February 20, 2014 - Investor Advisory Panel - Agenda
INVESTOR ADVISORY PANEL
MEETING AGENDA
| Meeting Date: | Thursday February 20, 2014, 9:30 am – 1:00 pm | |
| Location: | Ontario Securities Commission, 20 Queen Street West Commissioners’ Boardroom, 17th floor | |
| Members: | Jane Ambachtsheer, Paul Bates, Connie Craddock (Chair), Harold Geller, Alan Goldhar, Ken Kivenko, Alison Knight, Cary List, Ursula Menke | |
| Invitees: |
John DeGoey, Vice President, Associate Portfolio Manager, BBSL |
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| TIME | AGENDA ITEMS | PRESENTERS |
9:30 – 10:00 |
1. Discussion with Vice President, Associate Portfolio Manager, BBSL (materials distributed) |
John DeGoey |
10:00 – 10:45 |
2. Mutual Funds |
Keith Ambachtsheer |
10:45 – 11:30 |
3. Discussion of mutual fund issues |
All Members |
11:30 – 11:45 |
4. Draft response to proposal on Fund Facts Risk Methodology |
All Members |
| 11:30 | Lunch Delivered | |
11:45 – 12:45 |
5. Discussion of Investor Education |
Ursula Menke |
12:45 – 1:00 |
6. Office of the Investor Update |
Eleanor Farrell |
1:00 |
7. March meeting agenda review |
All Members |
| FUTURE MEETINGS: | ||
| Thursday, March 20, 2014 – 9:30 am to 12:30 pm Thursday, April 17, 2014 – 9:30 am – 12:30 pm Thursday, May 15, 2014 – 9:30 am – 12:30 pm Thursday, June 19, 2014 – 9:30 am –1 2:30 pm Thursday, July 17, 2014 – 9:30 am – 12:30 pm |
Thursday, August 21, 2014 – 9:30 am – 12:30 pm Thursday, September 18, 2014 – 9:30 am – 12:30 pm Thursday, October 16, 2014 – 9:30 am – 12:30 pm Thursday, November 20, 2014 – 9:30 am – 12:30 pm Thursday, December 18, 2014 – 9:30 am – 12:30 pm |
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