Pauline Shum Nolan, PhD, CEO and Co-founder

 

25 years of experience in financial research and data science

21 years as Professor of Finance and building professional programs

15 years of experience in institutional investment and portfolio analytics

Winner of the 2011 and 2019 Toronto CFA Society Hillsdale Investment Management Research Award

Media Interviews

 

Wall Street Journal, CNN Money, AOL Huffington Post, Bloomberg Businessweek, Globe and Mail, Advisor's Edge, CPA Magazine, ETF World Magazine, Les Affaires, MoneySense.ca, National Post, Le Journal des Affaires, Toronto Star, Canadian Business, Investment Executive, @issue (iChannel), Advisor.ca, CBC Radio, Bank Investment Consultant, The Trading Couch, Ming Pao Daily, Sing Tao Daily, A1 Chinese Radio, AM530 Chinese Radio, Wall Street Journal Market Watch, and International Business Times.

 

Pauline's financial research has been cited in top peer-reviewed journals, such as: the Journal of Finance, American Economic Review, Journal of Political Economy, Review of Financial Studies, Journal of Economic Literature, Journal of Monetary Economics, Journal of Economic Theory, Journal of Financial and Quantitative Analysis, Economica, Management Science, Journal of Public Economics, Journal of Economics Dynamics and Control, Journal of Banking and Finance, Journal of Risk and Insurance, Journal of Cultural Economics, and Economics and Politics, among others.

Recent Engagements

Panelist, "Fintech: Implications for Financial Research and Education"

  • Northern Finance Association Annual Conference, Vancouver, 2019

Speaker, "Leveraged ETF Rebalancing"​

  • Conference on Exchange Traded Products: Blessing or Curse, Financial Markets Research Centre, Nashville, 2018

Panelist, "ETFs & The Investment Process Roundtable-An Institutional Perspective"

  • Mackenzie Financial Institutional ETF Symposium, Toronto, 2018

Panelist, "Ask Me Anything: About AI"​

  • Workhaus | Toronto AI Social Mixer, Toronto, 2018

Panelist, "Wealth-tech Panel: Using Disruptive Technologies to Extract Alpha Values for Clients"​

  • Machine-Learning Fintech Conference II, Toronto, 2018

Panelist, "Fintech and Business Education"​

  • Rotman Finhub Launch event at the University of Toronto, 2017

Moderator, "The Hunt for Alpha"

  • AIMA Investor Forum Conference, Montreal, 2017

Panelist, Fintech Forum​

  • 6th Americas Competitiveness Exchange, hosted by the Ministry of Innovation, Science, and Economic Development, 2016

Discussant of "The Multiple Facets of ETF Investing: a Worldwide Analysis"

  • Bank of Canada - Rotman Liquidity Risk in Asset Management Conference, 2015

 

Panelist, "The Rise of ETFs"

  • Canadian Trading and Investing Summit, Toronto, 2015

 

Keynote speaker, "ETFs and Women in Finance"

  • Canadian launch of the global organization, Women in ETFs, hosted by National Bank Financial, 2014

 

Speaker, “Liquidity Improvement and Exchange Traded Funds”

  • ETF Roundtable, Canadian ETF Association, Toronto, 2013

Speaker, “Exchange Traded Funds: Lessons from the North American Experience”

  • Presented to senior executives from the world’s largest bank: ICBC, Toronto, 2012, 2013

Speaker, "Leveraged ETF Rebalancing and Intraday Share Price Volatility"

  • Chicago Quantitative Alliance (CQA), Chicago, 2012

  • Quant Invest Canada Conference, Toronto, 2012

Panelist, "Back to Basics: How to build portfolios with ETFs"

  • 11th Canada Cup of Investment Management, Toronto, 2012

Speaker, "The Long and Short of Leveraged ETFs: the Financial Crisis and Performance Attribution"

  • European Financial Management Alternative Investment Conference, Toronto, 2011

  • European Financial Management Annual Meetings, Barcelona, 2012

Speaker, "Evaluating the Performance of Leveraged ETFs: Decomposing the Tracking Errors"

  • Investment Industry Regulatory Organization of Canada (IIROC), 2010.

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