| Meeting Date | Thursday, January 16, 2025 |
|---|---|
| Meeting Time | 1:00PM to 5:00PM EST |
| Location | Videoconference |
| Members | Dorothy Sanford (Chair) Heidi Conrad (Vice Chair) Kerry Baisley James Emmerton Andrew Nicholson Enoch Omololu Paul Archer Hélène Belleau |
| Invitees | CIRO Staff: Karen McGuinness – SVP, Office of the Investor, Membership Intake & Innovation Matthew Brady – VP, Office of the Investor Sarah Asals – Manager, Office of the Investor Phil Devault, VP, Member Regulation Policy Alessia Crescenzi, Director, Member Regulation Policy Susan Copland, Senior Policy Counsel, Member Regulation Policy Sheel Chaudhuri, Policy Counsel, Member Regulation Policy External: Jean-Paul Bureaud, Executive Director, FAIR Canada |
| TIME | AGENDA ITEMS | PRESENTERS |
|---|---|---|
| 1:00 – 2:00 PM | 1. FAIR Canada’s Research on Do-It-Yourself (“DIY”) Investors | Jean-Paul Bureaud |
| 2:00- 3:15 PM | 2. Member Regulation Policy Update:
| Phil Devault Alessia Crescenzi Susan Copland Sheel Chaudhuri |
| 3:15 - 3:30 PM | BREAK | |
| 3:30 -3:45 PM | 3. Update on IAP Research | Hélène Belleau Matthew Brady |
| 3:45- 5:00 PM | 4. General Administrative Matters | Dorothy Sanford Karen McGuinness |