December 9, 2021 - Investor Advisory Panel - Agenda

Meeting Date:

Thursday, December 9, 2021 9:30 am – 3:15 pm
Location:

Video Conference
Members:

Neil Gross (Chair), Daniel Brunet, Brigitte Catellier, Supriya Kapoor, Ivy Lam, Cary List, Leslie Wood
Regrets: Cary List
Invitees:

Tyler Fleming – Director, Investor Office, OSC
Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC
Lesley Byrne – Manager, Investor Engagement and Outreach, OSC
Glenna Harris – Senior Financial Literacy Advisor, OSC
Matthew Kan - Senior Behavioural Insights Advisor, OSC
Caroline Cakebread – IAP Consultant
Ken Kivenko – President, Kenmar Associates
Laura Tamblyn Watts – President and CEO, CanAge
Jean-Paul Bureaud – Executive Director and CEO, FAIR Canada
Elizabeth Mulholland – CEO, Prosper Canada
Elodie Young, Director Impact and Innovation, Prosper Canada
Tashia Batstone – President and Chief Executive Officer, FP Canada
Craig MacLennan – Director of Policy & Government Affairs, FP Canada
David Lewis – President, BEworks Research Institute

 

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45

 1. Chair’s Report

Neil Gross

9:45 – 10:15

2. Investor Office Update

Tyler Fleming

 

10:15 – 11:15

3. Capital Markets Act

Ken Kivenko,
Laura Tamblyn Watts,
Jean-Paul Bureaud

11:15 – 12:00

4. Prosper Canada

 

Elizabeth Mulholland and
Elodie Young

 

12:00 – 1:00

5. LUNCH

 

 

1:00 – 2:00

6. FP Canada

Tashia Batstone
Craig MacLennan

2:00 – 2:45

7. BEworks Research Institute

David Lewis

2:45 – 3:05

8. Auditor General’s Report of the OSC’s 2021 Value for Money Audit

All members

3:05 – 3:15

9. Other Business

All members

 

FUTURE 2022 MEETING DATES:

Thursday, January 20, 2022
Thursday, February 17, 2022
Thursday, March 24, 2022
Thursday, April 21, 2022
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