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Investor Advisory Panel Agenda — May 14, 2026
| Meeting Date | Thursday May 14, 2026 |
|---|---|
| Meeting Time | 8:30AM to 3:15PM EST |
| Location | CIRO Offices, 40 Temperance Street, 26th Floor, Canada Room |
| Members | Dorothy Sanford (Chair) Heidi Conrad (Vice Chair) Kerry Baisley Andrew Nicholson Enoch Omololu Paul Archer |
| Invitees | CIRO Staff: Alexandra Williams, SVP, Strategy, Innovation, & Stakeholder Protection Sarah Asals- Manager, Office of the Investor Andrew Kriegler, President and CEO Stuart Wilkinson, Director, Corporate Strategy Mona Liu, Senior Analyst, Corporate Strategy & Business Enablement Charles Toth, VP, Complaints and Inquiries Olga Wong, Director, Member Services & Innovation Moty Moravvej, Senior Crypto Advisor & Education Specialist Phil Devault, VP, Member Regulation Policy Sheel Chaudhuri, Policy Counsel, Member Regulation Policy Susan Copland, Senior Policy Counsel, Member Regulation Policy External Participants: Professor Poonam Puri, Osgoode Hall Law School Investor Protection Clinic Student Caseworkers, Osgoode Hall Law School Investor Protection Clinic Sasha Tregebov, Director, Behavioural Insights Team Canada Observers: Brett Kimak Rob Wells Christine Zalzal |
| TIME (EST) | AGENDA ITEMS | PRESENTERS |
|---|---|---|
| 8:30 - 9:00AM | BREAKFAST | |
| 9:00 - 9:15 AM | 1. Welcome & Introductory Remarks | Andrew Kriegler |
| 9:15 - 9:45AM | 2. IAP Feedback on CIRO’s Process for Strategic Planning and establishing Public Priorities | Stuart Wilkinson Mona Liu |
| 9:45 - 10:15AM | 3. Trends in Complaints and Inquiries and Website Takedown Project | Charles Toth |
| 10:15 - 10:30AM | BREAK | |
| 10:30 - 11:30AM | 4. Blockchain: Key Concepts and Stablecoin Risks | Olga Wong Moty Moravvej |
| 11:30 - 12:15PM | 5. Member Regulation Policy:
| Phil Devault Sheel Chauduri Susan Copland |
| 12:15 - 1:00PM | LUNCH | |
| 1:00 - 2:00PM | 6. Osgoode Hall Investor Protection Clinic: Trends in Cases | Prof. Poonam Puri Osgoode Student Caseworkers |
| 2:00 - 2:45PM | 7. CIRO Behavioural Research: Interventions in DIY Investing | Sarah Asals Sasha Tregebov |
| 2:45 - 3:15PM | 8. General and Administrative Matters | Dorothy Sanford |
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