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BMO Global Asset Management and Bellwether Investment Management discuss how investors can use private markets and evergreen funds to enhance portfolio diversification, manage risk, and achieve long-term growth.
Speakers:
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David Andrews, VP, Institutional Portfolio Manager, Franklin Templeton, shares insights on Canadian interest rates, credit spreads, and inflation’s impact on fixed income. He highlights active management and global opportunities as key strategies in today’s uncertain market.
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CIBC Global Asset Management, Global X Canada, and Harbourfront Wealth Management share insights into the evolving role of covered call ETFs.
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CIBC Global Asset Management and Franklin Templeton explore alternative investment types, volatility behavior, portfolio integration, evolution, myths, and key trends.
Speakers:
- Dario Di Napoli SVP, Alternatives Distribution at Franklin Templeton
- Meric Koksal, Managing Director & Head, Product at CIBC Global Asset Management
Discussion Points:






