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This series is for Advisors only
Concentrated
Global Solutions

VIRTUAL EVENT SERIES

January 19 | February 9 (Postponed) | March 9 (Postponed), 2021

January 19, 2021
11:00 – 11:45am

Quality Growth:
What to Do in a Value Rotation?

Personalized Medicine & More

2020 Year End Performance
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What to expect from the BMO Concentrated Global Equity Fund if value outperforms?
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Personalized Medicine:
can we finally beat cancer?

February 9, 2021
1:00 – 1:45pm

Gender Lens
Investing

Postponed

Video call has been postponed and will be rescheduled at a later date

March 9, 2021
1:00 – 1:45pm

Stable
Staples

Postponed

Video call has been postponed and will be rescheduled at a later date

Resources

Webcast to Obtain CE Credits (50 minutes)

Quarterly Commentary

The Fund of the Future
Watch Our 90 Second CGE Client Video
featured speaker
Michael Hughes
Senior Vice President &
Client Portfolio Manager

Michael joined GuardCap in 2014 in the role of Senior Vice President and Client Portfolio Manager. Prior to this he spent 4 years at Trinity Street Asset Management, a global investment boutique where he helped grow AUM from $300 million to $1.8 billion. Michael’s tenure includes Managing Director at JPMorgan Asset Management where he was responsible for the product management of $72 billion of European Equity Fund assets. Prior to this, he was portfolio manager and product manager for the Emerging Market Group of JPMorgan. He holds a joint honours degree in modern languages from the University of Bristol.

Moderator
Mark Raes, CFA
Managing Director,
Head of Product

Mark Raes is MD, Head of Product covering ETFs, mutual funds, and pooled products at BMO Global Asset Management. Mark is responsible for product analysis, new launches, supporting distribution activities and identifying investor opportunities. Mark supports BMO ETFs globally. He previously was an ETF portfolio manager focused on fixed income and derivatives. Mark holds a HBBA from Wilfrid Laurier University, and a MBA from York University. He has also received his CFA designation.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., and BMO’s specialized investment management firms. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts or prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

This webinar is for information purposes. The information contained in this webinar is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

™ Registered trade-mark of Bank of Montreal, used under licence.