Thursday, January 21, 2021

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.

Each year, we save a limited number of seats for prospective clients to attend this exclusive event. If you are interested in learning more about Canterbury Consulting and attending our Annual Investment Forum, please fill out the request form.

Guest Speakers

Rob M. Califf, MD, MACC
Head of Clinical Policy and Strategy Verily and Google Health
Biography >
Jeffrey Kleintop, CFA
Senior Vice President, Chief Global Investment Strategist Charles Schwab & Co., Inc
Biography >
John W. Rogers Jr.
Chairman, Co-CEO, Chief Investment Officer Ariel Investments
Biography >

Highlights by Year

2020 Annual Investment Forum

On January 22, 2020, Canterbury hosted its 12th Annual Investment Forum for its endowment, foundation, and family clients. This year’s event included breakout sessions on implementing a co-investment program for taxable investors and navigating challenges faced by nonprofit staff and trustees.
Featured Topics & Speakers
  • Are Valuations Now Irrelevant?, Rob Arnott, Research Affiliates
  • The Psychology of Investing, Morgan Housel, Collaborative Fund
  • A View from Washington: The Good, the Bad, and the Ugly, Libby Cantrill, PIMCO