Katie Greenberg, VP, Digital Products & Retail Payments, Scotiabank
As an advocate for the customer, Katie brings together her passion for developing leading digital experiences with her deep knowledge of the payments space to build unique offerings for Scotiabank’s customers, and help drive the bank’s long term strategy on payments – including Payments Modernization.
Katie was recently appointed as the VP, Digital Products & Retail Payments. She is responsible for developing seamless digital product and customer experience strategies, as well as driving the bank’s retail payments strategy. She joined Scotiabank in 2017 as the Director, Digital Commerce. In this role she was responsible for developing a payments innovation strategy - beyond the horizon of current initiatives - working closely with the Canadian Banking, International Banking and Country Payments teams.
Prior to Scotiabank, she was the head of operations and CFO at Goldmoney Inc. (TSX:XAU), a Toronto-based fintech that operates the world's largest 100%-reserved gold-based savings platform and payments network, and currently has over 1.3 million user signups from more than 150 countries and $1.8 billion in client assets. In addition to overseeing Goldmoney’s operations, Katie manages strategic growth initiatives and partnerships with financial institutions, wealth management providers, and payment processors. Prior to Goldmoney, Katie obtained extensive client experience at PwC where she specialized in banking and capital markets. She also founded ChefButler, a national food-based subscription box business.
Katie is a designated CPA and CA, and holds an Honours Bachelor of Commerce degree from Queen's University
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Christina Hatziioannou
Senior Director, Digital Strategy & Innovation, CIBC
Christina has been recognized by Women's Executive Network as one of Canada's Most Powerful Women: Top 100 in the TELUS Future Leaders category. Passionate about transforming retail banking to help clients bank when, where and how they want, Ms. Hatziioannou helps lead multiple strategies to support CIBC's transformation into a modern, convenient bank that put clients at the centre of every interaction. Ms. Hatziioannou is also a member of CIBC's Women's Network, which promotes the diverse and changing needs of women at CIBC.
Mark Shulgan
Senior Portfolio Manager, Thematic Investing, Canada Pension Plan Investment Board
Mark leads the team within the Thematic Investing group at CPPIB that invests in public companies exposed to long horizon structural growth. His team is located in Toronto and Hong Kong and invests globally. Mark joined CPPIB in 2009 and was originally part of the Relationship Investments team before he transitioned to help start the Thematic Investing group in early 2014. Prior to joining CPPIB, Mark was a Vice President at Fortress Investment Group and McKenna Gale Capital. Mark began his career in Investment Banking at Scotiabank. In 2014, Mark was named “top 40 under 40” by aiCIO magazine.
He is also a board member of the YMCA of Greater Toronto and is the Chair of its Investment Committee. Mark has an MBA from the University of Windsor and a BA from Western University where he graduated with the Gold Medal.
Frances Horodelski
Business Day anchor, The Buzz and writer of daily "Chase" Blog, BNN
Frances Horodelski has had extensive experience in the capital markets with over 25 years in a variety of increasingly senior positions at two of Canada’s major investment dealers – RBC Dominion Securities and ScotiaMcLeod. These experiences crossed various aspects of the investment world including derivative analysis (preferred shares, warrants), equity analysis, portfolio strategy, investment banking and managing the portfolio advisory groups at both firms. She holds the designation of Chartered Financial Analyst (CFA). She was one of only a handful of women to sit on the board of directors at RBC Dominion Securities in the 1990s. She later adapted her investment knowledge into a second career as journalist/anchor for the top-rated TV show on BNN “Business Day AM” as well as authoring daily the morning note, one of the most popular pieces of market commentary in the country. She continues to be actively involved in the capital markets including serving as a member of the Independent Review Committee for one of Canada’s largest mutual fund company.
