Our live events and webinars deliver education and insights on investment topics to clients and other audiences.
Institute Client Events
Launched in 1980, the Callan Institute was the first forum created specifically for educating institutional investors. Each year we offer several live events and webinars for our clients. For more details, please contact Barb Gerraty at firstname.lastname@example.org.
June 27, 2017 – Atlanta
June 29, 2017 – San Francisco
Fall Investment Manager Conference
September 10-12, 2017
October Regional Workshops
October 24 – New York
October 26 – Chicago
Founded in 1994, the “Callan College” provides a foundation of knowledge for any industry professional who wants to learn more about the investment decision-making process. The "Introduction to Investments" session familiarizes fund sponsor trustees, staff, and asset management advisors with basic investment theory, terminology, and practices. The "Session for Investment Managers" is designed to help investment managers communicate more effectively with clients and consultants.
Contact us at email@example.com to learn more about the "Callan College" as well as our customized sessions and continuing education credits.
Our DC experts are hosting a series of breakfast workshops in cities around the U.S. on “Facing Today’s Challenges: Toward More Effective Fiduciaries.” These are open to DC plan sponsors that meet our event attendee criteria. For more details on these events please contact firstname.lastname@example.org.
We are hosting a workshop March 14 in New York and are planning May workshops in Texas.
Callan's Institutional Consulting Group supports the success of the investment community by providing market intelligence, portfolio analytics, and ongoing industry education to investment manager clients. Contact Judy McKinney at email@example.com to learn more.
Clients of the Institutional Consulting Group are not entitled to any preferential treatment in the services conducted by Callan Associates; such manager relationships do not affect the outcome or process by which any of Callan's services are conducted.