Investor Advisory Panel Agenda — October 292025

Meeting DateWednesday October 29, 2025
Meeting Time1:00PM to 3:00PM EST
LocationVideoconference
Members

Dorothy Sanford (Chair)

Heidi Conrad (Vice Chair)

Kerry Baisley

James Emmerton

Andrew Nicholson

Enoch Omololu

Paul Archer

Hélène Belleau

Invitees

CIRO Staff:

Alexandra Williams – SVP, Strategy, Innovation and Stakeholder Protection

Matthew Brady – VP, Office of the Investor

Sarah Asals – Manager, Office of the Investor

Alessia Crescenzi, Director, Business Conduct Policy, Member Regulation Policy

Catherine Rahwan, Director, Financial & Operations Policy, Member Regulation Policy

Member Regulation Policy Team

Sheila Judd, VP, Strategy & Business Enablement

 

TIME (EST)AGENDA ITEMSPRESENTERS
1:00 - 2:00PM

1. Member Regulation Policy update:

  • OEO Update
  • Rule Consolidation Phase 6
Alessia Crescenzi
Catherine Rahwan
Member Regulation Policy Team
2:00 - 2:15PM2. Disclosure Modernization Project UpdateSheila Judd
2:15 - 2:45PM3. Sponsored Partnerships OverviewMatthew Brady
Sarah Asals
2:45 - 3:00PM4. General and Administrative ItemsDorothy Sanford

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