Engaging diverse and emerging managers since 2010

It is the 10th anniversary of Callan Connects! 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.

Registration is closed for our December session. Click here to be notified about our next session.

Meeting with You One-on-One

Callan Connects is entirely focused on engaging diverse and emerging managers. Our sessions (virtually, for now) feature one-on-one meetings with Callan professionals, discussing your firm's organizational structure, staff, investment process, and resulting performance.

Hosted by Lauren Mathias, the Callan Connects sessions are being held virtually for the time being. To be notified about our next session, simply fill out a brief form here. 


View firms that have participated in Callan Connects.

Celebrating 10 Years!

We launched Callan Connects in 2010, and it became the first-of-its-kind program developed by an investment consultant to engage emerging managers and DWDO firms.

It all began with our founder Ed Callan, who made it his mission to advocate for diversity across the financial industry. One such initiative was Progress Investment Management, which he co-founded with Marx Cazenave. It proved proved to be a game-changer for the industry’s move toward diverse and emerging managers.

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. With Callan Connects, we expanded our universe of emerging managers and DWDO firms—and over 300 firms have participated in Callan Connects since inception.

Each quarter we meet with firms 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.

Firms include: DWDO firms (less than $10 billion in AUM), emerging managers (less than $3 billion in AUM), and emerging/DWDO managers in the alternatives space currently raising or have recently raised Funds I, II, or III with a fund size/target at least $50 million but not above $1 billion.



Assets managed by DWDO firms for Callan clients



Classified as DWDO in Callan's database (160+ currently active)



Since Callan Connects began in 2010

Explore tips for diverse and emerging managers.

Callan Inclusion 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, +1 415-974-5060.