Research, education, and dialogue
Established in 1980, the Callan Institute is widely recognized as one of the leading research and education forums for the investment industry. Our goal is to provide high-quality events, research, and education to create a more informed, transparent, and integrated investment community.
Events and education
Each year, we offer live events that include workshops, master classes, college courses, webinars, and Research Café sessions for our clients and the broader investment community. Our largest conference, Callan’s National Conference, is held in April for all clients. Workshops are held in June and October, and the Fall Conference for investment managers is held in September. We provide all other educational offerings and events throughout the year, including online education through our platform Callan On-Demand Education (CODE).
The National Conference consists of general sessions with presentations by world, political, arts, science, and investment industry speakers, as well as smaller breakout sessions on timely industry topics led by Callan specialists. Attendees include plan/fund sponsors, investment managers, and Callan employees. Our Fall Conference offers educational sessions geared toward investment managers.
Our workshops take place in major cities and focus on a particular investment topic or issue, encouraging in-depth discussions with industry colleagues and Callan professionals.
Led by Callan experts, “Callan College” sessions provide financial professionals and fiduciaries across the industry with practical, basic- to intermediate-level education instruction on a range of relevant topics.
Research Café sessions and webinars are hosted by Callan specialists and highlight a range of investment topics. These recorded sessions are available on our dedicated Webinar Replays page.
Callan On-Demand Education (CODE) provides institutional investment coursework designed for fiduciaries and investment professionals of all levels. Self-guided and delivered by Callan specialists, courses range from introductory modules for newer board members and those new to the industry to advanced modules for tenured trustees, asset management professionals, consultants, and investment staff.
Published research
Our original research explores the questions and issues important to today’s institutional investors, providing timely insights and data on a variety of investment topics in easily digestible formats.
Number of Callan research contributors per year
Research papers and blog posts per year
Number of Callan-hosted live research events per year
Number of attendees to Callan events each year
