Erik Epner
Associate Director, Investment Manager Research @Bmo Private Wealth
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WORK HISTORY
Associate Director, Investment Manager Research @Bmo Private Wealth
My current role at BMO Private Wealth leverages my expert knowledge in investment manager research experience to provide support in ETF, Mutual Fund and Separately Managed Accounts (SMA) research for the BMO Nesbitt Burns investment advisors and BMO Private Investment Counsel (BPIC) investment counsellors. As part of the Investment Manager Research team (IMR), my responsibilities include oversight of the BMO Nesbitt Burns’ ETF Recommended list, Mutual Fund Recommended list, ETF Model portfolios, Mutual Fund Model portfolios and Architect Portfolio Solutions. In addition, I am significantly involved in investment manager research activities for the BMO Nesbitt Burns and BPIC platforms, including new investment manager searches, attribution analysis and quarterly oversight. Support of advisors and counsellors is provided in the form or portfolio constructions advice, investment manager research, product knowledge and written communications. Regarding written communications, I am significantly involved in writing and producing the Architect Quarterly Market Review, Investment Manager Research Quarterly Manager Summary and Investment Fund Strategy Monthly Update.
EDUCATION
Wilfrid Laurier University
Honours Bachelor Business Administration
Canadian Securities Institute
Conduct and Practices Handbook Course
Financial Planners Standards Council
Certified Financial Planners Exam
Canadian Securities Institute
Chartered Investment Manager
Canadian Securities Institute
Investment Management Techniques Course
Canadian Securities Institute
Portfolio Management Techniques Course
CFA Institute
Chartered Financial Analyst
SKILLS
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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