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Professor Reena Atanasiadis, MBA

Pronouns: she/her

  • Senior Lecturer, Finance

Contact information

Biography

Director, MBA In Investment Management

Bringing over two decades of wealth management and finance experience to the classroom, Reena Atanasiadis is Director of the John Molson School of Business’s (JMSB) MBA in InvestmentManagement, the world’s first MBA program fully integrating the Chartered Financial Analyst® Candidate Body of Knowledge™ into its curriculum. Offered in both Montreal and Toronto, the program prepares students to write all three levels of exams required for CFA® designation while completing an MBA.

A senior lecturer in Finance at JMSB since 2004, and the recipient of the Dean’s Award for Teaching Excellence at the Graduate Level in 2012, for over six years Reena has also served as Director of the Kenneth Woods Portfolio Management Program, an innovative initiative through which a carefully selected group of Concordia undergraduates actively manages a $2.75-million portfolio. In addition, as a result of her experience in coaching podium-finishing undergraduate Finance student teams for national and international case competitions, since 2012 she has directed the Van Berkom JMSB Small Cap Case Competition, in which capacity she writes competition cases, prepares and debriefs judges, and oversees the critical evaluation of presenting teams. Reena obtained her MBA with Distinction from the John Molson School of Business in 1995. Her areas of academic interest include Behavioural Finance, Corporate Finance, Portfolio Management and Financial Institutions Management. She is currently a member of the Concordia University Senate and Senate Finance subcommittee.  

With expertise in the areas of AACSB accreditation, student-led portfolio management programs, case competition coaching, faculty development, online/hybrid learning and executive education, Reena has acted as a consultant to a number of universities in Canada and abroad, as well as to many national and international organizations and business firms. She has been Chair of the Chartered Professional Accountants Research Centre at JMSB, since 2013.

Prior to embarking upon her career in academia, Reena held multi-provincial licences as an investment counsellor/portfolio manager, handling assets valued at a total of several hundred millions of dollars on a discretionary basis. Her thorough understanding of investment management and market intermediary activities resulted in her being asked to create the Wealth Management division for the largest independent accounting firm in Canada, for which she designed and implemented asset allocation plans consistent with the investment objectives, risk profilesand constraints of high-net-worth clients and corporations.


Education

MBA (Concordia University)

Areas of expertise

  • Behavioural Finance
  • Corporate Finance
  • Financial Institutions Management
  • Portfolio Management

Teaching activities

FINA 416 Behavioural Finance

FINA 481 Financial Institutions Management

EMBA 630 Financial Decision Making Under Uncertainty

Research activities

Lost in Translation: How Data Storytelling Helps Make Sense of Data

In the era of Big Data Analytics (BDA), investments surge, yet the clarity on returns from these projects and their resultant strategic value remains ambiguous. While a pivotal goal of BDA is to strengthen the decision-making process, insights derived from data often fail to lead to action. Thus, there is a need to include data-driven storytelling to bridge the gap between insights and actions. Despite the importance of data storytelling, there is a lack of understanding of how to use data storytelling in various contexts. Using typology theory, we identify four types of data storytelling and theorize the values of the data storytelling outcomes. A field study was conducted in three companies to validate the different types of data storytelling. This article underscores the profound importance of data storytelling in transforming data into impactful insights.
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