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For more information on the "Callan College," contact Kathleen Cunnie at college@callan.com.

Advanced Investment Topics

Agenda

Day One
7:30 am to 8:00 am Full Breakfast
8:00 am to 8:30 am Introduction and Welcome Remarks
8:30 am to 10:00 am The Role of the Fiduciary
10:00 am to 10:15 am Break
10:15 am to 11:30 am Capital Market Theory
11:30 am to 1:00 pm Lunch
1:00 pm to 2:30 pm Asset Allocation
2:30 pm to 2:45 pm Break
2:45 pm to 4:30 pm Manager Structure
6:00 pm Dinner
Day Two
7:30 am to 8:00 am Full Breakfast
8:00 am to 9:15 am Investment Policy Statements
9:15 am to 10:30 am Manager Search
10:30 am to 10:45 am Break
10:45 am to 12:00 pm Custody, Securities Lending, Record Keeping, Negotiating Fees
12:00 pm to 1:30 pm Lunch
1:30 pm to 3:15 pm Performance Measurement
3:15 pm to 3:30 pm Break
3:30 pm to 4:30 pm Current Trends Panel