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Canterbury's 2018 Annual Investment Forum
Annual Investment Forum
January 2018

Canterbury hosted its 10th Annual Investment Forum on January 18, 2018 for more than 200 endowment, foundation, healthcare, and family office clients. Attendees were treated to insights on investing, the state of philanthropy, and the future of healthcare from notable thought leaders.


Featured Topics & Speakers

Macroeconomic Outlook - Jim Paulsen, Ph.D., The Leuthold Group (view slide presentation)

State of Healthcare - Howard Federoff, M.D., Ph.D., UCI Health System

Trends in Philanthropy - Paul Schulz, California Community Foundation (view slide presentation

Opportunities in U.S. Equities Panel

  • Paul Bouchey, CFA, Parametric Portfolio Associates
  • Michael Hunstad, Ph.D., Northern Trust Asset Management
  • Chris D. Wallis, CFA, CPA, Vaughan Nelson Investment Management

Opportunities in Credit Panel

  • Jeffrey H. Aronson, Centerbridge Partners
  • John A. Fekete, Crescent Capital Group
  • Tad Rivelle, The TCW Group 

Click here for a full transcript of the event 

Click here for a recap the event  


2018 Investment Forum Speaker Videos