Annual Investment Forum
Press Release
January 2021
Yahoo Finance
Canterbury's Annual Investment Forum will feature a former commissioner of the FDA, the chief investment strategist at Charles Schwab, and the founder of Ariel Investments as they provide insights on biomedical science and health, international markets, and value investing.
In The Media
October 2020
Orange County Business Journal
Canterbury Consulting provides financial advice on $23.6 billion worth of investments for family offices, college endowments, nonprofits, healthcare organizations and other clients. Like other wealth management firms in this hyper-competitive business on Wall Street, this advice is closely tracked by clients, especi…
Annual Investment Forum
Press Release
January 2020
PR Newswire
Canterbury's Annual Investment Forum features experts from Research Affiliates, The Collaborative Fund and PIMCO to provide insight on the relevancy of valuations, the psychology of investing and the view from Washington.
Annual Investment Forum
Press Release
January 2019
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.






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"