May 19, 2022 - Investor Advisory Panel - Agenda
| Meeting Date: |
Thursday, May 19, 2022 |
| Meeting Time: | 9:30 am – 2:15 pm |
| Location: |
Video Conference |
| Members: |
Neil Gross (Chair), Daniel Brunet, Brigitte Catellier, 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 Caroline Cakebread – IAP Consultant Debra Foubert – Director, Compliance and Registrant Regulation (CRR), OSC Felicia Tedesco – Deputy Director, Operations, CRR, OSC Marian Passmore – Senior Advisor, Investor Experience, Investor Office, OSC Matthew Kan – Senior Behavioural Insights Advisor, Investor Office, OSC |
|
TIME |
AGENDA ITEMS |
PRESENTERS |
|
9:30 – 9:45 |
1. Chair’s Report |
Neil Gross |
|
9:45 – 10:00 |
2. OSC Update |
Tyler Fleming |
| 10:00 – 10:30 | 3. Use of “finfluencers” |
Tyler Fleming, Debra Foubert and Felicia Tedesco |
|
10:30 – 11:15 |
4. Research project |
All Members |
| 11:15 – 12:00 | 5. IAP Theme Workshop - Crypto | All Members |
|
12:00 – 12:30 |
6. Lunch |
All Members |
|
12:30 – 1:00 |
7. CSA consultation on New SRO – comments due June 27th |
All Members |
| 1:00 – 1:30 | 8. CSA consultation on Access Equals Delivery - comments due July 6th |
All Members |
| 1:30 – 2:00 | 9. CSA and CCIR joint consultation on Total Cost Reporting - comments due July 27th | All Members |
| 2:00 – 2:15 | 10. Other Business | All members |
|
FUTURE 2022 MEETING DATES: |
|
|
Thursday, June 16, 2022 |
Thursday, October 20, 2022 |