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November 28, 2013 - Investor Advisory Panel - Agenda
INVESTOR ADVISORY PANEL
MEETING AGENDA
| Meeting Date: | Thursday, November 28, 2013, 9:00 am – 1:30 pm | |
| Location: | Ontario Securities Commission, 20 Queen Street West Toronto Room 20th floor | |
| Members: | Jane Ambachtsheer, Paul Bates, Connie Craddock (Chair), Harold Geller, Alan Goldhar, Ken Kivenko, Alison Knight, Cary List, Ursula Menke | |
| Invitees: | Rhonda Goldberg, Investment Funds Chantal Mainville, Investment Funds Felicia Tedesco, CRR Jeff Scanlon, CRR Eleanor Farrell, Director, Office of the Investor |
|
| TIME | AGENDA ITEMS | PRESENTERS |
| New Members Briefing Meeting | ||
9:00 – 9:30 |
1. Mutual Fund Fees (background information) |
Rhonda Goldberg Chantal Mainville |
9:30 – 10:00 |
2. Best Interest (background information) |
Felicia Tedesco Jeff Scanlonl |
10:00 – 10:30 |
3. OBSI (background information) |
Eleanor Farrell |
| IAP All Members Meeting | ||
10:30 – 10:45 |
4. Introductory Remarks |
In camera All Members |
10:45 – 11:15 |
5. Mandate Discussion |
In camera Connie Craddock |
11:15 – 11:45 |
6. Office of the Investor
|
Eleanor Farrell |
| 11:45 | Lunch Delivered | |
11:45 – 1:30 |
7. Developing a Work Plan for 2013-2014
|
In camera All Members |
| Next Meeting: Tuesday, December 10th 9:30 am to 12:30 pm | ||