Carol Yeh

Vice President

Morgan Stanley Canada Limited Equity | Sales Group

– Carol graduated from University of Toronto’s Roman School of Management with a Bachelor in Commerce and Finance

Carol previously worked on the buy-side at CIBC Asset Management as a Research Analyst and was briefly at TD in Treasury and FX Sales. She began her career in Investor Relations at Sun Life

– She is founder and President of the New Horizon Voices Toastmasters club

– She regularly volunteers and is part of the NewGen committee with 100 Women in Finance. She also participates with Women in Capital Markets and the mentorship program at Rotman School of Management


Victoria (Feng) Guo

Associate Director, Group Treasury, Scotiabank

CFA Charter Holder, FRM Charter Holder

– Victoria held MA degree of Economics from the University of Toronto,BSc degree of Finance from Shanghai Jiao Tong University

 Having worked in the banking industry for 5 years, Victoria has expert knowledge in market risk capital model back testing, liquidity management and stress testing

– A leading advisor and influential mentor in NHC since 2016. A “tough” interviewer through offering constructive feedback to club members, an inspirational leader leading advisory learning sessions, and a powerful speaker with unique perspective on personal development

– She currently leads the Treasury Learning Committee in Scotiabank and was Scotiabank’s United Way fund raising campaign vice chair and ambassador in 2015 and 2016


Fei Yan

Director in Financial Risk Management, PWC

CFA Charter Holder, FRM Charter Holder

– Graduated with Master of Financial Mathematics from University of Chicago and Bachelor of Mathematics from University of Waterloo

– Fei has been in PwC for 4.5 years and her specialty is in valuation of various asset classes and derivative, independent price verification, model validation and vetting, and asset liability management

– She has previously worked in banking with a broad range of expertise in liquidity, interest risk management and derivative modeling


Jim Hwang

Managing Director, Portfolio Management

CPP Investment Board

– MIT and UC Berkeley graduate in engineering

– 30 years of industry experience covering all major asset classes

– Extensive knowledge on portfolio management and asset allocation process, Career navigation in North America and Asia

– As one leading expert in quantitative investment, Jim has a lot to offer on his current role as the head of portfolio management at CPPIB


Jenny Ding

VP, Global Financial Institution Group, BMO Capital Markets

CFA Charter Holder, FRM  Charter Holder

– Jenny has over 15-years financial services industry working experience and she held M.A. of Financial Economics from University of Maine

– Expert knowledge in credit risk management, balance sheet optimization, Basel capital framework & capital modelling

– Previously, one of the founding member of a Bermuda based reinsurance company; Senior Analyst/Underwriter at RBC Insurance


Catherine Zhang

Equity Derivatives Trading, Global Banking & Markets, Scotiabank

Master of Quantitative Finance and a Master of Economics from University of Waterloo

CFA Charter Holder, CMT Charter Holder

– Catherine joined Scotiabank in 2008 as a Sales & Trading rotation trainee and has held progressively senior roles in the equity derivatives trading desk over the past ten years, prior to joining Scotiabank, Catherine worked as a derivatives valuation consultant at Deloitte & Touché

– Responsible for pricing and managing risk of equity-linked structured products and also engages in market making of listed equity options for institutional clients in North America

– Catherine is a firm advocate for women in business and has been highly involved in the planning and running WCM (Women In Capital Market) professional development program  for the past four years and being a mentor for various mentorship programs