Wednesday, January 18, 2023

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.

Guest Speakers

Kathleen Taylor
Chair Royal Bank of Canada
Biography >
Billy Rahm
Senior Managing Director Centerbridge Partners
Biography >
Frank LaFerla
Dean, School of Biological Sciences University of California, Irvine
Biography >
Jeffrey Kleintop, CFA
Managing Director Charles Shwab
Biography >

Highlights by Year

2022 Annual Investment Forum

Canterbury Consulting hosted its 14th Annual Investment Forum virtually on January 20, 2022. This year’s forum brought together experts in the investment management industry for engaging conversations on secondary markets, geopolitics, and investing in innovation.
Featured Topics & Speakers
  • Evolution of Secondary Markets, Verdun Perry, Blackstone Strategic Partners
  • Navigating Geopolitics in an Era of Disruption, John Emerson, Capital Group International, Inc.
  • Investing in the Innovation Economy, Cathie Wood, ARK