"Callan College"
for Investment Managers

March 26-28, 2019 in Boston
September 24-26, 2019 in Boston

This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.

The course is beneficial to anyone involved in the business of investment management, including:

  • Client service professionals
  • Business development officers
  • Consultant relations professionals
  • Portfolio managers
  • RFP writers
  • Marketing professionals

Topics covered within the session include:

  • Review of the asset management process
  • Current industry trends
  • Manager structure
  • Manager search process
  • Communication best practices (including RFPs, questionnaires, consultant meetings, client reviews, and newsletters)
  • Presentation skills

We look forward to seeing you there!

Register Here

"Callan College" Agenda

Day One
7:30 am          Breakfast
8:00 am          Introduction and Welcome Remarks
8:30 am          Review of the Asset Management Process
10:15 am         Break
10:30 am        Manager Structure
12:15 pm         Lunch
1:15 pm           Current Industry Trends Panel
2:30 pm          Break
2:45 pm          Manager Search
4:30 pm          Adjourn
5:30 pm          Dinner

Day Two
7:30 am          Breakfast
8:00 am          Communication Best Practices
9:30 am          Presentation Skills
10:15 am         Break
10:30 am        Presentation Skills (cont.)
11:45 am         Presentation of Case Study
12:00 pm        Working Lunch
1:00 pm          Case Study Workshops
5:00 pm          Adjourn

Day Three
7:30 am          Breakfast
8:00 am          Presentation of Case Studies by Groups
10:00 am        Break
10:15 am         Presentation of Case Studies by Groups
11:45 am         Feedback, Input and Critique
12:15 am         Adjourn

The tuition for this session is $3,500 per person. The fee includes instruction, all materials, breakfast and lunch on each day, and a dinner with instructors on the first evening.

The “Callan College” for Investment Managers Session qualifies for the following Continuing Education Credits based on a 50 minute hour.
CFA: 17 Credits
CFP: 17 Credits
CPE: 17 Credits

Please contact Kathleen Cunnie at cunnie@callan.com or at (415) 274-3029 with any questions.