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:

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.

As the 2026 U.S. midterm elections approach, attention is increasingly focused on the races and voter dynamics that could determine control of Congress. In this episode of Markets Plus from September 30, BMO brought together political and market perspectives to help clients interpret the evolving electoral landscape.

In this episode of Return On Intelligence on Markets Plus, host Kristin Milchanowski, Chief AI and Quantum Officer, BMO Financial Group, sits down with Alan Tannenbaum, CEO of BMO Capital Markets, to explore how organizations can move beyond AI experimentation and translate technology investment into measurable business value. 

In this episode, host Cheryl Ferguson, Managing Director in Global Markets, is joined by Benjamin Reitzes, Canadian Rates and Macro Strategist, for a discussion on today’s economic and market environment and future expectations.

In this episode of Markets Plus from September 22, BMO hosted a discussion to examine the key themes emerging from the Canada Investment Summit and what developments could mean for Canada's growth outlook, investment environment and business decision-making in the months ahead.

Ian Lyngen, Vail Hartman, and Delaney Choi bring you their thoughts on the U.S. Rates market for the week of September 21st, 2026, and respond to questions submitted by listeners and clients.