Dialogue 2017: Embracing Change

For Immediate Release OSC

TORONTO – The Ontario Securities Commission’s (OSC) annual conference, OSC Dialogue takes place on Thursday, October 12, 2017 at the Four Seasons Hotel in Toronto. Registration will open at 7:30 a.m.

OSC Dialogue 2017 will feature opening remarks by the Honourable Charles Sousa, Minister of Finance, Ontario. The event will focus on the benefits and challenges of embracing change amid disruption in the financial services industry. Panels will discuss the impact of emerging technologies, data analytics in enforcement, long-term trends in corporate governance, and the evolving investor experience.

Media interested in attending OSC Dialogue 2017 are asked to register in advance by contacting [email protected].

For further updates on the event, visit OSC Dialogue 2017 on the OSC’s website, follow #OSCDialogue on Twitter, or click here to sign up for OSC email alerts.

Agenda

7:30 a.m.
Registration

8:15 a.m.
Welcome

  • Grant Vingoe, Vice-Chair, OSC

8:20 a.m.
Opening Remarks

  • Hon. Charles Sousa, Minister of Finance, Ontario

8:30 a.m.
Embracing Change – Tone at the Top
Keynote Discussion

  • Maureen Jensen, Chair & CEO, OSC
  • Victor Dodig, President & CEO, CIBC

9:15 a.m.
The Evolving Investor Experience
Panel

  • Ryan Barrows, Head of Personal Investing, Europe, Vanguard Asset Management Ltd.
  • Michael Katchen, CEO & Co-founder, Wealthsimple
  • Sheila Murray, President & General Counsel, CI Financial
  • Ermanno Pascutto, Chair, Canadian Foundation for Advancement of Investor Rights
  • Kelly Peters, CEO & Co-founder, BEworks
  • Moderator: John Mountain, Director, Investment Funds & Structured Products, OSC

10:30 a.m.
Break

10:45 a.m.
Retooling Enforcement Strategies for Changing Times
Panel

  • Stephanie Avakian, Co-Director, Division of Enforcement, U.S. Securities and Exchange Commission
  • Matt Cardillo, Senior Director, Market Regulation Technology, FINRA
  • Jeff Kehoe, Director, Enforcement, OSC
  • Gillian Tan, Executive Director, Enforcement Department, Monetary Authority of Singapore
  • Moderator: Kent Thomson, Partner, Davies Ward Phillips & Vineberg

11:45 a.m.
Lunch

12:45 p.m.
Welcome Back

  • AnneMarie Ryan, Commissioner, OSC

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

  • Nikolas Badminton, Global Futurist

1:30 p.m.
AI – A Game Changer for Financial Services?
Panel

  • Janet Bannister, General Partner, Real Ventures
  • Eli Fathi, CEO, MindBridge Analytics Inc.
  • Erin Kelly, President & CEO, Advanced Symbolics Inc.
  • Doug Steiner, CEO, Evree Corp.
  • Jake Tyler, Co-founder & CEO, Finn.ai
  • Moderator: Nikolas Badminton, Global Futurist

2:45 p.m.
Break

3:00 p.m.
Governance for the Long Term
Panel

  • Michelle Edkins, Managing Director & Global Head of Investment Stewardship, BlackRock
  • Mark Machin, President & CEO, Canada Pension Plan Investment Board
  • Hon. Joe Oliver, P.C., Chair, Echelon Wealth Partners
  • Barbara Zvan, Chief Risk & Strategy Officer, Ontario Teachers' Pension Plan
  • Moderator: Huston Loke, Director, Corporate Finance, OSC

4:00 p.m.
Close

  • Leslie Byberg, Executive Director & CAO, OSC


The mandate of the OSC is to provide protection to investors from unfair, improper or fraudulent practices and to foster fair and efficient capital markets and confidence in the capital markets. Investors are urged to check the registration of any persons or company offering an investment opportunity and to review the OSC investor materials available at www.osc.ca.

 

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For Investor Inquiries:

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1-877-785-1555 (Toll Free)

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