Investor Advisory Panel Agenda — June 12023

Meeting Date Thursday, June 1, 2023
Meeting Time 1PM – 5PM EST
Location Hybrid (In-person and Videoconference)
Members

Dorothy Sanford (Chair)

Moshe Milevsky (Vice Chair)

Kerry Baisley

Heidi Conrad

James Emmerton

Cristie Ford

François Lavallée

Andrew Nicholson

Enoch Omololu

Invitees

CIRO staff:

Lara Arabian – Vice-President, Strategy

Matthew Brady – Vice-President, Office of the Investor

Suzanne Lasrado – Vice-President, Member Services & Innovation (acting)

Karen McGuinness – SVP, Office of Investor, Membership Intake & Innovation

Elsa Renzella – SVP, Enforcement & Registration

Sherry Tabesh-Ndreka – Senior Director, Registration (Acting)

Alexandra Williams – SVP, Member Regulation, Member Policy & Corporate Strategy

External:

Toni Ferrari – President & CEO, Canadian Investor Protection Fund (CIPF)

 

TIME (EST) AGENDA ITEMS PRESENTERS
1:00 – 1:30 PM 1. Crypto Regulation in Canada Suzanne Lasrado
1:30 – 2:00 PM 2. Introduction to CIPF Toni Ferrari
2:00 – 2:45 PM 3. Proficiency initiatives

Elsa Renzella

Sherry Tabesh-Ndreka

2:45 – 3:00 PM BREAK
3:00 – 3:30 PM 4. Provincial titling proposals Karen McGuinness
3.30 – 4.30 PM 5. CIRO strategic planning consultation

Lara Arabian

Alexandra Williams

4.30 – 5.00 PM 6. Administrative matters Dorothy Sanford