January 18, 2024 - Investor Advisory Panel - Agenda
| Meeting Date: | Thursday, January 18, 2024 |
| Meeting Time: | 9:30 am – 2:00 pm |
| Location: | By video Conference – MS Teams |
| Members: | Ilana Singer (Chair), Brigitte Catellier, Supriya Kapoor, Parham Nasseri, Jim Sinclair, Ian Tam, Leslie Wood |
| Invitees: | Tyler Fleming – Director, Investor Office, OSC Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Lauren Heuser – IAP Consultant Sarah Bradley – Ombudsman and CEO, Ombudsman for Banking Services and Investments (OBSI) Mark Wright - Director of Communications & Stakeholder Relations, OBSI Angelo Evangelou – Chief Policy Officer, Chicago Board Options Exchange, (CBOE) |
TIME | AGENDA ITEMS | PRESENTER /DISCUSSION LEAD |
9:30 – 9:45 | 1. Chair’s Report | Ilana Singer |
9:45 – 10:00 | 2. OSC Update | Tyler Fleming |
10:00 – 10:50 | 3. Discussion with OBSI | Sarah Bradley and Mark Wright |
10:50 – 11:00 | 4. BREAK | |
11:00 – 11:50 | 5. 2023 IAP Annual Report | All Members |
11:50 – 12:10 | 6. LUNCH |
|
12:10– 1:00 | 7. Post-OBSI meeting debrief and Comment Letter: Registered Firm Requirements Pertaining to an Independent Dispute Resolution Service. | All Members |
1:00 – 1:30 | 8. Discussion with CBOE | Angelo Evangelou |
1:30 – 2:00 | 9. Other Business |
| CONFIRMED 2024 IAP MEETING DATES: (Hybrid) | |
| Thursday, January 18, 2024 Thursday, February 29, 2024 Friday, March 22, 2024 Thursday, April 11, 2024 Thursday, June 20, 2024 | Thursday, July 18, 2024 Thursday, September 12, 2024 Thursday, November 7, 2024 Monday, December 9, 2024 |