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NEWS & EVENTS

 

Events
CFA Institute Challenge Global Final with Jacquelyn George
May 2023
Canterbury Consulting
Jacquelyn George, an Investment Analyst intern at Canterbury Consulting, competed with her team members from the Titan Capital Management program at California State University, Fullerton (CSUF), in the Global Final of The CFA Institute Research Challenge.
Events
May 2023
Canterbury Consulting
Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative
Events
Webinar
April 2023
FUSE Ventures
Canterbury Consulting's Stuart Blair, CAIA, Director of Research, Canterbury Consulting and Kellan Carter, General partner, FUSE Ventures to discuss insights into the advancements, ethics, and impact of Artificial Intelligence during a webinar on Thursday, April 27, 2023.
Annual Investment Forum
Press Release
January 2023
Canterbury Consulting

NEWPORT BEACH, Calif., Jan. 31, 2023 -

Canterbury Consulting, an independent investment advisory firm overseeing approximately $28.7 billion in assets as of November 30, 2022, hosted its Annual Investment Forum on January 18, 2023, in Newport Beach, Calif. The forum is a yearly event featuring thought leaders in invest…

Annual Investment Forum
Canterbury Consulting
January 2023
Canterbury Consulting
Watch exclusive videos featuring featured speakers from Canterbury Consulting's 2023 Investment Forum as they discuss this year's key investment topics.



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VIDEOS

2022 Investment Forum Speakers

 

Cathie Wood
CEO and CIO of ARK
"Purchasing Power, Inflation, and Deflation"

 

John Emerson
Capital Group International, Inc.
"Biden and International Relations"

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