At Canterbury's 2022 Investment Forum, Verdun Perry, Global Head, Blackstone Strategic Partners discusses the history of secondary markets and why he sees potential for additional growth.
Growth of Private Equity: Primary & Secondary Markets
March 2022
Verdun Perry of Blackstone Strategic Partners shares why he belileves the increase of active dollars being deployed and active limited partners investing in the primary market will continue to drive growth.
Verdun Perry, Global Head, Blackstone Strategic Partners discusses how secondaries can provide an instant form of diversification across vintage years, mitigate the J-curve, and potentially lower risk.
Primary vs. Secondary Markets: Diversification & Risk
March 2022
Verdun Perry, Global Head, Blackstone Strategic Partners discusses how secondaries can provide an instant form of diversification across vintage years, mitigate the J-curve, and potentially lower risk.
Looking back at the history of secondary markets, Verdun Perry of Blackstone Strategic Partners reflects on the entrance of active institutional limited partners commiting in size to private equity.
ARK's Founder, CEO, and CIO Cathie Woods discusses digital asset ownership, validation, and censorship as well as why she believes Twitter could become a verification platform for NFTs.
Cathie Woods — Founder, CEO, and CIO of ARK — shares her thoughts on why Bitcoin stands out in the space of blockchain and cryptocurrency, as well as El Savador's President Nayib Buekele.
Convergence of DNA Sequencing, AI, and CRISPR Tech
February 2022
During Canterbury's 2022 Annual Investment Forum, Cathie Woods of ARK highlights why she believes the convergence of DNA sequencing, AI, and gene editing may help prevent disease.
Founder, CEO, and CIO of ARK Cathie Woods discusses the defection from gas-powered vehicles, traditional auto sales, demand for electric vehicles, and the used car market.
Cathie Woods of ARK describes cyclical inflation and innovation's impact on sustained deflation during Canterbury's annual client event, the 2022 Annual Investment Forum.
Capital Group International, Inc.'s Global Relationship Manager and Vice Chairman John Emerson examines Biden's administration's focus on the three C's — particularly as it relates to China.
Capital Group International, Inc.'s Global Relationship Manager and Vice Chairman John Emerson examines Biden's administration's focus on the three C's — particularly as it relates to China.
KEY INDICATORS AHEAD OF THE 2022 MIDTERM ELECTIONS
February 2022
Capital Group International, Inc.'s Global Relationship Manager and Vice Chairman John Emerson examines Biden's administration's focus on the three C's — particularly as it relates to China.
During Canterbury's Annual Investment Forum, John Emerson, Global Relationship Manager and Vice Chairman, Capital Group International, Inc. shares his thoughts on the Build Back Better Bill.
Ariel Investments' Chairman, Co-CEO, and Chief Investment Officer John. W. Rogers, Jr. explains how diversity can lead to better decision-making and performance.
Promoting Diversity in the Asset Management Industry
January 2021
John. W. Rogers, Jr. shares an example of how the asset management and investment industry can encourage diversity in its training and hiring processes.
John W. Rogers, Jr. of Ariel Investments shares why he believes the search for diverse talent will strengthen teams and the investment industry overall.
Dr. Robert M. Califf shares his outlook on the future of the coronavirus and his thoughts on things that need to be done to mitigate its negative impacts on day-to-day life.
Dr. Robert Califf explains how he sees the U.S. transitioning out of lockdowns and relinquishing non-pharmaceutical interventions, such as social distancing and masking protocols.
Dr. Robert Califf, former commissioner of the FDA and current head of clinical strategy at Verily Life Sciences and Google Health, shares his comments on the COVID vaccination efforts in the U.S.
At the 2020 Investment Forum, Rob Arnott shares why diversification is important to maintain during a period of sustained market performance (like this current one) for better long-term returns.
Rob Arnott from Research Affiliates explains the dynamics of value investing: investing more in value equities when they're cheap and reducing that tilt when value is more reasonably priced.
2020 Investment Forum — Rob Arnott cautions investors against anchoring on past returns and shares why relative underperformance could be a positive signal when evaluating managers.
Research Affiliates' Rob Arnott describes why he is critical of investing in Facebook, Amazon, Netflix, and Google (FANG): FANG stocks are priced based on an assumption of continued disruption.
Producing a 5% Real Return in the Current Environment
January 2020
At our 2020 Investment Forum, Rob Arnott talks about the bargains currently available in the global markets and recommends looking at emerging markets, fixed income, and value equities.
At Canterbury's 2020 Investment Forum, Morgan Housel from Collaborative Fund explains why investing is overwhelmingly a behavioral exercise rather than a mathematical or formulaic exercise.
Collaborative Fund's Morgan Housel sheds light on the biggest area of behavioral bias that is overlooked in investing: how an individual's life experiences shape how one thinks about risk.
Focusing on the Simple Drivers of Investment Outcomes
January 2020
2020 Investment Forum — Morgan Housel uses the story of our war on cancer to demonstrate why investors should remain focused on the less exciting, but effective fundamentals of investing.
Morgan Housel from Collaborative Fund encourages investors to embrace their behavioral flaws and build their investing strategy around those flaws, during our 2020 Investment Forum.
Potential Market Reactions to Presidential Election
January 2020
Libby Cantrill from PIMCO compares the different market reactions she expects from the re-election of President Trump, versus an election of a center left or progressive left Democrat.
At the 2020 Investment Forum, Libby Cantrill explains why the markets should continue to expect tension in the U.S.-China relationship, regardless of who is the U.S. President.
While the race for the White House is interesting, Libby Cantrill from PIMCO shares why she recommends concentrating on the House of Representatives and key Senate races.
2020 Investment Forum — Libby Cantrill predicts an infrastructure bill, more focus on healthcare, and changes in tax rates for U.S. taxpayers if a Democratic President is elected.
According to Joachim Fels at the 2019 Investment Forum, the U.S. business cycle is in its later stages, but the current expansion could persist for some time.
Joachim Fels from PIMCO suggests the risk of a Federal Reserve policy mistake has come down, but the jury is still out. A Fed misstep could result in a recession.
2019 Investment Forum — Joachim Fels notes that the potential for a global slowdown may intensify as China and Europe exhibit weakness and as the U.S.-China trade dispute drags on.
Greg Valliere shares that the push back from the financial markets in December 2018 made it clear Chairman Powell is not likely to raise interest rates in the coming months.
Political Ramifications of the U.S.-China Trade War
January 2019
Greg Valliere from Horizon Investments expects negotiations to take longer and anticipates a resolution of the U.S.-China Trade War by late spring or early summer this year.
Greg Valliere from Horizon Investments shares his thoughts on the effects of a government shutdown, including the chance that the economy could weaken as a result.
At the Canterbury Consulting 2019 Investment Forum, featured speaker Greg Valliere discusses the enormity of the federal deficit and his concerns regarding Europe.
Greg Valliere from Horizon Investments predicts Trump will seek re-election and get the nomination, though his chances of re-election may have slipped since the November 2018 election.
At the 2019 Investment Forum, Greg Valliere comments on how there is a widening rift in the Democratic Party and that it may be many months before they settle on a candidate.
2019 Investment Forum — Raife Giovinazzo, an expert in behavioral finance, explains what can cause investors to overreact or underreact when making financial decisions.
Raife Giovinazzo from Fuller & Thaler describes that to become a more rational investor, individuals should consider when they are likely to be biased and likely to make a mistake.
At Canterbury's 2019 Investment Forum, Ardra Belitz emphasizes that it is in no one’s best interest to see an extended period of U.S.-China trade difficulties.
Risk Assets Following 10 Years of Quantitative Easing
January 2019
Ardra Belitz cautions that investors should expect heightened volatility relative to recent history across asset classes as quantitative easing suppressed historical risk permia.
2019 Investment Forum — PRI, a United Nations-backed agency, is the world's largest responsible investment initiative with 2,200 members that represent $82 trillion across 60 countries.
Ophir Bruck from PRI emphasizes that ESG factors are relevant to risk and return, and therefore should be a part of the analysis of the investment by a prudent fiduciary.
2019 Investment Forum — Signatories, like Canterbury Consulting, commit to implementing the six principles for responsible investing and advocate the principles in the industry.
2018 Investment Forum — Featured speaker Jim Paulsen, Ph.D. discusses why he believes the influence of U.S. politics on the country's economy is overdramatized.
At the 2018 Investment Forum, speaker Jim Paulsen, Ph.D. provides his outlook on investment themes to expect this year and reviews different asset classes.
Featured speaker Paul Schulz from California Community Foundation reviews the characteristics of an ideal nonprofit board member, at the 2018 Investment Forum.
2018 Investment Forum — Paul Schulz discusses the "tale of two cities" trend he observes in the nonprofit world, specifically between large and small to medium-sized organizations.
Featured speaker Paul Schulz from California Community Foundation talks about measuring the impact of donations from the perspective of donors and nonprofits, at the 2018 Investment Forum.
