Investor Advisory Panel Agenda — June 12023

Meeting DateThursday, June 1, 2023
Meeting Time1PM – 5PM EST
LocationHybrid (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 ITEMSPRESENTERS
1:00 – 1:30 PM1. Crypto Regulation in CanadaSuzanne Lasrado
1:30 – 2:00 PM2. Introduction to CIPFToni Ferrari
2:00 – 2:45 PM3. Proficiency initiatives

Elsa Renzella

Sherry Tabesh-Ndreka

2:45 – 3:00 PMBREAK
3:00 – 3:30 PM4. Provincial titling proposalsKaren McGuinness
3.30 – 4.30 PM5. CIRO strategic planning consultation

Lara Arabian

Alexandra Williams

4.30 – 5.00 PM6. Administrative mattersDorothy Sanford