"Callan College"
for Investment Managers

A course designed for those in client service, business development, consultant relations, portfolio management, RFP writing, and other marketing positions.

September 24-26, 2019 in Boston

This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.

Topics covered within the session include:

  • Review of the asset management process
  • Current industry trends
  • Manager structure
  • Manager search process
  • Communication best practices (including RFPs, questionnaires, consultant meetings, client reviews, and newsletters)
  • Presentation skills

We look forward to seeing you there!

Prerequisites: None required.  This course is beneficial to anyone involved in the business of investment management, including: client service professionals, business development officers, consultant relations professionals, portfolio managers, RFP writers, and marketing professionals.

Continuing Education Credits

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

Meet Your Instructors

Agenda and Content Overview

The “Callan College” for Investment Managers is taught by senior Callan consultants and research specialist with an average of 21 years in the industry.

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

Day 1

7:30 am Breakfast

8:00 am Welcome and Introduction

8:30 am

  • Review of the Asset Management Process
  • Manager Structure

1:15 pm

  • Current Industry Trends
  • Manager Search

4:30 pm Session Ends

5:30 pm Dinner

Day 2

7:30 am Breakfast

8:00 am

  • Communication Best Practices
  • Presentation Training

1:00 pm Case Study Workshops

Day 3

7:30 am Breakfast

8:00 am Presentation of Case Studies

11:45 am Feedback, Input and Critique

Location and Cost

The September 24-26 “Callan College” for Investment Managers session will be held at the following location:

  •  The Loews Hotel Boston located at  154 Berkeley Street, Boston.  Phone: 617.266.7200.
  • Callan is not responsible for attendee hotel reservations. To make reservations please call the hotel directly at 617.266.7200.
  • The rate for the session is $350 per night. To ensure this room rate reservations must be made by August 30, 2019.

The tuition for this session is $3,500 per person. The fee includes instruction, all materials, breakfast and lunch on each day, and a dinner with instructors on the first evening.

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