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BMO in Greater China Since the 1960's
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When: Wednesday, January 18, 2012
From 12:30 PM until 2:00 PM
Where: Club Lusitano
27/F, Club Lusitano
16 Ice House Street
Hong Kong
Contact: Fiona Chow

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About the Event:

BMO Financial Group has had a relationship with China since 1818, but began a major expansion in the latter half of the last century. With first steps taken in Hong Kong with a new office opening in 1969, and a representative office opened on the mainland in 1984, BMO embarked on a journey that has led to it today being the most entrenched Canadian bank in China. BMO has grown to a locally incorporated subsidiary with key capabilities in retail, investment and private banking plus an equity position in one of China′s biggest mutual fund companies. Neil Tait, Senior Advisor to BMO Financial Group′s CEO on Asia, will review the journey that China and the bank have taken since the 1960′s, and discuss where both need to go from here for continued success.

Prices :HK$375 for members
HK$475 for non-members

About the Speaker:

Neil Tait, C.G.A.
Special Advisor to the President & C.E.O on Asia
BMO Financial Group

Neil Tait has consulted for Bank of Montreal (BMO Financial Group) as Special Advisor to the President & CEO on Asia since his retirement from the bank in May 2000.

His career with BMO Financial Group has spanned more than 40 years.

In 1989, Mr. Tait was appointed Senior Vice President, Asian Banking with responsibility for the development of an Enterprise Wide Asia Strategy. He also had responsibility for its branches in Greater China (China, Hong Kong and Taiwan) and South Korea and the development of its Asian business in its 150 Asian designated branches across Canada.

As SVP Asian Banking and subsequently as Senior Advisor to the President & CEO on Asia he actively participated in the execution of the corporate Asia strategy including obtaining banking licenses in Guangzhou, Beijing and Shanghai. He identified and participated in the negotiations for the purchase of 28% equity in a Chinese Mutual Fund Company (Fullgoal Funds Management Co. Ltd.); BMO wholly owned subsidiary bank in China, BMO China Co. Ltd.; and several other business licenses across China.

Graduated as a Certified General Accountant in 1974 and was Valedictorian. A guest lecturer on Greater China at the Joint Centre for International Studies, University of Toronto (Rotman); York (Kellogg-Schulich); Queen′s and Brock Universities. Lectured in Hong Kong, Taiwan and China and presented numerous papers on trade development issues. Represented the Canadian financial services industry as an advisor to the Department for International Trade in trade negotiations with China. A participant at several China related economic roundtables, including: WTO meetings in Japan and Washington, APEC meetings in Taiwan; The Economist Conferences in Beijing, Wharton Business School in Shanghai, The Ditchley Foundation, Oxford England and Oxford Analytica International Conferences in Oxford England. Participated in several "Team Canada” trade delegations and organized missions to China, Hong Kong and Taiwan for the Mayors of Toronto and Mississauga.

Director & Vice Chair, Canada China Business Council; Director & Governor, Yee Hong Wellness Foundation; Cabinet member, The Royal Conservatory of Music; Advisor, Canadian Foundation for the Preservation of Chinese Art & Culture; and member of the Hong Kong | Canada Business Association.

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