June 20, 2024 - Investor Advisory Panel - Agenda
| Meeting Date: | Thursday, June 20, 2024 |
| Meeting Time: | 9:30 am – 12:00 pm |
| Location: | By video Conference – MS Teams |
| Members: | Jim Sinclair (Acting Chair), Daniel Bach, Brigitte Catellier, Supriya Kapoor, Deborah Leckman, Parham Nasseri |
| Invitees: | Paola Cifelli – Acting Vice President, Investor Office, OSC Lauren Heuser – IAP Consultant Raymond Chan – Senior Vice President, Investment Management (IM), OSC Stephen Paglia - Manager, Investment Funds & Structured Products, IM, OSC Pei-Ching Huang – Senior Legal Counsel, IM, OSC Bryana Lee - Senior Legal Counsel, IM, OSC Sean Costen – Legal Counsel, IM, OSC Kevin Yang - Manager, Research and Analytics, Thought Leadership (TL), OSC Thanh-Hai Ta, Data Analytics Specialist, TL, OSC Marcos Jaen Cortes, Research Analyst, TL, OSC |
TIME | AGENDA ITEMS | PRESENTER /DISCUSSION LEAD |
9:30 – 9:40 | 1. Chair’s Report | Jim Sinclair |
9:40 – 9:50 | 2. OSC Update | Paola Cifelli |
9:50 – 10:20 | 3. CSA Review of ETF market and proposals for a consultation paper | Raymond Chan, Stephen Paglia, Pei-Ching Huang, Kevin Yang, Marcos Jaen Cortes and Thanh-Hai Ta |
10:20 – 10:45 | 4. Updated Guidance on ESG-Related Investment Fund Disclosure | Raymond Chan, Stephen Paglia, Bryana Lee and Sean Costen |
10:45 – 10:50 | 5. BREAK | |
10:50 – 11:20 | 6. Non-Disclosure Agreements in the Capital Markets | Daniel Bach |
11:20 – 12:00 | 7. 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 Tuesday, May 14, 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 |