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Annual Investment Forum
Canterbury's 2020 Annual Investment Forum
Annual Investment Forum
January 2020
Canterbury Consulting
Canterbury hosted its 12th Annual Investment Forum on January 22, 2020 for its endowment, foundation, healthcare organization, and family clients. Guests were treated to forecasts and insights from prominent thought leaders in investment management.
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Events
3rd Annual Institutional Investor West Coast Sub-Advisory Roundtable
Panel Discussion with Poorvi Parekh
September 2019
Institutional Investor

On September 26, 2019, Canterbury Consulting’s Director of Outsourced Investments, Poorvi Parekh, spoke on an Outsourced Chief Investment Officer (OCIO) panel session at the 3rd Annual West Coast Sub-Advisory Roundtable in Marina del Rey, CA.

The panel session, Consultants, Managers & OCIOs: The Lines are Blurring…

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Articles
Five Reasons for Nonprofits to Hire an Outsourced CIO
Authored by Poorvi Parekh, CFA
May 2019
Nonprofit Information
The key role of a nonprofit organization’s trustees is to ensure that investment assets are protected and properly managed so that they can serve the organization’s mission. Regardless of the size of the investment assets, the investment committee seeks to balance the objectives of both long-term growth and ongoing fun…
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Events
2nd Annual Institutional Investor West Coast Sub-Advisory Roundtable
Panel Discussion with Poorvi Parekh
September 2018
Institutional Investor

On September 25-26, 2018, Canterbury Consulting’s Director of Outsourced Investments, Poorvi Parekh, spoke at Consultants and OCIO: Behind the Veil, a panel discussion at the 2nd Annual West Coast Sub-Advisory Roundtable in Marina del Rey, CA. The panel discussion focused on the dynamics between consulting/outsourced C…

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Blog

Oct
2021
Canterbury Outsourced CIO: Third Quarter 2021 Commentary
By Poorvi Parekh, CFA
A robust macroeconomic backdrop, the decline in Delta variant cases, and a dovish Fed have supported the rally of global equity and risk assets. U.S. GDP grew by 12.2% for the year ending June 30. The very large stimulus plan that has been in place over the last 19 months has achieved its goal of helping the Federal Re…
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Jul
2021
Canterbury Outsourced CIO: Second Quarter 2021 Commentary
By Poorvi Parekh, CFA
The first half of 2021 seems to have gone fairly quickly with vaccinations, a move toward normal life, and good market returns facilitating a smooth transition in the direction of post-pandemic normality. Compared to a year ago, the economic pendulum has swung from dire concerns about the pandemic to more optimism towa…
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Apr
2021
Canterbury Outsourced CIO: First Quarter 2021 Commentary
By Poorvi Parekh, CFA
As the first quarter of 2021 progressed, governments across countries made a concerted effort to move toward some semblance of normality. A decline in new COVID cases, vaccine availability, and the continued commitment by central governments to maintain accommodative policies have all contributed to improved economic a…
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Jan
2021
Canterbury Outsourced CIO: Fourth Quarter 2020 Commentary
By Poorvi Parekh, CFA
The year 2020 will be remembered as a year marked by crisis as well as the heroic responses that crossed national and regional boundaries. While the year began with steady growth, in March, the COVID-19 pandemic quickly shaped into a global crisis. This forced populations to engage in some form of isolation, distancing…
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