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Registration opens February 15
"Callan College" for Investment Managers - Process, Search, and Insights
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Virtual

Process, Search, and Insights

Please join us for two consecutive morning sessions designed to help investment managers learn about the investment and search processes that are integral in understanding how consultants, investment managers and institutional investors work together.  Please note that this “Callan College” session is a modification of the traditional manager full-course sessions.

The course is beneficial to anyone involved in the business of investment management, including: 

  • Client services professionals
  • Business development officers
  • Consultant relations professionals
  • Portfolio managers
  • RFP writers
  • Marketing professionals

Topics covered within the session include:

  • Review of the asset management process
  • Current industry trends
  • Manager structure
  • Manager search process
  • Communication best practices

We look forward to seeing you there!

Prerequisites: None required.

Date & Time

Starts 2023-04-26
8:30 AM CT
Ends 2023-04-27
12:00 PM CT

Location

Virtual via Zoom
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Location and Cost

The session will be held virtually via the Zoom platform. The tuition for this course is $1100 per person. The fee includes instruction and all materials for the sessions.

Event Speakers

Joan Dorow
Joan Dorow
Institutional Consulting
Anne Maloney
Anne Maloney
Institutional Consulting

Attendee Lists

Agenda

Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.