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.



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.