Please join us in Chicago to learn about alternatives investments!

Note: This is a fee-based educational program.  

This masterclass is open to investment management professionals only.  Marketing, sales, and consultant relations professionals, as well as their colleagues who are responsible for the decision-making and implementation of alternative strategies would benefit from attending.

Course Description:

Private equity, real assets, hedge funds, and private credit are key topics that consultants and plan sponsors are currently discussing. Understanding expectations for the role of alternatives investments and how these expectations align with plan sponsor needs becomes critical for investment managers who strive to succeed in this marketplace.

In this masterclass, you will learn about:

• Implementation and use of alternatives investments by plan sponsors—what do they expect by investing in these strategies and what have they historically received 
• What the future may look like
• Challenges plan sponsors and consultants experience during education, adoption, and implementation of these programs
• Delivery of these strategies focusing on vehicle, legal challenges, performance reporting, and opportunity set
• Insight into best practices of successful firms and successful strategies
• Trends and case studies

Callan Presenters:

• Constantine Braswell, Alternatives Consulting Group
• Joan Dorow, Institutional Consulting Group
• Munir Iman, Real Assets Consulting Group
• Ashley Kahn, CAIA, Alternatives Consulting Group
• Pete Keliuotis, CFA, Alternatives Consulting Group
• Anne Maloney, Institutional Consulting Group
• Joe McGuane, CFA, Alternatives Consulting Group

Important Details:
This masterclass is open to investment management professionals only. Marketing sales, and consultant relations professionals, as well as their colleagues who are responsible for the decision-making and implementation of alternative strategies will benefit from being part of this day of education. This day provides perspective, critical knowledge, and details that are essential to the success of investment firms, the increase in marketplace focus, and challenges of alternatives investments.  

The fee for this masterclass is $2,750 for non-clients (per individual) and $2,250 for ICG clients or members of the Callan Institute. The registration deadline is February 12, 2026. Payment must be received by February 19, 2026.

Seating is limited to 36 participants. Refunds are not available, however, substitutions are allowed within the same firm if the original registrant is unable to attend.

For registration changes or questions, please contact Citlali Cuevas at:
312.346.3536 or [email protected].