January 20, 2022 - Investor Advisory Panel - Agenda

Meeting Date:

Thursday, January 20, 2022   9:30 am – 3:15 pm

Location:

Video Conference

Members:

Neil Gross (Chair), Daniel Brunet, Brigitte Catellier, Serge Kalloghlian, Supriya Kapoor, Ivy Lam, Cary List, Jim Sinclair, Leslie Wood

Invitees:

Tyler Fleming – Director, Investor Office, OSC  

Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC 

Grant Vingoe – Chair and CEO, OSC 

Sonny Randhawa – Executive Director, OSC 

Caroline Cakebread – IAP Consultant 

Poonam Puri – Independent Evaluator, 2021 OBSI Independent Evaluation 

Louis Morisset – CSA Chair and President & Chief Executive Officer, Autorité des marchés financiers 

Laura Belloni - Secretary General, Canadian Securities Administrators 

Regrets:

Dina Milivojevic – Independent Evaluator, 2021 OBSI Independent Evaluation 

Anthony Quinn - Chief Community & Benefits Officer, CARP 

 

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45

1. Chair’s Report

Neil Gross

9:45 – 10:00

2. Investor Office Update

Tyler Fleming

10:00 – 10:45

3. Capital Markets Act Proposal

All Members

10:45 – 11:30

4. CSA Investor Advisory Panel Proposal
(see attachments) 

All Members

11:30 – 12:00

5. LUNCH

 

 

12:00 – 1:00 

6. OBSI Independent Evaluation
(see attachments)

Poonam Puri and
Dina Milivojevic 

1:00 – 2:00

7. BREAK

 

2:00 – 3:00

8. CSA Investor Advisory Panel Proposal
(Grant Vingoe and Sonny Randhawa will join this segment

Louis Morisset
Laura Belloni

3:00 – 3:15

9. Other Business

All members

 

FUTURE 2022 MEETING DATES:

Thursday, February 17, 2022
Thursday, March 24, 2022
Thursday, April 21, 2022
Thursday, May 19, 2022
Thursday, June 23, 2022
Thursday, July 21, 2022

Thursday, August 18, 2022
Thursday, September 15, 2022
Thursday, October 20, 2022
Thursday, November 10, 2022
Thursday, December 8, 2022