October 20, 2022- Investor Advisory Panel - Agenda

Meeting Date: Thursday, October 20, 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, Ilana Singer, Leslie Wood 

Invitees:

Tyler Fleming – Director, Investor Office, OSC  

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

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

Matthew Kan - Senior Behavioural Insights Advisor, Investor Office, OSC 

Caroline Cakebread – IAP Consultant 

Dilys D’Cruz - Vice President and Head of Wealth Management, Meridian Credit Union 

Jessica Keus - Investment Advisor, Wellington-Altus Private Wealth 

Tierney Mimeault - Analysis Vice President, Research, PMG Intelligence 

Naizam Kanji - General Counsel, OSC 

Jason Koskela - Director, Office of Mergers and Acquisitions, OSC 

Adeline Lee - Senior Legal Counsel, Office of Mergers and Acquisitions, OSC 

Rob Binnington - Chief Operating Officer, Binance 

Stasha Ninkovic - Director of Operations and Product Development, Binance 

Carlo Rossi - Manager, Innovation Outreach & Engagement, Office of Economic Growth and Innovation, OSC 

Stephanie Tjon – Manager, Business Support, Office of Economic Growth and Innovation, OSC 

Laura Lavalley – Senior Business Advisor, Office of Economic Growth and Innovation, OSC 

Margaux Malkina – Regulatory Advisor, Office of Economic Growth and Innovation, OSC 

Brian Pasalich – Chief Executive Officer and Co-Founder, Syntoniq Inc. 

Prasad Ramani – Chief Product Officer and Co-Founder, Syntoniq Inc. 

 

TIME

AGENDA ITEMS

PRESENTERS

9:30 – 9:45 1. Chair’s Report

Neil Gross

9:45 – 10:00 2. OSC Update Tyler Fleming
10:00 – 11:30  3. IAP Theme Forum: Women and Investing 

Dilys D’Cruz, Jessica Keus, 
and Tierney Mimeault 

11:30 – 12:00 4. Proxy Advisory Firms 

Naizam Kanji, Jason Koskela  
and Adeline Lee 

12:00 – 12:30  Lunch  
12:30 – 1:15  6. Emerging Disruptive Influences Potentially Impacting Investor Protection
(In camera discussion) 
Rob Binnington and Stasha Ninkovic 
1:15 – 1:30   7. Update on OSC TestLab  Carlo Rossi, Stephanie Tjon, Laura Lavalley and Margaux Malkina 
1:30 – 2:00  8. Syntoniq Inc.  Brian Pasalich and Prasad Ramani
2:00 – 2:45  9. IAP Continuity  All Members 
2:45 – 3:00 10. Other Business All members

 

FUTURE 2022 MEETING DATES:

Thursday, November 10, 2022

Thursday, December 8, 2022