Loading...

NEWS & EVENTS

 

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 …
In The Media
Quote by Debashis Chowdhury, CFA
March 2018
Inside Higher Ed
Interest in divestment has spiked in recent weeks, according to Debashis Chowdhury, president at Canterbury Consulting, an investment advisory firm managing about $18 billion of assets for endowments, foundations, health care organizations and families. Donors and parents were asking colleges about their exposure to…