Callan Associates | "Callan College" | An Introduction to Investments

This two day session is designed for individuals who have less than two years’ experience with institutional asset management oversight and/or support responsibilities.

Contact Us

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

Introduction to Investments

April 17-18, 2012 - San Francisco
October 23-24, 2012 - San Francisco

Sample Agenda
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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 session 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. The session includes:

A description of the different parties involved in the investment management process, including their roles and responsibilities
A brief outline of the types and characteristics of different Plans (e.g.,defined benefit, defined contribution, endowments, foundations, operating funds)
An introduction to fiduciary issues as they pertain to Fund management and oversight
An overview of capital market theory, characteristics of various asset classes, and the processes by which fiduciaries implement their investment sessions

Tuition for the Introductory "Callan College" session is $2,350 per person. Tuition includes instruction, all materials, breakfast and lunch on each day, and dinner on the first evening with the instructors.