Alternative investments like private equity, hedge funds, and real estate can play a key role in any portfolio. In this 1-day session, learn from Callan experts about the importance of allocations to alternatives, and how to integrate, evaluate, and monitor them.
Learn from some of Callan’s senior consultants and experts, including the head of Alternatives Consulting Pete Keliuotis. The session will cover:
Prerequisites: None required. This is an introductory course for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds
The “Callan College”on Alternative Investments qualifies for the following Continuing Education Credits based on a 50-minute hour.
Your instructors for this introduction to alternative investments are seasoned experts in their fields of private equity, private credit, hedge funds, real estate, and real assets. They will cover a range of topics from strategic planning to implementation to measuring success.
To view a detailed agenda for the session, click here.
8:00 am: Breakfast
8:30 am: Introduction & Welcome Remarks
9:00 am: Asset Class Overviews & Designing a Portfolio
12:00 pm: Lunch
1:00 pm: Trends and Case Studies
2:30 pm: Alternatives Panel
4:30 pm: Session Ends
The June session will be held in Callan's San Francisco office at 600 Montgomery Street, Ste. 800, San Francisco, CA 94111.
The November session will be held in Callan's Chicago office at 120 North La Salle Street, Suite 2400, Chicago, IL 60602.
For accommodations while in San Francisco or Chicago, you may try Club Quarters. Callan is a member, and their Chicago locations are both a few blocks away from our office. To make a reservation, simply go to www.clubquartershotels.com/callan. The password is CALLAN (case sensitive).
The tuition for this session is $2,000 per person, and includes instruction, all materials, and breakfast and lunch .
How can alternative investments benefit your investment program? Find out at our “Callan College” on Alternative Investments. Registration opens in February!
how alternatives play a different and important role in a portfolio.
your knowledge about alternatives to maximize returns in volatile markets.
an unbiased view on ways to reduce risk and increase diversification.
Explore some of our research and insights on the world of alternative investments.