"Callan College" for Investment Managers

September 22-24, 2020 - Chicago

Learn to communicate more effectively with clients and consultants

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!

Prerequisites: None required.

Continuing Education Credits

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

2020 Presenters

Agenda & 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

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 2

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 3

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

Location and Cost

The March 24-26 “Callan College” for Investment Managers session will be held at the following location:

  •  The Loews Hotel Boston located at  154 Berkeley Street, Boston.  Phone: 617.266.7200.
  • Callan is not responsible for attendee hotel reservations. To make reservations please call the hotel directly at 617.266.7200. 
  • The rate for the session is $275 per night. To ensure this room rate reservations must be made by March 1, 2020.  

The September 22-24 “Callan College” for Investment Managers session will be held at the following location:

  •  Callan’s Chicago office on the 24th floor of 120 North La Salle Street.
  •  Callan is a member of Club Quarters in Chicago.  The password is CALLAN

The tuition for each 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.

3 Reasons You Should Attend

How can introduction to investments benefit your investment program? Find out at our “Callan College”. Register today!



how different investments play a different and important role in a portfolio.



your knowledge about investments to maximize returns in volatile markets.



an unbiased view on ways to reduce risk and increase diversification.

Questions? Contact Barb Gerraty at [email protected] or 415.274.3093.