March 24, 2025 - Investor Advisory Panel - Agenda
| Meeting Date: | Monday, March 24, 2025 |
| Meeting Time: | 9:30 am – 2:00 pm |
| Location: | By video Conference – MS Teams |
| Members: | Jim Sinclair (Chair), Daniel Bach, Brigitte Catellier, Deborah Leckman, Parham Nasseri, Ian Tam |
| Invitees: | Theresa Ebden – Vice President, Investor Office, OSC Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Alessandra Nosko – IAP Consultant Shirine (Nazshirin) Haghjou – IPC Student Caseworker, Osgoode Investor Protection Clinic Lina Kohandani – IPC Student Caseworker, Osgoode Investor Protection Clinic Sarah Bradley – Ombudsman and CEO, Ombudsman for Banking Services and Investments (OBSI) Mark Wright - Director of Communications & Stakeholder Relations, OBSI |
TIME | AGENDA ITEMS | PRESENTER /DISCUSSION LEAD |
9:30 – 9:45 | 1. Chair’s Report | Jim Sinclair |
9:45 – 10:00 | 2. OSC Update | Theresa Ebden and Paola Cifelli |
10:00 – 10:30 | 3. Investor Protection Implications of the Poonian v. British Columbia (Securities Commission) SCC decision. | Shirine (Nazshirin) Haghjou and Lina Kohandani |
10:30 – 11:30 | 4. Discussion with OBSI | Sarah Bradley and Mark Wright |
11:30 – 11:45 | 5. Post-Presentation Debrief among members & BREAK | All Members |
11:45 – 12:15 | 6. Comment Letters |
All Members |
12:15 – 12:45 | 7. LUNCH |
|
12:45 – 1:15 | 8. Private Debt Markets and the Implications of Bridging Finance | All Members |
1:15 – 2:00 | 9. Other Business a. 2024 IAP Annual Report |
| CONFIRMED 2025 IAP MEETING DATES: | |
| Tuesday, January 21, 2025 Tuesday, February 18, 2025 Wednesday, March 19, 2025 Tuesday, April 15, 2025 Tuesday, May 20, 2025 Wednesday, June 18, 2025 | Wednesday, July 16, 2025 Tuesday, August 19, 2025 Tuesday, September 16, 2025 Tuesday, October 21, 2025 Tuesday, November 18, 2025 Thursday, December 11, 2025 |