Callan Associates

"Callan College"

The Center for Investment Training, more widely known as the "Callan College," was established in 1994 to provide relevant and practical educational opportunities to all professionals engaged in the investment decision-making process. 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, IBCFPCFP, and NASBA.

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.

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• An Introduction to Investments

  This two day program 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.

• Advanced Investment Topics

  This is a two and a half day program 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.

• Alternative Investments

  Investors are faced with a new set of challenges as they consider alternative assets relative to potential return and diversification enhancement. Callan will share its alternative investment experience and expertise through an educational program designed to advance the participants' knowledge, understanding and comfort with Hedge Funds, Private Equity, Real Estate, and other alternative investments.

• "Callan College" for Investment Managers

  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 College" on Securities Lending

  Securities lending virtually ground to a halt in 2008 as a result of the deepening credit crisis and extreme market volatility that swept over the capital markets. The vast majority of institutional investors who participate in securities lending, either through stand-alone programs or collective trusts, have been impacted by the credit crunch. Callan Associates will share its securities lending expertise at a one day “Callan College” designed to expand the participants’ knowledge, understanding, and comfort with securities lending practices and trends in the midst of this market turmoil.

• Customized Sessions

  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 college@callan.com.