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 email@example.com.
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 firstname.lastname@example.org 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 please contact email@example.com
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 firstname.lastname@example.org 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.