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Globinar Market Update, Economic Outlook and Strategy Perspectives from BMO

Date: January 13, 2026
Location: 
Virtual
Contact: Demitrus T. Evans and Doug Bruhnke

Globinar Market Update, Economic Outlook and Strategy Perspectives from BMO

Tuesday, Jan 13th at noon CT / 10am PT / 1pm ET / 6pm London / 11:30pm Mumbai

As we begin 2026, you are invited to hear timely market and economic perspectives from BMO leaders Carol Schleif and Kevin Brown. Carol Schleif, Chief Market Strategist for BMO Private Wealth, leads key initiatives that showcase the firm’s research and investment expertise and is the author of BMO’s Weekly Strategy Perspectives. With decades of experience as a strategist, thought leader, and portfolio manager, she is a sought-after speaker and media commentator.
 
Joining Carol is Kevin Brown, Managing Director of Commercial Banking at BMO Harris Bank, who brings more than 30 years of experience serving commercial clients. BMO Harris is a Top 10 commercial lender in North America, with offices in 25 states and global reach through BMO Capital Markets. Together, they will share insights on market conditions and economic trends.
 

Speakers: 

Carol Schleif, CFA, FSA - Chief Market Strategist, BMO Private Wealth 
 
Carol Schleif is the Chief Market Strategist for BMO Private Wealth, the North American Wealth Management Business of BMO Financial Group. In this role, Carol leads several key initiatives aimed at amplifying BMOPW’s research and investment expertise, including authoring the firm’s Weekly Strategy Perspectives. Decades in the industry as a strategist, thought leader and portfolio manager position Carol as a sought-after speaker, writer and media commentator. Carol is a member of key asset allocation, strategy and governance working groups from across the bank as well as leading the Senior Investment Advisory Council. Carol is an active member and contributor to BMO’s Women & Wealth group.
 
Prior to her current role, Carol was the Chief Investment Officer for BMO Family Office, the Ultra High Net Worth money management group within BMO Private Wealth. As CIO, Carol led a team of 35 front line investment professionals, managed portfolios, and oversaw development and compliance activities for the team.
 
Prior to BMO, Carol spent over 25 years in the HNW and UHNW space of Wells Fargo, managing portfolios and client relationships, leading teams and participating in research, strategy and portfolio construction. Prior to that, Carol spent a decade on the sell side as a Market Strategist, Senior Research Analyst and Director of Fundamental Research.
 
Carol serves on the joint board of trustees for the College of St. Benedict & St. John’s University where she chairs CSB’s investment committee. She earned her MBA from Hamline University and undergraduate degrees in both business administration and equestrian science from William Woods College, where she graduated salutatorian and summa cum laude. She is a Chartered Financial Analyst® (CFA) and has also earned the Fundamentals of Sustainability Accounting (FSA).

 

 
Kevin Brown - Managing Director, Commercial Banking at BMO

Kevin is a seasoned commercial banker who brings more than 30 years of experience to BMO Commercial Banking Team.  He re-joined BMO (one of the Top 10 commercial lenders in North America -- with offices in 25 states and global reach via BMO Capital Markets) in 2010, after spending several years here earlier in his career.  In his current role as a Managing Director of Commercial Banking, Kevin leads a team of commercial banking professionals that is focused on delivering customized banking solutions to privately held companies and non-profit organizations located throughout the Chicago Metropolitan Area (and BMO’s U.S. footprint) – helping these clients to expand their businesses, improve working capital efficiencies, enhance their bottom lines, and increase shareholder value.

With a consultative, relationship-oriented approach and a wide array of industry contacts, Kevin serves as a trusted advisor to his clients in the areas of C&I Lending, Treasury & Payment Solutions, International Banking / Trade Finance Services, Capital Markets Solutions, and Leasing.  Current and past clients include manufacturers, wholesalers, distributors, importers / exporters, professional service firms, contractors, transportation & logistics providers, and non-profit organizations.

Kevin holds a Bachelor’s degree with majors in Finance and Marketing from the University of Wisconsin – Madison, where he was a recipient of a full athletic scholarship for football.  He is also active in the community, having served as a past member of several local chambers of commerce, the school board and finance committee for a local private school, and the City of Geneva’s Master Plan Committee.  He has also served as a youth basketball and football coach, and as a volunteer assistant football coach for North Central College (Naperville, IL).    

 


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