Our Callan Connects events for diverse and emerging managers feature one-on-one meetings and roundtable sessions covering various topics to encourage discussion among all managers. At each table, a Callan employee will serve as host while managers share how they handle the challenges of growing their business. Topics can include:
♦ Marketing and client service
♦ Succession planning
♦ Operations and back-office infrastructure
♦ Targeting institutional clients
(product positioning and outreach)
Callan also highlights our search process and database requirements.
To be notified about our next Callan Connects event, click here.
Assets managed by DWDO firms for Callan clients
Classified as DWDO in Callan's database
Since Callan Connects began in 2010
The committee collaborates on Callan’s DWDO manager outreach activities, helping to ensure our commitment to diversity is consistent across our consulting offices, communications, and industry engagements.