Featured Speakers

Featured Speakers

Jean Carlo Rouzier

Director, ETF Distribution, BMO Global Asset Management

As Director of ETF Distribution for southern Ontario, Jean Carlo brings over 15 years of experience in the financial services industry, notably in sales and relationship management. Prior to joining BMO, he held various sales and key account roles at Vanguard, and worked in business development at iShares (BlackRock). In addition to his extensive ETF experience, Jean Carlo spent a number of years supporting a strategic institutional clientele at Morningstar Canada. A native of Montreal, Jean Carlo is fluent in both English and French, and holds a BA from Concordia University, as well as CIM® and FCSI designations.

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


 

London, Ontario

Tuesday, April 14, 2020
Cineplex Odeon Westmount Cinemas
6:30pm – 9:00pm

Waterloo, Ontario

Wednesday, April 15, 2020
Galaxy Cinemas
6:30pm – 9:00pm