May 18, 2023

Meeting Date:	Thursday, May 18, 2023
Meeting Time:	9:30am – 2:00pm
Location:	Video Conference – MS Teams
Members:	Ilana Singer (Chair), Brigitte Catellier, Supriya Kapoor, Deborah Leckman, Cary List, Leslie Wood
Invitees:	Tyler Fleming – Director, Investor Office, OSC Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Caroline Cakebread – IAP Consultant Cristina Martin Firvida, Investor Advocate, U.S. Securities and Exchange Commission Adam Anicich – Special Advisor and Investor Engagement Manager, U.S. Securities and Exchange Commission Stacy A. Puente, Ombudsman, U.S. Securities and Exchange Commission Ken Kivenko, President, Kenmar Associates

TIME	AGENDA ITEMS	PRESENTERS
9:30 – 9:40	1. Chair’s Report	Ilana Singer
9:40 – 9:50	2. OSC Update	Tyler Fleming
9:50 – 10:35	3. a) FAIR Canada b) IRC-Related Observations	Deborah Leckman
10:35 – 10:45	4. Post-Presentation Debrief among IAP Members	All Members
10:45 – 11:00	5. BREAK
11:00 – 12:00	6. Discussion with the SEC’s Office of the Investor Advocate	Cristina Martin Firvida, Adam Anicich and Stacy A. Puente
12:00 – 12:15	7. Post-Presentation Debrief among IAP Members	All Members
12:15 – 12:45	8. LUNCH BREAK
12:45 – 1:30	9. Policy Initiatives Impacting Retail Investors	Ken Kivenko
1:30 – 1:45	10. Post-Presentation Debrief among IAP Members	All Members
1:45 – 2:00	11. Discussion among IAP Members: Annual Report OSC Dialogue	All Members

CONFIRMED 2023 IAP MEETING DATES:

Thursday, January 19, 2023 (Virtual only)

Thursday, February 9, 2023 (Virtual only)

Thursday, March 30, 2023 (Virtual only)

Thursday, April 20, 2023 (In-person)

Thursday, May 18, 2023 (Virtual only)

Thursday, June 22, 2023 (In-person)

No meeting in July

Thursday, August 17, 2023 (Virtual only)

Thursday, September 21, 2023 (Virtual only)

Thursday, October 19, 2023 (In-person)

Thursday, November 9, 2023 (Virtual only)

Thursday, December 14, 2023 (Virtual only)