"Callan College"
Intro to Investments

This course is for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds

October 13-15, 2020 - Virtual Format

Learn the fundamentals!

This session familiarizes fund sponsor trustees and staff with basic investment theory, terminology, and practices. It is comprised of 3 x 2-3 hour virtual modules and is designed for individuals who are relatively new to institutional asset management oversight or looking to sharpen their existing skill set.

Participants will learn about different types of investment fund options and how they fit in an institutional investor's portfolio.

The session includes:

  • A description of the different parties involved in the investment management process, including their roles and responsibilities;
  • A brief outline of the types and characteristics of different plans (i.e. defined benefit, defined contribution, endowments, foundations, and operating funds);
  • An introduction to fiduciary issues as they pertain to fund management and oversight;
  • An overview of capital market theory, characteristics of various asset classes, and the processes by which fiduciaries implement their investment sessions.

This course is beneficial to anyone involved in the investment management process, including: trustees and staff members of public, corporate and Taft-Hartley retirement funds (defined benefit and/or defined contribution); trustees and staff members of endowment and foundation funds; representatives of family trusts; and investment management professionals and staff involved in client service, business development, consultant relations, and portfolio management.

Prerequisites: None required. This is an introductory course for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds

Continuing Education Credits

The “Callan College”on Introduction to Investments qualifies for the following Continuing Education Credits based on a 50-minute hour.

2020 Presenters

Agenda & Content Overview

Senior Callan consultants and investment specialists offer instruction on how to discharge fiduciary responsibilities in a prudent and well-informed manner. Our instructors bring experience to the classroom; they have an average of nineteen years of experience in the industry and ten years with Callan. “Callan College” attendees benefit by tapping into this exceptional pool of knowledge.

To view a detailed agenda for the session, click here.

October 13, 2020

8:30 am Introduction & Welcome

8:50 – 11:00 am

  • The Role of the Fiduciary
  • Investment Policy Statements
  • Capital Markets
  • Asset Allocation


October 14, 2020

8:30-10:30 am

  • Manager Structure Defined Benefit
  • Manager Structure Defined Contribution

October 15, 2020

8:30-11:00 am

  • Manager Search
  • Performance Measurement

Location and Cost

The October virtual session will be held via the Zoom platform. 

The tuition for this session is $950 per person. The fee includes instruction and all digital materials.

3 Reasons You Should Attend

How can introduction to investments benefit your investment program? Find out at our “Callan College”. Register today!



how different investments play a different and important role in a portfolio.



your knowledge about investments to maximize returns in volatile markets.



an unbiased view on ways to reduce risk and increase diversification.

Questions? Contact Aspen Minden at [email protected] or 415.291.4141.