Callan Connects

We launched Callan Connects in 2010 to expand our universe of emerging managers (less than $3 billion in assets under management) and firms that are minority-, women-, or disabled-owned (MWDO). Each quarter we designate a day to meet with emerging managers and MWDO firms (less than $10 billion AUM) in various cities around the U.S. in order to make it more convenient for these firms to talk with our consultants. Firms may also contact us to request a meeting. Prior to meeting with us, we encourage firms to complete our investment manager questionnaire to ensure consideration in our searches. There is no fee to be included in our database.

The next Callan Connects will be in Atlanta on June 28, 2017.
Do you want to be notified when registration opens? Click here.



Assets managed by MWDO firms for Callan clients



Classified as MWDO in Callan's database



Since Callan Connects began in 2010

View firms that have participated in Callan Connects

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.