Investor Advisory Panel Agenda — April 212023

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

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

 

TIME (EST) AGENDA ITEMS PRESENTERS
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

Welcome to CIRO.ca!

You can find the Canadian Investment Regulatory Organization (CIRO) at CIRO.ca with our fresh look and feel.

The following sections of the legacy mfda.ca and iiroc.ca sites have been migrated to ciro.ca:

  • Enforcement
  • Hearings
  • Consultations
  • A unified member directory (Dealers We Regulate)
  • Advisor Report

We will continue moving items off MFDA and IIROC in 2024. Stay tuned for future updates.