Callan Associates

Alternative Investments

June 2-3, 2010 - San Francisco

Sample Agenda
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Callan Associates will share its alternative investment expertise through an educational program designed to advance the participants' knowledge, understanding and comfort with hedge funds, private equity, real estate, timber, energy, commodities, and infrastructure.

Callan’s alternative specialists have extensive knowledge and experience within each area and will provide insights relating to institutional demand, product availability, program design, implementation, regulatory outlook, trends, and best practices.

• Understanding how to assess which hedge fund solutions may be most appropriate
• Review of the various methodologies for deciphering alpha in a hedge fund program
• Gain knowledge on how to capture the benefits of the private equity market’s inefficiencies through proper implementation
• Learn how and why performance measurement and monitoring standards differ from public securities allocations and how to properly evaluate private equity performance
• Examine the process for managing private equity programs over time
• Evaluate the most efficient way to access the real estate asset class
• Understand the downside of real estate investing and how to protect your investments
• Explore the other real asset classes and their unique attributes with particular focus on timber and commodities
• Discussion of where infrastructure fits within a broad portfolio

Callan recognizes the need for increasing the knowledge base of institutional investors in this evolving financial landscape. This intensive two-day program offers a blend of interactive discussion, lectures, presentations, and case studies. Callan’s professionals will bring current thinking and best practice solutions into the classroom.

Tuition for the "Callan College" session on Alternatives is $2,500 per person. Tuition includes instruction, all materials, breakfast & lunch on each day, and dinner on the first evening with the instructors.