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.
Abigail Glerum is a Managing Director and product specialist at GoldenTree Asset Management. Ms. Glerum is focused on certain of GoldenTree’s strategies including the Multi-Sector Fund, Value Fund, Credit Opportunities Fund, and Structured Products offerings. Prior to joining GoldenTree, Ms. Glerum was an Associate Director at UBS Wealth Management Americas, where she was responsible for asset allocation and portfolio construction for investors with greater than $25 million of investable assets. Ms. Glerum graduated from Hamilton College with a BA in Economics and is a CFA charterholder.
Ronald Temple is the Chief Market Strategist for Lazard’s Financial Advisory and Asset Management businesses. In this role, Ron provides macroeconomic and market perspectives to Lazard’s investment teams on a firmwide basis and works closely with Lazard’s Geopolitical Advisory group to assess economic and market implications of key geopolitical issues globally. Ron also advises clients of Lazard’s Asset Management businesses regarding macroeconomic and market considerations that are important to achieving their objectives. Previously, Ron was the Head of US Equity and Co-Head of Muti-Asset Investing for Lazard Asset Management. In this role, Ron was responsible for overseeing the firm's US equity strategies, Multi Asset investing, as well as several global equity strategies. He was also a Portfolio Manager/Analyst on various US and global equity teams. Ron's unique perspectives in part arise from his broad range of previous experiences in financial services. Prior to joining Lazard in 2001, Ron was a Director and Buy-Side Equity Analyst at Deutsche Bank AG. In a previous role at Deutsche Bank, he oversaw the implementation of merger related synergies on behalf of Deutsche Bank's CEO of the Americas after Deutsche acquired Bankers Trust. During the Asian debt crisis, Ron served as business manager for Deutsche Bank's CEO and Deputy CEO of Asia/Pacific in Singapore, a position in which he supervised the Investment Banking Division and executed on strategic business changes for the Group. He also held a previous role in a global business manager function for Deutsche Bank's foreign exchange business. Ron has had extensive experience developing and enhancing risk management processes at Deutsche Bank, Bank of America NT&SA, and Fleet Financial. Ron began his career trading cash and derivatives in the interest rate and foreign exchange markets at Fleet Financial Group. Ron earned his Master in Public Policy from Harvard University and his Bachelor of Arts in Economics and Public Policy Studies magna cum laude from Duke University. He is a member of the Council on Foreign Relations, the Economic Club of New York, the CFA Society New York, is the chair of Duke University’s Graduate School Board of Visitors. He also served as a trustee of the Link Community School in Newark, New Jersey, from 2006-2014, as a member of the Trinity Board of Visitors at Duke University from 2006-2012 and a member of the Financial Accounting Standards Advisory Council from 2013 to 2015.
Mr. Weiss is co-founder and a Managing Partner of Angeleno Group. In addition to his firm management responsibilities, Mr. Weiss leads investments and serves on boards of multiple AG portfolio companies. Prior to the formation of AG in 2001, Mr. Weiss was an attorney at O’Melveny & Myers in Los Angeles working in the firm’s mergers and acquisitions, international and high technology practice groups. He represented multiple Global 1000 clients, including utilities and energy-related companies, in a wide array of private equity and corporate finance transactions. Currently, Mr. Weiss serves on boards or public commissions for a number of non-profit and government organizations including the California Community Foundation, World Resources Institute, the UCLA Institute of the Environment and Sustainability (where he serves as co-Chair) and the Federal Reserve Bank’s 12th District Economic Advisory Council. In addition, Mr. Weiss has taught, lectured and published articles on the topics of law, business and public policy. Mr. Weiss holds a JD from Stanford Law School, an MA from Stanford University and a BA with High Honors from UC Berkeley.
Additional ppeakers to be announced soon.