June 18, 2025 - Investor Advisory Panel - Agenda
| Meeting Date: | Wednesday, June 18, 2025 |
| Meeting Time: | 9:30 am – 2:00 pm |
| Location: | In person – 17th floor Commissioner Boardroom By video Conference – MS Teams |
| Members: | Jim Sinclair (Chair), Deborah Leckman, Ian Tam, Rozanne Reszel and Jacqueline Sanz |
| Invitees: | Theresa Ebden – Vice President, Investor Office, OSC Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Alessandra Nosko – IAP Consultant Meera Paleja - Head of Investor Research and Behavioural Insights, TL, OSC Matthew Kan - Senior Advisor, Behavioural Insights, TL, OSC Raymond Chan – Senior Vice President, Investment Management (IM), OSC Stephen Paglia – Vice President, IM, OSC Michael Tang – Senior Legal Counsel, IM, OSC Amanda Ramkissoon – Senior Regulatory Advisor, Legal, Economic Growth and Innovation (EGI), OSC Cullen Price - Associate General Counsel, Litigation and Strategic Priorities, General Counsel Department (GCD), OSC |
TIME | AGENDA ITEMS | PRESENTER /DISCUSSION LEAD |
9:30 – 9:45 | 1. Chair’s Report | Jim Sinclair |
9:45 – 10:00 | 2. OSC Update | Theresa Ebden and Paola Cifell |
10:00 – 10:45 | 3. In Camera Discussion | All Members |
10:45 – 11:15 | 4. Social media and Retail Investing: The Rise of Finfluencers – Review of Research | Meera Paleja and Matthew Kan |
11:15 – 11:30 | 5. Post-Presentation Debrief among members & BREAK | All Members |
11:30 - 12:30 | 6. a) OSC Staff Notice 81-738 Next Steps Following OSC Consultation Paper 81-737 Opportunity to Improve Retail Investor Access to Long-Term Assets through Investment Fund Product Structures b) Access Instead of Delivery for Investment Funds | Stephen Paglia, Amanda Ramkissoon, Michael Tang and Raymond Chan |
12:30 – 1:00 | 7. LUNCH | |
1:00 – 1:30 | 8. OSC Action Plan for Truth and Reconciliation | Cullen Price |
1:30 – 2:00 | 9. Comment Letters and Other Business | All Members |
| CONFIRMED 2025 IAP MEETING DATES: | |
| Tuesday, January 21, 2025 Tuesday, February 18, 2025 Monday, March 24, 2025 Tuesday, April 15, 2025 Tuesday, May 20, 2025 Wednesday, June 18, 2025 | Wednesday, July 16, 2025 Tuesday, August 19, 2025 Thursday, September 23, 2025 Tuesday, November 18, 2025 Thursday, December 11, 2025 |
| CONFIRMED 2025 IAP BI-ANNUAL MEETINGS WITH OSC BOARD: |
Wednesday, May 7, 2025 – To present the 2024 IAP Annual Report Thursday, October 16, 2025 – To inform business planning and priority setting for 2026-27 |