February 18, 2025 - Investor Advisory Panel - Agenda

Meeting Date:Tuesday, February 18, 2025
Meeting Time:9:30 am – 2:00 pm
Location:By video Conference – MS Teams
Members:Jim Sinclair (Chair), Daniel Bach, Brigitte Catellier, Supriya Kapoor, Deborah Leckman, Parham Nasseri, Ian Tam
Invitees:Theresa Ebden – Vice President, Investor Office, OSC
Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC
Perry Quinton – Manager, Investor Education & Outreach, Investor Office, OSC 
Alessandra Nosko – IAP Consultant
Stephen Paglia – Manager, Investment Management, OSC
Ritu Kalra – Senior Accountant, Investment Management, OSC
Bryana Lee – Senior Legal Counsel, Investment Management, OSC
Teodora Stoicescu - Articling Student, Investment Management, OSC
Frank McBrearty – Senior Legal Counsel, Investor Office, OSC
Vivian Lee - Senior Legal Counsel, Investor Office, OSC

 

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 – 11:00

3. Liquidity Risk Management Consultation

Stephen Paglia, Bryana Lee, Teodora Stoicescu and 
Ritu Kalra

11:00 – 11:30

4. OBSI Binding Authority Project

Paola Cifelli, 
Frank McBrearty and Vivian Lee

11:30 – 12:00

5. Comment Letters

All Members

12:00 – 12:45

6. LUNCH

 

 

12:45 – 1:30

7. 2024 IAP Annual Report

 All Members

1:30 – 2:00

8. Investor Office Update

Theresa Ebden, Paola Cifelli
and Perry Quinton 

 

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