April 11, 2024 - Investor Advisory Panel - Agenda
| Meeting Date: | Thursday, April 11, 2024 |
| Meeting Time: | 9:30 am – 2:00 pm |
| Location: | In person – 17th floor Commissioner Boardroom By video Conference – MS Teams |
| Members: | Ilana Singer (Chair), Daniel Bach, Brigitte Catellier, Supriya Kapoor, Deborah Leckman, Parham Nasseri, Jim Sinclair, Ian Tam |
| Invitees: | Paola Cifelli – Acting Vice President, Investor Office, OSC Lauren Heuser – IAP Consultant Cullen Price - Manager, General Counsel’s Office (GCO), OSC Robert Galea - Manager, GCO, OSC Tara Lamacraft – Senior Legal Counsel, GCO, OSC Namita Balgi – Legal Counsel, GCO, OSC Merzana Martinakis - Senior Accountant, Allocations & Distributions, GCO, OSC Adrian Molder – Senior Legal Counsel, Investor Office, OSC Vivian Lee - Senior Legal Counsel, Investor Office, OSC Winnie Sanjoto – Senior Vice President, Corporate Finance, OSC Erin O'Donovan – Manager, Corporate Finance, OSC Stephanie Tjon - Manager, Business Support, Economic Growth & Innovation (OEGI), OSC Carlo Rossi – Manager, Innovation Outreach & Engagement, OEGI, OSC Alizeh Khorasanee - Manager, Registration, Inspections and Examinations, OSC |
TIME | AGENDA ITEMS | PRESENTER /DISCUSSION LEAD |
9:30 – 9:45 | 1. Chair’s Report | Ilana Singer |
9:45 – 10:00 | 2. OSC Update | Paola Cifelli |
10:00 – 10:30 | 3. Proposed OSC Rule relating to distribution of amounts paid to the OSC under disgorgement orders | Cullen Price, Robert Galea, Tara Lamacraft, Namita Balgi, and Merzana Martinakis |
10:30 – 11:00 | 4. Summary of OBSI Binding Authority Consultation | Paola Cifelli, Adrian Molder and Vivian Lee |
11:00 – 11:15 | 5. Post-Presentation Debrief among IAP members & BREAK |
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11:15 – 11:50 | 6. Self-Certified Investor Prospectus Exemption – Future Direction | Winnie Sanjoto, Erin O'Donovan, Carlo Rossi, Stephanie Tjon and Alizeh Khorasanee |
11:50 – 12:00 | 7. Post-Presentation Debrief among IAP members | All Members |
12:00 – 12:30 | 8. LUNCH |
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12:30 – 2:00 | 9. Other Business | All Members |
| CONFIRMED 2024 IAP MEETING DATES: | |
| 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 |
| CONFIRMED 2024 IAP BI-ANNUAL MEETINGS WITH OSC BOARD: |
Tuesday, June 4, 2024 – To present the 2023 IAP Annual Report Tuesday, October 8, 2024 – To present business planning and priority setting for 2025-26 |