September 21, 2017 - Investor Advisory Panel - Agenda
INVESTOR ADVISORY PANEL
MEETING AGENDA
Meeting Date: |
Thursday, September 21, 2017, 9:30 am – 2:50 pm |
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Location: |
Ontario Securities Commission, 20 Queen Street West |
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Members: |
Letty Dewar (Chair), Jaqueline Allen, Larry Bates, Connie Craddock, Harold Geller, |
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Invitees: |
Kevan Cowan, CEO, Capital Markets Authority Implementation Organization |
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Observers: |
Paul Bates, Patti Best, Neil Gross, future IAP members |
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TIME |
AGENDA ITEMS |
PRESENTERS |
9:30 – 9:45 |
1. Chair’s remarks (attachment) |
Letty Dewar |
9:45 – 10:15 |
2. Risk Profiling Project (attachment) |
All members |
10:15 – 11:00 |
3. CMRA Discussion (attachment) |
Kevan Cowan |
11:00 – 11:40 |
4. Best Interest Standard (attachment) |
Grant Vingoe |
11:40 – 12:00 |
5. Climate Change Disclosure Review Project (attachment) |
Jo-Anne Matear |
12:00 |
Lunch |
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12:30 – 1:15 |
6. Best Interest Discussion |
Connie Craddock |
1:15 – 1:45 |
7. FAIR Canada Update (attachment) |
Frank Allen |
1:45 – 2:00 |
8. Investor Office Update |
Tyler Fleming |
2:00 – 2:30 |
9. Embedded Commissions – Post Roundtable (attachment) |
Ken Kivenko |
2:30 – 2:50 |
10. Other Business
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All members |
FUTURE MEETINGS: |
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Thursday, October 19, 2017: 9:30am – 3:00pm Thursday, November 16, 2017: 9:30am – 3:00pm |
Thursday, December 7, 2017: 9:30am – 3:00pm |
2018 MEETING DATES: |
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Thursday, January 18, 2018: 9:30am – 3:00pm Thursday, February 15, 2018: 9:30am – 3:00pm |
Thursday, July 19, 2018: 9:30am – 3:00pm |