Name
Spotlight: Implementing Advanced Institutional Strategies Using ETF's
Date & Time
Wednesday, December 16, 2020, 12:15 PM - 12:45 PM
Jimmy Karam Matt Montemurro Tony Treier Mark Webster
Description

Jimmy Karam – Director, ETF Trading, BMO Capital Markets

Matt Montemurro – Director, ETF Fixed Income Portfolio Manager, BMO Global Asset Management

Anthony Treier, M.B.A., C.F.A. - Senior Portfolio Manager – Fixed Income and Currencies, TELUS Pension Investments

Mark Webster – Director, ETFs, BMO Global Asset Management

Exchange Traded Funds (ETFs) are much more than low cost and flexible investment solutions; they can be powerful portfolio tools that allow Asset Owners to make more informed decisions, increase their flexibility and exert more control. This session will delve into these topics:

- Understanding NAV and price

- Industry overview of how ETFs are currently being used

- How to use ETFs to reduce risk, increase liquidity and potentially enhance asset allocation decisions