March 22, 2024 - Investor Advisory Panel - Agenda

Meeting Date:Friday, March 22, 2024 
Meeting Time:9:30 am – 2:00 pm
Location:By video Conference – MS Teams
Members:Ilana Singer (Chair), Daniel Bach, Supriya Kapoor, Deborah Leckman, Jim Sinclair, Ian Tam
Invitees:

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

Lauren Heuser – IAP Consultant

Raymond Chan – Director, Investment Funds & Structured Products (IFSP), OSC

Stephen Paglia - Manager, IFSP, OSC

Pei-Ching Huang – Senior Legal Counsel, IFSP, OSC

Dimitri Bollegala – Legal Counsel, IFSP, OSC

Jason Koskela – Director, Office of Mergers and Acquisitions (OMA), OSC

Jordan Lavi – Senior Legal Counsel, OMA, OSC

Trevor Fairlie - Legal Counsel, OMA, OSC

Brian Pasalich – Chief Executive Officer and Co-Founder, Behave Technologies

 

TIME

AGENDA ITEMS

PRESENTER /DISCUSSION LEAD

9:30 – 9:45

1. Chair’s Report

Ilana Singer

9:45 – 10:00

2. OSC Update

Paola Cifelli

10:00 – 10:45

3. Long-Term Investment Funds Project

Raymond Chan, Stephen Paglia, Pei-Ching Huang and Dimitri Bollegala

10:45 – 11:05

4. Post-Presentation Debrief among IAP members & Break

All Members

11:05 – 11:35

5. Discussion with OMA

Jason Koskela, Jordan Lavi and Trevor Fairlie

11:35 – 12:15

6. 2023 Annual Report

All Members

12:15 – 12:45

7. LUNCH

 

12:45 – 1:15

8. Discussion with Behave Technologies

Brian Pasalich

1:15 – 1:30

9. Post-Presentation Debrief among IAP members

All Members

1:30 – 2:00

10. Comment Letter: CSA proposal re Crypto Investments

All Members

 

CONFIRMED 2024 IAP MEETING DATES: (Hybrid)
Thursday, January 18, 2024
Thursday, February 29, 2024
Friday, March 22, 2024
Thursday, April 11, 2024
Thursday, June 20, 2024
 		Thursday, July 18, 2024 
Thursday, September 12, 2024 
Thursday, November 7, 2024 
Monday, December 9, 2024