Investor Advisory Panel Agenda — June 1, 2023
Meeting Date | Thursday, June 1, 2023 |
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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 |
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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 |