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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.

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…

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…

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…

Canterbury Consulting’s Director of Outsourced Investments, Poorvi Parekh, attended the RFKennedy Compass Investor Conference held at Hyannis Port from June 25-27, 2018. The conference — organized by RFK Compass, the investment arm of the Robert F. Kennedy Human Rights organization — provided a platform for dialog betw…

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…