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.

$19

BILLION

Assets managed by MWDO firms for Callan clients

Callan Connects

March 13, 2017

Loews Hotel, 154 Berkeley Street, Boston

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