Investor Advisory Panel Agenda — April 212023

Meeting Date Friday, April 21, 2023
Meeting Time 1PM – 5PM EST
Location Videoconference

Dorothy Sanford (Chair)

Moshe Milevsky (Vice Chair)

Kerry Baisley

Heidi Conrad

James Emmerton

Cristie Ford

François Lavallée

Andrew Nicholson

Enoch Omololu


CIRO staff:

Claudyne Bienvenu – Vice-President, Quebec and Atlantic Canada

Brett Konyu – Director, Member Education and Membership Services

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

Michael Librizzi – Director, Trading

Karen McGuinness – SVP, Member Regulation (MFD), Membership Intake & Innovation

Victoria Pinnington – SVP, Market Regulation and Co-Chair, Transition Management Office

Elsa Renzella – SVP, Enforcement & Registration

Steven Repstock – Senior Crypto-Assets Surveillance and Education Specialist

Alex Taylor - Vice-President, Surveillance

Alexandra Williams – SVP, Member Regulation (ID), Member Policy & Corporate Strategy


1:00 – 2:00 PM 1. CIRO Strategic Planning Process & Annual Priorities for Fiscal 2024

Claudyne Bienvenu

Karen McGuinness

Victoria Pinnington

Elsa Renzella

Alexandra Williams

2:00 – 3:00 PM 2. Office of the Investor – annual priorities and educational initiatives

Brett Konyu

Suzanne Lasrado

Karen McGuinness

3:00 – 3:15 PM BREAK
3:15 – 4:15 PM 3. Education - Crypto assets and blockchain technology

Michael Librizzi

Steven Repstock

Alex Taylor

4:15 – 5:00 PM 4. Administrative matters Dorothy Sanford