May 20, 2025 - Investor Advisory Panel - Agenda
| Meeting Date: | Tuesday, May 20, 2025 |
| Meeting Time: | 9:45 am – 2:15 pm |
| Location: | In person – 17th floor Commissioner Boardroom By video Conference – MS Teams |
| Members: | Jim Sinclair (Chair), Daniel Bach, Deborah Leckman, Parham Nasseri, Ian Tam, Rozanne Reszel and Jacqueline Sanz |
| Invitees: | Theresa Ebden – Vice President, Investor Office, OSC Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC Alessandra Nosko – IAP Consultant Bonnie Lysyk – Executive Vice-President Enforcement, Executive Office, OSC Johanna Superina – Senior Vice President, Enforcement, OSC Raj Balasubramanian - Manager, Investor Education & Outreach, Investor Office, OSC Perry Quinton - Senior Advisor, Investor Experience, Investor Office, OSC Glenna Harris - Senior Financial Literacy Advisor, Investor Office, OSC Victoria Ng - Senior Advisor, Investor Research, Thought Leadership, OSC Vivian Lee - Senior Legal Counsel, Investor Office, OSC Frank McBrearty – Senior Legal Counsel, Investor Office, OSC |
TIME | AGENDA ITEMS | PRESENTER /DISCUSSION LEAD |
9:45 – 10:00 | 1. Chair’s Report | Jim Sinclair |
10:00 – 10:45 | 2. Approaches to Enforcement | Bonnie Lysyk and |
10:45 – 11:00 | 3. OSC Update | Theresa Ebden and Paola Cifelli |
11:00 – 11:30 | 4. Investor Office - Education and Outreach Update | Theresa Ebden and Raj Balasubramanian |
11:30 – 11:45 | 5. Post-Presentation Debrief among members & BREAK | All Members |
11:45 - 12:15 | 6. Framework for Assessing Investor Challenges and Opportunities | Theresa Ebden, Perry Quinton, Vivian Lee, Victoria Ng and Glenna Harris |
12:15 – 12:45 | 7. LUNCH | |
12:45 – 1:30 | 8. OBSI Binding Authority Project | Paola Cifelli, Vivian Lee and Frank McBrearty |
1:30 – 2:15 | 9. Comment Letters and 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 Thursday, September 23, 2025 Tuesday, November 18, 2025 Thursday, December 11, 2025 |