Barry is Managing Director and Global Head of BMO Capital Market’s Loan Products group, which has responsibility for the firm’s corporate lending business. He joined Bank of Montreal in 1984 and spent over 19 years in the Bank’s Corporate Finance and Project Finance groups where he was responsible for many large limited recourse financings, acquisition financings and LBOs. He has also held positions in the bank’s special accounts management and risk management groups as well as developing the Bank’s first Canadian securitization program. In 2003 he assumed responsibility for the Loan Products group in Canada and in 2011 became Global Head. The Loan Products group is involved in the origination, structuring, underwriting and syndication of credit facilities ranging from investment grade corporate revolvers to leveraged acquisition financings across all industry sectors and is responsible for management of the Bank’s retained loan portfolio.
Barry graduated from York University, Toronto with a Master of Business Administration, and is also a chartered accountant.
Phil is Managing Director and Head of Loan Products, Canada. Phil joined BMO Capital Markets in March 2000 in the Calgary Energy Group where he provided overall coverage for a select group of clients and was involved in public debt and equity offerings, advisory assignments as well as corporate lending. In December 2004, he joined Loan Products and assumed responsibility for the firm’s corporate lending business in western Canada. In February 2011, Phil became Head of Loan Products, Canada, and is now responsible for corporate lending business across Canada, leading a team of corporate banking professionals located in offices in Toronto, Montreal, Calgary and Vancouver. Phil had 16 years of corporate banking experience prior to joining BMO Capital Markets, and now has over 29 years of investment and corporate banking experience primarily in providing debt financing solutions to corporate clients.
Phil holds a Bachelor of Commerce degree in finance (with distinction) from the University of Alberta.
Mark is a Managing Director in the BMO Capital Markets Loan Products group and has been an employee of the organization since 1993. In his current capacity, he leads the group that manages the credit underwriting, approval and monitoring of the loan product extended to clients of the US Investment and Corporate Banking Group in the Industrials, Food & Consumer, Business Services & Media and Healthcare sectors. Previous groups in which Mark has worked include Leveraged Finance and Financial Sponsors, as well as serving as the loan product team leader across a number of BMO Capital Market’s sectors. Prior to joining BMO Capital Markets, Mark was an associate with the management consulting firm, Booz-Allen & Hamilton.
Mark has an MBA in finance from the University of Chicago Graduate School of Business and a BS from the United States Merchant Marine Academy.
Joe Bliss is a Managing Director and Head of BMO Capital Market’s Loan Products group - Energy based in Houston, Texas. Loan Products - Energy manages the origination, credit approval, monitoring, structuring and syndication of the loan product extended to clients of the Investment & Corporate Banking’s U.S. Energy Group. Prior to his current responsibilities, Joe was a member of BMO Capital Markets Leveraged Finance group based in Chicago and Houston. Joe joined BMO Capital Markets in 1993 and has been a member of the Houston office since 2000.
Joe has a Bachelor of Science in Mechanical Engineering from Catholic University of America and a Masters of Business Administration from New York University.