"Callan College"
Introduction to Alternative Investments


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

Chicago
October 29-30, 2019

Dive into Alternatives!

Alternative investments like private equity, hedge funds, and real estate can play a key role in any portfolio. In this 1 ½-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:

  • Private equity, private credit, hedge funds, real estate, and real assets
  • Why invest in alternatives
  • Risk/return characteristics and liquidity
  • Designing and implementing an alternatives program
  • Trends and case studies

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 Alternative Investments qualifies for the following Continuing Education Credits based on a 50-minute hour.

Meet Your Instructors

Agenda & Content Overview

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.

Day 1

8:30 am Welcome Remarks & Introduction

9:45 am Asset Class Overviews

    • How to Invest
    • Who Invests
    • Strategy Types
    • Size & Structure of the Market
    • Challenges

1:00 pm Design & Implementation of Asset Classes

    • Program Design
    • Strategic Planning
    • Manager Selection
    • Performance Measurement

4:15 pm Session Ends

Day 2

8:30 am Design & Implementation of Asset Classes (Continued)

9:30 am Trends & Case Study

    • Current Environment
    • Investor Trends
    • Manager Trends
    • Client Case Study

11:45 am Summary & Conclusions

12:15 pm Session Ends

Location and Cost

The session will be held in Callan's Chicago office at 120 North La Salle Street, Suite 2400, Chicago, IL 60602.

For accommodations while in 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 $2,500 per person, and includes instruction, all materials, and breakfast and lunch on each day.

3 Reasons You Should Attend

How can alternative investments benefit your investment program? Find out at our “Callan College” on Alternative Investments. Register today!

#1

LEARN

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

#2

ENHANCE

your knowledge about alternatives to maximize returns in volatile markets.

#3

GET

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

Questions? Contact Kathleen Cunnie at cunnie@callan.com or at 415. 274.3029