Beyond the Portfolio Podcast Por BMO Private Wealth arte de portada

Beyond the Portfolio

Beyond the Portfolio

De: BMO Private Wealth
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Beyond the Portfolio brings you expert insights from BMO Private Wealth's leading investment strategists. Hosted by Mike Miranda, Head of Investments for BMO Private Wealth, each episode cuts through market noise with focused conversations on investment strategies, market trends, and wealth management approaches. Whether you're an experienced investor or building your portfolio, our experts break down complex financial concepts into practical knowledge you can use. Follow along for episodes that help you navigate your investment journey with clarity and confidence.© Copyright BMO Economía Finanzas Personales
Episodios
  • Middle East Conflict: Economic and Market Ripple Effects 

    Middle East Conflict: Economic and Market Ripple Effects 
    Apr 2 2026
    As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.
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    28 m
  • Private Credit: How Worried Should We Actually Be?

    Private Credit: How Worried Should We Actually Be?
    Mar 30 2026
    Henray Cohen, Head of Investments, BMO Wealth Management U.S., is joined by Carol Schleif, Chief Market Strategist at BMO Private Wealth to discuss the stormy discourse around the private credit market. Their conversation addresses the question on every investor's mind: How worried should we actually be about private credit? Carol brings her expertise to bear on what's really driving the headlines, what the risks look like up close, and what investors already participating in private credit investing should be thinking about right now.
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    21 m
  • Estate Planning for Women: From Awareness to Action

    Estate Planning for Women: From Awareness to Action
    Mar 17 2026
    Pratik Patel, BMO's U.S. Head of Planning, is joined by Leila Francis, National Head of Fiduciary Advisory Services at BMO, for a practical conversation on why estate planning matters so much for women. As women live longer and increasingly become the recipients of inherited wealth, Pratik and Leila discuss the foundational documents every woman should have in place, what can happen when no plan exists, and how thoughtful planning can protect children, spouses, and family dynamics. They also highlight common pitfalls, like account titling and beneficiary designations, that can unintentionally override even well-designed plans. The conversation closes with clear, actionable takeaways to help women move from awareness to action and plan with confidence.
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    13 m
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