Investor Advisory Panel Agenda — October 29, 2025
| Meeting Date | Wednesday October 29, 2025 |
|---|---|
| Meeting Time | 1:00PM to 3:00PM EST |
| Location | Videoconference |
| 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 ITEMS | PRESENTERS |
|---|---|---|
| 1:00 - 2:00PM | 1. Member Regulation Policy update:
| Alessia Crescenzi Catherine Rahwan Member Regulation Policy Team |
| 2:00 - 2:15PM | 2. Disclosure Modernization Project Update | Sheila Judd |
| 2:15 - 2:45PM | 3. Sponsored Partnerships Overview | Matthew Brady Sarah Asals |
| 2:45 - 3:00PM | 4. General and Administrative Items | Dorothy Sanford |
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