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NEWS & EVENTS

 

In The Media
Quote by Debashis Chowdhury, CFA
February 2020
Inside Higher Ed
Colleges and universities generally aren't happy about the endowment tax, but many are paying less than the tens of millions of dollars reported by the country's wealthiest universities, a review finds. And even those ultrawealthy universities might end up paying substantially less. It has been more than two years s…
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…
In The Media
Quote by Debashis Chowdhury, CFA
January 2019
Inside Higher Ed
When President Trump at the end of 2017 signed a Republican-backed tax-reform package into law that included significant changes for colleges and universities, higher ed leaders were left waiting for answers. They wondered about rules for calculating a new tax on endowments. They sought guidance regarding a tax on p…
In The Media
Quote by Debashis Chowdhury, CFA
May 2018
The NonProfit Times
Pension funds, endowment fund, and foundations are taking a renewed look at their investments and whether they include gunmakers or even companies that sell guns.
Events
Manager Webinar
March 2018
Generation Investment Management
On March 29, 2018, Renee Beaumont of Generation Investment Management discussed the growing importance and prevalence of responsible and sustainable investing. Topics discussed included the different approaches to sustainable investing, current sustainability trends, how investors are incorporating the philosophy into …



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2019 Investment Forum Speakers

 

Libby Cantrill
Policy Implications Related to China

 

Morgan Housel
Logic Versus Human Behavioral Biases

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