"Callan College"
Introduction to Investments


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

April 21-22, 2020 in San Francisco
July 21-22, 2020 in Chicago
October 13-14, 2020 in Chicago

Learn the fundamentals!

This session familiarizes fund sponsor trustees and staff with basic investment theory, terminology, and practices. It lasts one-and-a-half days and is designed for individuals who are relatively new to institutional asset management oversight or looking to sharpen their existing skill set.

Participants will gain a fundamental understanding of the basic types of institutional funds, including their purpose within the structure of investment programs.

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.

Day 1

8:00 am Breakfast

8:30 am Welcome and Introduction

9:00 am

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

1:30 pm

  • Manager Structure Defined Benefit
  • Manager Structure Defined Contribution

4:00 pm Session Ends

5:00 pm Dinner

Day 2

8:00 am Breakfast

8:30 am Manager Search

10:15 am Performance Measurement

12:00 pm Wrap-Up and Boxed Lunches

Location and Cost

The April session will be held at Callan’s San Francisco Office located at 600 Montgomery Street, Ste. 800.  The July and October sessions will be held at our Chicago office on the 24th floor of 120 North La Salle Street.

Callan is a member of Club Quarters in both Chicago and San Francisco.  The password is CALLAN (case sensitive).

The tuition for this session is $2,350 per person. The fee includes instruction, all materials, breakfast and lunch on each day, and a dinner with instructors on the first evening.

 

3 Reasons You Should Attend

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

#1

LEARN

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

#2

ENHANCE

your knowledge about investments to maximize returns in volatile markets.

#3

GET

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

Questions? Contact Aspen Minden at minden@callan.com or 415.291.4141.