Featured Speakers

Featured Speakers

Daniel Stanley

Director, ETF Distribution, BMO ETFS

Daniel’s 18 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.

Speaking Topic


Informed Investing In ESGs

Presented by BMO ETFs

This Spring, BMO ETFS will educate the audience on the growing investment category of ESGs. The Team at BMO ETFs will define ESG investing by explaining the basics of the category, outlining investment choices that blend environmental, social, and governance factors into traditional investment solutions. The team will take you through some of the myths and misconceptions of ESG investing, and they will educate the audience as to why ESG investing is important. You will learn key-considerations when evaluating an ESG investment product, and you will understand how these types of investments will affect your portfolio long-term. Lastly, the team will show you how to use BMO ETFs to build a balanced portfolio with ESG. This is set to be a highly informative and educational segment.

Sessions


 

Toronto, Ontario

Sunday, April 5, 2020
Cineplex Queensway
12:30pm – 4:30pm