OSC Dialogue 2017

Embracing Change

October 12, 2017
The Four Seasons Hotel, Toronto

Registration


About

Disruptive change is transforming the financial services industry, and market participants that succeed in this new era will be the ones that embrace change while responding to the needs of Canadian investors.

Join us at OSC Dialogue 2017 as business leaders, regulators and international policy experts explore the impact of emerging technologies, data analytics in enforcement, long-term trends in corporate governance and the evolving investor experience.

Confirmed Speakers To Date


Ryan Barrows

Ryan Barrows
Head of Personal Investing, Europe, Vanguard Asset Management Ltd.
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Michael Katchen

Michael Katchen
CEO & Co-founder, WealthSimple
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Ermanno Pascutto

Ermanno Pascutto
Chair, Canadian Foundation for Advancement of Investor Rights
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Kelly Peters

Kelly Peters
CEO & Co-founder, BEWorks
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Stephanie Avakian

Stephanie Avakian
Co-Director, Enforcement Division, United States Securities and Exchange Commission
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Nikolas Badminton

Nikolas Badminton
Global Futurist
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Gillian Tan

Gillian Tan
Executive Director, Enforcement Department at the Monetary Authority of Singapore (MAS)
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Janet Bannister

Janet Bannister
General Partner, RealVentures
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Solon Angel

Solon Angel
Chief Strategy Officer, MindBridge Analytics Inc.
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Jake Tyler

Jake Tyler
Co-Founder & CEO, finn.ai
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Michelle Edkins

Michelle Edkins
Managing Director, Blackrock
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Mark Machin

Mark Machin
CEO, Canada Pension Plan Investment Board
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Hon. Joe Oliver

Hon. Joe Oliver, P.C.
Chair, Echelon Wealth Partners
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Agenda

8:25

Welcome

8:30

A Global Perspective on the Future of Financial Services Regulation

Keynote discussion with OSC Chair, Maureen Jensen and Andrew Bailey, CEO U.K. Financial Conduct Authority

9:15

The Evolving Investor Experience

Panel

10:30

Break

10:45

Retooling Enforcement Strategies for Changing Times

Panel

11:45

Lunch

12:45

A Brave New World: How AI, Blockchain and Other Technologies Will Alter Financial Services Forever

Keynote Presentation

1:30

AI – A Game Changer for Financial Services?

Panel

2:45

Break

3:00

Governance for the Long Term

Panel

4:00

Close





Session Descriptions

Panel: The Evolving Investor Experience
The landscape for investors is rapidly changing, and their experience and expectations will continue to evolve given the rapid growth in financial innovation and technology. Regulators need to work with the financial services industry to fully understand and respond to the changing needs of the investing public. How will the advisory service model change to accommodate all levels of Canadian wealth segmentation? What will the marketplace look like, and how will we meet the needs of Canadian investors in the coming years?

Panel: Retooling Enforcement Strategies for Changing Times
This panel discussion will explore how regulators are adapting enforcement strategies for changing technology and market disruption. What are the challenges, and the benefits, of integrating analytics into enforcement tactics? What other tools are we using to evolve our approach?

Panel: AI – A Game Changer for Financial Services?
Recent advancements in machine intelligence are part of the wave of digital technology innovations sweeping the financial industry. Artificial intelligence (AI) will contribute $15.7 trillion to the global economy in 2030, more than the current output of China and India combined. This panel will discuss how AI will shape financial services adaptation, and how the financial industry will use AI to transform business models, regulation and the investor experience.

Panel: Governance for the Long Term
This panel will explore the evolving expectations for boards of directors in the oversight of environmental, social and governance (ESG) issues. These issues are about trust, risk and opportunity, and financial implications for investors and markets. How public companies address ESG issues will inform investment and voting decisions and can help investors to effectively manage risk at the portfolio level.


Venue

Four Seasons Hotel Toronto

target icon

60 Yorkville Ave,
Toronto,
ON M4W 0A4

OSC Dialogue 2017

Embracing Change

October 12, 2017
The Four Seasons Hotel, Toronto

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