November 7, 2024 - Investor Advisory Panel - Agenda
| Meeting Date: | Thursday, November 7, 2024 |
| Meeting Time: | 9:30 am – 2:00 pm |
| Location: | By video Conference – MS Teams |
| Members: | Jim Sinclair (Acting Chair), Daniel Bach, Brigitte Catellier, Supriya Kapoor, Deborah Leckman, Parham Nasseri, Ian Tam |
| Invitees: | Paola Cifelli – Acting Vice President, Investor Office, OSC Alessandra Nosko – IAP Consultant Sian Burgess – Senior Vice President, Fund Oversight, Fidelity Investments 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 Chris Jepson – Senior Legal Counsel, Trading and Markets, OSC |
| TIME | AGENDA ITEMS | PRESENTER /DISCUSSION LEAD |
9:30 – 10:00 | 1. Discussion with Fidelity – Various Issues | Sian Burgess |
10:00 – 10:15 | 2. Chair’s Report | Jim Sinclair |
10:15 – 10:30 | 3. OSC Update | Paola Cifelli |
10:30 – 11:30 | 4. Consultation Discussion on Liquidity Risk Management | Ritu Kalra, Bryana Lee, Stephen Paglia and Teodora Stoicescu |
11:30 – 11:45 | 5. Post-Presentation Debrief Among Members & BREAK | All Members |
11:45 – 12:15 | 6. Preparation for future meetings | All Member |
12:15 – 12:45 | 7. LUNCH |
|
12:45 – 1:45 | 8. Discussion with Trading and Markets | Chris Jepson |
1:45 – 2:00 | 9. Other Business | All Members |
| CONFIRMED 2024 IAP MEETING DATES: | |
| Thursday, January 18, 2024 Thursday, February 15, 2024 Friday, March 22, 2024 Thursday, April 11, 2024 Tuesday, May 14, 2024 Thursday, June 20, 2024 | Thursday, July 18, 2024 Monday, August 12, 2024 Thursday, September 12, 2024 Thursday, November 7, 2024 Monday, December 9, 2024 |