Tuesday, March 19, 2024

Every year, our Annual Forum provides private clients, family offices, and institutional investors access to industry leaders who present their insights on investing, public policy, philanthropy, and other key topics relevant to today’s environment in the investment management industry.

Throughout the year, we seek to broaden the knowledge of the foundations, endowments, and families we serve by supplementing the important discussions we have at client quarterly meetings with additional events that provide access to subject matter experts.

We take pride in creating an environment for our clients to network and collaborate with peers to share experiences, best practices, and discuss challenges and opportunities within the current landscape.

If you are interested in learning more about Canterbury Consulting and attending our Annual Forum, please fill out the request form.

Guest Speakers

Abigail Glerum
Principal GoldenTree Asset Management
Biography >
Ron Temple
Chief Market Strategist Lazard Asset Management
Biography >
Daniel Weiss
Co-Founder and Managing Partner Angeleno Group
Biography >
Barry Eichengreen
Professor of Economics and Political Science University of California, Berkeley
Biography >

Highlights by Year

2023 Annual Investment Forum

Canterbury Consulting hosted its 15th Annual Investment Forum virtually on January 18, 2023.
Featured Topics & Speakers
  • Global Market Outlook, Jeffrey Kleintop, Charles Schwab
  • Rising Rates and Changing Needs: What's Real Estate's New Normal? Billy Rahm, Centerbridge Partners
  • Inside the Boardroom: Leadership in the 21st Century, Kathleen Taylor, Altas Partners
  • Looking to a Future Without Alzheimer's, Frank LaFerla, University of California, Irvine