Callan Institute

The Callan Institute is the first forum to provide practical, relevant, original research and education to institutional investors, including industry-recognized surveys, timely blogs, live events, educational conferences, and “Callan College” workshops.

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.

Visit our research library

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Institute Events

Each year we offer live events and webinars for our clients, including our National Conference in January (San Francisco), workshops in June and October (various locations), and the Fall Investment Manager Conference in September (San Francisco Bay Area).

The National Conference consists of general sessions with presentations by world, political, arts, science, and investment industry speakers. The general sessions are followed by smaller breakout sessions on timely industry topics led by Callan specialists. Attendees include plan/fund sponsors, investment managers, and Callan employees.

Workshops focus on a particular investment topic or issue, and the fall conference offers educational sessions geared toward investment managers. Our investment workshops and sessions encourage in-depth discussions with industry colleagues and Callan professionals.

See our event opportunities

"Callan College"

“Callan College” provides clients and investment professionals across the industry with basic-to-intermediate-level instruction. Contact Barb Gerraty to learn more about our customized sessions and continuing education credits.

View our educational sessions

Questions about Callan Institute, published research, or events? Contact us at