Exchange-Traded Funds

Bipan joined BMO Global Asset Management (BMO GAM) in 2024 and currently serves as Head of ETF Strategy. He is highly regarded for his macroeconomic insights and his knowledge of market structure for various asset classes. With his experience and capabilities, Bipan contextualizes the existing and potential market environment for investors, demonstrating where BMO GAM can bring value. He has won several awards for his research from various publications (Greenwich Survey, Bloomberg) and is a regular contributor to global business media outlets (BNN/Bloomberg, CNBC, WSJ). Prior to joining BMO GAM, he spent 13 years as a top-ranked strategist at a large Canadian dealer. He holds an MBA from the Schulich School of Business at York University and a Bachelor of Engineering degree from Toronto Metropolitan University.

Jimmy Xu joined BMO Global Asset Management in September 2023 responsible for building and managing Liquid Alternatives investment solutions. Previously, he was a Portfolio Manager at another Canadian Bank owned asset management firm, where he managed global multi-asset portfolios and cross-asset derivative strategies. Jimmy holds a Bachelor of Applied Sciences in Systems Design Engineering from University of Waterloo. He is a CFA charterholder and a Commodity Trading Manager.

Alizay is a portfolio manager at BMO ETFs, where she is responsible for fixed income trading and portfolio management. She primarily focuses on fixed income segments such as sovereign, provincial, corporate – high yield & investment grade bonds as well as emerging markets debt. Over the past few years, Alizay has acquired experience in various areas of treasury and capital markets such as fixed income trading, ALM, FX sales, product development and product control. Prior to joining BMO, she worked with CIBC. Alizay holds a master’s degree from the University of London, majoring in accounting and finance and is a CFA charterholder.

Mirza is a Portfolio Manager on the BMO ETF team, covering all index equity ETF mandates as well as further enhancing and automating processes using programming. Prior to joining BMO GAM in 2021, Mirza spent 4 years in ETF market-making, index research and equity derivatives in capital markets at a large Canadian investment bank. Mirza holds a Bachelor of Arts degree in Joint Honours Economics and Finance from McGill University in addition to a Data Science certificate from the University of Toronto and is a CFA Charterholder.

Lu Lin has been Head of Quantitative Investments at BMO Global Asset Management (GAM) since October 2023 and in the finance industry since 2009. She has expertise in quantitative and strategic modelling spanning all asset classes. Lu joined BMO in January 2021 as Head of Market Risk Models where she led and was accountable for bank wide market risk modelling and counterparty credit risk modelling. Lu subsequently moved to BMO GAM in February 2023 as Head of Strategy and Optimization for Synthetic Asset Management. During that short time frame Lu was instrumental in taking the lead on implementing the BMO Strategic Equity Yield Fund Valuation tools (Numerix), model calibration of the tools, organization and risk oversight of the Seed capital book and working on strategic risk and balance sheet initiatives for the Wealth Enterprise. Prior to joining BMO, Lu held senior roles in Global Risk Management as Head of Market Risk Modelling, Head of Counterparty Credit Risk and XVA Modelling. Lu earned a Master of Quantitative Finance at ETH Zurich as well as a Master of Finance at the University of Lugano.

As head of ETFs and Structured Solutions, Sara manages the BMO GAM Investment Teams responsible for all passive Investments, defined outcome, synthetic and rules-based investments, including the Quantitative Investment Team and Liquid Alternative Investments. She also leads the manufacturing of new and innovative products across these strategies in the Structured Solutions group which are exotic derivatives based, novel investment solutions. Sara is also responsible for Collateral Optimization across BMO GAM. Sara sits on the BMO GAM Executive Committee and the Executive BMO GAM sponsor for DEI.

Sara joined BMO GAM in August 2022 after a successful 20+ year career in Capital Markets where she grew her career in structured products trading of credit, equity and interest rate exotic derivatives, proprietary trading, Head of XVA, as well as one and a half years in the Bank on secondment for the CFO & Group Treasurer at one of Canada’s largest Banks. Sara was in a senior leadership role at BMO Global Markets as Head of Risk Strategy and part of BMO Global Markets’ leadership team, leading the business’s risk-taking strategies. She was the exclusive trusted risk advisor to the Head of Global Markets.

Sara also acts as a trusted risk advisor to the CEO of BMO GAM and Group Head of BMO Wealth.

She holds a Bachelor degree in Economics and Mathematics from the University of Ottawa.

Charles joined the BMO ETF team as a Portfolio Manager for derivative and equity-based portfolios. He brings over two decades of experience in the investment industry. Prior to joining BMO, Charles served as Portfolio Manager-Trader for seven years, where he managed equity derivatives value-added strategies and helped build the equity derivatives book. More recently, he played a key role as a derivatives sales-strategist with CIBC capital markets covering institutional clients such as pension plans, asset managers and real money accounts for the Quebec market. Charles holds a master degree in Econometrics from the University Paris X, France.

Matt is currently the Head of Fixed Income and Equity Index ETFs. In his role, Matt, and his team, are responsible for all index tracking mandates, both equity and fixed income, managed by BMO Global Asset Management. Matt joined BMO in 2009 and joined the BMO ETF portfolio management team in 2012. Prior to this expanded role, Matt specialized in fixed income, leading the fixed income portfolio management team and acting as portfolio manager and trader, responsible for all segments of the fixed income market, both in Canada and internationally. Matt has 15 years of industry experience in managing and trading Canadian federal, provincial, corporate and real return bonds; US Treasury and corporate bonds, both investment grade and high yield (cash bonds and CDX); as well as emerging market debt. Matt has spent his entire career at BMO, joining the bank in 2009. Matt holds an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario and is a CFA Charterholder.

Raymond has over two decades of experience in the investment industry and currently serves as an equity portfolio manager and currency hedging specialist. Prior to joining BMO Asset Management Inc. in 2009, Raymond served as a portfolio manager at Barclays Global Investors where he was responsible for managing all equity ETFs, including one of Canada’s largest, while also co-managing the indexed, hedged and balanced portfolios of institutional clients. He holds a BA in economics from Carleton University, a Financial Risk Manager designation, and is a CFA charterholder.