August 19, 2025 - Investor Advisory Panel - Agenda

Meeting Date:Tuesday, August 19, 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), Daniel Bach, Parham Nasseri, Ian Tam, Jacqueline Sanz, Nathan Shaheen and Gail Henderson
Invitees:Theresa Ebden – Vice President, Investor Office, OSC
Paola Cifelli – Head of Policy and Initiatives, Investor Office, OSC
Alessandra Nosko – IAP Consultant
Carol Paradine – Chief Executive Officer, Canadian Public Accountability Board (CPAB)
Jeremy Justin – Vice President, External Outreach, CPAB
Meera Paleja – Head of Investor Research and Behavioural Insights, Thought Leadership (TL), OSC
Matthew Onyeaju - SVP Registration, Inspections and Examinations (RIE), OSC

 

TIMEAGENDA ITEMSPRESENTER/
DISCUSSION LEAD
9:30 – 9:45
  1. Chair’s Report
Jim Sinclair
9:45 – 10:00
  1. OSC Update
Theresa Ebden and 
Paola Cifelli
10:00 – 10:30
  1. CIFC classification system for investment funds and implications for retail investors
Ian Tam
10:30 – 11:00
  1. Discussion with Canadian Public Accountability Board
Carol Paradine and
Jeremy Justin
11:00 – 11:15
  1. Post-Presentation Debrief among members & BREAK
All Members
11:15 - 11:45
  1. Comment Letters
All Members
11:45 – 12:15
  1. LUNCH
 
12:15 – 1:00
  1. Bank-Affiliated Dealers Sales Practices Survey
Meera Paleja and
Matthew Onyeaju
1:00 – 1:30
  1. Comment Letter - OBSI Binding Authority Consultation
All Members
1:30 – 2:00
  1. 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
Tuesday, September 16, 2025
Tuesday, November 18, 2025
Thursday, December 11, 2025