Callan Connects

Engaging diverse and emerging managers

In 2010, Callan Connects became the first-of-its-kind program developed by an investment consultant to engage emerging managers and diverse-, women-, and disabled-owned (DWDO) firms. It all started with our founder Ed Callan, who laid the groundwork in the early 1990s. Ever since, expanding our universe of diverse and emerging managers has been a part of our unique manager search process. 

Meeting with you one-on-one (virtually, for now)

Each quarter, we meet with a number of firms to get to know your organizational structure, staff, investment process, and resulting performance. Hosted by Lauren Mathias, the Callan Connects sessions feature one-on-one meetings with Callan professionals. Click the link below to be notified about our next session.

Mathias Webinar
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Manager questionnaire

Prior to meeting with us during a Callan Connects session, we encourage you to complete our investment manager questionnaire to ensure consideration in our searches. (There is no fee to be included in our database.) Firms include:

  • DWDO (any AUM or fund size)
  • Emerging (less than $3 billion in AUM or raising Funds I, II, or III <$1bn)

A founder's mission to advocate for diversity

Ed Callan (left) made it his mission to advocate for diversity across the financial industry and won accolades throughout the years for his efforts. Our Executive Chairman Ron Peyton (right) continues the legacy as the co-chair of the firm’s Inclusion Committee and a regular speaker at numerous industry events focused on diversity. 

$ 0 billion

Assets managed by DWDO firms
for Callan clients

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Firms classified as DWDO in Callan’s database (160+ currently active)

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Number of meetings since
Callan Connects launched in 2010

Lauren Mathias

Head of Callan Connects

“The importance of diverse and emerging manager engagement has increased as institutional investors look to add new talent to their rosters and managers that reflect the diversity of fund beneficiaries. Our decade-long focus on building out our exposure to these firms has resulted in one of the industry’s most robust databases, and it’s integral to our unique manager search process.”

Lauren Mathias

Head of Callan Connects

Have questions about Callan Connects?