Annual Investment Forum
Canterbury Consulting
August 2024
Canterbury Consulting
Canterbury Consulting, an independent investment advisory firm overseeing approximately $38.2 billion in assets as of December 31, 2023, hosted its Annual Forum in Newport Beach, California, on March 19, 2024. Canterbury hosts this annual educational event for endowment, foundation, healthcare, and family office client…
Annual Investment Forum
Press Release
January 2023
Canterbury Consulting
NEWPORT BEACH, Calif., Jan. 31, 2023 -
Canterbury Consulting, an independent investment advisory firm overseeing approximately $28.7 billion in assets as of November 30, 2022, hosted its Annual Investment Forum on January 18, 2023, in Newport Beach, Calif. The forum is a yearly event featuring thought leaders in invest…
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.
In The Media
Recognition
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, especial…
Annual Investment Forum
Press Release
January 2020
PR Newswire
Canterbury's Annual Investment Forum features experts from Research Affiliates, The Collaborative Fund and PIMCO to provide insight on the relevancy of valuations, the psychology of investing and the view from Washington.
Annual Investment Forum
Press Release
January 2019
MarketWatch
Canterbury Consulting, an independent investment advisory firm overseeing more than $18.3 billion, will host its 2019 Investment Forum, on January 17, 2019 in Newport Beach, Calif. The forum is an annual assembly of prominent thought leaders in investment management that Canterbury Consulting hosts each year for its en…
Annual Investment Forum
Annual Investment Forum
June 2018
Canterbury Consulting
Canterbury Consulting has confirmed two key speakers for the 2019 Annual Investment Forum on January 17, 2019, including Greg Valliere, chief political strategist at Horizon Investments, and Raife Giovinazzo, Ph.D., CFA, partner and portfolio manager at Fuller & Thaler.
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…
In The Media
Press Release
January 2017
Canterbury Consulting
Newport Beach, California, January 18, 2017 – Canterbury Consulting, an independent investment advisory firm overseeing $17.4 billion for foundations, endowments, and families, recently hosted the 2017 Investment Forum, Canterbury’s annual assembly of some of the world’s foremost investment management leaders. Attendee…
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…
Articles
Press Release
December 2016
PR Log
NEWPORT BEACH, CA - Dec. 5, 2016 - PRLog - Liz Ann Sonders, chief investment strategist of Charles Schwab, will be the keynote speaker for Canterbury Consulting’s 2017 annual investment forum on January 5, 2017. Canterbury Consulting is a Newport Beach-based independent investment advisory firm with $17 billion in ass…
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
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…
Articles
Authored by Debashis Chowdhury, CFA
June 2016
Pensions & Investments
Spend rates are up, often beyond realistic expectations for real returns. Much has been written of lower expected returns going forward compared to the high market returns over the past five years, but what hasn't been written is that these data points have created a precarious situation for endowments and the organiza…
