April 20, 2023 - Investor Advisory Panel - Agenda

Meeting Date: Thursday, April 20, 2023
Meeting Time: 9:15am – 2:00pm 
Location:

Commissioner Boardroom on the 17th Floor, OSC Offices   

Video Conference – MS Teams 
Members:

Ilana Singer (Chair), Brigitte Catellier, Supriya Kapoor, Deborah Leckman 

Cary List, Parham Nasseri, Jim Sinclair, Leslie Wood  
Invitees:

Tyler Fleming – Director, Investor Office, OSC  

Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC 

Leslie Byberg – Executive Director, OSC  

Chris Jepson – Senior Legal Counsel, Compliance and Registrant Regulation, OSC 

Caroline Cakebread – IAP Consultant 

Tashia Batstone – President and Chief Executive Officer, FP Canada 

Jonathan Davey – Vice President, Indigenous Financial Services, Scotiabank 

 

TIME

AGENDA ITEMS

PRESENTERS

9:15 – 9:50

1. Total Cost Reporting 

Chris Jepson 

9:50 – 10:50 

 2. Discussion with FP Canada  

Tashia Batstone 

10:50 – 11:00

 3. BREAK 

 

11:00 – 11:45 

 4. Indigenous Perspectives on Investing 

Jonathan Davey 

11:45 – 12:00 

 5. OSC Updates 

Tyler Fleming 
12:00 – 12:45  6. IAP Chair’s Update and Discussion among IAP Members, including regarding: 
  • Debrief from March 30 IAP Meeting 
  • Discussion about Future Topics, Speakers, Comment Letters and Papers 

Ilana Singer 

12:45 – 1:15 

 7. LUNCH BREAK 

 

1:15 – 2:00 

 8. a) FAIR Canada 

b) IRC-Related Observations 

Deborah Leckman 

 

CONFIRMED 2023 IAP MEETING DATES:  

Thursday, January 19, 2023 (Virtual only) 

Thursday, February 9, 2023 (Virtual only) 

Thursday, March 30, 2023 (Virtual only) 

Thursday, April    20, 2023 (In-person) 

Thursday, May 18, 2023 (Virtual only) 

Thursday, June    22, 2023 (In-person) 

No meeting in July

Thursday, August 17, 2023 (Virtual only)

Thursday, September 21, 2023 (Virtual only)

Thursday, October 19, 2023 (In-person)

Thursday, November 9, 2023 (Virtual only)

Thursday, December 14, 2023 (Virtual only)