November 10, 2022- Investor Advisory Panel - Agenda

Meeting Date: Thursday, November 10, 2022
Meeting Time: 9:30 am – 3:00 pm
Location: Video Conference
Members:

Ilana Singer (Chair), Daniel Brunet, Brigitte Catellier, Supriya Kapoor, Ivy Lam,   Cary List, Parham Nasseri, Jim Sinclair and Leslie Wood  

Invitees:

Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC 

Marian Passmore – Senior Advisor, Policy, Investor Office, OSC 

Caroline Cakebread – IAP Consultant 

Raymond Chan – Director, IFSP, OSC 

Stephen Paglia – Manager, IFSP, OSC 

Bryana Lee – Senior Legal Counsel, Investment Funds and Structured Products (IFSP), OSC 

Sean Costen - Legal Counsel, IFSP, OSC 

Ritu Kalra – Senior Accountant, IFSP, OSC 

Sovener Yu – Senior Accountant, IFSP, OSC 

Sharon S Hamilton - Partner & Senior Vice-President, Ernst & Young Inc. 

Susan Greenglass – Director, Market Regulation, OSC  

Michelle Alexander – Manager, Market Regulation, OSC 

Heather Cohen – Senior Legal Counsel, Market Regulation, OSC 

Alina Bazavan – Market Specialist, Market Regulation, OSC

 

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45 1. Chair’s Report

Ilana Singer 

9:45 – 10:00 2. OSC Update Paola Cifelli 
10:00 – 10:20  3. Update on Review of ESG-Related Investment Fund Disclosure. 

Raymond Chan, Stephen Paglia, Bryana Lee, Ritu Kalra, Sovener Yu, and Sean Costen 

10:20 – 11:00   4. Artificial Intelligence and Machine Learning 

All Members 

11:00 – 11:15  5. Break  
11:15 – 12:00  6. OSC Self-Certified Investor Prospectus Exemption Pilot  All Members 
12:00 – 12:30  7. Lunch  
12:30 – 1:30  8. Crypto and Quadriga from a Bankruptcy Trustee Perspective  Sharon Hamilton 
1:30 – 2:00  9. Debrief and Next Steps arising from October 12 meeting with OSC Board   All Members 
2:00 – 2:45  10. Forthcoming CSA Consultation - Access to Real Time Market Data  Susan Greenglass, Michelle Alexander, Heather Cohen and Alina Bazavan 
2:45 – 3:00 11. Other Business All members

 

FUTURE 2022 MEETING DATE:

Thursday, December 8, 2022

 

CONFIRMED 2023 MEETING DATES:  

Thursday, January 19, 2023 (Hybrid) 

Thursday, February 9, 2023 (Virtual only) 

Thursday, March 30, 2023 (Virtual only) 

Thursday, April    20, 2023 (Hybrid) 

Thursday, May 18, 2023 (Virtual only) 

Thursday, June    22, 2023 (Hybrid) 

No meeting in July 

Thursday, August 17, 2023 (Virtual only) 

Thursday, September 21, 2023 (Virtual only) 

Thursday, October 19, 2023 (Hybrid) 

Thursday, November 9, 2023 (Virtual only) 

Thursday, December 14, 2023 (Virtual only)