BMO Carlyle private equity strategy partnership

Adam has been in the finance industry since 2006. He joined the team at BMO Global Asset Management in 2017 and served as a specialist for our SMA platform at BMO Nesbitt Burns. His team was tasked with fund raising for BMO GAM’s first series of Alternatives products. Prior to joining BMO, Adam held a number of sales-related roles at other financial institutions in multiple sectors of the industry. Adam brings with him knowledge of damage and personal lines insurance, options trading strategies, SMAs, mutual funds, seg funds, hedge funds and private equity fundraising. Adam is a Chartered Investment Manager (CIM).

Natalie is responsible for growing BMO Global Asset Management’s Institutional presence in Western Canada, levering multi-channel expertise, a keen focus on relationship management and a deep understanding of industry dynamics. Drawing on over two decades of financial services experience, Natalie is focused on aligning capabilities with investor needs, to effectively help clients reach their unique objectives. Prior to joining BMO Global Asset Management in 2015, Natalie worked for major investment management firms in progressively senior roles, specializing in investment product marketing, business development, and sales and relationship management. She graduated with a Bachelor of Arts degree from the University of Manitoba, and holds the Chartered Investment Manager (CIM) designation.

Guillaume is a senior executive with global experience in alternative investments, capital markets and investment banking with some of the world’s leading financial institutions (CIBC Capital Markets, UBS, JPMorgan…). He brings hands-on experience building, structuring, and selling innovative products and solutions from the ground up to secure additional revenue channels, build strategic partnerships and increase client acquisition and retention. Guillaume has deep experience in Structured Products, Derivatives, Private Markets, Hedge Funds, M&A, and Credit. He was involved and passionate about the entrepreneur and charitable communities, Guillaume received a B.A. in Resource Management from Victoria College, University of Toronto in 1997 and a Law degree from Cardiff Law School, United Kingdom in 2000. He has lived and worked in nine countries and is a dual citizen of Canada and France.

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.

Lillian joined BMO Global Asset Management having spent the last 15 years in wealth management at various firms in sales, sales management and National Accounts. Her most recent experience was with a Canadian alternatives manager to help educate and foster a passion for alternatives investing. Lillian has deep experience and demonstrated success in the Canadian alternatives space and is a member of the AIMA Canada Executive Committee.

Alex is in a leadership role focused on alternatives partnerships and merchant banking activities across BMO Wealth and BMO Global Asset Management. Alex’s career has spanned alternatives and impact investing, including many years building and scaling independent alternatives asset managers and merchant banks including Acasta and West Face Capital. He was also an investment banker, and began his career as a banking/bankruptcy and securities/M&A lawyer at BLG LLP. He holds a BComm from McGill University, and a Juris Doctor (JD) degree from Dalhousie University.