2014 June Regional Workshops
June 24 - Atlanta, GA
June 25 - San Francisco, CA
2014 Fall Investment Manager Conference
September 7-9, 2014
2014 October Regional Workshops
October 21 - Chicago, IL
October 22 - New York, NY
The Thirty-Fifth National Conference
January 26-28, 2015
San Francisco, CA
For more information on the Callan Investments Institute, contact Gina Falsetto or Ray Combs at firstname.lastname@example.org.
Tune Up Your DC Plan in 2014
written by Lori Lucas, CFA,
Callan's Defined Contribution Practice Leader
The Callan Investments Institute is widely recognized as one of the leading educational forums for the pensions and investments industry. Institute clients include approximately 300 corporations, endowments, foundations, public funds, multi-employer funds, independent advisors, and investment management organizations. The Institute provides published research and conducts conferences and workshops throughout the year for our clients. We strive to present the most timely and relevant research and education available so our clients and our associates can keep on top of important trends in the investments industry.
One of the key functions of the Institute is research. To update clients on the latest investment information, the Institute conducts valuable market and statistical surveys, undertakes substantial research on important investment trends, prepares position papers on timely investment topics, publishes quarterly newsletters, and provides quarterly performance statistics.
The Callan Investments Institute offers education on investment issues through conferences and regional workshops. Well-known authorities from the fields of investments, politics, economics, and business join Callan and other industry experts in exploring the latest issues currently facing investors. Participants gain insight through carefully structured lectures, panel discussions, and focused workshops.