For more information on the "Callan College," contact Kathleen Cunnie at email@example.com.
This educational forum offers basic-to-intermediate level instruction on all components of the investment management process. Continuing education credits are available for The CFA Institute and IBCFP.
The "Callan College" courses cover topics that are key to understanding your responsibilities, the roles of everyone involved in this process, how the process works, and how to incorporate these strategies and concepts into an investment program. Listed below are the different types of sessions Callan offers.
This one and one half day session is designed for individuals who have less than two years' experience with institutional asset management oversight and/or support responsibilities. The program will familiarize fund sponsor trustees, staff, and asset management advisors with basic investment theory, terminology, and practices. Participants in the introductory session will gain a basic understanding of the different types of institutional funds, including a description of their objectives and investment program structures.
This is a two day session that provides attendees with a complete and thorough overview of prudent investment practices for both trustee-directed and participant-directed funds. This session is beneficial to anyone involved in the investment management process, including: trustees and staff members of public, endowment & foundation, corporate, and Taft-Hartley retirement funds (defined benefit and/or defined contribution); representatives of family trusts; and investment management professionals and staff involved in client service, business development, consultant relations, and portfolio management.
This two and a half day program for investment managers will focus on the asset management process and improving communication skills and will cover topics critical to investment managers, including best practices in communicating with clients. You will be armed with more effective communication skills and given insights into those industry best practices to embrace and the potential pitfalls to avoid. This course is beneficial to anyone involved in the business of investment management, including: client service professionals, business development officers, consultant relations professionals, portfolio managers, RFP writers, and marketing professionals.
Callan Associates will share its expertise through a one day educational program on defined contribution plan investing, delivery, and communication/education. Callan’s consultants have extensive knowledge and experience in the DC arena and will provide insights relating to the role of the fiduciary; plan investment structure evaluation and implementation; plan monitoring and evaluation; investment and fee policy statements; and meeting the needs of the participant through plan features such as automatic enrollment, Roth designated accounts, managed accounts and advice.
A unique feature of the "Callan College" is its ability to educate on a specialized level through its customized sessions. Whether you are a plan sponsor or you provide services to institutional tax-exempt plans, we are equipped to tailor the curriculum to meet the training and educational needs of your organization and bring the program to your venue. For more information on a customized "Callan College" for your organization, please send an email to Kathleen Cunnie at firstname.lastname@example.org.