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Registration opens January 1
"Callan College" for Investment Managers - Chicago

Learn to communicate more effectively with clients and consultants

This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.

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
  • Presentation skills

We look forward to seeing you there!

Prerequisites: None required.

Date & Time

Starts 2021-12-07
8:30 AM CT
Ends 2021-12-09
11:30 AM CT


Callan, Chicago
120 N La Salle Street, Suite 2400
Chicago, IL 60602
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Location and Cost

The December 7-9, 2021 “Callan College” for Investment Managers session will be held at the following location:
• Callan’s Chicago office on the 24th floor of 120 North La Salle Street.
• Callan is a member of Club Quarters in Chicago. The password is CALLAN



The tuition for each session is $3,500 per person. The fee includes instruction, all materials, breakfast and lunch on each day, and a dinner with instructors on the first evening.

Event Speakers

Joan Dorow
Joan Dorow
Senior Vice President
Rod Bare
Rod Bare
Senior Vice President
Brianne Weymouth
Brianne Weymouth
Senior Vice President
Anne Maloney
Anne Maloney
Senior Vice President
Kevin Machiz
Kevin Machiz
Vice President

Attendee Lists