Investor Advisory Panel Agenda - July 28, 2023 | Canadian Investment Regulatory Organization

Meeting Date	Friday, July 28, 2023
Meeting Time	1PM – 5PM EST
Location	Videoconference
Members	Dorothy Sanford (Chair) Moshe Milevsky (Vice Chair) Kerry Baisley Heidi Conrad James Emmerton Cristie Ford François Lavallée Andrew Nicholson Enoch Omololu
Invitees	CIRO staff: Lara Arabian – VP, Corporate Strategy Matthew Brady – VP, Office of the Investor Richard Corner – VP and Chief Policy Advisor, Member Regulation Kevin McCoy – SVP, Market Regulation (acting) Karen McGuinness – SVP, Office of the Investor, Membership Intake & Innovation Alexandra Williams – SVP, Member Regulation, Member Policy & Corporate Strategy External: Gary Mottola, FINRA Investor Education Foundation Ryan Munson, CFA Institute

TIME (EST)	AGENDA ITEMS	PRESENTERS
1:00 – 2:00 PM	1. Gen Z and Investing report	Gary Mottola Ryan Munson
2:00 – 2:45 PM	2. CIRO short selling project	Kevin McCoy
2:45 – 3:00 PM	BREAK
3:00 – 3:30 PM	3. Consolidated Rulebook - Phase 1	Richard Corner
3.30 – 4.30 PM	4. CIRO Strategic Plan consultation	Lara Arabian Alexandra Williams
4.30 – 5.00 PM	6. Administrative Matters	Dorothy Sanford

Investor Advisory Panel Agenda — July 28, 2023