BMO Partners Group Private Markets Fund
- Series
- Series F
-
BMA80502
(CAD Fund Code)
BMA80102
(USD Fund Code)
- NAV as of 30/06/20241
- $103.84 (CAD)
- $103.67 (USD)
- Investment Minimum
- F - $25,000
- (Source currency)
Introducing BMO Partners Group Private Markets Fund
Simplified access
Investor-focused
A marquee collaboration
Partners Group is a leading firm delivering private markets solutions with >$149Bn USD AUM globally (as at June 30, 2024), trusted by tier-one institutional investors
Let’s talk about private markets
Dynamic diversification across four asset classes
Target asset allocation
- Private Equity (30-50%)
- Real Assets [Real Estate & Infrastructure] (20-50%)
- Private Debt (10-20%)
- Liquidity (10-20%)
Target investment format
- Direct investments (60-80%)
- Primary investments (0-15%)
- Secondary investments (15-25%)
Meet the BMO Global Asset Management Alternatives Team
The team brings together extensive industry and investing experience to help bring Canadian investors innovative solutions that meet their diverse investment needs.
Adam Abitbol, CIM
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 Camara
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.
Jeffrey Shell
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 Ferndriger, CAIA
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.
Alexander Singh
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.
Michael Scheiers, MBA
Mike is responsible for Dealer Head Office relationships across Canada on behalf of our Investment Solutions, and leadership of the National Accounts Team. He has been with BMO since 2009, with previous experience in several areas of the Bank’s Wealth Management division including BMO Nesbitt Burns, BMO Private Banking, and leading BMO Asset Management’s Sales Reporting & Analytics Team. Mike is a graduate of McMaster University, holding a BA in Physics, a BA in Economics, and an M.B.A. from the DeGroote School of Business.
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Disclosures
Statements that depend on future events are forward-looking statements. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties, and assumptions. These statements may be based on assumptions that are believed to be reasonable, however there is no assurance that actual results may not differ materially from expectations. Investors should not rely solely on forward-looking statements and should carefully consider the areas of risk described in the most recent offering documents.
The information provided is for informational purposes only. It does not constitute a solicitation of an offer to buy or sell securities, nor should the information be relied upon as investment advice.
Past performance does not guarantee future results.
BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain products and services offered under the brand name, BMO Global Asset Management, are designed for specific categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements.
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