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Reassessing
Core Positioning
Post-Election

ETF Portfolios’ Video Call
Wednesday, November 18, 2020
11:00 – 11:30am ET
REASSESSING
CORE POSITIONING
POST-ELECTION

ETF Portfolios’ Video Call

Join BMO Global Asset Management as we discuss the active management of ETFs within BMO’s industry leading ETF portfolios. This session includes special guest Steven Shepherd, Vice President & Investment Strategist for BMO Global Asset Management, and moderator Mark Raes, Head Of Product for BMO Global Asset Management.

featured speaker
Steven Shepherd, CFA
Vice President,
Investment Strategist & Portfolio Manager

Steve began his career in the investment industry in 1994 and joined BMO Mutual Funds in 2008. He currently serves as a Portfolio Manager and Investment Strategist with the Multi-Asset Solutions Team, focussing primarily on the asset allocation of BMO AM’s fund of fund and ETF Portfolios. Steve holds an HBA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.

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.

Questions for Our Experts?

Please click the button below to submit your questions for our expert panel.

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.

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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