April 21, 2022 - Investor Advisory Panel - Agenda

Meeting Date:

Thursday, April 21, 2022

Meeting Time: 9:30 am – 3:00 pm 
Location:

Video Conference

Members:

Neil Gross (Chair), Daniel Brunet, Brigitte Catellier, Supriya Kapoor, Ivy Lam,  

Jim Sinclair, Leslie Wood 

Invitees:

Tyler Fleming – Director, Investor Office, OSC  

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

Caroline Cakebread – IAP Consultant 

Marian Passmore - Senior Advisor, Investor Experience, OSC 

Matthew Kan - Senior Behavioural Insights Advisor, OSC 

Raymond Chan – Director, Investment Funds and Structured Products (IFSP), OSC 

Stephen Paglia – Manager, IFSP, OSC 

Irene Lee – Senior Legal Counsel, IFSP, OSC 

Michael Tang - Senior Legal Counsel, IFSP, OSC 

 

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45

1. Chair’s Report

Neil Gross

9:45 – 10:00

2. Investor Office Update

Tyler Fleming

10:00 – 10:30 

3.  Research Proposal 
(see attachment) 

Ivy Lam 

10:30 – 11:15  

4. IFSP – Regulatory Policy Update 
(see attachment) 

Raymond Chan,  
Stephen Paglia, Irene Lee  
and Michael Tang  

11:15 – 12:00  5. Crypto Adoption in Canada
(see five attachments) 
All Members

12:00 – 12:30  

6. Lunch

All Members

12:30 – 2:00  

7. IAP Theme Workshop 

All Members

2:00 – 2:45  8. Preparation for IAP Meeting with Commissioners 

All Members

2:45 – 3:00  9. Other Business All members

 

FUTURE 2022 MEETING DATES:

Thursday, May 19, 2022
Thursday, June 23, 2022
Thursday, July 21, 2022
Thursday, August 18, 2022

Thursday, September 15, 2022
Thursday, October 20, 2022
Thursday, November 10, 2022
Thursday, December 8, 2022