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. 

Next Callan Connects session: Dec. 9 (full)

Each quarter, we meet with you to get to know your firm’s organizational structure, staff, investment process, and resulting performance. Hosted by Lauren Mathias, the Callan Connects sessions feature one-on-one meetings with Callan professionals. 

Watch Lauren Mathias at the Institutional D&I Summit, presented by the Institutional Investing Diversity Cooperative and eVestment. 

Hood No Badge

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)

An early advocate for diversity and inclusion

Founder Ed Callan (left) made it his mission to advocate for diversity and inclusion across the financial industry and won accolades throughout the years for his efforts. Ron Peyton (right) continued the legacy as Callan’s former CEO, and now executive chairman and a regular speaker at industry events focused on diversity and inclusion. 

$ 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?