Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Rod Larson, Managing Director, Head of Investment Manager Research & Alternatives North America, BMO Private Wealth, and Arthur Diochon, Director, Head of Private Markets Research, North America, BMO North American Investment Manager Research, to explore the road ahead for private markets in 2026, as part of the ongoing Outlook Series. They examine five powerful themes reshaping the landscape: portfolio exit environments, secondary market dynamics creating new access points for investors, AI's far-reaching implications beyond technology sectors, infrastructure opportunities fueled by data center and energy demands, and evolving performance expectations across the private markets spectrum. The conversation addresses how to navigate these forces while tuning out market noise, with Rod and Arthur providing complementary research and execution perspectives that help investors position portfolios for the opportunities and challenges ahead in an increasingly complex private markets environment. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.] BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.
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2025/12/1533 分
8 分