Institute Conferences and Workshops

The Callan Investments Institute offers education on key 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.

Summaries - these research pieces summarize the presentations given at Callan conferences and workshops.  We take the written and spoken presentation and provide a synopsis of the session in a manner that is concise and easy to understand.

Presentations - these include the charts, graphs, and comments on the latest investment trends from the PowerPoint presentations given by Callan experts at Institute conferences and workshops. The presentations are helpful for reviewing information presented at Institute sessions, and offer a glimpse into the topics and depth of Callan presentations in general.

June 2008 - Regional Breakfast Workshop

Summary

Presentation Title Presentations
Target Date Funds: The Art of Selection & Benchmarking Download

January 2008 - National Conference

Summary

Presentation Title Presentations
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

October 2007 - Regional Breakfast Workshop

Summary

Presentation Title Presentations
Global Positioning Download

June 2007 - Regional Breakfast Workshop

Summary

Presentation Title Presentations
Plan Regulations and Costs: What's New and How Does It Affect Your Plan? Download

April 2007 - Defined Contribution Conference

Summary

Presentation Title Presentations
Alternative Investments Feasible for DC Plans? Download
Provider Fees: Are They Reasonable? Download

January 2007 - National Conference

Summary

Presentation Title Presentations
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

October 2006 - Defined Contribution Conference

Summary

October 2006 - Regional Breakfast Workshop

Summary

Presentation Title Presentations
Are We Facing a Sea Change in Institutional Investing? Download

June 2006 - Regional Breakfast Workshop

Summary

Presentation Title Presentations
GTAA, 130/30, and Other Return Enhancing Strategies Download

April 2006 - Defined Contribution Workshop

Summary

Presentation Title Presentations
Finding That Perfect DC Investment Manager Download

January 2006 - National Conference

Summary

Presentation Title Presentations
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

October 2005 - Regional Breakfast Workshop

Summary

Presentation Title Presentations
Investing to Match Liabilities - A Revolutionary Approach That Will Solve All That Ails The Pension World, Or Just Another Strategy? Download

June 2005 - Regional Breakfast Workshop

Summary

Presentation Title Presentations
International Manager Structure: Evolving Perspectives Download

April 2005 - Defined Contribution Conference

Summary

Presentation Title Presentations
DC Plan Investment Structure Download
Results and Interpretations of the Callan 2004 DC Survey Download

January 2005 - National Conference

Summary

Presentation Title Presentations
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

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Callan Investments Institute Schedule

Fall Investment Manager Conference
September 7-9, 2008, Pebble Beach, CA

October 2008 Regional Breakfast Workshops
October 28, New York City
October 29, Atlanta

The Twenty-Ninth National Conference
January 26-28, 2009, San Francisco