Lionel Paquin

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

AXA Investment Managers (Paris) SA (AXA-IM Paris) is the wholly-owned asset management subsidiary of AXA Investment Managers SA, itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. Headquartered in Puteaux, the firm traces their origins to 1994 when the AXA Group created the AXA Asset Management division. In 1997, the division was renamed AXA Investment Managers. AXA-IM Paris has a network of investment centers worldwide which cater to institutional investors, distributors and AXA Group insurance firms. They are a socially responsible investor which offers SRI funds and integrates ESG criteria into their investment processes.

La Financière de l’Echiquier SA (LFDE) is an asset management firm headquartered in Paris, France. Founded in 1991, the firm is a subsidiary of La Banque Postale Asset Management SA, ultimately owned by BPCE SA. LFDE offers a range of investment products and services to private clients or their long-standing partners such as financial advisors and institutional investors.

HSBC Global Asset Management (France) SA (HSBC GAM-France) is the French asset management subsidiary of HSBC Continental Europe, ultimately held by HSBC Holdings Plc (LON: HSBA, ADR: HSBC.PRA) in Great Britain. Formerly HSBC Investments (France) SA, the firm was founded in 1998 within the former CCF-Crédit Commercial de France. Headquartered in Courbevoie with additional office in Puteaux, HSBC GAM-France provides investment advice to banks and thrift institutions, investment companies, pension and profit-sharing plan, corporations, and business entities. They are a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Société Générale SA (Broker) (Société Général CIB) is the brokerage division of Société Générale SA (EPA: GLE) in France. Headquartere din Paris, the firm was founded in 1864 and provides full spectrum of brokerage services specifically tailored for both retail and institutional investors. Société Général CIB also offers execution, clearing and prime services across the following asset classes: equities, FX, fixed income, commodities, and listed derivatives to almost 30 European brokers in more than 80 markets worldwide.

Members Equity Bank Ltd. provides banking services. It offers home loans, credit cards, personal loans, asset finance solutions, deposit products and financial planning services. The company was founded in 1994 and is headquartered in Melbourne, Australia.

Fortsum Business Solutions, Inc. provides accounting software development services. Fortsum Business Solutions is a service company specialized in the development, support, implementation, integration and marketing of efficient adaptable high-tech solutions for the daily management of business and financial data of Canadian small-and medium-sized businesses. The company also serves governments, financial institutions and other medium to large-sized companies. Fortsum Business Solutions was founded by Louis Lessard in 1984 and is headquartered in Sainte-Foy, Canada

Exane SA (Broker) (Exane) is the brokerage division of Exane SA, itself a subsidiary of Verner Investissements SAS in France. Established in 2004 as a joint venture between BNP Paribas and Verner Investissements, the firm is based in Paris and specializes in European equity research and broking activities. Exane has research centers in Paris and London which are supported by a team of economists and strategists.

Kepler Cheuvreux SA is an independent broker/dealer headquartered in Paris, France. The firm was founded by Laurent Quirin in 1997. Kepler Cheuvreux provides execution services to institutional investors. It supports equities, fixed income, derivatives, ETFS, and convertible bonds across Europe, America and Asia.

National Futures Association is a self-regulatory organization for the derivatives industry. The non-profit company is based in Chicago, IL. The company's focus is on providing innovative and effective regulatory programs. The company was founded by Leonid Adolfovich Melamed.

Cyrus Conseil SAS provides asset management solutions. It offers consulting services in financial and real estate investments, wealth strategy, and private equity. The company was founded by Gérard Poirelle on April 28, 1989 and is headquartered in Paris, France.

17 Capital LLP (17 Capital) is a private equity firm founded in 2008 by Pierre–Antoine. The firm is headquartered in London.

Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts.

FICOFI SA connects high-quality wine producers with wine enthusiasts who have a passion for grands crus and great terroirs. The private company is based in Paris, France. and has subsidiaries in France. The French company was founded in 2013. Delphine Tronchon has been the CEO of the company since 2012.

Amundi Asset Management SA (Investment Management) (Amundi-IM) is the investment management division of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. It was founded in 2010 when the asset management operations of Crédit Agricole SA and Société Générale merged. Headquartered in Paris, the firm develops products for institutional clients and third-party distributors and has ties with sovereign wealth funds, pension funds, institutional funds and corporate funds. They have distribution agreements with platforms in Europe and Asia. Amundi-IM is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Société Générale Gestion SA (S2G) is the wholly-owned asset management subsidiary of Amundi Asset Management SA, itself a subsidiary of Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. The firm was founded in 2006 and is headquartered in Paris. They are the successor to SGAM-Société Générale Asset Management SA, founded in 1997 to take over the asset management activities of Société Générale. In 2009 SGAM absorbed their alternative management subsidiary, Barep Asset Management SA. S2G has specific expertise in employee savings plan management and manages discretionary accounts as well as a range of comingled products. Their clients are French companies and institutions, including associations.

MSCI Ltd. provides international trade financing services. The company was founded in 2000 and is headquartered in London, GB.

Part of Intercontinental Exchange, Inc., NYSE (UK) Ltd. is an investment holding British company. The company is based in London, UK and was founded in 2001.

UBGI Holdings (France) SAS provides investment advisory services. The company was founded in April 2009 and is headquartered in Paris, France.

Ossiam SA (Ossiam) is the asset management subsidiary of Natixis Global Asset Management SA, wholly-owned by Natixis SA (XP: KN) and ultimately held by BPCE SA in France. Established in 2009, Ossiam is based in Paris and offers complementary and varied investment strategies that are easy to integrate into a global portfolio. Their range of specialty ETFs offers an alternative to traditional equity market cap-weighted indexes. The firm’s Scientific Council conducts research in mathematical finance and economics, meeting periodically with the Ossiam research and management team to examine the quantitative tools and models used at Ossiam and exchange on new themes of investment, quantitative management, new model applications and recent findings.

Scope Group is a German European company that specializes in providing credit ratings, fund analyses, and customized solutions for risk assessment and monitoring. The private company has around 200 employees and has offices in several locations, including Berlin, Frankfurt, London, Madrid, Oslo, and Paris. The company was founded in 2002 by Florian Schoeller, who has been the CEO since then.

JSF Financial LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Los Angeles, California. The firm was founded by Jeff Fishman in 1996. JSF provides holistic and highly personal wealth management services for high-net-worth individuals, families and foundations.

AXA Investment Managers LLC provides investing financial services. It specializes in equities to fixed income, real assets to other alternative asset classes. The company was founded in 2006 and is headquartered in Doha, Qatar.

Scope SE & Co. KGaA is a German European company that provides independent credit ratings, ESG analysis, and fund research. The company is based in Berlin, DE, and has subsidiaries in Germany and the United Kingdom. The company has more than 300 employees across its offices in Germany, France, Italy, the UK, Norway, and Sweden. Scope Ratings offers opinion-driven, forward-looking, and non-mechanistic credit risk analysis, while Scope ESG Analysis provides ESG impact analysis based on a macroeconomic quantitative model. Scope Fund Analysis provides research and ratings on investment funds and asset managers. The company was founded in 2002, and the CEO is Florian Schoeller.

Metori Capital Management SAS is a quantitative management company based in Paris, France. The French company was launched in 2016 by a team of professionals from Lyxor Asset Management (Société Générale). Metori is independent and specializes in quantitative management. The private company is 100%% owned by its five founders whose interests are aligned with the company's goals.

New Primonial Holding SAS provides investment services. The company is headquartered in Paris, France.