April 17, 2014 - Investor Advisory Panel - Agenda
INVESTOR ADVISORY PANEL
MEETING AGENDA
Meeting Date: | Thursday April 17, 2014, 10:00 am – 2:00 pm | |
Location: | Ontario Securities Commission, 20 Queen Street West Commissioners’ Boardroom, 17th floor | |
Members: | Jane Ambachtsheer, Paul Bates, Connie Craddock (Chair), Harold Geller, Alan Goldhar, Ken Kivenko, Alison Knight, Ursula Menke | |
Invitees: |
Caroline Cakebread |
TIME | AGENDA ITEMS | PRESENTERS |
10:00 - 10:10 |
1. Chair’s Remarks |
Connie Craddock |
10:10 - 11:00 |
2. Mutual Fund Research Discussion (RFP distributed) |
All Members |
11:00 - 11:30 |
3. Mutual Fund Research Discussion (RFP distributed) |
Rhonda Goldberg |
11:30 - 12:00 | 4. POS Project Stage 3 Update (Request for Comments distributed) |
Rhonda Goldberg |
12:00 | Lunch Delivered | |
12:00 - 1:00 |
5. Seniors Issues (materials to be distributed) |
All Members |
1:00 - 1:15 |
6. Crowdfunding Discussion |
All Members |
1:15 - 1:45 |
7. Office of the Investor Business Plan Update |
Eleanor Farrell |
1:45 - 2:00 |
8. Next Steps/OSC Statement of Priorities |
All Members |
FUTURE MEETINGS: | ||
Thursday, May 15, 2014 – 9:30 am – 2:00 pm Thursday, June 19, 2014 – 9:30 am –2:00 pm Thursday, July 17, 2014 – 9:30 am – 2:00 pm Thursday, September 18, 2014 – 9:30 am – 2:00 pm |
Thursday, October 16, 2014 – 9:30 am – 2:00 pm Thursday, November 20, 2014 – 9:30 am – 2:00 pm Thursday, December 18, 2014 – 9:30 am – 2:00 pm |