Thursday, January 20, 2022

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.

Due to the COVID-19 pandemic, we are not able to create the in-person environment for our clients to network and collaborate with peers, but we are proud to present a great lineup of speakers during our virtual event to a broader online audience of clients and prospective clients.

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

Guest Speakers

Verdun Perry
Global Head Strategic Partners
Biography >
John Emerson
Global Relationship Manager & Vice Chairman Capital Group International, Inc.; Former United States Ambassador to Germany
Biography >
Cathie Wood
Founder, CEO, & CIO ARK
Biography >

Highlights by Year

2021 Annual Investment Forum

On January 21, 2021, Canterbury hosted its 13th Annual Investment Forum for its endowment, foundation, and family clients. This year’s event included in-depth conversations with global leaders in the investment management industry, as well as, topical non-investment related experts.
Featured Topics & Speakers
  • The Global COVID-19 Pandemic, Robert M. Califf, MD, MACC, Former Commissioner of the U.S. Food & Drug Administration
  • Promoting Diversity in the Asset Management Industry, John W. Rogers Jr., Ariel Investments