Events
May 2023
Canterbury Consulting
Canterbury Consulting’s Loren Asmus Named Vice Chair of the Board by Choral Arts Initiative
Annual Investment Forum
Annual Investment Forum
January 2021
Canterbury Consulting
Canterbury Consulting hosted its 13th Annual Investment Forum virtually for the first time on January 21, 2021. This year’s forum brought together experts in health science and investment management for engaging presentations and discussions on the state the economy, the markets, and the global community.
Annual Investment Forum
Press Release
January 2021
Yahoo Finance
Canterbury's Annual Investment Forum will feature a former commissioner of the FDA, the chief investment strategist at Charles Schwab, and the founder of Ariel Investments as they provide insights on biomedical science and health, international markets, and value investing.
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.
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…
Articles
Press Release
May 2018
Canterbury Consulting
NEWPORT BEACH, CALIF., May 21, 2018 – Canterbury Consulting, an independent investment advisory firm overseeing $18.6 billion for foundations, endowments, healthcare organizations, and families, is moving to a new office after 30 years of growth. Due to the success of its independent advisory service model, the firm is…
Annual Investment Forum
Annual Investment Forum
January 2018
Canterbury Consulting
Canterbury hosted its 10th Annual Investment Forum on January 18, 2018 for more than 200 endowment, foundation, healthcare, and family office clients. Attendees were treated to insights on investing, the state of philanthropy, and the future of healthcare from notable thought leaders including TCW, Centerbridge Partne…
Articles
Press Release
January 2018
Yahoo
Experts Discussed Macroeconomics, Global Equity and Credit Markets, the State of Philanthropy and the Future of Healthcare
NEWPORT BEACH, Calif., Jan. 24, 2018 /PRNewswire/ -- Canterbury Consulting, an independent investment advisory firm overseeing $18 billion for foundations, endowments, and families, recently hoste…
Articles
Press Release
November 2017
Yahoo Finance
NEWPORT BEACH, CALIF., November 3, 2017 /PRNewswire/ – Canterbury Consulting, an independent investment advisory firm overseeing more than $17.2 billion, has announced the speakers for its 2018 Investment Forum, an annual assembly of prominent thought leaders in investment management, healthcare, and philanthropy.
Cant…
In The Media
Quote by Debashis Chowdhury, CFA
September 2017
FundFire
Although underlying asset managers are cognizant of investors’ growing appetite for divestment and ESG issues, investors still need to be implementing “reasonable policy parameters”, says Debashis Chowdhury, president at Canterbury Consulting, a consultant firm that also provides OCIO services. “You really have to mak…
In The Media
Quote by Stuart Blair, CAIA
September 2017
Pensions & Investments
Adding to the pressures, asset owners are beginning to hire general investment consultants for specialty consulting work to reduce the workload on their staffs, said Stuart Blair, director of research at Newport Beach, Calif.-based Canterbury Consulting Inc. "Managing multiple service providers and coordinating their o…
In The Media
Quote by Stuart Blair, CAIA
September 2017
Pensions & Investments
Stuart Blair, CAIA, Canterbury Consulting's director of research, was recently interviewed by Pensions and Investments Online. He gives his insights into an emerging trend in private credit investment lending that may lead to increased risk and distorted returns.
In The Media
Quote by Debashis Chowdhury, CFA
August 2017
Orange County Business Journal
Debashis Chowdhury, CFA, president of Canterbury Consulting, discussed the firm's investment philosophy, allocation strategies and the general state of return expectations in an article on the front page of the August 7 Orange County Business Journal.
In The Media
Quote by Stuart Blair, CAIA
August 2017
Pensions & Investments
Stuart Blair, CAIA, Canterbury Consulting's director of research, was recently interviewed by Pensions and Investments Online. He gives his insights into an emerging trend in private credit investment lending that may lead to increased risk and distorted returns.
Articles
Authored by Jaylene Howard, CFA, CAIA
May 2017
Philanthropy News Digest
In January, Edward Shane, managing director at Bank of New York Mellon, told the Wall Street Journal that he estimates boomers have roughly $10 trillion stashed away in tax-deferred savings accounts. As the first generation with 401(k)s, boomers are in a unique position to call their own tune as they decide what to do…
Articles
Authored by Debashis Chowdhury, CFA
February 2017
Trustee
In the past few years, hospitals in all parts of the United States have received some of the largest single donations in their history, allowing them to expand services and build newer and more technologically advanced facilities. But this trend forces foundation trustees, particularly those in community hospitals, to…
Articles
Authored by Matthew Lui, CFA
January 2017
The Hill
A wise shopper saw a “going out business” sign in a fortune teller’s window and quipped, “He should have predicted that.” Given the uncertainty surrounding the unconventional leadership of Donald Trump, even a fortune teller may not have much luck predicting next year’s market. Similarly, more than a few investment man…
In The Media
Recognition
November 2016
Orange County Business Journal
Debashis Chowdhury, CFA, President, has been selected by the Orange County Business Journal for its inaugural edition of the OC 500. This list honors the most influential individuals from throughout Orange County. Honorees range from top executives at the largest publicly traded or privately held companies to up-and-co…
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…
