Engaging Diverse and Emerging Managers

Our founder Ed Callan laid the groundwork for our diverse and emerging manager engagement in the early 1990s—and ultimately the launch of Callan Connects in 2010. Ever since, expanding our universe of emerging managers and diverse-, women-, or disabled-owned (DWDO) firms has been a part of our unique manager search process. 

Want to join us for our next Callan Connects event?
Click here to receive information about the next session.

We're Looking Forward to Meeting You

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

♦  Cybersecurity

♦  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.        

image

View firms that have participated in Callan Connects.

Small Firms with Big Ideas

The importance of diverse and emerging manager engagement has increased as institutional investors look to add new talent to their rosters and managers who reflect the diversity of fund beneficiaries. With Callan Connects, we expanded our universe of diverse-, women-, or disabled-owned firms (DWDO) and emerging managers—and over 300 firms have participated in Callan Connects since inception.

It all began with our founder Ed Callan, who made it his mission to advocate for diversity across the financial industry. He supported many initiatives throughout his lifetime. As an example, he and Marx Cazenave co-founded Progress Investment Management, which proved to be a game-changer for the industry’s move toward diverse and emerging managers.

Each quarter we meet with DWDO firms (less than $10 billion AUM) and emerging managers (less than $3 billion AUM) in various cities around the U.S. to make it more convenient for them to talk with our consultants. They may also request a meeting. Prior to meeting with us, we encourage firms to complete our investment manager questionnaire to ensure consideration in our searches. There is no fee to be included in our database.

Learn more about our unique manager search process in this blog post by Callan Executive Chairman Ron Peyton, who also chairs our Diverse and Emerging Manager Committee.

$27

BILLION

Assets managed by DWDO firms for Callan clients

300+

FIRMS

Classified as DWDO in Callan's database

288

MEETINGS

Since Callan Connects began in 2010

Watch Lauren Mathias discussing Callan Connects and her observations on the diverse and emerging managers space.

Diverse and Emerging Manager Committee

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.

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.