February 15, 2018 - Investor Advisory Panel - Agenda

Thursday, February 15, 2018, 9:30 am – 3:00 pm

Ontario Securities Commission, 20 Queen Street West
Commissioners’ Boardroom, 17th Floor

Letty Dewar (Chair), Jaqueline Allen, Larry Bates, Paul Bates, Pattie Best, Neil Gross, Malcolm Heins, Harvey Naglie, Louise Tardif

Tyler Fleming, Director, Investor Office
Denise Morris, Manager, Policy, Investor Office
Caroline Cakebread, IAP Consultant
Debra Foubert, Director, Compliance and Registrant Regulation
Kat Szybiak, Senior Legal Counsel, Compliance & Registrant Regulation
Maye Mouftah, Senior Legal Counsel, Compliance & Registrant Regulation
Erin Seed, Senior Legal Counsel, Compliance & Registrant Regulation

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45

1. Chair’s Remarks

Letty Dewar

9:45 – 10:00

2. Investor Office Update

Tyler Fleming
Lina Creta

10:00 – 11:00

3. Best Interest Update

Debra Foubert
Kat Szybiak
Maye Mouftah
Erin Seed

11:00 – 11:15

Break

11:15 – 11:35

4. Panel Discussion – Best Interest

All members

11:35 – 12:00

5. Panel Discussion – Long-term impact of fund expenses

Larry Bates

12:00 – 12:30

Lunch

12:30 – 2:45

6. Panel Discussion – Goals and priorities

All members

2:45 – 3:00

7. Other Business

FUTURE MEETINGS:

Thursday, March 15, 2018: 9:30am – 3:00pm

Thursday, April 19, 2018: 9:30am – 3:00pm

2018 MEETING DATES:

Thursday, May 17, 2018: 9:30am – 3:00pm
Thursday, June 21, 2018: 9:30am – 3:00pm
Thursday, July 19, 2018: 9:30am – 3:00pm
Thursday, August 16, 2018: 9:30am – 3:00pm

Thursday, September 13 2018: 9:30am – 3:00pm
Thursday, October 18, 2018: 9:30am – 3:00pm
Thursday, November 15, 2018: 9:30am – 3:00pm
Thursday, December 6, 2018: 9:30am – 3:00pm