Alert:
A nationwide postal strike or lockout began on November 15, 2024. Dealer Members must take steps to ensure that document delivery requirements prescribed under CIRO Rules continue to be met.
Investor Advisory Panel Agenda — June 1, 2023
| Meeting Date | Thursday, June 1, 2023 |
|---|---|
| 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 |
|---|---|---|
| 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 |