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NEWS & EVENTS

 

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…
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…
Articles
Authored by Stuart Blair, CAIA
January 2020
Nonprofit Information
Most nonprofits have probably considered environmental, social, and governance (ESG) investing, or soon will. Interest has escalated, and as a result, advice abounds. Reading it, only one thing seems clear: ESG investing is complex. It seems every answer leads to two questions, and it’s no surprise that many turn away …
In The Media
Quote by Stuart Blair, CAIA
September 2019
FundFire
Stronger hedge fund performance this year has sparked a slight boost in investor return expectations, but many of them are still not fully satisfied with the results so far as they keep an eye turned toward worries about the equity market cycle, according to a new survey. Only having 9% of investors report that hedg…
Articles
Press Release
August 2019
PR Log
Canterbury Consulting, an independent investment advisory firm with more than $20 billion in assets under advisement, and the University of California, Irvine's Center for Investment and Wealth Management (CIWM), have partnered in the Pacific Life LIFEvest Financial Literacy Residential Program to help underserved Oran…



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Libby Cantrill
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Morgan Housel
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