Markets Plus

In this episode of Markets Plus, Derek Garland, Managing Director and Head of BMO's Business Transition Advisory Group, speaks with Leah Turnbull, BMO’s Managing Director and National ESOP Practice Lead, and Matt Keene, Managing Director and Leader of the Executive Compensation Practice at Chartwell Financial Advisory. They discussed how designing the right incentive plan can drive business performance and enhance enterprise value in employee-owned companies.

Treasury's evolution continues, fueled by rising expectations from business leaders and a new generation of technologies that are reshaping the financial landscape. As treasury takes on a more strategic role, advances in data, analytics and automation are helping teams enhance visibility, improve forecasting and make more informed decisions. BMO’s Mark Ipek, Managing Director and Head, Canadian Diversified Industries, Treasury & Payment Solutions, leads a discussion on meeting this evolving mandate. His panel includes: Katie Oresar, Head of U.S. Treasury and Payment Solutions Sales, BMO Eric Kurs-Lasky, Head of North American Commercial Deposits, BMO Stephanie Petti, Director of Corporate Sales and Structuring, BMO Benjamin Lambert, Managing Director and Head, Liquidity Solutions, BMO.

BMO's Deputy Economist Michael Gregory unpacks Canada’s commitment to increasing defence spending from 2% to 5% over the next 10 years and how it paves the way for job creation, economic growth and further investment in the sector and the country.

Agentic AI has the potential to reshape capital markets as autonomous systems take on increasingly complex decisions and interactions. Based on a panel discussion during this year’s Sibos event in Miami, moderator Agnel Kagoo, Partner, KPMG joins (in order of when they speak on the podcast) Armando Benitez, Global Head of AI, BMO Capital Markets; Gloria Lio, Managing Director and Head of Enterprise Services, DTCC; Manoj Bohra, Chief Data and AI Officer, State Street; and Akber Jaffer, CEO, Smartstream to discuss trust, accountability, governance and the guardrails needed as AI moves from a supporting role toward greater autonomy.

Recorded at the Latino Leaders Index 500 event in New York City, BMO Capital Markets CEO Alan Tannenbaum sits down with Lopez Dorada Foods CEO Francisco “Pancho” Gonzalez to discuss the leadership principles, growth strategies and personal experiences that helped transform an entrepreneurial vision into a large-scale enterprise.