Economic Update
Michael Miranda, CFA
Head of Investments, North American Private Wealth
BMO Wealth Management
Thank you to our sponsor
1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided
7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wealth Management – U.S. As head of the Investment team, Michael chairs the Personal Asset Management Committee, is a member of our Asset Allocation Committee, and is responsible for setting investment policy and strategy throughout the United States. Michael is also a member of the Wealth Management Executive Committee.
Michael joined BMO in 2018 and brings over 20 years of experience running investment businesses, teams and portfolios to our organization. Prior to joining our firm, Michael served as Senior Managing Director and Chief Investment Officer at a large Chicago-based asset management firm, where he oversaw a team of portfolio managers, traders and research professionals in the Currency Management group. Previously, he had served as Senior Portfolio Manager overseeing multi-billion dollar fixed income portfolios for two established global asset managers.
Michael graduated from Northwestern University with degrees in both economics and music performance. He earned his MBA with honors from the University of Chicago Booth School of Business.
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
