Beyond the Portfolio

AI — What Matters for Investors

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Dan Phillips, Chief Investment Officer at BMO Wealth Management to discuss one of the most important—and most talked about—themes in markets right now: Artificial Intelligence. They discuss were we are in the cycle, where the investment opportunity really sits, and what risks investors should be thinking about. Also, please look for an upcoming piece on AI at BMO Wealth that takes a step back from the headlines and looks at what this actually means for the economy and for investors. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

Understanding The Market's Momentum

Host Henray Cohen, Head of Investments, BMO Wealth Management U.S., sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine the sustainability of the current market rally and the key drivers behind recent momentum. The discussion addresses investor concerns about market resilience amid uncertainty and identifies opportunities across sectors and asset classes. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

AI’s Impact on Individuals and Their Financial Lives

On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Bill Kavanaugh, a Regional Director of Planning at BMO Private Bank, to discuss how artificial intelligence is beginning to shape wealth management broadly—-and what you as clients may start to see and experience as advisors thoughtfully incorporate this technology into their work. Bill works closely with clients and advisors on complex planning decisions and has spent a lot of time thinking about how AI can be used responsibly to improve client outcomes. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

Middle East Conflict: Economic and Market Ripple Effects

As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.

Private Credit: How Worried Should We Actually Be?

Henray Cohen, Head of Investments, BMO Wealth Management U.S., is joined by Carol Schleif, Chief Market Strategist at BMO Private Wealth to discuss the stormy discourse around the private credit market. Their conversation addresses the question on every investor's mind: How worried should we actually be about private credit? Carol brings her expertise to bear on what's really driving the headlines, what the risks look like up close, and what investors already participating in private credit investing should be thinking about right now. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.