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. 

Our next Callan Connects session is March 23 in Boston. Registration opens February 24. Stay tuned!

Celebrating 10 Years of Callan Connects

Join us for our next Callan Connects session on March 23 in Boston as we celebrate our 10th anniversary of the program. Our Callan Connects sessions feature one-on-one meetings with Callan professionals, discussing your firm's organizational structure, staff, investment process, and resulting performance.

Registration for the next Callan Connects session opens February 24. Click here to receive information.


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:

“Our Manager Searches: Inclusive by Design” 

“Tips for Diverse and Emerging Managers”


Explore the extensive coverage of Callan's outreach to diverse and emerging managers in Emerging Manager Monthly.



Assets managed by DWDO firms for Callan clients



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



Since Callan Connects began in 2010

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

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.