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Registration opens April 15
"Callan College" Introduction to Investments - Virtual
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Learn the Fundamentals

This course is for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds. This session familiarizes fund sponsor trustees and staff with basic investment theory, terminology, and practices.

It is comprised of 3 x 2-3 hour virtual modules and is designed for individuals who are relatively new to institutional asset management oversight or looking to sharpen their existing skill set.

Participants will learn about different types of investment fund options and how they fit in an institutional investor’s portfolio.

 The session includes:

  • A description of the different parties involved in the investment management process, including their roles and responsibilities;
  • A brief outline of the types and characteristics of different plans (i.e. defined benefit, defined contribution, endowments, foundations, and operating funds);
  • An introduction to fiduciary issues as they pertain to fund management and oversight;
  • An overview of capital market theory, characteristics of various asset classes, and the processes by which fiduciaries implement their investment sessions.

This course is beneficial to anyone involved in the investment management process, including:

  • trustees and staff members of public, corporate and Taft-Hartley retirement funds (defined benefit and/or defined contribution);
  • trustees and staff members of endowment and foundation funds;
  • representatives of family trusts;
  • and investment management professionals and staff involved in client service, business development, consultant relations, and portfolio management.

Prerequisites: None required. This is an introductory course for institutional investors, including trustees and staff members of nonprofits, and public and corporate funds

Date & Time

Starts 2021-10-26
8:30 AM PT
Ends 2021-10-28
11:30 AM PT

Location

Virtual via Zoom
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Location and Cost

The session will be held virtually via the Zoom platform. The tuition for this course is $950 per person. The fee includes instruction, all materials, and recordings of all presentations.

Event Speakers

Ryan Cunningham
Ryan Cunningham
Senior Vice President
Karen Heifferon
Karen Heifferon
Senior Vice President
James W. Van Heuit
James W. Van Heuit
Senior Vice President
Claire Telleen
Claire Telleen
Senior Vice President
Amy Jones
Amy Jones
Senior Vice President

Attendee Lists

Agenda