Erik Epner
Associate Director, Investment Manager Research at Bmo Private Wealth
Based in Toronto, Canada
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Seniority
Director
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
1.6K
Contact information
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e•••••••@bmo.com
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Background
About Erik Epner
Expert knowledge in investment manager research and portfolio construction •Chartered Financial Analyst (CFA) •Chartered Investment Manager (CIM) •Expert knowledge in all major asset class mandates - Responsible for investment manager research on over 25 investment managers and 60 different investment strategies •Experience with Bloomberg, back testing strategies, memo writing, editing of commentaries, and compliance/investment policy statement responsibilities •On the ground experience in investment manager due diligence including trips to London, Edinburgh, Dublin, New York, Boston, and Chicago. •Experience in portfolio construction, investment manager pairing and investment proposals •Honours Bachelor Business Administration, Wilfrid Laurier University
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