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Hosted by BMO Private Wealth · 🇺🇸 US · EN · 27 episodes
Established thought leaders with verified media credentials.
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.
BMO Private Wealth hosts Beyond the Portfolio, a business show with 27 episodes published.
On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Amy Takeuchi Wanlass, Senior Wealth Strategist from BMO Family Office, to walk through a topic th
Where are we headed on growth, what happens to the job market in an age of automation, and to what extent inflation really behind us? On this episode of Beyond the Portfolio, host Henray Cohen, US Head of Investments at
On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Jay Gleason, Head of BMO's Family Wealth Strategies, to discuss what is for many families that co
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Dan Phillips, Chief Investment Officer at BMO Wealth Management to discuss one of the most important—and most talked ab
Host Henray Cohen, Head of Investments, BMO Wealth Management U.S., sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine the sustainability of the current market rally and the
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 Director of Planning at BMO Private Bank, to discuss how artificial in
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 confl
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 conversatio
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 lon
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, is joined by Brent Joyce, Chief Investment Strategist at BMO Private Wealth, Carol Schief, Chief Market Strategist at BMO Priva
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invited Henray Cohen, Head of Investments, BMO Wealth Management U.S., to take the role of guest host on a panel discussion fea
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to take on the role of guest moderator in a conve
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, and Carol Schleif, Chief Market Strategis
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, Brent Joyce, Chief Investment Strategist
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Rod Larson, Managing Director, Head of Investment Manager Research & Alternatives North America, BMO Private Wea
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Richard Belley, Fixed Income Strategist at BMO Private Wealth, and Dan Phillips, Chief Investment Officer for BM
Host Mike Miranda sits down with Aaron Goertzen, Senior Economist at BMO, to examine the escalating challenges facing the U.S.-Canada trading relationship amid rising tariffs and the upcoming USMCA review. They explore t
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, welcomes back Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to explore the rapidly expanding Family Off
Host Mike Miranda, Head of Investments for BMO Private Wealth North America, explores the expanding role of private markets in high-net-worth and ultra-high-net- worth portfolios. Joined by Rod Larson, North American Hea
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 what it reveals about the health of corporate America. They analyze w
Dr. Dan Phillips
owner and managing director · BMO Wealth Management, U.S.
8 appearances on this show
Pratik Patel
Former NFL Nutrition / Performance/ S&C Coach, Personal Coach · BMO Wealth Management
4 appearances on this show
Doug Porter
Portfolio Manager and Senior Research Analyst · Acuitas Investments
1 appearance on this show
Amy Takeuchi Wanlass
BMO Family Office
1 appearance on this show
Dan Phillips
U.S. Wealth
8 appearances on this show
Bill Kavanaugh
BMO Private Bank
1 appearance on this show
Henray Cohen
BMO Wealth Management U.S.
2 appearances on this show
Carol Schleif
BMO Private Wealth
2 appearances on this show
Leila Francis
BMO
1 appearance on this show
Brent Joyce
BMO Private Wealth
2 appearances on this show
Richard Belley
BMO Private Wealth
2 appearances on this show
Michelle Mieras
BMO's planning team
1 appearance on this show
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Beyond the Portfolio is hosted by BMO Private Wealth. The show is categorised under business (investing) and has published 27 episodes.
Beyond the Portfolio has published 27 episodes.
Beyond the Portfolio regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Beyond the Portfolio average 21 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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