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NEWS & EVENTS

 

In The Media
Quote by Matt Lui, CFA, CAIA
August 2021
The Market Herald
Global investors are increasingly looking to invest on exchanges in the world's seventh-largest economy, India, and there is a confluence of factors at play.
In The Media
Quote by Stuart Blair, CAIA
August 2021
NerdWallet
A securities-based line of credit, or SBLOC, could help tide you over when purse strings are tight. Life happens. At some point, you might need quick cash for a down payment or to cover an unexpected expense, but may not be sure whether it warrants raiding your emergency savings. You could sell some of your investments…
Articles
Press Release
July 2021
Canterbury Consulting
Canterbury Consulting, an independent investment advisory firm overseeing approximately $27 billion for foundations, endowments and families, has been named as one of the 2021 best places to work in Orange County by the Orange County Business Journal. This is the second consecutive year and third time Canterbury Consul…
Events
Webinar
May 2021
Canterbury Consulting
Canterbury Consulting's Debashis Chowdhury, CFA, President and Loren Asmus, CFA, CAIA, Vice President, Investment Research discussed the environmental, social, and governance (ESG) landscape during a webcast on Wednesday, May 26, 2021.
In The Media
Quote by Loren Asmus, CFA, CAIA
May 2021
Talking Biz News
Loren Asmus, CFA, CAIA, Vice President, Investment Research at Canterbury Consulting shared insights on ESG investments with Talking Biz News Deputy Editor Erica Thompson: "​ESG interest from both current and prospective clients is increasing. Clients are interested in ESG from several different perspectives, including…



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2021 Investment Forum Speakers

 

John W. Rogers Jr.
Diversity and Decicion-Making

 

Dr. Robert M. Califf
Transitioning to a Post-Pandemic World

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