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IFIE-IOSCO Global Investor Education Conference



June 19-20 Pre-Conference Activities
Global conference to feature investor education experts from six continents – Media Advisory

 

International Forum for Investor Education (IFIE) Elects Officers from Canada, US and Japan –
IFIE Election Media Release | photo and cutline below

 

See here for June 20, 2013 appearance on BNN - IFIE-IOSCO Global Investor Education Conference,

Susan Wolburgh Jenah interview  

 

Over 150 of world’s investor education leaders gather to look at changing investor behavior across life stages –

IFIE-IOSCO Conference Media Release

 

Conference Material
Greetings .... Susan Wolburgh JenahRobert Stammers
Pre-Conference Agenda | Day One Agenda | Day Two Agenda
List of Speakers | About IOSCO | About IFIE

 

June 20 Conference Day One
Greeting Keynote from Susan Wolburgh Jenah, IIROC - speech | photo

 

Panel 1 – Financial Education for Children and Youth in the Classroom and in the Community
• James Cunningham, Funny Money Financial Literacy Programme for Youth, Canada
Nick Maynard, Director of Innovation, Doorways to Dreams (D2D) Fund (Additional Resource)
Abdullah Al-Kahtani, Manager, Media & Investor Awareness Department, Capital Market Authority, Saudi Arabia
Toshihiko Sasaki, Executive Director, Japan Securities Dealers Association (JSDA); Secretary/Treasurer, IFIE

 

Panel 2 – Effective Financial Capability and Investor Education Programmes for People in their Working Years
Dr. Ed Weinstein, President, The Brondesbury Group
Andrew Wan, CFO & Senior Director, Corporate Affairs, Securities and Futures Commission, Hong Kong
Jose Alexandre Cavalcanti Vasco, Head of the Education and Investor Assistance Department, Securities and Exchange Commission, Brazil (CVM)
Patrick K. Armstrong, Investment and Reporting (Investor Education Programming), European Securities and Markets Authority (ESMA), Europe (Notes)
Gary Tidwell, Senior Advisor, Education, Training and Regulatory Capacity Building, IOSCO; Professor, IE Law School

 

June 21 Conference Day Two

Skill and Professional Development Workshop – Evaluating Programmes to Make A Difference and Create ROI
Alparslan Budak, Assistant Secretary General, Association of Capital Market Intermediary Institution of Turkey (TSPAKB) (Additional Resources)
Patricia Bowles, Director of Communications and Investor Education, British Columbia Securities Commission, Canada (Notes)
Dr. Catherine Chandler-Crichlow, Executive Director, Centre of Excellence in Financial Services Education, Toronto Financial Services Alliance (TFSA)
 
Research Roundtable – Education, Regulation and Behavioral Economics: Promise and Pitfalls
Lewis Mandell, Ph.D, Financial Economist, Professor Emeritus and Former Business Dean, SUNY Buffalo
Jeremy Burke, Director RAND Behavioural Finance (BeFi) Forum; Associate Economist; Professor, Pardee Rand Graduate School
Sunita Sah, Assistant Professor of Strategy, Economics, Ethics and Public Policy, The McDonough School of Business, Georgetown University; Fellow, Edmond J. Safra Center for Ethics, Harvard University
Richard L. Peterson, M.D., Managing Director, MarketPsych Data
 
Panel 3 – Financial Capability and Investor Education – Emerging Challenges in Meeting the Needs of Retirees Years
Barry LaValley, President, The Retirement Life Style Center (Canada)
Dr. Kusumaningtuti S. Soetiono, Member, Board of Commissioners, Indonesian Financial Service Authority (Extra Resources)
Amarjeet Singh, Director of International Affairs, Securities and Exchange Board of India (SEBI)
• Ursula Menke, Former Commissioner, Financial Consumer Agency of Canada (FCAC)

 

 

IFIE Elected Officers

IFIE Elected Officers
 
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International Forum for Investor Education (IFIE) elects officers from Canada, US and Japan. The election of JSDA Executive Director Toshihiko Sasaki as treasurer/secretary, IIROC President and CEO Susan Wolburgh Jenah as chair, and FINRA Vice President and Managing Director Paul Andrews as vice chair, kicks off a two-day global investor education conference in Toronto.

 

Conference photos

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Susan Wolburgh Jenah, 
IIROC (Canada) 
Opening Keynote address
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 Sung-Uk Yang, KOFIA (Korea)​
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Patricia Bowles, BCSC (Canada)
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Lori J. Schock, SEC (US)
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Tom Hamza, IEF (Canada)
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Andrew Wan, SFC (Hong Kong)
 
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Michael Herndon, CFTC (US)
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 Billy J. Hensley, NEFE (US)