March 24, 2022 - Investor Advisory Panel - Agenda

Meeting Date:

Thursday, March 24, 2022

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

Video Conference

Members:

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

Paul Bourque – President and CEO, Investment Funds Institute of Canada (IFIC) 

Carolyn Quick - Vice President, Communications & Public Affairs, IFIC 

Glen Padassery – Executive Vice President, Policy and Chief Consumer Officer,
   Financial Services Regulatory Authority of Ontario (FSRA) 

David Bartucci – Director, Policy – Consumer Office, FSRA 

Laura Tamblyn Watts – Chair, FSRA Consumer Advisory Panel (CAP) 

Anthony Quinn – Chief Community & Benefits Officer, CARP  

Catherine McCall, Executive Director, Canadian Coalition for Good Governance (CCGG)  

Sarah Neville, Director of Policy Development, CCGG 

 

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 – 11:00 

3. IFIC update  
(see attachment) 

Paul Bourque 
Carolyn Quick  

11:00 – 12:00  

4. FSRA and CAP update  
(see attachment) 

Glen Padassery
David Bartucci
Laura Tamblyn Watts 

12:00 – 12:45  

5. Lunch

All Members

12:45 – 1:45 

6. CARP’s viewpoints and initiatives in the area of financial regulation 

Anthony Quinn 

1:45 – 2:45  7. Canadian Coalition for Good Governance 
(see attachment) 

Catherine McCall 
Sarah Neville 

2:45 – 3:00  8. Other Business All members

 

FUTURE 2022 MEETING DATES:

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