June 20, 2019 - Investor Advisory Panel - Agenda

June 20, 2019

Meeting Date:		Thursday, June 20, 2019, 9:30 am – 3:00 pm

Location:		Ontario Securities Commission, 20 Queen Street West Commissioners’ Boardroom, 17th Floor

Members:		Neil Gross (Chair), Jaqueline Allen, Paul Bates, Daniel Brunet, Patti Best, Malcolm Heins, Harvey Naglie, Ilana Singer

Invitees:		Tyler Fleming, Director, Investor Office Daniella Laise, Manager, Policy, Investor Office Margaret Gunawan, Managing Director, Head of Canada Legal & Compliance, BlackRock Naizam Kanji, Director, Office of Mergers & Acquisitions David Surat, Senior Legal Counsel, Corporate Finance Winnie Sanjoto, Manager, Corporate Finance Raymond Chan, Director, Investment Funds and Structured Products Viraf Nania, Senior Accountant, Investment Funds & Structured Products Andrea Maggisano, Senior Advisor, Investor Office Caroline Cakebread, IAP Consultant

TIME	AGENDA ITEMS	PRESENTERS
9:30 – 9:45	1. Chair’s Report	Neil Gross
9:45 – 10:00	2. Investor Office Update	Tyler Fleming Daniella Laise
10:00 – 11:00	3. BlackRock Presentation	Margaret Gunawan
11:00 – 11:30	4. Regulatory Burden Reduction	Naizam Kanji David Surat Winnie Sanjoto
11:30 – 12:00	5. Securities Lending by Mutual Funds (attachment)	Raymond Chan Viraf Nania
12:00 - 12:45	Lunch
12:45 – 1:05	6. CSA Regulatory Framework for Seniors and Vulnerable Investors	Daniella Laise Andrea Maggisano
1:05 – 2:00	7. Mass Market Survey Report	All members
2:00 – 2:45	8. Horizon Project (attachment)	All members
2:45 – 3:00	9. Other Business	All members