortgage-backed securities, convertible bonds, and sovereign debt. The firm employs long/short and arbitrage fixed income strategies to make its investments.

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