Beyond the Portfolio: Understanding The Market's Momentum
Henray Cohen & Dan Phillips examine the sustainability of the current market rally and the key drivers behind recent momentum. The discussion addresses investor concerns about market resilience amid uncertainty and identifies opportunities across sectors and asset classes.
Financial Markets
Beyond the Portfolio Podcast
Beyond the Portfolio - AI’s Impact on Individuals and Their Financial Lives
Pratik Patel, Head of Wealth Planning at BMO Wealth Management and Bill Kavanaugh review how AI is already reshaping how financial decisions are analyzed and informed, it doesn’t replace judgment, experience, or empathy.
Women & Wealth
Thrivefecta Season Four
37 - Melissa Solis, CEO of Inbenta
Melissa Solis is the Chief Executive Officer of Inbenta, a global AI company focused on customer experience. Melissa is a seasoned technology executive with more than 30 years of leadership experience. Prior to Inbenta, Melissa co-founded GIACT with her brother, building the fraud prevention and risk mitigation company from startup to
industry leader. In 2020, they successfully sold GIACT to the London Stock Exchange for $610 million. In this episode, Melissa shares her insights on perseverance and resilience and tells us about the impact her mother had on her life and career and the role these and other lessons have had on her understanding of what true success is.
To learn more about Inbenta, visit their website at www.inbenta.com.
Thrivefecta is a podcast from BMO, celebrating women who thrive. Visit https://uswealth.bmo.com/podcasts/ for the full list of episodes. Find the feed on Spotify, Apple Podcasts, YouTube, or search for BMO Thrivefecta on your favorite podcast listening app.
Contact BMO Wealth Management through our website at uswealth.bmo.com.
Thrivefecta was produced by Evan MacDonald, Kelly Taylor, Jessica Theodore, and Alexa Javors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host.
Disclosure:
“BMO” refers to BMO Financial Group, a diversified financial services organization and a trade name used by Bank of Montreal its subsidiaries and affiliates including BMO Bank N.A. in the United States.
“BMO Wealth Management” is 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. Investment products and services are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.
Women & Wealth
Thrivefecta Season Four
36 - Jackie Robles, President of Anita's Mexican Foods and Lorena
Jackie Robles is the president of Anita's Mexican Foods and Lorena, a family-owned food manufacturing company based in San Bernardino, California. A second-generation leader, Jackie runs the business alongside her siblings and is now guiding the third and fourth generations. In this episode, she shares her insights on leading a multi-generational family business, the importance of mentorship, and how she and her family established a "business-first" philosophy to ensure the company's legacy. Jackie also discusses her journey with a financial advisor, the importance of financial literacy for women, and her philosophy of "strategic rest" to fuel performance.
To learn more about Anita's Mexican Foods, visit their website at anitas-snacks.com.
Women & Wealth
Thrivefecta Season Four
35 - Thrivefecta Season 4 - 2026 Womens Day Sizzle
Thrivefecta Season Four: Listen to women who are thriving in business and life. We brought together a group of dynamic women who have found success in their careers, achieved financial confidence, and made a meaningful impact on those around them. Each guest shares one key insight across three areas—career, finance, and life—to inspire and empower others on their own journey.
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