Callan Investments Institute Schedule

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

Contact Us

For more information on the Callan Investments Institute, contact Gina Falsetto or Ray Combs at

Featured Research

Tune Up Your DC Plan in 2014
written by Lori Lucas, CFA,
Callan's Defined Contribution Practice Leader

Callan Investments Institute

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.