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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

Apr
2022
Canterbury Outsourced CIO: First Quarter 2022 Commentary
By Poorvi Parekh, CFA
The first three months of 2022 brought on a variety of external issues that directly or indirectly affected individuals in almost every country: the political and economic tragedies and uncertainties surrounding the Russian-Ukrainian war, possible risks associated with additional variants of the COVID-19 virus, disrupt…
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Jan
2022
Canterbury Outsourced CIO: Fourth Quarter 2021 Commentary
By Poorvi Parekh, CFA
After almost two years since the start of the pandemic, the world is still being impacted by COVID-19. A new variant of the virus has emerged, but the effect of the pandemic is slowly beginning to subside. Most people have developed some level of immunity to the virus, either through inoculation or infection. The globa…
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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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