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NEWS & EVENTS

 

Events
Webinar
August 2020
Canterbury Consulting and Armanino
During the Return to Work Guidelines webinar, Jason Levey, director and investment consultant at Canterbury, joined Mike Boulton, partner at Armanino, to host guest panelists from nonprofit organizations that are implementing new processes and procedures to address health and safety guidelines for employees as well as …
Events
Webinar
July 2020
Canterbury Consulting and Armanino
During the Strategic Planning During the COVID Crisis webinar, Jason Levey, director and investment consultant at Canterbury, joined Mike Boulton, partner at Armanino, to host guest panelists from nonprofit organizations whose operations have been directly affected by COVID-19.
Events
Webinar
July 2020
Canterbury Consulting and Armanino
During The Paycheck Protection Program: PPP Guidelines and Compliance Going Forward webinar, Jason Levey, director and investment consultant at Canterbury, joined Mike Boulton, partner at Armanino, to discuss maximizing loan forgiveness and maintaining documentation for potential audits of the funding in the future.
In The Media
Quote by Loren Asmus, CFA
July 2020
U.S. News & World Report
The midstream sector supports the oil and gas industry's infrastructure needs and can increase diversification in a retirement portfolio since it generates higher yields. Investors typically invest in large integrated exploration and production names from the energy sector, as well as utility companies for additional i…
Articles
Authored by Debashis Chowdhury, CFA
July 2020
Nonprofit Information
Much has been written of high market returns over the past few years, and the COVID-19 pandemic will certainly lead to higher volatility going forward. What hasn’t been written is that these data points have created a precarious situation for endowments and the organizations they support: Spend rates are up or at unsus…



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