April 11, 2024 - Investor Advisory Panel - Agenda

Meeting Date:Thursday, April 11, 2024
Meeting Time:9:30 am – 2:00 pm
Location:

In person – 17th floor Commissioner Boardroom

By video Conference – MS Teams

Members:Ilana Singer (Chair), Daniel Bach, Brigitte Catellier, Supriya Kapoor, Deborah Leckman, Parham Nasseri, Jim Sinclair, Ian Tam
Invitees:

Paola Cifelli – Acting Vice President, Investor Office, OSC

Lauren Heuser – IAP Consultant

Cullen Price - Manager, General Counsel’s Office (GCO), OSC

Robert Galea - Manager, GCO, OSC

Tara Lamacraft – Senior Legal Counsel, GCO, OSC

Namita Balgi – Legal Counsel, GCO, OSC

Merzana Martinakis - Senior Accountant, Allocations & Distributions, GCO, OSC

Adrian Molder – Senior Legal Counsel, Investor Office, OSC

Vivian Lee - Senior Legal Counsel, Investor Office, OSC       

Winnie Sanjoto – Senior Vice President, Corporate Finance, OSC

Erin O'Donovan – Manager, Corporate Finance, OSC  

Stephanie Tjon - Manager, Business Support, Economic Growth & Innovation (OEGI), OSC  

Carlo Rossi – Manager, Innovation Outreach & Engagement, OEGI, OSC

Alizeh Khorasanee - Manager, Registration, Inspections and Examinations, OSC        

 

TIME

AGENDA ITEMS

PRESENTER /DISCUSSION LEAD

9:30 – 9:45

1. Chair’s Report

Ilana Singer

9:45 – 10:00

2. OSC Update

Paola Cifelli

10:00 – 10:30 

3. Proposed OSC Rule relating to distribution of amounts paid to the OSC under disgorgement orders 

Cullen Price, Robert Galea, Tara Lamacraft, Namita Balgi, and Merzana Martinakis

10:30 – 11:00 

4. Summary of OBSI Binding Authority Consultation  

Paola Cifelli, Adrian Molder and Vivian Lee 

11:00 – 11:15 

5. Post-Presentation Debrief among IAP members & BREAK  

 

11:15 – 11:50 

6. Self-Certified Investor Prospectus Exemption – Future Direction  

Winnie Sanjoto, Erin O'Donovan, Carlo Rossi, Stephanie Tjon and Alizeh Khorasanee 

11:50 – 12:00 

7. Post-Presentation Debrief among IAP members 

All Members  

12:00 – 12:30 

8. LUNCH 

 

12:30 – 2:00

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
Thursday, June 20, 2024
 		Thursday, July 18, 2024
Thursday, September 12, 2024
Thursday, November 7, 2024
Monday, December 9, 2024
 

 

CONFIRMED 2024 IAP BI-ANNUAL MEETINGS WITH OSC BOARD:  

Tuesday, June 4, 2024 – To present the 2023 IAP Annual Report  

Tuesday, October 8, 2024 – To present business planning and priority setting for 2025-26