Every January, our Annual Investment 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 Investment Forum, please fill out the request form.
Kathleen Taylor is chair of the board of Royal Bank of Canada. She is also chair of Altas Partners LLP and a director of the Canada Pension Plan Investment Board. From 1989 to 2013, she served in a variety of senior leadership roles at Four Seasons Hotels and Resorts, including as President and Chief Executive Officer. Ms. Taylor is a trustee of the Hospital for Sick Children (and co-chair of the hospital’s $1.3 billion capital campaign), vice-chair of the Adecco Group of Zurich and a director of the Canada Pension Plan Investment Board and Air Canada. Ms. Taylor holds a Master of Business Administration from the Schulich School of Business and a law degree from Osgoode Hall Law School. She also holds a Bachelor of Arts (Honours) from the University of Toronto.
Billy joined Centerbridge in 2006 and leads the Firm’s global real estate investing activities. He also serves as a member of the Firm’s Management Committee. Prior to joining Centerbridge, Billy was a member of the Real Estate Private Equity Group at The Blackstone Group L.P., where he completed investments in lodging businesses and real assets. Billy serves on the Boards of Directors of Brixmor Property Group, Inc., Great Wolf Resorts, Inc. (and affiliated entities), Merit Hill Capital, Radius Global Infrastructure, Inc and Suntex Marina Investors, LLC. He is also the Chair of the Board of Trustees of East Harlem Tutorial Program and East Harlem Scholars Academies. Billy received a B.A., cum laude, from Yale College. He holds a J.D., cum laude, from Harvard Law School and an M.B.A., with distinction, from Harvard Business School.
Professor Frank LaFerla is the Dean of Biological Sciences and a Chancellor’s Professor in the Department of Neurobiology and Behavior. He is the Director of the NIH-funded Alzheimer’s Disease Research Center and Co-Director of NIH-funded MODEL-AD. He previously served as the department chair from 2011-2014 and Director of Institute for Memory Impairments and Neurological Disorders (UCI MIND) from 2008-2018. Professor LaFerla’s research focuses on understanding the pathogenesis of Alzheimer’s Disease, the most common form of dementia. His scholarly work has had a global influence on the field, as some of the models he has generated have been distributed to over 150+ researchers in more than 20 countries throughout the world; he has published over 245 original peer-reviewed articles and has been listed among the top 1% cited researchers in his field. He has received several honors for his research accomplishments including the Ruth Salta Junior Investigator Achievement Award from the American Health Assistance Foundation, Zenith Fellows Award from the Alzheimer’s Association, Distinguished Mid-Career Faculty Research Award, Promising Work Award from the Metropolitan Life Foundation for Medical Research, and was elected as a Fellow to the American Association for the Advancement of Science and the American Neurological Association. He was also a recipient of the 2020 Ellis Island Medal of Honor.
Jeffrey Kleintop, CFA®, is Managing Director and the Chief Global Investment Strategist at Charles Schwab. He is responsible for analyzing and discussing international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides actionable insights through social media posts (@JeffreyKleintop), written commentary on Schwab.com, videos, conference calls, webcasts, and in-person events. Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron's, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Yahoo! Finance, and CNN. Kleintop has been cited in The Wall Street Journal as one of "Wall Street's best and brightest," and he has been a featured keynote speaker at industry events. Kleintop is the author of the investing book Market Evolution: How to Profit in Today's Changing Financial Markets, published by John Wiley & Sons in 2006. Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. Kleintop received his Master of Business Administration from Pennsylvania State University and earned his Bachelor of Science in business administration from the University of Delaware. He is a Chartered Financial Analyst (CFA®).