Sara Petrcich has over 20 years of Capital Markets experience as well as one and a half years in the Bank doing a secondment for the CFO and Treasurer at one of Canada’s largest banks. Her experience has been predominantly as a derivatives trader in structured and exotic products including commodities, equities, rates and credit. She has an exceptionally strong risk management background as a result. At BMO Global Markets she was head of Risk Strategy, reporting into the head of Global Markets as their exclusive and trusted risk advisor. She oversaw the entire portfolio of trading book risk across the Capital Markets businesses as well as the associated risk metrics governing the businesses. She was responsible for implementing macro hedges to manage tail risk and optimize Capital Market’s risk taking capabilities vis a vis customer activities as well as managing regulatory metrics impacting the businesses’ balance sheet. She was appointed as Managing Director and Head of Synthetic Asset Management in August 2022 where she led the build out and creation of synthetic funds and products within BMO Global Asset Management (BMO GAM). Sara leads the ETF & Structured Solutions team, which subsequently came from the combination of the ETF and Synthetic Asset management businesses. Sara is also responsible for building out a macro hedging framework for the CEO of BMO GAM and Head of Wealth. She is currently on the PineBridge Risk Committee and the Executive BMO GAM sponsor for Diversity, Equity, and Inclusion (DE&I).

Bipan Rai joined BMO Global Asset Management in 2024 and currently serves as Head of ETF Strategy, delivering strategic research for the ETF and Structured Solutions team. He is highly regarded for his macroeconomic insights as well as his knowledge of market structure for various asset classes. His focus is on fundamental macro research and the implications for the ETF market place, including economic, monetary and fiscal policy analysis alongside developments in funding and liquidity. Prior to joining BMO GAM, Bipan spent 13 years as a top-ranked strategist at a large Canadian dealer. 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). He holds an MBA from the Schulich School of Business at York University and a Bachelor of Engineering degree (Aerospace Engineering) from Toronto Metropolitan University.

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 19 years 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.

Alizay is a Portfolio Manager on the BMO ETF team 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.

Jimmy 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.

Olivia Li joined BMO Global Asset Management (GAM) in September 2024 as a Portfolio Manager on the Non-linear ETF team. She brings more than a decade of experience in the financial industry, focusing on options and volatility. Prior to this, she served as an Associate Portfolio Manager at Scotia Global Asset Management, where she developed option-based trading strategies, and as a Volatility Analyst at Polar Asset Management, managing a relative value volatility portfolio. Earlier in her career, Olivia spent eight years at BMO Capital Markets, with her last role as Vice President, Equity Derivatives Sales. She is a CFA charterholder and holds a Bachelor of Commerce degree from the University of Toronto.

Jonathan joined BMO Global Asset Management in September 2024 as a Portfolio Manager for derivative-based portfolios. Prior to this, he spent 10 years at another major Canadian bank, overseeing portfolio management for equity, bond, currency, and option overlay mandates for both retail and institutional clients. Jonathan holds a Bachelor of Applied Sciences in Computer Engineering from the University of Waterloo and a Master’s in Mathematical Finance from the University of Toronto. He 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 is highly experienced in quantitative modelling and investment strategy 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. Prior to joining BMO, Lu held senior roles at Market Risk Modelling, Counterparty Credit Risk and XVA Modelling at another top Canadian Bank. Lu holds a Master of Quantitative Finance at ETH Zurich as well as a Master of Finance at the University of Lugano.