LIZ ANN SONDERS TO KEYNOTE CANTERBURY CONSULTING’S 2017 INVESTMENT FORUM

NEWPORT BEACH, CA, 2016-Dec-07 — /EPR Network/ — Liz Ann Sonders, chief investment strategist of Charles Schwab & Co., Inc., will be the keynote speaker for Canterbury Consulting’s 2017 annual investment forum on January 5, 2017. Canterbury Consulting is a Newport Beach-based independent investment advisory firm with $17 billion in assets under management.

 

Canterbury Consulting hosts the event for their endowment, foundation, healthcare and family clients. The forum features prominent experts who provide exclusive forecasts and insights on critical investment topics and offers clients a rare opportunity to network with organizations that share similar investment challenges and goals. This year’s forum will bring things back to the basics by focusing on portfolio strategy, asset allocation, global fixed income, and global equities.

 

Sonders will provide her economic and market outlook at the Canterbury forum. She has been named one of SmartMoney’s “Power 30,” their list of the most influential people on Wall Street; the best strategist of the year by Kiplinger’s; one of the “25 Most Powerful Women in Finance” by American Banker/US Banker; and one of the “50 Top Women in Wealth” by Wealth Manager/AdvisorOne. Most recently, she was named to the “IA 25” by Investment Advisor, their list of the 25 most important people in and around the financial advisory profession.

 

 

ADDITIONAL EXPERT INSIGHTS

Mihir Worah, a managing director for PIMCO’s Newport Beach office and CIO­—asset allocation and real return, will address asset allocation. He is a member of PIMCO’s investment and executive committees and oversees portfolio management for the United States. Worah is a generalist portfolio manager who manages a variety of fixed income, commodity, and multi-asset portfolios.

 

Senior vice president and director of research for Templeton Global Macro, Sonal Desai, Ph.D., will discuss the current and future global fixed income environment.  Dr. Desai is a portfolio manager on a number of funds, including Templeton Global Bond Fund and Templeton Global Total Return Fund. She is responsible for shaping the team’s research agenda of in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency, and sovereign credit market outlooks.

 

Harry W. Segalas, managing partner and chief investment officer of HS Management Partners (HSMP), will present on existing and forthcoming global equities concerns and opportunities. Prior to HSMP, he served as chairman, CEO, and chief investment officer of W.P. Stewart & Co. In addition to overseeing the firm’s U.S. investment team, Segalas directly managed institutional and high-net-worth client assets worldwide.

 

The invitation-only Annual Investment Forum will be held on January 5, 2017, at the Newport Beach Marriott Hotel. For information or registration please contact (949) 721-9580 or email events@canterburyconsulting.com.

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About Canterbury Consulting

Canterbury Consulting is a leading investment advisory firm overseeing $17 billion for foundations, endowments, and families. Founded in 1988, the company designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury Consulting at www.canterburyconsulting.com.