Canterbury Consulting

Canterbury Consulting

Investment Management

Newport Beach, California 7,115 followers

We focus on your investments so you can focus on your mission.

About us

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.

Industry
Investment Management
Company size
51-200 employees
Headquarters
Newport Beach, California
Type
Privately Held
Founded
1988

Locations

Employees at Canterbury Consulting

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  • View organization page for Canterbury Consulting, graphic

    7,115 followers

    During a recent webinar, Susan Kasser, CFA, Head of Neuberger Berman Private Debt, provided a unique viewpoint on the current state of the private equity market, drawing from her experience as a seasoned private credit professional. Ms. Kasser illustrated how the financial relationship between private equity sponsors and private lenders has evolved over time. She also examined the effects of higher interest rates and the potential implications of a looming recession on existing PE sponsor-backed companies and prospective future transactions. Susan Kasser, CFA was recently named one of P & I's 2023 Influential Women in Institutional Investing. Watch the full replay here: https://lnkd.in/g8TfGYaE The views expressed by the speakers in this webinar are their own and do not necessarily represent the viewpoints of the Canterbury Consulting, Inc.

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