March 22, 2024 - Investor Advisory Panel - Agenda
| Meeting Date: | Friday, March 22, 2024 |
| Meeting Time: | 9:30 am – 2:00 pm |
| Location: | By video Conference – MS Teams |
| Members: | Ilana Singer (Chair), Daniel Bach, Supriya Kapoor, Deborah Leckman, Jim Sinclair, Ian Tam |
| Invitees: | Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Lauren Heuser – IAP Consultant Raymond Chan – Director, Investment Funds & Structured Products (IFSP), OSC Stephen Paglia - Manager, IFSP, OSC Pei-Ching Huang – Senior Legal Counsel, IFSP, OSC Dimitri Bollegala – Legal Counsel, IFSP, OSC Jason Koskela – Director, Office of Mergers and Acquisitions (OMA), OSC Jordan Lavi – Senior Legal Counsel, OMA, OSC Trevor Fairlie - Legal Counsel, OMA, OSC Brian Pasalich – Chief Executive Officer and Co-Founder, Behave Technologies |
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 – 10:45 | 3. Long-Term Investment Funds Project | Raymond Chan, Stephen Paglia, Pei-Ching Huang and Dimitri Bollegala |
10:45 – 11:05 | 4. Post-Presentation Debrief among IAP members & Break | All Members |
11:05 – 11:35 | 5. Discussion with OMA | Jason Koskela, Jordan Lavi and Trevor Fairlie |
11:35 – 12:15 | 6. 2023 Annual Report | All Members |
12:15 – 12:45 | 7. LUNCH |
|
12:45 – 1:15 | 8. Discussion with Behave Technologies | Brian Pasalich |
1:15 – 1:30 | 9. Post-Presentation Debrief among IAP members | All Members |
1:30 – 2:00 | 10. Comment Letter: CSA proposal re Crypto Investments | All Members |
| CONFIRMED 2024 IAP MEETING DATES: (Hybrid) | |
| 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 |