Events

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 gerraty@callan.com.

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June Regional Workshops

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


"Callan College"

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 cunnie@callan.com to learn more about the "Callan College" as well as our customized sessions and continuing education credits.

Introduction to Investments

San Francisco
July 25–26, 2017

Chicago
October 24–25, 2017

Session for Investment Managers

Boston
September 26–28, 2017

Defined Contribution Breakfast Workshops

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.

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Upcoming Events

For more details please contact milder@callan.com

Manager Workshops

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 mckinney@callan.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.

Questions about Callan’s events? Contact us at institute@callan.com