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…
Manager Webinar
June 2020
Franklin Templeton
During the webinar hosted by Canterbury on June 30, 2020, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, provided his view on what to expect post-crisis. Considering the potential paths ahead, he sees a gradual reopening and recovery as the most likely scenario, but it won’t come without its e…
In The Media
Quote by Matthew Lui, CFA, CAIA
June 2020
MSN Money
Does passive investing have a place in the most active market in recent history? Are index funds safe? Index funds are the epitome of passive investing. Rather than trying to beat the market by selecting individual stocks, these funds own all stocks constituting the index, matching the performance of the underlying ben…
In The Media
Quote by Stuart Blair, CAIA
June 2020
Orange County Business Journal
Canterbury Consulting Inc., a Newport Beach-based financial consulting group best known for advising family offices and non-profit organizations, is raising $82 million for a new fund to target private equity fund opportunities. “It will provide investors more opportunity to implement material change versus basic co…
In The Media
Quote by Mike Ethridge
June 2020
Business Insider
All 50 states have begun to loosen lockdown requirements and businesses like gyms, nail salons, restaurants, retail shops, production studios, and some offices are starting to reopen. For many, reopening is more complicated than social distancing and reduced capacity. In addition to an operational and financial chec…






2019 Investment Forum Speakers


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Logic Versus Human Behavioral Biases