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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

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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Oct
2020
Canterbury Outsourced CIO: Third Quarter 2020 Commentary
By Poorvi Parekh, CFA
With less than three months left in 2020, this year has proven to be most unusual. COVID-19 related restrictions truly “hit home” globally, forcing individuals worldwide to readjust their physical, psychological, and social lifestyle for most of this year. This will likely continue for some portion of 2021. The rapid a…
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Jul
2020
Canterbury Outsourced CIO: Second Quarter 2020 Commentary
By Poorvi Parekh, CFA
The global economic contraction triggered by the COVID-19 virus has occurred at a greater speed, scale, and breadth than any other recession since World War II. In the 1970s, we had the recession driven by supply-driven oil-price shocks caused by production cuts. In the early 2000s, we had monetary tightening in respon…
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Apr
2020
Canterbury Outsourced CIO: First Quarter 2020 Commentary
By Poorvi Parekh, CFA
First quarter investment results were defined by markets’ reactions to the global virus-fighting lockdowns and closures of the developed world, resulting in a decline in the U.S. equity markets (Russell 3000 Index) of -20.9%, the non-U.S. equity markets (MSCI ACWI-ex U.S. Index) of -23.4%, U.S. high yield bond markets …
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