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ACTIONABLE

INSIGHTS

Crafted for Advisors, this series explores ETF trade ideas,
strategies, and actionable insights to better position your clients for the future.

SECTOR SOLUTIONS:
FOCUS ON COMMODITIES

A 20-minute Webinar, available to stream until May 31 2022

THIS EVENT IS FOR INVESTMENT ADVISORS ONLY

Stream Our Previous Event

ETF IDEAS TO
SMOOTH OUT THE MARKET RIDE

Investors have experienced unparalleled levels of volatility and uncertainty in recent times. From the pandemic, to rising inflation, rate hikes, and geopolitical tensions, advisors are looking for new ways to mitigate investment risk and manage financial expectations.

ABOUT THE EVENT

Sector Solutions: Focus on Commodities

As we continue to experience geo-political tensions, rising rates and market uncertainties, advisors are looking to provide uncomplicated, diverse solutions for their clients. This session will cover BMO’s Top 3 Commodities: oil & gas, gold and base metals.

Join our experts for regular sessions available from moment of release. Anywhere. Anytime. Only on bmoetfsforum.com.

All registrants will have access to the 15-20 minute easy-to-stream sessions.

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BMO ETFS – Proud to be partnering with you to change investing, since 2009

GUEST SPEAKER

Alfred Lee CFA, CMT, DMS

Director, BMO ETFs Portfolio Manager & Investment Strategist
BMO Asset Management Inc.

Alfred is a portfolio manager and investment strategist at BMO ETFs, where he currently heads up the index equity team. His team currently manages some of the largest ETFs in Canada. In addition to his portfolio manager duties, Alfred also serves as the investment strategist for the team, putting together trade ideas and model portfolios for institutional and retail clients. Prior to moving to equities, Alfred was a lead portfolio manager on the entire fixed income BMO ETF line up and also spent a year seconded to the Bank of Canada, managing their Provincial Bond Purchase Program (PBPP), one of the central bank’s emergency asset purchase programs in 2020. Prior to joining BMO, Alfred worked at two other Canadian banks as a research analyst, focusing on macro-economics and ETFs and also worked in an institutional consultant practice of a major bank.

MODERATOR

Drew Burgess, CIM®

Director, Eastern Canada,
BMO Global Asset Management

Drew has more than 8 years experience growing BMO Global Asset Management’s award-winning suite of Mutual Funds and ETFs. Known for his forward-looking strategic and consultative approach, in collaboration with an expert team of portfolio managers, Drew’s primary focus is on building value-added, customized solutions for Advisors and their clients, including investment analysis, market insights, trade ideas, fixed income, and foreign exchange. Prior to joining BMO, he was a member of an Advisor team providing discretionary investment services. Drew holds the Chartered Investment Manager designation (CIM®), and a BA Specialization in Economics from the University of Western Ontario.

Largest suite of the recognized market leading indexes combined with active ownership record that stands out from the crowd

Contact Us

For more information on this event, please complete the fields below and a member of our team will contact you shortly.

    By submitting this form, you submit your information to the webinar organizer, and the webinar sponsor BMO Global Asset Management, who will use it to communicate with you regarding this event and their other services.

    Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

    For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

    BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.

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