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.
Innovations In ETFs:
Tailoring Your Investing Style With ETFs
Innovation in ETFs are changing the investment management industry. Advancements using ETFs in portfolio management are providing tools to be more tactical in your portfolio. With Sector, Industry and Thematic ETFs, there are efficient tools to take advantage of market opportunities. The session will provide insights in to the range of ETF solutions to access an investment theme. We will also provide practical tips and real life examples on how to analyse ETFs to best implement a tactical strategy.