Daniel Stanley

Director, Institutional & Advisory

Daniel has over 20 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.

BMO Asset management- Canada


All Sessions by Daniel Stanley

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Day 1: May 12, 2022

Day 2: May 13, 2022

11:00 am

11:00 am

INDUSTRY EXPERT: ACTIVE INVESTMENT

How ETFs Can be Used to Diversity and Mitigate Risk

Spotting and responding to risk is even more vital now as continued cycles of Covid-19 create economic risks. Be vigilant to address new risks and opportunities as they emerge. Create an action plan to:

  • Develop a robust asset allocation across all regions and industries
  • Build a defensive growth portfolio to compound returns
  • Generate stable returns to maintain your mandate

Mitigate your risk exposure through better constructed portfolios