Callan Institute

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.

Research and education are at the heart of Callan's consulting business.

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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Events and Education

Each year, we offer live events, workshops, 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). We also offer “Callan College” educational sessions to clients and investment professionals.

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.

“Callan College” provides clients and investment professionals across the industry with basic-to-intermediate-level instruction. 

See our event opportunities

Celebrating 40 years of research, education, and dialogue.

Questions about Callan Institute, published research, or events? Contact us at [email protected]