August 20, 2020 - Investor Advisory Panel - Agenda

INVESTOR ADVISORY PANEL
MEETING AGENDA

Meeting Date:  

Thursday, August 20, 2020 9:30 am – 3:00 pm
 
Location:  

Video Conference
 
Members:  

Neil Gross (Chair), Jacqueline Allen, Daniel Brunet, Patti Best, Serge Kalloghlian, Harvey Naglie, Ilana Singer, Leslie Wood
 
Invitees:  

Tyler Fleming – Director, Investor Office, OSC
Caroline Cakebread – IAP Consultant
Leslie Byberg – Executive Director, OSC
Irene Lee – Senior Legal Counsel, Investment Funds & Structured Products, OSC
Stephen Paglia – Manager, Investment Funds & Structured Products, OSC
Bruce Ferman – Chief Operating Officer, BMO Private Wealth Canada, BMO Financial Group
Silvio Stroescu – President, BMO InvestorLine, BMO Financial Group
Marian Passmore – Senior Advisor, Investor Experience, Investor Office, OSC
Michael Tracey – Senior Advisor, Behavioural Insights, Investor Office, OSC
 

 

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45
  1. Chair’s Report

Neil Gross

9:45 – 10:00
  1. Investor Office Update

Tyler Fleming

10:00 – 10:30
  1. IAP Succession Planning and Skills Matrix

Leslie Byberg

10:30 – 11:00
  1. Discussion: CMM Taskforce Report

All members

11:00 – 12:00
  1. CSA Mutual Fund Fees Committee re: Ban on Trailing Commissions (see attachments)

Irene Lee
Stephen Paglia

12:00 – 12:30
  1. LUNCH

 

12:30 – 1:30
  1. Horizon Project – BMO

Bruce Ferman
Silvio Stroescu

1:30 – 2:30
  1. Investor Office Research Update (see attachments)

Marian Passmore
Michael Tracey

2:30 – 3:00
  1. Other Business

All members

 

 

 

     

 

 

   

FUTURE 2020 MEETING DATES:

Thursday, September 17, 2020    9:30 – 3:00 pm
Thursday, October 15, 2020    9:30 – 3:00 pm

Thursday, November 26, 2020    9:30 – 3:00 pm
Thursday, December 10, 2020    9:30 – 3:00 pm