Sign In
Please enter your email address and password to access this area.
Read our Disclaimer
Callan Investments Institute Schedule
Educational Programs
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.
Available here for download are the PowerPoint presentations (in PDF format) of our workshops, as well as summary write-ups of the entire National Conference event and each regional workshop.
January 2012 - National Conference
| Title |
|
| Expanding Global Horizons |
Download
|
| Investment Myths & Realities |
Download
|
| The Role of Professional Mgmt in DC Plans |
Download
|
October 2011 - Regional Workshop
| Title |
|
| Fixed Income - This Time It's Different |
Download
|
| Workshop Summary Write-up |
Download
|
June 2011 - Regional Workshop
| Title |
|
| Latest Developments in Asset Allocation for DB and DC Plans |
Download
|
| Workshop Summary Write-up |
Download
|
January 2011 - National Conference
| Title |
|
| Getting to the Ideal DC Plan |
Download
|
| Implementing Real Asset Portfolios |
Download
|
| Post-Crash, Post-Modern Equity Portfolio Structures |
Download
|
| Conference Summary Write-up |
Download
|
October 2010 - Regional Workshop
| Title |
|
| When are Alternatives No Longer "Alternative"? |
Download
|
| Workshop Summary Write-up |
Download
|
June 2010 - Regional Workshop
| Title |
|
| The Risk Locker - Strategies to Reduce Risk |
Download
|
| Workshop Summary Write-up |
Download
|
February 2010 - National Conference
| Title |
|
| Disaster-Proofing the DC Plan |
Download
|
| Re-Igniting Inflation Fears |
Download
|
| Secondary Investment Opportunities: Dream or Reality? |
Download
|
| Conference Summary Write-up |
Download
|
October 2009 - Regional Workshop
| Title |
|
| Has Your Policy Portfolio Failed? |
Download
|
| Workshop Summary Write-up |
Download
|
June 2009 - Regional Workshop
| Title |
|
| Asset Class Structure in Unstructured Times |
Download
|
| Workshop Summary Write-up |
Download
|
January 2009 - National Conference
| Title |
|
| Active Management Through the Market Downturn - The Impact of Deleveraging and the Credit Crisis |
Download
|
| Defined Contribution Plans - Has the Game Changed? |
Download
|
| Extreme Markets - Lessons Learned |
Download
|
| Conference Summary Write-up |
Download
|
October 2008 - Regional Workshop
| Title |
|
| Does Your Portfolio Have an Inflation Blind Spot? |
Download
|
| Workshop Summary Write-up |
Download
|
June 2008 - Regional Workshop
| Title |
|
| Target Date Funds: The Art of Selection & Benchmarking |
Download
|
| Workshop Summary Write-up |
Download
|
January 2008 - National Conference
| Title |
|
| Hedge Fund Investing - Delegate or Do It Direct? |
Download
|
| Liability Driven Investing |
Download
|
| Securities Lending - The Hidden Impact on Performance |
Download
|
| The Future of Defined Contribution Plans - DC Goes DB |
Download
|
| Conference Summary Write-up |
Download
|
October 2007 - Regional Workshop
June 2007 - Regional Workshop
| Title |
|
| Plan Regulations and Costs: What's New and How Does It Affect Your Plan? |
Download
|
| Workshop Summary Write-up |
Download
|
April 2007 - Defined Contribution Conference
| Title |
|
| Alternative Investments Feasible for DC Plans? |
Download
|
| Provider Fees: Are They Reasonable? |
Download
|
| Conference Summary Write-up |
Download
|
January 2007 - National Conference
| Title |
|
| Real Assets - Give Me Something Real |
Download
|
| So Much to Do and So Little Time: Where to Focus Your DC Efforts in 2007 |
Download
|
| The Evolution of Alternative Investments: Navigating this Brave New World |
Download
|
| The Intersection of Equity Manager Structure and Alternative Strategies The Emerging Paradigm |
Download
|
| Conference Summary Write-up |
Download
|
October 2006 - Defined Contribution Conference
| Title |
|
| Conference Summary Write-up |
Download
|
October 2006 - Regional Workshop
| Title |
|
| Are We Facing a Sea Change in Institutional Investing? |
Download
|
| Workshop Summary Write-up |
Download
|
June 2006 - Regional Workshop
| Title |
|
| GTAA, 130/30, and Other Return Enhancing Strategies |
Download
|
| Workshop Summary Write-up |
Download
|
April 2006 - Defined Contribution Workshop
| Title |
|
| Finding That Perfect DC Investment Manager |
Download
|
| Workshop Summary Write-up |
Download
|
January 2006 - National Conference
| Title |
|
| DC Trends Roundtable |
Download
|
| Fiduciary Responsibilities for an Investment Committee |
Download
|
| Portable Alpha: Seek the Holy Grail or Run Away? |
Download
|
| The Role of Commodities in Institutional Portfolios |
Download
|
| Conference Summary Write-up |
Download
|
October 2005 - Regional Workshop
| Title |
|
| Investing to Match Liabilities - A Revolutionary Approach That Will Solve All That Ails The Pension World, Or Just Another Strategy? |
Download
|
| Workshop Summary Write-up |
Download
|
June 2005 - Regional Workshop
| Title |
|
| International Manager Structure: Evolving Perspectives |
Download
|
| Workshop Summary Write-up |
Download
|
April 2005 - Defined Contribution Conference
| Title |
|
| DC Plan Investment Structure |
Download
|
| Results and Interpretations of the Callan 2004 DC Survey |
Download
|
| Conference Summary Write-up |
Download
|
January 2005 - National Conference
| Title |
|
| Hedge Funds: Through the Looking Glass, Darkly |
Download
|
| Small Cap - The Challenge of Implementation |
Download
|
| The Mutual Fund Environment and Its Impacts |
Download
|
| Trends in the Investment Management Industry |
Download
|
| Conference Summary Write-up |
Download
|