July 18, 2024 - Investor Advisory Panel - Agenda
| Meeting Date: | Thursday, July 18, 2024 |
| Meeting Time: | 9:30 am – 1:45 pm |
| Location: | By video Conference – MS Teams |
| Members: | Jim Sinclair (Acting Chair), Daniel Bach, Brigitte Catellier, Supriya Kapoor, Deborah Leckman and Ian Tam |
| Invitees: | Paola Cifelli – Acting Vice President, Investor Office, OSC Alessandra Nosko – IAP Consultant Frank McBrearty – 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 | Paola Cifelli |
10:00 – 10:30 | 3. Canadian Investment Funds Standards Committee (CIFSC) – Classifying or Flagging ESG Funds | Ian Tam |
10:30 – 11:15 | 4. CSA Project to Enhance the Protection of Older and Vulnerable Investors | Paola Cifelli and |
11:15 – 11:30 | 5. Post-Presentation Debrief among IAP members & BREAK | All Members |
11:30 – 12:00 | 6. CSA Notice Regarding Coordinated Blanket Order 31-930 Exemption to allow Exempt Market Dealer Participation in Selling Groups in Offerings of Securities under a Prospectus | All Members |
12:00 – 12:30 | 7. Comment Letter: FSRA Notice and Proposed Rule re Total Cost Reporting | All Members |
12:30 – 1:00 | 8. LUNCH | |
1:00 – 1:45 | 9. Other Business | All Members |
| CONFIRMED 2024 IAP MEETING DATES: | |
| Thursday, January 18, 2024 Thursday, February 29, 2024 Friday, March 22, 2024 Thursday, April 11, 2024 Tuesday, May 14, 2024 | Thursday, June 20, 2024 Thursday, July 18, 2024 Thursday, September 12, 2024 Thursday, November 7, 2024 Monday, December 9, 2024 |