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NEWS AND EVENTS

 

Articles
Press Release
January 2019
MarketWatch
Canterbury Consulting, an independent investment advisory firm overseeing more than $18.3 billion, will host its 2019 Investment Forum, on January 17, 2019 in Newport Beach, Calif. The forum is an annual assembly of prominent thought leaders in investment management that Canterbury Consulting hosts each year for its en…
Annual Investment Forum
Annual Investment Forum
June 2018
Canterbury Consulting
Canterbury Consulting has confirmed two key speakers for the 2019 Annual Investment Forum on January 17, 2019, including Greg Valliere, chief political strategist at Horizon Investments, and Raife Giovinazzo, Ph.D., CFA, partner and portfolio manager at Fuller & Thaler.
Articles
Press Release
May 2018
Canterbury Consulting

NEWPORT BEACH, CALIF., May 21, 2018 – Canterbury Consulting, an independent investment advisory firm overseeing $18.6 billion for foundations, endowments, healthcare organizations, and families, is moving to a new office after 30 years of growth. Due to the success of its independent advisory service model, the firm is…

Annual Investment Forum
Annual Investment Forum
January 2018
Canterbury Consulting
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 including TCW, Centerbridge Partne…
Articles
Press Release
January 2018
Yahoo
Experts Discussed Macroeconomics, Global Equity and Credit Markets, the State of Philanthropy and the Future of Healthcare NEWPORT BEACH, Calif., Jan. 24, 2018 /PRNewswire/ -- Canterbury Consulting, an independent investment advisory firm overseeing $18 billion for foundations, endowments, and families, recently hos…