"Callan College"
Introduction to Investments

This course is for institutional investors including trustees and staff members of nonprofits, and public and corporate funds, representatives of family trusts, and representatives of investment management firms.

Chicago
October 15-16, 2019

Learn the fundamentals

This session familiarizes fund sponsor trustees and staff with basic investment theory, terminology, and practices. It lasts one-and-a-half days and is designed for individuals who are relatively new to institutional asset management oversight or looking to sharpen their existing skill set.

Participants will gain a fundamental understanding of the basic types of institutional funds, including their purpose within the structure of investment programs.

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

Continuing Education Credits

The “Callan College” Introduction to Investments qualifies for the following Continuing Education Credits based on a 50-minute hour.

Meet our Instructors

Agenda and Content Overview

Senior Callan consultants and investment specialists offer instruction on how to discharge fiduciary responsibilities in a prudent and well-informed manner. Our instructors bring experience to the classroom; they have an average of nineteen years of experience in the industry and ten years with Callan. “Callan College” attendees benefit by tapping into this exceptional pool of knowledge.

To view a detailed agenda for the session, click here.

Day 1

8:00 am Breakfast

8:30 am Welcome and Introduction

9:00 am

  • The Role of the Fiduciary
  • Investment Policy Statements
  • Capital Markets
  • Asset Allocation

1:30 pm

  • Manager Structure Defined Benefit
  • Manager Structure Defined Contribution

4:00 pm Session Ends

5:00 pm Dinner

Day 2

8:00 am Breakfast

8:30 am Manager Search

10:15 am Performance Measurement

12:00 pm Wrap-Up and Boxed Lunches

Location and Cost

The session will be held at Callan’s Chicago Office located on the 24th floor of 120 North La Salle Street.

If you are looking for accommodations while in Chicago, Callan is a member of Club Quarters and both of Chicago’s Club Quarters Hotels are within 10 minutes walking distance of our office. The password is CALLAN (case sensitive).

The tuition for this session is $2,350 per person. The fee includes instruction, all materials, breakfast and lunch on each day, and a dinner with instructors on the first evening.

Who Benefits

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 and representatives of family trusts

Client service professionals, business development officers, consultant relationship managers and portfolio managers of investment management firms

Questions? Contact Barb Gerraty at gerraty@callan.com or at 415.274.3093.