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"Callan College" for Investment Managers - Process, Search, and Insights
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Process, Search, and Insights

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. 

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.

There are two registrations spots per session available at a reduced price for DWDO firms.  Please reach out for more information.

Date & Time

Starts 2024-04-24
8:30 AM CT
Ends 2024-04-25
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. There are two registrations spots per session available at a reduced price for DWDO firms.  Please reach out for more information.

Event Speakers

Joan Dorow
Joan Dorow
Institutional Consulting
Mark Wood
Mark Wood
Global Manager Research
Jay Kloepfer
Director of Capital Markets Research
Anne Maloney
Anne Maloney
Institutional Consulting

Attendee Lists

Agenda

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