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Gina Falsetto
Ray Combs
Callan Investments Institute


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Callan’s Approach to Education

Callan’s Approach to Research

Launched in 1980, the Callan Investments Institute was the first forum created specifically for providing education to institutional investors.

The Institute provides our clients with education on the most critical investment topics through conferences, workshops, and in-depth research.


One of the key functions of the Institute is research. To update clients on the latest investment information, the Institute conducts valuable market and statistical surveys, undertakes substantial research on important investment trends, prepares position papers on timely investment topics, publishes quarterly newsletters, and provides quarterly performance statistics.

The National

San Francisco
January 25 – 27, 2016

June Regional Workshops

June 17, 2015
San Francisco
June 18, 2015

Fall Investment
Manager Conference

September 13-15, 2015

October Regional Workshops

New York
October 21, 2015
October 22, 2015