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…
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
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…
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…
In The Media
Quote by Stuart Blair, CAIA
May 2019
The frenzied merger and consolidation activity roiling the hedge fund of funds space the last few years may have cooled off, but it has left room for unique deals – and more are likely, experts say. The resources and overhead required to successfully run a fund of funds could mean some more consolidation or creative…






2019 Investment Forum Speakers


Libby Cantrill
Policy Implications Related to China


Morgan Housel
Logic Versus Human Behavioral Biases