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February 9, 2023 - Investor Advisory Panel - Agenda
| Meeting Date: | Thursday, February 9, 2023 |
| Meeting Time: | 9:30 am – 1:30 pm |
| Location: | Video Conference |
| Members: |
Ilana Singer (Chair), Brigitte Catellier, Supriya Kapoor, Ivy Lam, Deborah Leckman, Cary List, Parham Nasseri, Jim Sinclair, Leslie Wood |
| Invitees: |
Tyler Fleming – Director, Investor Office, OSC Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Meera Paleja - Program Head, Investor Research and Behavioural Insights, Investor Office, OSC Marian Passmore – Senior Advisor, Policy, Investor Office, OSC Matthew Kan - Senior Behavioural Insights Advisor, Investor Office, OSC Caroline Cakebread – IAP Consultant Sarah Bradley – Ombudsman and CEO, Ombudsman for Banking Services and Investments (OBSI) Mark Wright - Director of Communications & Stakeholder Relations, OBSI |
|
TIME |
AGENDA ITEMS |
PRESENTERS |
|
9:30 – 9:40 |
1. Chair’s Report |
Ilana Singer |
|
9:40 – 9:50 |
2. OSC Update |
Tyler Fleming |
|
9:50 – 10:50 |
3. Dialogue with the Ombudsman for Banking Services and Investments |
Sarah Bradley and Mark Wright |
|
10:50 – 11:00 |
4. BREAK |
|
|
11:00 – 11:30 |
5. Research Study: Crypto Assets 2022 |
Marian Passmore and Matthew Kan |
| 11:30 – 12:15 | 6. Debrief from January 19, 2023 Presentations |
All Members |
|
12:15 – 12:45 |
7. BREAK |
|
|
12:45 – 1:30 |
8. Update re: Upcoming Comment Letters, Annual Report, and March 28 Meeting with the Board |
All Members, |
|
CONFIRMED 2023 MEETING DATES: |
|
|
Thursday, January 19, 2023 (Virtual only) Thursday, February 9, 2023 (Virtual only) Thursday, March 30, 2023 (Virtual only) Thursday, April 20, 2023 (In-person) Thursday, May 18, 2023 (Virtual only) Thursday, June 22, 2023 (In-person) |
No meeting in July Thursday, August 17, 2023 (Virtual only) Thursday, September 21, 2023 (Virtual only) Thursday, October 19, 2023 (In-person) Thursday, November 9, 2023 (Virtual only) Thursday, December 14, 2023 (Virtual only) |