Standing strong with investors in a rapidly shifting world
The power of EQ + IQ
Boldly Growing the Good and the value
Investors are increasingly facing a broader range of risks, such as climate risk. At BMO GAM, our responsible investment strategy takes into consideration Environmental, Social and Governance (ESG) related risks and opportunities. When appropriate, these risks and opportunities can also play a part in some of our investment processes and practices. We have built, and will continue to build, dedicated ESG investment solutions that provide our clients with the ability to marry their objectives and their values with their portfolio holdings. For further insight into our Responsible Investment efforts, read our current Responsible Investment Annual Report.
Expansive expertise built upon a strong foundation
At BMO Global Asset Management, we continually deepen and expand our expertise and our capabilities as we develop dynamic risk-return solutions that meet investors’ varying needs.
The numbers as of June 30, 2023
- $145B assets under management
- 116 investment professionals
- 15 years average investment experience
- 330+ employees
Our strong foundation is built upon BMO, the 8th largest bank in North America by assets. Our clients and customers can benefit from our ability to leverage our BMO partners across personal and commercial banking, wealth management and investment services. Together we join in fueling the progress of individuals, families, communities and businesses across North America.
SPOTLIGHT: Women in Asset Management
In the rapidly changing world of Asset Management, BMO’s commitment to diversity and inclusion is strong. SPOTLIGHT is our commitment to sharing experiences and supporting women to uncover new opportunities and achieve their professional aspirations.
Ross F. Kappele, CFA
Ross is accountable for the development and implementation of a multi-year distribution strategy for BMO Global Asset Management’s suite of Canadian retail and institutional investment products, with retail brands including BMO Mutual Funds and BMO Exchange Traded Funds. Ross has over 30 years of investment industry experience and is a Director of BMO Investments Inc., BMO Corporate Class Funds and BMO Asset Management Inc. In his previous roles, Ross was Co-President of BMO Investments Inc. and President, Guardian Group of Funds Ltd. Ross was also Board Chair of the Investment Funds Institute of Canada (IFIC) from 2017 to 2019, and now serves as a Director and member of the IFIC Executive Committee. Ross is a Chartered Financial Analyst and holds a Bachelor of Arts, Economics from the University of Western Ontario.
Sadiq S. Adatia, FSA, FCIA, CFA
As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Teams and sits on the BMO GAM Executive Committee. He is responsible for overall investment strategy and risk management across BMO GAM’s investment solutions. He oversees asset allocation, portfolio structure, trading, portfolio analytics and investment governance across all traditional asset classes. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Sadiq’s investment knowledge is widely sought after in the broader investment community by media outlets such as CNBC, BNN/Bloomberg and Reuters. Before joining BMO GAM, Sadiq was Chief Investment Officer at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada. Sadiq holds an Honours Bachelor of Mathematics degree in Actuarial Science & Statistics from the University of Waterloo. He is also a CFA Charter holder and is a Fellow, both of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.
Jeff joined BMO Global Asset Management in August of 2021 from BMO Capital Markets, where he served as head of Global Financial Institutions, with responsibilities that included serving Asset and Wealth managers. Previous to this, Jeff had a number of leadership roles at BMO including heading Trade Finance, Treasury & Payments Solutions and Asia Corporate Banking, in addition to serving as an advisor in Corporate Strategy. Prior to BMO, Jeff worked as a strategy consultant, as a university researcher and as an entrepreneur. He has authored a number of patents related to advanced technology interface design. He holds a Master’s degree in Computer Science from Queen’s University and an MBA from Cornell University.
Eva is the Director and HR Business Partner for BMO Global Asset Management and leads a team that also oversees BMO InvestorLine, BMO Insurance and BMO Wealth Headquarters. Eva is an HR Leader that has over 16 years of experience in the Financial Services industry with a deep focus in the Asset Management space. Over her career she has led critical transformative initiatives and had spent time at SunLife as a SunLife Advisor. Eva has both an Honours Bachelor of Science degree from the University of Toronto and an HR Management post graduate degree from Seneca College. She is a Certified Human Resources Leader (CHRL) and is active in the community supporting the United Way, Second Harvest Toronto Taste and the Juvenile Diabetes Foundation.
Peter Intraligi, MBA
Peter leads Product and Business Enablement for BMO GAM. He joined the company in 2020. Prior to working with BMO, Peter spent 20 years with Invesco. During that time he held a number of roles, most recently serving as the Head of Wealth Management intermediaries for the Americas and President & Chief Operating Officer for Canada. Peter is a recognized leader within the asset management industry, pioneering an entirely new way of transacting in mutual funds with the launch of Platform Traded Funds™, advancing digital onboarding tools for advisors and independent distributors, and implementing advanced analytic capabilities. He holds an M.B.A. from the Rotman School of Management and a BASc in engineering from the University of Toronto.
Bill Bamber, CFA
Bill Bamber joined BMO Wealth Management in April 2022 as Head of Synthetic Asset Management and is currently the CEO of BMO Global Asset Management. Bill has more than 30 years of experience in the Financial Services Industry, including extensive experience in International Capital Markets, most notably in exotic derivatives spanning all asset classes as well as global structuring and structured products.
Prior to joining BMO, Bill oversaw Structured Products and Quantitative Investment Strategy businesses globally and led many ground-breaking initiatives and innovative indices. He has held senior positions at International and North American financial institutions including a focus on equity derivative structuring in the Americas.
Bill is well-known as an innovator in the investment industry with an outstanding track record for product firsts around the world. This includes pioneering the world’s first Emerging Market ETF (STX40 SJ Equity) and creating the first MLP-linked security both inside (AMJ US Equity) and outside of the U.S. He was also the first to create a listed trading platform for zero-coupon South African gilts.
Bill is a Chartered Financial Analyst (CFA) and holds both a Master of Management Analytics and a Master of Business Administration from Queen’s University.
Sara Petrcich has over 20 years of Capital Markets experience as well as one and a half years in the Bank doing a secondment for the CFO and Treasurer at one of Canada’s largest banks. Her experience has been predominantly as a derivatives trader in structured and exotic products including commodities, equities, rates and credit. She has an exceptionally strong risk management background as a result. At BMO Global Markets she was head of Risk Strategy, reporting into the head of Global Markets as their exclusive and trusted risk advisor. She oversaw the entire portfolio of trading book risk across the Capital Markets businesses as well as the associated risk metrics governing the businesses. She was responsible for implementing macro hedges to manage tail risk and optimize Capital Market’s risk taking capabilities vis a vis customer activities as well as managing regulatory metrics impacting the businesses’ balance sheet. She was appointed as Managing Director and Head of Synthetic Asset Management in August 2022 where she led the build out and creation of synthetic funds and products within BMO Global Asset Management (BMO GAM). Sara leads the ETF & Structured Solutions team, which subsequently came from the combination of the ETF and Synthetic Asset management businesses. Sara is also responsible for building out a macro hedging framework for the CEO of BMO GAM and Head of Wealth. She is currently on the PineBridge Risk Committee and the Executive BMO GAM sponsor for Diversity, Equity, and Inclusion (DE&I).
David joined BMO Global Asset Management in September 2022 and is currently the Head of the Structured Solutions team, responsible for building new initiatives within the organization.
David previously spent over 10 years in the capital markets division at another Canadian Bank, where he developed novel financial products for retail investors. David started his career as a corporate lawyer in Toronto and has extensive experience in derivatives and structured products.
David holds a joint Master of Business Administration / Bachelor of Laws degree from the Schulich School of Business at York University and Osgoode Hall Law School in Toronto.
The viewpoints expressed by these individuals represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice.