July 16, 2020 - Investor Advisory Panel - Agenda

Thursday, July 16, 2020 9:30 am - 3:30 pm

Video Conference

Neil Gross (Chair), Jacqueline Allen, Daniel Brunet, Patti Best, Serge Kalloghlian,
Harvey Naglie, Ilana Singer, Leslie Wood

Caroline Cakebread - IAP Consultant
Susan Greenglass - Director, Market Regulation, OSC
Joseph Della Manna - Manager, Market Regulation, OSC
Doug MacKay - Manager, Market and SRO Oversight, BCSC
 Judith Robertson - Commissioner, Financial Consumer Agency of Canada
Frank Lofranco - Deputy Commissioner, Supervision and Enforcement, Financial Consumer Agency of Canada
Charles Gibney - Senior Research & Policy Officer, Financial Consumer Agency of Canada
Marilyn Leblanc - Secretariat, Financial Consumer Agency of Canada
Namita Balgi - Policy Advisor, Investor Office, OSC
Jennifer Lee-Michaels - Senior Advisor, Investor Office, OSC
Jennifer Publicover - SVP, Product & Strategy Wealth Management, RBC
Andy Agathangelou - Founder, Transparency Task Force

TIME

AGENDA ITEMS

PRESENTERS

9:30 - 10:00

1. Chair’s Report

Neil Gross

10:00 - 11:00

2. SRO Framework Review

Susan Greenglass
Joseph Della Manna
Doug MacKay

11:00 - 12:00

3. FCAC’s Activities and Priorities

Judith Robertson
Frank Lofranco
Charles Gibney

12:00 - 12:30

4. CMM Task Force Report and IAP Projects

All members

12:30 - 1:00

5. LUNCH

1:00 - 2:00

6. Royal Bank of Canada re: Horizon Project

Jennifer Publicover

2:00 - 3:00

7. Transparency Task Force

Andy Agathangelou

3:00 - 3:15

8. Other Business

All members

Thursday, August 20, 2020    9:30 - 3:00 pm
Thursday, September 17, 2020    9:30 - 3:00 pm
Thursday, October 15, 2020    9:30 - 3:00 pm

Thursday, November 26, 2020    9:30 - 3:00 pm
Thursday, December 10, 2020    9:30 - 3:00 pm