In The Media
October 2020
Orange County Business Journal
Canterbury Consulting provides financial advice on $23.6 billion worth of investments for family offices, college endowments, nonprofits, healthcare organizations and other clients. Like other wealth management firms in this hyper-competitive business on Wall Street, this advice is closely tracked by clients, especi…
In The Media
Quote by Stuart Blair, CAIA
October 2020
President Donald Trump has repeatedly warned that the stock market is doomed if he loses the 2020 election and Democrats take the White House. But looking at history, the association of a Republican president with better stock market performance is not steeped in reality. Here’s what’s really the case: Historically, th…
In The Media
Quote by Stuart Blair, CAIA
October 2020
Predictions of massive hedge fund redemptions this year were rife following the volatility of March and April. But with the start of the final quarter of the year approaching and redemption windows coming to a close, it turns out the industry may avoid what some had feared — a crushing year overshadowing brutal 2019 ou…
In The Media
Quote by Loren Asmus, CFA, CAIA
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…
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…






2019 Investment Forum Speakers


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Morgan Housel
Logic Versus Human Behavioral Biases