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Introduction to Investments
April 17-18, 2012
San Francisco
October 23-24, 2012
San Francisco
Standard Session
July 17-18, 2012 - location tbd
Sessions for Investment Managers
March 20-22, 2012 - Boston
October 10-12, 2012 - Boston
February 28, 2012
Callan's New Jersey Office
Registration opens
February 3, 2012
April 18, 2012
Callan's Chicago Office
Registration opens
March 21, 2012
July 17, 2012
Callan's Atlanta Office
Registration opens
June 19, 2012
November 2012
Boston/Philadelphia Location TBA
Registration opens
September 2012
Greg Allen interviews
Ivan “Butch” Cliff on
Investments in Database and Performance Measurement Technology
Founded in 1973, we are one of the largest independently-owned investment consulting firms in the United States. Headquartered in San Francisco, with offices across the country, we provide research, education, decision support, and advice to a broad range of institutional investors, collectively responsible for over $1 trillion in total assets.
As an employee-owned firm, we pride ourselves on our ability to attract and retain the brightest investment professionals in our industry. In a business that is critically dependent on the tenure of its people, our average consultant has been with the firm for over 10 years. This stability creates the perspective and the experience that make us a recognized leader in our industry.
Our experienced consultants are supported by one of the strongest centralized manager research and performance measurement efforts in the industry. We employ over 60 dedicated research, database, and performance measurement professionals, and have over 30 CFA designations across the firm. Combine this with our proprietary systems built over our 38 years in the business, and no other firm is better positioned to serve the needs of today's institutional investors.