Events
CFA Institute Challenge Global Final with Jacquelyn George
May 2023
Canterbury Consulting
Jacquelyn George, an Investment Analyst intern at Canterbury Consulting, competed with her team members from the Titan Capital Management program at California State University, Fullerton (CSUF), in the Global Final of The CFA Institute Research Challenge.
Events
May 2023
Canterbury Consulting
Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative
Events
Webinar
April 2023
FUSE Ventures
Canterbury Consulting's Stuart Blair, CAIA, Director of Research, Canterbury Consulting and Kellan Carter, General partner, FUSE Ventures to discuss insights into the advancements, ethics, and impact of Artificial Intelligence during a webinar on Thursday, April 27, 2023.
Events
Panel Discussion with Stuart Blair, CAIA
November 2022
On Wednesday, November 30, 2022, Canterbury Consulting's Director of Research, Stuart Blair, CAIA participated on a panel at the Canada West Institutional Forum in Vancouver. Mr. Blair sat on the opening session discussing Asset Allocation and Macro Economic Outlook. The panel covered a range of topics inclusive of: th…
Events
Webinar
September 2022
Lazard Asset Management
Canterbury Consulting's Debashis Chowdhury, CFA, President, Canterbury Consulting and Ron Temple, CFA, Managing Director, Lazard Asset Management to discuss the current economic conditions, implications of federal reserve policy, and the current geopolitical order during a webinar on Tuesday, September 13, 2022.
Events
Canterbury Consulting's Loren Asmus, CFA, CAIA, Vice President, Investment Research, and Jay Lipman, Co-Founder and President of Ethic, discussed ESG Investing during a webcast on Tuesday, March 15 , 2022.
Events
Webinar
November 2021
Galaxy Digital
Canterbury Consulting's Matt Lui, CFA, CAIA, Vice President, Investment Research, and Steve Kurz, Partner and Head of Asset Management at Galaxy Digital discussed blockchain technology during a webcast on Thursday, November 18, 2021.
Events
Manager Webinar
November 2021
Galaxy Digital
The applications of blockchain technology are becoming widely recognized as macro and technological forces are converging to pave the way for this new asset class. Beyond Bitcoin, blockchain has unlocked exciting new applications, including decentralized finance, Non-fungible tokens (NFTs), and a burgeoning creator eco…
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.
Events
Webinar
April 2021
Canterbury Consulting
Canterbury Consulting's Jason Levey, CAIA, Director and Erick Podwill, Vice President, Investment Research discussed the private capital landscape during a webcast on Wednesday, April 28, 2021.
Events
Webinar Panel Discussion with Bob Cluck
November 2020
UCI School of Social Sciences
Canterbury Consulting Chairman Bob Cluck joined fellow University of California, Irvine Foundation trustees and Steve Borowski, president of Aristotle Capital Management, and Kristen Monson to speak on the implications of COVID-19 on the markets, asset allocations, and the non-profit world on November 19, 2020. During…
Events
Meeting
October 2020
Canterbury Consulting
During the meeting, we shared updates on our recent activity, reviewed the Private Capital Fund I portfolio, and discussed trends in the current market environment.
Events
Webinar & Report
August 2020
Canterbury Consulting and Armanino
Canterbury Consulting and Armanino, an independent accounting and business consulting firm, hosted a three-part webinar series discussing the impact of COVID-19 on nonprofits. Each webinar focused on a timely topic facing the nonprofit community, share insights collected through our nonprofit survey, and feature guest…
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.
Events
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…
Events
Manager Webinar
March 2020
Galaxy Digital
The world is rapidly digitizing, and blockchain will play a critical role in this global transformation. To capitalize on this longer term foundational shift, seasoned entrepreneurs are building and scaling exciting products and solutions that are market-ready today in the areas of digital finance, enterprise digitizat…
Events
Roundtable Discussion led by Stuart Blair, CAIA
February 2020
SuperReturn U.S. West
Canterbury Consulting’s Director of Research, Stuart Blair, CAIA, led a roundtable session at the annual SuperReturn U.S. West conference on Wednesday, February 12, 2020. This session focused on sharing best practices, stories of success, and examples of failure. The roundtable discussed the merits and considerations o…
Events
Discussion Led by Debashis Chowdhury, CFA
October 2019
Institutional Investor
On October 16, 2019, Debashis Chowdhury, CFA, president at Canterbury, will be moderating one of three concurrent breakout sessions that examine questions that asset allocators and consultants are asking as they examine the status quo of institutional investing across asset classes.
Customization in strategy, fees, vo…
Events
Panel Discussion with Poorvi Parekh
September 2019
Institutional Investor
On September 26, 2019, Canterbury Consulting’s Director of Outsourced Investments, Poorvi Parekh, spoke on an Outsourced Chief Investment Officer (OCIO) panel session at the 3rd Annual West Coast Sub-Advisory Roundtable in Marina del Rey, CA.
The panel session, Consultants, Managers & OCIOs: The Lines are Blurring,…
Events
Manager Webinar
September 2019
Matthews Asia
Global investors continue to feel the repercussions of U.S.-China trade tensions, China's currency "devaluation," and protests in Hong Kong. Trade negotiations may be dominating headlines but global investors should not overlook China’s strong fundamentals and long-term economic growth trends. Rising consumer wealth in…
Events
Webinar
February 2019
Canterbury Consulting and Armanino
On February 5, 2019, Jason Levey, director and investment consultant at Canterbury Consulting provided an introduction to private capital investing for nonprofit organizations as a part of Armanino's webinar, Private Capital Reporting for Nonprofits.
Events
Panel Discussion with Debashis Chowdhury, CFA
December 2018
Southwest Investors
On December 12, 2018, Canterbury Consulting President Debashis Chowdhury spoke on the Investment Consultants and Advisors Roundtable at LinkBridge Investors’ Southwest Investors Annual Meeting. Alongside Nathan Skankey, director of investor relations at Santé Realty Investment; Ben Maslan, principal at RCLCO; Christian…
Events
Panel Discussion with JD Montgomery, CAIA
October 2018
Silicon Valley Bank
JD Montgomery, managing director at Canterbury Consulting, spoke on a panel at the Silicon Valley Bank International Venture Capital General Partners (SVB IVCGP) Summit on Wednesday, October 3, 2018 in San Francisco, California. During the panel, Making Waves: The Innovation Economy and the Essential Role of Family Off…
Events
Panel Discussion with Poorvi Parekh
September 2018
Institutional Investor
On September 25-26, 2018, Canterbury Consulting’s Director of Outsourced Investments, Poorvi Parekh, spoke at Consultants and OCIO: Behind the Veil, a panel discussion at the 2nd Annual West Coast Sub-Advisory Roundtable in Marina del Rey, CA. The panel discussion focused on the dynamics between consulting/outsourced C…
Events
Panel Discussion with Stuart Blair, CAIA
September 2018
ALTSSV
On September 17, 2018, Canterbury Consulting’s Director of Research, Stuart Blair, CAIA, chaired the panel “Opportunities in Private Debt & Alternative Fixed Income” at the 2018 ALTSSV Conference, an annual forum focused on venture capital, private equity, private debt, hedge funds, and real assets, hosted in Silic…
Events
With Chad Bollenbach
August 2018
UCI Paul Merage School of Business
The LIFEvest Financial Literacy Program — hosted by the Center for Investment and Wealth Management (CIWM) at the University of California, Irvine (UCI) Paul Merage School of Business — is an on-campus immersion program dedicated to helping underserved students who have the potential to be first generation college stud…
Events
Attended by Poorvi Parekh
June 2018
RFK Human Rights
Canterbury Consulting’s Director of Outsourced Investments, Poorvi Parekh, attended the RFKennedy Compass Investor Conference held at Hyannis Port from June 25-27, 2018. The conference — organized by RFK Compass, the investment arm of the Robert F. Kennedy Human Rights organization — provided a platform for dialog betw…
Events
Manager Webinar
March 2018
Generation Investment Management
On March 29, 2018, Renee Beaumont of Generation Investment Management discussed the growing importance and prevalence of responsible and sustainable investing. Topics discussed included the different approaches to sustainable investing, current sustainability trends, how investors are incorporating the philosophy into…
Events
Panel Discussion with Stuart Blair, CAIA
February 2018
SuperReturn U.S. West
Canterbury Consulting’s Director of Research, Stuart Blair, CAIA, participated in two panel discussions at the annual SuperReturn U.S. West conference on Tuesday, February 13, 2018. As a part SuperReturn’s mission to bring the best discussions and events in private equity and venture capital, the conference focused on …
Events
Manager Webinar
December 2017
Gurtin Municipal Bond Management
On December 18, 2017, Jonathan Hill, CFA of Gurtin Municipal Bond Management discussed how the Federal Reserve’s Quantitative Easing (QE) program has been a unique and unconventional central bank policy post the Great Financial Crisis. Mr. Hill reviewed the mechanisms used by the Federal Reserve to implement QE and pro…
Events
Attended by JD Montgomery, CAIA
September 2017
Stanford PACS
On September 19, 2017, JD Montgomery, CAIA, Managing Director, recently attended the Stanford Philanthropy Innovation Summit. Attendees included influential philanthropists, technologists, academics and industry practitioners.
Events
Manager Webinar
September 2017
Sands Capital Management
On September 26, 2017, Thomas Trentman, Portfolio Manager at Sands Capital Management, addressed the exceptional growth in technology and innovation and its impact across entire economic sectors and industries. Mr. Trentman addressed the powerful themes driving above-average growth in the markets. Topics ranged from cu…
Events
Discussion Led by Debashis Chowdhury, CFA
September 2017
Institutional Investor
On October 5, 2017, Debashis Chowdhury, CFA, President, will co-host a breakout discussion group to examine the latest thinking about who should decide what in the asset allocation process and what are the best metrics on which they should be measured.
Events
Panel Discussion with Stuart Blair
July 2017
Markets Group
Stuart Blair, CAIA, Director of Research, participated on a panel entitled Value-Added and Opportunistic Investing in Today’s Market at Markets Group’s Pacific Institutional Real Estate Investor Forum Los Angeles. The panel, composed of both investors in equity and debt in real estate and investment fiduciaries, discu…
Events
Manager Call
June 2017
Capital Group
On June 28, 2017, Canterbury hosted a Q&A dialogue between Jeffrey Brown of Capital Group and Stuart Blair, Director of Research for Canterbury Consulting. Mr. Brown addressed the current political landscape and its impact on financial markets. From the U.S. to the U.K., policy reform will continue to have a significan…
Events
Webinar
December 2016
Fuller & Thaler Asset Management
On December 13, 2016, Raife Giovinazzo, PhD, CFA and David Potter, CFA addressed behavioral finance theory and its application to investment management. Raife discussed the theoretical framework and David explained how the firm’s process works to exploit systematic investor mistakes in order to earn superior returns. F…
Events
Panel Discussion with Michael Laven
November 2016
FEFO
Michael Laven, CFA served on the steering committee of the inaugural Foundations | Endowments | Family Offices (FEFO) forum held at Arizona State University. Mr. Laven participated on a panel “Seeking Yield in a Low Yield Environment,” which discussed where to find adequate income, how to address the risk of raising ra…
Events
Discussion Led by Debashis Chowdhury
October 2016
Institutional Investor
At the Roundtable for Consultants and Institutional Investors, alongside fellow consultants, investment managers and senior investment professionals from distinguished endowments, foundations, and healthcare entities from around the country, Debashis Chowdhury, CFA led a discussion on portfolio construction in the curr…
Events
Webinar
September 2016
Lazard Asset Management
On September 27, 2016, James Donald discussed the macroeconomic environment and potential opportunities within the emerging markets. Specifically, he addressed the following: recent challenges to economic growth, recent strong, performance in the asset class, prospects of inflation and deflation, and regions and countr…
Events
Webinar
June 2016
Pyrford International
On June 28, 2016, Tony Cousins, Chief Executive Officer and Chief Investment Officer at Pyrford International addressed today's international developed equities landscape and outlined where the opportunities and risks are, particularly in light of the recent ‘Brexit’ referendum. Mr. Cousins also discussed the headwinds…
Events
Panel Discussion with Stuart Blair
June 2016
IMN
Stuart Blair, CAIA, Director of Research, participated on a panel entitled Using ETFs to Enter New Markets and Sectors at the 2016 IMN Global Indexing & ETFs Conference. The panel, composed of both advisors and creators and providers of ETFs, discussed the ongoing innovation in the ETF market and the associated risks…
Events
Moderated by Poorvi Parekh
June 2016
Institutional Investor’s E&F Roundtable
Poorvi Parekh, Director of Outsourced Investments, recently moderated a session at the 2016 Institutional Investor Endowments and Foundations Roundtable in Boston. The annual roundtable attracts a large number of prominent endowments, foundations, healthcare organizations, advisors and asset managers from around the w…
Events
Moderated by Poorvi Parekh
June 2016
Institutional Investor
Poorvi Parekh, Director of Outsourced Investments, recently moderated a session at the 2016 Institutional Investor Endowments and Foundations Roundtable in Boston. The annual roundtable attracts a large number of prominent endowments, foundations, healthcare organizations, advisors and asset managers from around the w…
Events
Manager Call
March 2016
Templeton Global Macro
On March 29, 2016, Dr. Sonal Desai, Director of Research at Templeton Global Macro and Co-Portfolio Manager of the Templeton Global Bond Fund ("Fund"), recently shared her thoughts on the global macroeconomic environment and on the potential opportunities in the United States and abroad. Links to the replay and summary…
Events
Webinar
December 2015
Vaughan Nelson Investment Management
On December 15, 2015, Chris Wallis, CEO and CIO of Vaughan Nelson Investment Management, addressed today's investment landscape and the opportunity set that investors now face. He discussed the history of credit markets, the current state of the market, and his outlook on various sectors and asset classes. With decreas…
Events
Webinar
September 2015
Matthews Asia
China's equity markets have been in steady decline for several weeks, raising a torrent of questions and concerns about the potential impact on the world's second-largest economy. Given that China is one of the biggest drivers of global growth, this story is important for investors. On September 29, 2015, Andy Rothman…
Events
On June 30, 2015, Canterbury Consulting hosted an exclusive manager webinar with Joachim Fels, Managing Director and Global Economic Advisor of PIMCO. Topics included: an overview of PIMCO's macroeconomic outlook for the next three to five years, which they have termed "The New Neutral", the key investment implications…
Events
Webinar
March 2015
Kayne Anderson Capital Advisors
On March 31, 2015, Canterbury Consulting hosted an exclusive manager webinar with Robert Sinnott, Chief Executive Officer and Chief Investment Officer of Kayne Anderson Capital Advisors. Discussion topics included the ‘fair’ price of oil with respect to the supply/demand dynamics of the market, the implications of lowe…
