Daniel Stanley
Vice President, BMO Global Asset Management
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.
Myths and Mysticism in ETFs – By BMO ETFs
The global Exchange Traded Fund (ETF) business has seen substantial growth over the past decade. As the ETF industry grows, so do the myths surrounding ETFs. This session will set the story straight for everyday investors and go further by providing insights, and real examples of how ETFs can be used to add value. Moreover, as the industry grows so will promotion of various new ETFs and consumer’s ability to differentiate between these products becomes much more difficult. The session will provide investor’s the education required to understand the unique technical approaches offered by various ETF issuers, and the trade-offs associated with choosing a specific investment products. Lastly, the session works to demystify portfolio construction by providing simple solutions for the current market.
- Kitchener, Ontario
Tuesday, March 6, 2018 | 6:30pm – 9:00pm - London, Ontario
Tuesday, April 10, 2018 | 6:30pm – 9:00pm