Sean Keating

Discussions with officials with regards to battery manufacturing, energy storage, and industrial investment policy.

Communication with officials regarding how pension plans can support greater infrastructure investments in Canada. Communication with officials regarding climate and sustainability policies as they apply to financial institutions including pension plans. Communication with officials regarding the federal government reissuing Real Return Bonds (RRBs) Exploring areas of opportunity to expand pension coverage across Canada. Describing ways that pensions can be delivered to Early Childhood Educators (ECEs). Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs). Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians. Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan.

- Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication. To ensure Canada remains a world-class home and educator of financial and investment talent. - Education - Discussion on and expansion of the retirement security of Canadians through retirement planning, public and registered savings and pension plans, annuities, and other savings and investment incentives or programs, including related research. - Privacy and Access to Information - Discussion of privacy regulation as it relates to regulation of securities, investment management and financial services. Inclusive of data portability, consumer rights relating to personal data, and open banking. - Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market. To advocate for more effective investigation, prosecution, and generally enforcement of financial-related criminal activity including criminal and quasi-criminal offences including but not limited to securities, money laundering, and terrorist financing. - Consumer Issues & Industry & Taxation and Finance - To advocate for the highest professional standards, integrity, and ethics in the investment industry for the ultimate benefit of Canadians (inclusive of the broader financial services industry), and for generalized tax reform to serve investors, grow investment and productivity, and to ensure the vitality and future of the asset and investment management sectors in Canada. - Internal and International Trade - Advocate for the reduction of interprovincial trade barriers (particularly those related to the asset/investment management industry, financial sector, and related service sectors of the Canadian economy). Advocate for the expansion of international trade agreements to grow the Canadian asset/investment management industry, financial sector, and related service sectors of the Canadian economy. Advocate for an increase in exports of asset/investment management services from Canada to abroad, and to increasingly establish Canada as a world-leading center for these industries. - Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters. - Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers. - Taxation and Finance & Financial Institutions - Financial, securities, and other related regulation affecting capital markets, the financial system, investors and financial consumers, including but not limited to: financial reporting; service taxation; systemic risk; education and credentialing; and other associated regulations. - Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. - Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada. - Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs. - Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.

Support for the National Adaptation Planning Global Network from Global Affairs Canada of $10 million over 4 years (2021-2025). Established in December 2014, the NAP Global Network works with developing countries to advance adaptation planning and action. This is done through: • South-South peer learning and exchange • Technical assistance on NAP development and implementation • Enhanced bilateral support to adaptation • Knowledge production and communications Support for the IISD Experimental Lakes Area from Environment and Climate Change Canada and the Department of Fisheries and Oceans of $12.5 million in 2021. These 58 lakes and their watersheds in northwestern Ontario are the only place where scientists can manipulate whole lakes to collect data from all levels of the ecosystem and understand how it all interacts. This support would go towards: • maintaining the most comprehensive open dataset on freshwater research in the world, making substantive contributions to science and public understanding of Canada's freshwater resources; • building a new public engagement center and replacing aging diesel infrastructure with solar power to reduce greenhouse gas emissions by 330,000 kg/year; and • increasing Canada’s cutting-edge water science on climate change, plastics and pharmaceuticals. Strengthening and enacting federal regulations on greenhouse gas emissions and environmental impacts from the oil and gas sector and other economic sectors Federal budget and spending – providing resources for climate and environmental initiatives, including clean energy; aligning federal spending with climate objectives Climate change and energy policy – strengthening current government climate change policies, and implementation and strengthening of the Emissions Reduction Plan

Raise awareness of Meetings Mean Business Canada and its ongoing work. Discuss policies and programs relating to tourism funding.? Discuss policies and programs relating to removing barriers to travel as it relates to travel permits and other regulation.