January 18, 2018 - Investor Advisory Panel - Agenda

INVESTOR ADVISORY PANEL
MEETING AGENDA

Meeting Date:

Thursday, January 18, 2018, 9:30 am – 3:00 pm

Location:

Ontario Securities Commission, 20 Queen Street West
Commissioners’ Boardroom, 17th Floor

Members:

Letty Dewar (Chair), Jaqueline Allen, Larry Bates, Paul Bates, Pattie Best, Neil Gross, Malcolm Heins, Harvey Naglie, Louise Tardif

Invitees:

Leslie Byberg, Executive Director
Tyler Fleming, Director, Investor Office
Lina Creta, Senior Advisor, Policy, Investor Office
Caroline Cakebread, IAP Consultant
Shaun Devlin, Senior Vice-President, Mutual Fund Dealers Association
Karen McGuinness, Senior Vice-President, Mutual Fund Dealers Association
Ian Strulovitch, Director, Public Affairs, Mutual Fund Dealers Association

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45

 1. Chair’s Remarks

Letty Dewar

9:45 – 10:00

 2. Investor Office Update

Tyler Fleming
Lina Creta

10:00 – 10:45

 3. Leslie Byberg – Introductions

Leslie Byberg

10:45 – 11:00

Break

11:00 – 12:00

4. MFDA – Introductions

Shaun Devlin
Karen McGuinness
Ian Strulovitch

12:00 – 12:30

Lunch

12:30 – 2:45

 5. Panel Discussion – Mandate, Objectives & Goals

All members

2:45 – 3:00

 6. Other Business

All members

FUTURE MEETINGS:

Thursday, February 15, 2018: 9:30am – 3:00pm

Thursday, March 15, 2018: 9:30am – 3:00pm

2018 MEETING DATES:

Thursday, April 19, 2018: 9:30am – 3:00pm
Thursday, May 17, 2018: 9:30am – 3:00pm
Thursday, June 21, 2018: 9:30am – 3:00pm
Thursday, July 19, 2018: 9:30am – 3:00pm
Thursday, August 16, 2018: 9:30am – 3:00pm

Thursday, September 13 2018: 9:30am – 3:00pm Thursday, October 18, 2018: 9:30am – 3:00pm
Thursday, November 15, 2018: 9:30am – 3:00pm Thursday, December 6, 2018: 9:30am – 3:00pm