Diverse and Emerging Manager Webinar

July 22, 2020 - Virtual

Best Practices in Virtual Communication

Wednesday, July 22, 2020  –  9:00 – 10:00 am (PT)

For the purpose of registering for this event, Callan defines an emerging manager as a firm with less than $3 billion AUM. This also includes diverse-, women-, and disabled-owned (DWDO) firms with less than $10 billion AUM.

Callan's Institutional Consulting Group is hosting a webinar on best communication practices in a virtual environment, specifically for the diverse and emerging manager community. Callan strongly believes that educating investment professionals on effective communication practices helps foster better outcomes for plan sponsors and their participants.

Staying together while apart is a goal for everyone in these uncertain times. Meetings continue but in a new way to keep everyone safe, and investment managers are expected to have the knowledge and capabilities to initiate and conduct meetings virtually. In response, Callan is hosting a webinar to highlight best practices and pitfalls to avoid when communicating with clients, prospects, and consultants in virtual meetings. We will review areas in which investment managers connect virtually with the institutional marketplace, including:

  • Best practices when using virtual platforms (Webex, Zoom, Microsoft Teams, etc.)
  • Real-time insight from a senior Callan research consultant on what information is expected and timing of delivery
  • Real-time insight from a senior Callan plan sponsor consultant on what consultants and clients want to know and expect
  • Messaging in a virtual world and future expectations for communication that will include both virtual and in-person meetings


The call is open to all professionals with the diverse and emerging manager classification and involved in investment management, marketing, servicing, and communication of investment products to the institutional marketplace.

There is no fee for this seminar, but registration is required.

The registration deadline is July 17, 2020. This is not a Callan Connects event.

Register Now!

Workshop Presenters