Callan Associates

"Callan College" for Investment Managers

March 23-25, 2010 - Boston, Back Bay Hotel
September 28-30, 2010 - Boston, Back Bay Hotel

Sample Agenda
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This two and one-half day program for investment managers will focus on the asset management process (including the manager search process), communication best practices, and improving presentation skills. The session is designed to help investment managers communicate more effectively with clients and consultants and will provide insights into industry best practices and 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.

Topics will include:

• Review of the Asset Management Process
• Current Industry Trends Panel
• Manager Structure
• The Manager Search Process
• Communication Best Practices (RFP Best Practices, Questionnaires, Consultant Meetings, Client Review, Newsletters)
• Presentation Skills

Participants will have the opportunity to apply the lessons they’ve learned in the previous sessions through a series of case studies.

Tuition for the "Callan College" session for Investment Managers is $3,000 per person. Tuition includes instruction, all materials, breakfast & lunch on each day, and dinner on the first evening with the instructors.

Please inquire about our multi-attendee discounts for this session.