Beyond the Portfolio
Episodes
AI — What Matters for Investors
03 Jun 2026
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Dan Phillips, Chief Investment Officer at BMO Wea...
Understanding The Market's Momentum
13 May 2026
Contributed by Lukas
Host Henray Cohen, Head of Investments, BMO Wealth Management U.S., sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Manageme...
AI’s Impact on Individuals and Their Financial Lives
01 May 2026
Contributed by Lukas
On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Bill Kavanaugh, a Regional ...
Middle East Conflict: Economic and Market Ripple Effects
02 Apr 2026
Contributed by Lukas
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, an...
Private Credit: How Worried Should We Actually Be?
30 Mar 2026
Contributed by Lukas
Henray Cohen, Head of Investments, BMO Wealth Management U.S., is joined by Carol Schleif, Chief Market Strategist at BMO Private Wealth to discuss t...
Estate Planning for Women: From Awareness to Action
17 Mar 2026
Contributed by Lukas
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 conversati...
Assessing the Market Impact of the Middle East Crisis
04 Mar 2026
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, is joined by Brent Joyce, Chief Investment Strategist ...
Federal Reserve Leadership: The Kevin Warsh Nomination and Policy Implications
12 Feb 2026
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invited Henray Cohen, Head of Investments, BMO Wealth Man...
Recent Developments from Heckerling
10 Feb 2026
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Pratik Patel, Head of U.S. Wealth Planning for BM...
Capital Markets Assumptions and Themes – Outlook for 2026
12 Jan 2026
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for...
Equity Market Outlook for 2026
15 Dec 2025
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for...
Private Markets Outlook for 2026
24 Nov 2025
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Rod Larson, Managing Director, Head of In...
Fixed Income and Credit Outlook for 2026
07 Nov 2025
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Richard Belley, Fixed Income Strategist at...
U.S.-Canada Trade Relations: Navigating Tariffs and the USMCA Review
21 Oct 2025
Contributed by Lukas
Host Mike Miranda sits down with Aaron Goertzen, Senior Economist at BMO, to examine the escalating challenges facing the U.S.-Canada trading relation...
The Family Office Evolution: Structure, Growth, and Strategic Considerations
23 Sep 2025
Contributed by Lukas
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, welcomes back Pratik Patel, Head of U.S. Wealth Planning ...
Private Markets Deep Dive: Opportunities, Risks, and Portfolio Integration
09 Sep 2025
Contributed by Lukas
Host Mike Miranda, Head of Investments for BMO Private Wealth North America, explores the expanding role of private markets in high-net-worth and ultr...
Q2 Earnings: What They Reveal About 2025
25 Aug 2025
Contributed by Lukas
Host Mike Miranda is joined by Sadiq S. Adatia, Chief Investment Officer at BMO Global Asset Management, to break down the Q2 2025 earnings season and...
Stagflation: Risk or Reality?
12 Aug 2025
Contributed by Lukas
Host Mike Miranda sits down with Doug Porter, Chief Economist at BMO, to examine whether stagflation, the dangerous combination of high inflation and ...
Markets Near All-Time Highs: Navigating Opportunity and Risk with Dan Phillips
23 Jul 2025
Contributed by Lukas
Mike Miranda sits down with Dan Phillips, Chief Investment Officer for U.S. Wealth, to examine investment opportunities as markets hover near record l...
The One Big Beautiful Bill: Wealth Planning Implications
15 Jul 2025
Contributed by Lukas
Mike Miranda sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to unpack the comprehensive tax changes introduced b...
North American Trade Deals Outlook
11 Jul 2025
Contributed by Lukas
On July 10, BMO hosted a bank-wide digital event entitled “North American Trade Deals Outlook.” Guest speaker Ernie Tedeschi, Director of Economic...
Tariffs & the Economic Landscape with Michael Gregory
30 Jun 2025
Contributed by Lukas
Mike Miranda sits down with Michael Gregory, Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets, to navigate the complex econom...
Mid-Year Market Reset
18 Jun 2025
Contributed by Lukas
Mike Miranda, Head of Investments for BMO Private Wealth North America, sits down with BMO Private Wealth's senior investment strategists Brent Joyce ...
Introducing: Beyond the Portfolio
11 Jun 2025
Contributed by Lukas
In today's investment world, what separates success from uncertainty? Knowledge, strategy, and expert insight. Mike Miranda, Head of Investments at ...