Callan Connects Participants

The following firms have participated in Callan Connects since the program's inception in 2010

2019

Chicago (April)
Agile
Blueprint
Compass
Endurance
Landry
McDowell
Pavlik
Phillimore
Riverwater
Syntax
System Two

2018

San Francisco (December):
Vitruvian Capital Management
Summit Global Investments
Hudson Cove Capital Management
SECOR Asset Management

New Jersey (October): 
Alpha Capital Partners
Fithian Investment Advisors
Granite Springs
Metis Capital Management
Newbrook Capital Advisors
RVX Asset Management
Water Island Capita

Denver (June):
Aether Investment Partners
Ballast Asset Management
Datum 9 Analytics
Eidelman Virant Capital
Grace Capital
Millrace Asset Group
6s Alternatives
Wolf Point Asset Management

2017

Atlanta (June):
Blue Cloud Ventures
Clifford Capital Partners
Constitution Capital Partners
Dean Capital Management
New World Capital
PIPV Capital
Redwood Investments
ThirtyNorth Investments

Boston (March):
Ascentia Asset Management
Goode Investment Management
Mark Asset Management Corporation
Portolan Capital Management
3EDGE Asset Management
Turning Rock Partners
Villanova Investment Management Company
WRC

2016

San Francisco (September):
Concise Capital
Manhattan West
NBW Capital
Penserra Capital
Stonecrest
White Pine Capital

Philadelphia (May):
Clifford Capital Partners
Gilman Hill Asset Management
HAV Capital
Red Oak Capital
13D Management
Triboro Investment Management
Value Investment Partners

Boston (March):
Contrast Capital Management
Hays Advisory
Lloyd Jones Capital
Madison Bay Capital Partners

2015

New Jersey (November):
Cognios Capital
Foresight Global Investors
Greenwood Capital Associates
Grisanti Capital Management
Headhaul Capital Partners
Hollis Park Partners
Katalyst Investment Incubator
Lingerfelt CommonWealth Partners
Parliament Capital Management
Raveneur Investment Group

San Francisco (September):
Atlas Capital Advisors
CG Asset Management
Pier 88 Investment Partners
Sentinel Dome Partners
WPS Advisors

 

Chicago (June):
American Private Equity Group
Anka Capital Management
CT Capital
Mosser Capital Management
North Point Global Investors
NuWave Investment Management
PTAM  (PT Asset Management)
R-Squared Macro
Systima Capital Management

Boston (March):
Bird Rock Asset Management
Brightwood Capital Advisors
CT Mason Inc.
Investment Management of Virginia
Matterhorn Capital Management
Millstreet Capital Management
Piscataqua Capital Management
RMWC
Wellesley Investment Advisors, Inc.

2014

New Jersey (November):
AlphaOne Capital Partners
Altum Capital Management
Boyle Capital
Flippin Bruce and Porter
Nile Capital
Princeton Capital Management
Red Ivy Capital
Sustainable Insight Capital Management

San Francisco (September):
Alethea Capital Management
Aventis Asset Management
Cauldron Investments
Cavan Capital
Gator Capital Management
Lee Financial Group
Merk Investments
Merlin Asset Management/
Concert Wealth Management
Neosho Capital
New Sheridan Advisors
San Juan Asset Management
SIPCO
Van Hulzen Asset Management

Chicago (June):
Arden Group
Convergence Investment Partners
Eachwin Capital
EntrepreneurShares
Henry James International Management
Torray Investment Management
Typhon Access LLC
Winslow Asset Management

Boston (March):
Aegis Financial Corporation
Broadstone Real Estate
Clarkston Capital Partners
FDO Partners
Foundry Partners
Julex Capital Management
Markston International
Metis Global Partners
Pacer Advisors
Pacific Global Investment Management Company
R.G. Associates, Inc.
Shikiar Asset Management
The Ithaka Group
Waypoint Asset Management

2013

Boston (March):
Aegis Financial Corporation
Broadstone Real Estate
Clarkston Capital Partners
FDO Partners
Foundry Partners
Julex Capital Management
Markston International
Metis Global Partners
Pacer Advisors
Pacific Global Investment Management Company
R.G. Associates, Inc.
Shikiar Asset Management
The Ithaka Group
Waypoint Asset Management

New Jersey (October):
Acertus Capital Management
American Capital Management
Princeton Capital Management
TAH Management
GaveKal Capital

San Francisco (August):
AMI Asset Management
Equilibrium Capital
Kohala Capital Partners
North Shore Asset Management
Nuance Investments
Riverside Advisors
SGL Investment Advisors
Triad Investment Management
Worth Venture Partners

Chicago (May):
Ada Investments
Algert Coldiron Investors
Aquila Infrastructure Management
Drexel Hamilton Investment Partners
Hanseatic Management Services
Pulse Capital Partners
Star America Infrastructure Partners

Dallas (March):
Affinity Investment Advisors
Copeland Capital Management
Cozad Asset Management
IronHorse Capital
Jonathan Rose Companies
Kirr, Marbach & Company
Merit Investment Management
Missouri Valley Partners
Oakview Capital Management
Reef Points
Strategic Capital Partners
Teton Advisors

2012

Boston (November):
Athena Global Investors
Chancel Blue
CornerCap Investment Counsel
Curran Investment Management
First Fiduciary Investment Counsel
Griffin Asset Management
JAG Advisors
Marietta Investment Partners
Needham Funds
Poplar Forest Capital
Redmond Asset Management
Wall Street Access Asset Management

Atlanta (July):
Confluence Investment Management
Crest Investment Partners
Double Eagle Capital
Financial Trust Asset Management
Fisher Lynch Capital
Granite Investment Advisors
Lakeshore Capital
Narwhal Capital Management
Pivot Point Advisors
Red Mountain Capital Partners
SteelPath

Chicago (April):
Appalachian Impact Fund
Capital Innovations
Corbin & Company
Cutler Capital Management
Cutler Investment Counsel
Fenimore Asset Management
J.M. Hartwell
Lizard Investors
New Century Investment Management
Oak Street Real Estate Capital
Princeton Advisory Group
Silva Capital Management
16th Amendment Advisors
Stewart Capital

February: New Jersey
Aqua Investment Management
Busara Advisors
Clear Harbor Asset Management
Elanus Capital Management
Headlands Capital Advisors
Intergeneration Capital
Renaissance Capital
SAIL Advisors
Sera Capital
ValueWorks

2011

San Francisco (November):
Accuvest Global Advisors
Ada Investment Management
Altrius Capital Management
Athena Capital Advisors
Broe Real Estate Services
Cove Street Capital
Griffith Properties
Harmonic Investment Advisors
Old West Investment Management
Pivot Point Capital
Robotti & Company Advisors
SeaCrest Investment Management

Denver (July):
Belltower Advisors
Century Management
Fairpointe Capital
Gries Financial
Piermont Capital Management
Sandhill Investment Management
The Graham & Dodd Fund
The Philadelphia Trust Company
Wolf Asset Management

Chicago (May):
ARGA Investment Management
Emys Capital
ENDEX Capital Management
Endurance Capital
GFG Asset Management
Gimbal Capital Management
Horizon Investment Services
Huber Capital Management
Matarin Capital Management
Pembroke Management
Robinson Value Management
South Texas Money Managemen
Swan Consulting
12th Street Asset Management

Atlanta (January):
Channing Capital Management
Dana Investment Advisors
Energy Opportunities Capital Management
Falcon Point Capital
Gramercy Advisors
KJ Capital Management
Maryland Capital Management
Orleans Capital Management
StoneRidge Investment Partners
Tandem Investment Advisors

2010

New Jersey (October):
Cameron Capital Management
Credo Capital Management
Dean Capital Management
Dinsmore Capital Management
Greenfield Seitz Capital Management
Hughes Capital Management
Linde, Hansen & Co.
Seedling Capital
Tower Bridge Advisors
Verity Asset Management
Yellowstone Partners
Zevin Asset Management

Chicago (July):
Castile Ventures
Clark Capital Management Group
FB Lake
Hanoverian Capital
Harrison Street Real Estate
Innealta Capital
Monarch Partners Asset Management
Opus Capital Management
Scully Capital Management
Tom Johnson Investment Management
Union Heritage Capital Management
Wayne Hummer Asset Management

San Francisco (May):
AMBS Investment Counsel
Arrowpoint Partners
Bayswater Asset Management
Buford, Dickson, Harper & Sparrow
Concerto Asset Management
Keel Asset Management
Loja Group
Mission Creek Capital Partners
Pluscios Management
Provident Group
Runde & Co.
Vision Capital Management