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BMO Concentrated Global Equity Fund of the Future

PRESENTATION OVERVIEW:

- Objective: How we manage this portfolio in light of global macro risks.
- Strategy: How we conduct our in-depth, fundamental analysis and the process of building a high conviction portfolio.
- Philosophy: How we find companies with sustained growth drivers.

CONTINUING EDUCATION ( CE ) CREDITS 
WILL BE AVAILABLE FOR THIS EVENT

ADVOCIS      0.50 Product Knowledge

CSF               1.0 Group savings plan brokerage


IN ORDER TO BE ELIGIBLE FOR CE YOU MUST:
- Register/login to the event
- Watch at least 40 minutes of the webcast
- Pass the comprehension quiz (minimum 7 out of 10 to pass)


WEBCAST ACCESS INFORMATION:
Online webcast with streaming audio.
Webcast must be viewed using Google Chrome browser.
Headphones or speakers are required in order to hear the audio.

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SPEAKERS:

Michael Hughes

Senior Vice President & Client Portfolio Manager

GuardCap Asset Management Limited

Michael joined GuardCap in 2014 in the role of Senior Vice President and Client Portfolio Manager. Prior to this, he spent 4 years at Trinity Street Asset Management, a global investment boutique where he helped grow AUM from $300 million to $1.8 billion. Michael’s tenure includes Managing Director at JPMorgan Asset Management where he was responsible for the product management of $72 billion of European Equity Fund assets. Prior to this, he was portfolio manager and product manager for the Emerging Market Group of JPMorgan. He holds a joint honours degree in modern languages from the University of Bristol.

Stewart Reid

Director, Western Canada, Intermediary Distribution

BMO Global Asset Management

Since joining BMO in 2006, Stewart has leveraged his 28 years of sales experience to help Advisors grow and manage their practices, while utilizing BMO’s leading solutions within their portfolios. He began his career in sales with an IBM dealership, followed by Kodak, organizations highly regarded for their outstanding sales and product training. Stewart progressed within these organizations and others over 12 years, from geographic sales regions, to major and then national accounts. He then leveraged his passion for investing and background in sales to become an Investment Advisor, where he successfully built his practice over an eight-year period. Stewart attended McMaster University with a focus on commerce and computer science.


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