Podcasts about bmo global asset management

In this episode of Insight is Capital, Mark Jarosz, Head of Credit Alternatives at BMO Global Asset Management, joins us to demystify the world of Collateralized Loan Obligations (CLOs) — a sophisticated yet increasingly accessible asset class, now reshaping how investors think about income, risk, and portfolio diversification.Jarosz explains how CLOs are structured, how they differ from the infamous CDOs of 2008, and why they've quietly become a go-to for institutional investors seeking floating-rate income with resilience across market cycles. With the launch of BMO's CLO ETFs (tickers: ZAAA and ZBBZ), everyday investors now have access to institutional-quality fixed income exposure for the first time in Canada.From the mechanics of tranche hierarchies and over-collateralization to the yield opportunities in BBB-rated tranches, we cut through the jargon to reveal why CLOs are becoming an essential building block for diversified income portfolios.3 Key TakeawaysCLOs Are Not CDOs: Jarosz clarifies that CLOs are built on pools of investment grade corporate loans, and are actively managed, transparent, and rigorously rated — with zero defaults at the AAA level over 30 years of history.Floating-Rate Advantage: In a “higher-for-longer” rate environment, CLOs' floating-rate structure protects investors from duration risk while providing yield enhancement and resilience during both rising and falling rate cycles.Democratization of Access: Through BMO's ZAAA (AAA CLO ETF) and ZBBZ (BBB CLO ETF), Canadian investors can now access institutional-grade credit in a liquid, transparent ETF format — a first in the Canadian market.Timestamps & Chapters[00:00] Introduction to Fixed Income Challenges[01:01] Guest Introduction: Mark Jarosz[02:30] Mark Jarosz's Career Journey[04:19] The Impact of the Financial Crisis on Career Development[05:21] Defining CLOs: Structure and Function[07:32] The Role of Rating Agencies in CLOs[08:43] CLOs vs. CDOs: Key Differences[10:54] Current Market Conditions for CLOs[11:55] Evaluating CLO Managers[13:22] Yield Opportunities in CLO Investments[16:02] Over-Collateralization Explained[17:50] Exploring BBB Rated CLOs[19:56] The Role of AAA CLOs in Investment Strategies[22:50] Institutional Investor Behavior in Volatile Markets[24:52] Benefits of CLOs in Portfolio Diversification[26:32] Floating Rate Structure of CLOs[30:44] Understanding Risks Associated with CLOs[35:12] Introduction of CLO ETFs for Retail Investors[38:25] Investor Preferences for Investment Grade Products[39:58] Monthly Distribution and Yield Pickup[41:05] Utilizing ETFs for Access to Asset Managers[42:01] ConclusionCopyright © AdvisorAnalyst#CLOInvesting #FixedIncome #AlternativeInvestments #BMOGAM #CreditMarkets #YieldStrategy #FloatingRate #StructuredCredit #InvestmentGrade #ZAAA #ZBBZ #AdvisorEducation #PortfolioDiversification #IncomeInvesting #InsightIsCapital #PierreDaillie #MarkJarosz #CanadianInvestors #CLOETF #WealthManagement

For this BMO Special Edition, join BMO Global Asset Management's Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors. To explore the lineup of BMO ETFs discussed in this episode, visit www.bmoetfs.com. Ready to get started? Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

How does one start a career in investment strategy? For that matter, what IS an investment strategist? In this special episode, host Liz Thomas gets on the other side of the mic in conversation with Brian Walsh, a.k.a. “Dr. Money,” Head of Advice and Planning at SoFi. Brian and Liz discuss her career evolution, from early career pivots, to what she does as an investment strategist, to how to communicate ideas in finance effectively.  Liz Thomas is the Head of Investment Strategy at SoFi. Prior to SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management. As an analyst, she worked at both BMO Global Asset Management as well as Baird. Liz earned her BBA in Finance and Marketing from the University of Wisconsin-Milwaukee, and her MBA from Marquette University. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the On The Money newsletter, and follow Liz @LizThomasStrat. Notable mentions in the episode: 00:00 Introduction 02:10 Growing up in Wisconsin 03:32 Money lessons and values 06:10 Finding finance in college 07:42 Early career 10:27 Pivotal career moments 19:10 What is an investment strategist? 24:31 Career advice 28:07 Career at SoFi 31:55 Experience as a female in a male-dominated industry 35:18 Liz's financial information diet 40:50 Keeping a level head through market volatility 44:28 Investment role models 48:01 Communicating ideas in finance 51:44 Closing Thoughts Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2025 Social Finance, Inc. All Rights Reserved.

February 24, 2025 This video is sponsored by BMO Global Asset Management #ad In this video we'll interview Dave Hudson, Head, Structured Solutions at BMO Global Asset Management to ask burning subscriber questions about CDRs (Canadian Depository Receipts). We'll discuss what is a CDR, how do they work, how you can buy a CDR, the pros & cons to be aware of and so much more… Thank you to Dave for spending the time and sharing insights with our audience. If you'd like to learn more about CDRs and how BMO is removing barriers to investing overseas, you can visit https://www.bmogam.com/ca-en/products/canadian-depositary-receipts/?ecid=us-CDRF25GAM1-RSBMO76. -----------

Note: This video is very 'numbers' intensive. If you want to follow along with graphics, you can watch the video on YouTube at this link: buvy_T9Q3vY