August 17, 2023 - Investor Advisory Panel - Agenda
| Meeting Date: | Thursday, August 17, 2023 |
| Meeting Time: | 9:30am – 2:00pm |
| Location: |
Video Conference |
| Members: |
Ilana Singer (Chair), Brigitte Catellier, Supriya Kapoor, Cary List, Parham Nasseri, Jim Sinclair, Leslie Wood |
| Invitees: |
Tyler Fleming – Director, Investor Office, OSC Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Marian Passmore - Senior Advisor, Policy Lauren Heuser – IAP Consultant Serge Kalloghlian - Partner at Kalloghlian Myers LLP Adam Dickinson – Student, Osgoode Hall Law School |
|
TIME |
AGENDA ITEMS |
PRESENTERS |
|
9:30 – 9:40 |
1. Chair’s Report |
Ilana Singer |
|
9:40 – 9:50 |
2. OSC Update |
Tyler Fleming |
|
9:50 – 10:35 |
3. Current Investor Protection Cases |
Serge Kalloghlian |
|
10:35 – 10:45 |
4. Post-Presentation Debrief among IAP members |
All Members |
|
10:45 – 11:00 |
5. BREAK |
|
| 11:00 – 11:45 | 6. The Gaps in Investor Protection for Self-directed Investors |
Adam Dickinson |
|
11:45 – 12:00 |
7. Post-Presentation Debrief among IAP members |
All Members |
| 12:00 – 12:30 | 8. LUNCH BREAK | |
|
12:30 – 1:30 |
9. Planning and preparation for October 10 discussion at the OSC Regulatory meeting |
All Members |
| 1:30 – 2:00 | 10. Other | All Members |
|
CONFIRMED 2023 IAP MEETING DATES: |
|
|
Thursday, January 19, 2023 (Virtual only) Thursday, February 9, 2023 (Virtual only) Thursday, March 30, 2023 (Virtual only) Thursday, April 20, 2023 (In-person) Thursday, May 18, 2023 (Virtual only) Thursday, June 22, 2023 (In-person) |
No meeting in July Thursday, August 17, 2023 (Virtual only) Thursday, September 21, 2023 (Virtual only) Thursday, October 19, 2023 (In-person) Thursday, November 9, 2023 (Virtual only) Thursday, December 14, 2023 (Virtual only) |