Media Contact

For media inquiries, contact Scott Brown, Communications Manager, at 415.291.4010 or

Industry Conference Participation

Callan consultants will be attending the following events:

Cody Chapman
Elizabeth Hood
IMI Hosp & Healthcare Forum
October 5-7, 2014
Atlanta, GA

Jim McKee (speaker)
PartnerConnect Hedge World Infovest
October 7-8, 2014
Half Moon Bay, CA

Maria Sandberg
Uvan Tseng
AAAIM Conference
October 7-8, 2014
Palo Alto, CA

Greg Allen (speaker)
Anne Posey
Matt Shirilla
Brianne Weymouth
II Roundtable for Consultants & Inst'l Inv.
October 7-8, 2014
Chicago, IL

JJ Milder
National Council on Teacher Retirement Annual Conference
October 11-15, 2014
Indianapolis, IN

Bud Pellecchia (speaker)
IFEBP Annual Conference
October 12-15, 2014
Boston, MA

Featured Research

2014 Nuclear Decommissioning Funding Study
authored by Julia Moriarty, CFA

The Education of Beta: Can Alternative Indices Make Your Portfolio Smarter?
Eugene Podkaminer examines "smart beta" in this comprehensive white paper.

Company Fact Sheet

View Fact Sheet
A snapshot of Callan Associates' four distinct lines of business.