Sponsored by

BMO Asset Management

BMO Financial Group Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $672 billion as of July 31, 2015 and more than 47,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division. On July 5, 2011, BMO announced that it had completed the acquisition of Milwaukee-based Marshall & Ilsley Corporation (M&I). M&I merged with Harris Bank to form BMO Harris Bank N.A., part of BMO Financial Group. This integration was completed on October 8, 2012, and all branches now operate under the name BMO Harris Bank. We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

mallowstreet University Dinner: Fixed income investing in a low yield environment

With global interest rates still hovering near record lows, many investors are anticipating historically low returns from their traditional fixed-income investments.

Over Dinner, Keith Patton, Director of Multi-Strategy Investments, will lead a discussion outlining how in this uncertain investment environment there are now new opportunities, where global expertise can allow investors to harvest the credit premium, whilst managing curve and interest rate risk through the cycle.

The discussion will also cover how an unconstrained approach avoids the inefficiencies of a benchmarked allocation to fixed income, allowing security selection to focus on where market anomalies exist. In addition, non-traditional techniques, widen the opportunity set and can deliver enhanced risk adjusted returns overtime.

This University Dinner is eligible for CPD credits, and is open to trustees and decision makers. Places for this event are strictly limited so please register your attendance to avoid disappointment.

Speakers

Keith Patton Head of Multi-Strategy, Fixed Income, BMO Global Asset Management
Keith Patton joined BMO Global Asset Management in 2012 and plays a leading role in managing multi asset strategies and developing unconstrained fixed income solutions across the group. Keith has over 25 years’ fixed income and asset allocation experience holding senior positions in some of the leading investment managers, including Deutsche Asset Management and Aberdeen Asset Management. Prior to joining the group in 2012 and after a brief period at Brevan Howard (the macro hedge fund) he became the global head of fixed income for UBS Wealth Management in Zurich and a member of the global asset allocation committee within the investment office.